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    DIY Platform Plan★ Featured Plan

    Automation Plan

    Put lead follow-up, bookings & marketing on 24/7 autopilot.

    Ideal for businesses wanting automated follow-up, calendars, ai tools & reviews

    Enquire About Pricing

    Contact us for availability & pricing

    Contacts
    Up to 5,000 contacts
    Team Members
    5 team members
    Enquire About Pricing
    14-day free trial (DIY) · Cancel anytime
    Automation Plan dashboard — CRM, automation, pipelines and booking calendar interface
    Automation Plan Dashboard
    Who it's for

    Built for businesses wanting automated follow-up, calendars, ai tools & reviews

    Put lead follow-up, bookings & marketing on 24/7 autopilot. It's designed for businesses wanting automated follow-up, calendars, ai tools & reviews.

    Key capabilities

    What you get with Automation Plan

    Driven directly from the authoritative plan entitlement matrix — no feature appears that isn't included in your subscription.

    Conversations & CRM

    • Built-in CRM
    • 2-Way SMS & Email Inbox
    • Facebook & Instagram Messaging
    • GMB Messaging & Call Tracking
    • Email Marketing Campaigns

    Payments

    • Text to Pay & Mobile Payments
    • Invoices, Proposals & Estimates

    Automation & pipeline

    • Missed Call Text Back
    • Workflows & Automations
    • Sales Pipelines & Opportunities

    Websites & funnels

    • Website Builder & E-commerce
    • Funnels & Landing Pages
    • Blogging engine with SEO tools
    • Custom Forms, Surveys & Web Chat

    Booking & growth

    • Calendars & Appointment Booking
    • Social Planner
    • Automated Review Requests
    • Surveys & Interactive Quizzes
    • Full Analytics & Dashboard

    AI & premium

    • AI Tools & AI Agents
    Limits & capacity

    Included capacity

    Contacts
    Up to 5,000 contacts
    Team Members
    5 team members
    What you can do with it

    Practical outcomes

    Real things Automation Plan lets you do, drawn from the plan's own feature set.

    1Automated Workflows & Custom Triggers
    2Missed Call Text Back automation
    3Automated Calendar & Booking System
    4Sales Pipelines & Opportunity Management
    5Ask AI, AI Agents & AI Content Tools
    6Social Planner (FB, Insta, LinkedIn, X, TikTok)
    The progression

    What unlocks as you move up

    Each DIY tier builds on the one below — nothing is removed. You're currently viewing Automation Plan.

    1

    Free Starter

    Start free

    Up to 250 contacts

    View
    2

    Website Plan

    Build online

    Up to 1,000 contacts

    View
    3

    Automation Plan

    AutomateYou are here

    Up to 5,000 contacts

    4

    Professional Plan

    Scale & monetise

    Unlimited contacts

    View
    5

    Corporate Plan

    Multi-brand

    Unlimited contacts

    View
    6

    Agency Plan

    Agency-grade

    Unlimited contacts

    View
    Self-service platform

    DIY platform, not done-for-you

    Automation Plan is a self-service Lead Core platform plan — you build and run the workflows, sites and automations yourself. Paid DIY Lead Core plans include a 14-day free trial. Managed Lead Core do not include a free trial because they involve a configured done-for-you setup. Managed Lead Core is a separate done-for-you service where we configure and run the systems for you.

    Full feature comparison

    Every included feature

    See every feature included in Automation Plan and all lower-tier plans. All listed features are included with your subscription.

    Usage-based running costs apply. SMS messaging, email sending, phone calls, AI usage (Ask AI, AI Agents, AI Employee) and payment processing incur per-use charges based on your actual consumption, billed separately from your subscription and itemised inside your dashboard. Higher-tier plans benefit from progressively reduced per-use rates.

    Interactive Plan Finder

    Which Lead Core Plan is Right for You?

    Answer 5 quick questions to find your optimal subscription

    3. Need a website/funnels?
    Build pages & lead capture forms
    4. Need automated workflows?
    Automated booking, SMS & follow-ups
    5. Sell courses/memberships?
    Host courses & private community
    6. Manage multiple brands?
    Separate client/business workspaces
    Recommended Plan:
    Automation Plan

    Put lead follow-up, bookings & marketing on 24/7 autopilot.

    Enquire About Pricing
    Automation Plan FAQs

    Frequently Asked Questions

    Ready to get started with Automation Plan?

    Contact us to discuss availability and pricing for your region.