Dibba Wealth CRM Pricing
DW - CRM Full Account
$80/month
$900/year
Free 5 day trial
3 Sub-Accounts
Unlimited Contacts
Unlimited Users
24/7 Support
All Core Features
Workflow Builder
Calendar
Create Opportunities
PipelineManagement
Standard Integrations
Facebook Messenger
Reputation management /Social Media engagement
DW - CRM Account - With Support
$95/month
$1,000/year
Everything in Full Account
CRM Setup
CRM Customization
Contact and lead management
Opportunity and deal tracking
Automation
Integrations
Marketing Tools
Reporting & Analytics
Ongoing Support
Training
Invoice
Email Builder
Google Reporting
CRM Loan Officer Template - 1003 Pipeline
$150 / month
$1500 / year
Lead capture from website forms, social media, and referrals
Contact information management
Affiliate manager
Employment and income details
Digital loan application forms
Pr-qualification workflow
Co-applicant management
Pipeline dashboard
Secure document upload
E-signature integration
Email & SMS Templates
Conversion Rate
Own an Agency - Starter
$97 / month
$970 /year
3 Sub-Accounts
Unlimited Contacts
Unlimited Users
24/7 Support
All Core Features
14 Days FREE
Own an Agency - Unlimited
$297 / month
$2970 /year
Everything in Starter Plan
Unlimited Sub-Accounts
Rebill Phone & Email (no markup)
Basic API Access
Premium Add Ons
Loan Officer Recruit - Basic
$99 month
Pipeline creation
Automated emails and SMS
Automated Client Interaction
$19.99 month
Elevate your 1003 residential Mortgage loan application client experience with our Automated Client Interaction package.
Seamlessly communicate with your clients through personalized automated emails, ensuring timely and relevant updates.
Enhance engagement and build lasting relationships effortlessly for just $19.99 a month.
Custom Video
$99.99 / Hour
Unleash the power of personalized video communication with our Custom Video package for loan officers.
Connect with clients on a deeper level by featuring yourself in automated emails in a custom video format.
make every 1003 mortgage loan application communication a memorable experience
Automated 1003 residential Mortgage loan application Emails in Custom Video Format with You On It
Delicate Account Executive
$300 month
For our most discerning clients, enjoy the exclusive benefits of a Delicate Account Executive
Experience a heightened level of service with an executive dedicated to managing your accounts with precision and care
This premium service ensures your financial needs are met with the utmost attention and expertise
Elevate your financial journey with our Delicate Account Executive today.
Commercial/Priority Support/Corporate Client
$500 month
One Day Formal Consultation, Regular Training: Elevate your business strategy with our Commercial Client package Experience a heightened level of service with an executive dedicated to managing your accounts with precision and care
Receive a one-day formal consultation tailored to your specific needs, coupled with regular training sessions to ensure sustained growth
Priced at $500 a month, invest in your success with personalized guidance and ongoing support.
Embark on a transformative journey with our innovative Non-Standard Customization feature.
Explore Exciting Customization Options!
Experience the power of personalization with a complimentary.
Unleash the power of customization with a one-time fee, starting at $499.99 for email customization and pipeline creation that will set you apart. Quotes will defer per client
Free month trial
Upgrade your experience & Elevate your communication further with our video options average of up to 10 videos for per pipeline:
🎥 Standard Videos - Automated emails in a standard video format for only $455.
🌟 Custom Videos - Have automated emails with a personalized touch featuring you, available for just $499.99.
Don't miss out on this opportunity to revolutionize your messaging – connect with our sales team and take your customization to the next level!
Virtual Assistant
$10/hour
We are dedicated to providing top-tier virtual assistant services tailored to meet your specific needs. Our unique offering includes not only a skilled full time virtual assistant but also an operational manager who acts as a supervisor, ensuring seamless operations and optimal performance. You will get
Professional Virtual Assistants: Meticulously selected and trained to handle diverse tasks efficiently.
Dedicated Operational Manager:
Assigned to oversee day-to-day activities, serving as a point of contact, managing operations, and ensuring task completion.
Streamlined Operations:
Prioritized tasks, met deadlines, and smooth communication facilitated by our operational manager.
Daily Supervision: Close supervision by the operational manager ensures effective task completion and prompt issue resolution.
Regular Reporting and Feedback:
Transparency through regular reports on task progress and performance, with a focus on continuous improvement based on client feedback.
Website Development
$1500
Designing/Building of professional website for businesses, personal websites, and e-commerce
free Hosting only need to buy or provide your own domain.
provide ongoing support and maintenance services, including software updating and bug fixes
-- DIBBA WEALTH CRM ------
No matter the communication method you choose, we are committed to providing exceptional service and working collaboratively with you to achieve your business goals.
We look forward to connecting with you soon!
ABOUT US
CLIENTS
CONTACT US
Mon-Fri: 5AM - 5PM
info@dibbawealthcrm,com
