CUSTOMER RELATIONSHIP MANAGEMENT (CRM)

SAVE VALUABLE TIME
Automatically capture and store customer details without manual entry.
Create tailored views so can focus on the contracts that matter most.
Quickly filter and track all clients, projects and communications in one clean dashboard.
Reduce admin work so you can focus on delivering your service.


ENGAGE NEW CUSTOMERS
KEEP CLIENTS HAPPY
View every client interaction in one unified timeline.
Respond faster by keeping all messaging in one location.
Offer a customer portal for payments, bookings, updates and file sharing.

Frequently Asked Questions
It keeps all customers information, messages and activity organised in one place.
You'll save time, respond faster and manage customers with less effort.
Yes, you can import existing contacts into the CRM.
Absolutely. Whether you're a small startup, sole traders and established businesses.
It gives you insight into customer activity and engagement, helping you follow up effectively.
Business Messaging Software
Communicate the way customers prefer.

Drive conversions across various digital channels.

Centralized Inbox
Streamline your communication workflow with an all-in-one inbox. Manage live chats, customer inquiries, reviews, and referrals seamlessly from a single platform.

Two-Way Texting
Effortlessly engage in two-way texting, facilitating seamless communication and interaction between you and your customers.

AI-Powered
Boost productivity with tools designed to facilitate quicker and more effective responses.
All In One Inbox
Every Message In One Place
Establish connections with leads and clients through various channels, including texting, live chat, bulk messaging, Google My Business, and Facebook messages.


Message Integration
Enhanced Communication with Two-Way Texting
Optimize communication with Two-Way Texting—a seamless and preferred channel for engaging customers. Foster quick, responsive interactions and stay connected effortlessly.
Missed Call Text Back
Never Miss A Customer Call
Capture the interest of callers promptly by utilizing auto-missed call text back, ensuring the conversation stays alive. This proactive approach prevents any potential loss of business due to unavailability.

Frequently Asked Questions
What Is Core Digital Solutions Messaging?
Core Digital Solutions Messaging is an instant messaging platform that makes it easy for you to connect with your customers any time, anywhere, and on the channel of their choice. From a single inbox, you can reach out and respond to customers over text Google Messaging, Facebook, Instagram, email, voicemail, and beyond.
How Will Messaging Help Me Grow My Business?
Facilitating convenient and immediate 1:1 conversations with your customers enables you to: Schedule and confirm appointments Respond to customer questions Promote events and offers Announce new products or services Send and receive updates
Why should I use Google Messages?
Activate Google Messages to enable customers to instantly message you upon discovering your business on Google Search. Maximize your online reputation and attract a steady flow of leads by providing seamless communication through this convenient channel.
What Are The Capabilities?
With Messaging, you can: Message customers through text, Webchat, and social from a unified inbox Effortlessly track and manage customer information and interactions for streamlined communication Save time and maintain communication consistency with templates Assign conversations to team members and specific locations Receive instant notifications for every new customer message Monitor conversations and track average response times
Is my data secure with Core Digital Solutions Messaging?
Absolutely, all incoming and outgoing messages are encrypted end-to-end, ensuring the utmost security for your business information.
AUTOMATIONS
Automate your business operations effortlessly.
Accelerate lead conversions automatically, saving time on routine tasks and ensuring ongoing conversations without manual intervention.

Discover the automations designed to accelerate your revenue generation.

Appointment Reminder Automations
For each new appointment, send a confirmation, send reminders, survey the result, and if the result was a sale, send a review request!

Lead Follow Up Automations
Nurture new leads into hot leads by automating email, SMS, Call Connects, and Voicemail Drops - all within five minutes!

Review Automations
Automatically send a review request to your customers after your done servicing them.

Welcome New Subscribers
Initiate instant engagement by sending a text the moment someone subscribes to your marketing messages.

Missed Call Automations
If you miss a call from a lead, reply to them automatically and notify the assigned user to get back ASAP.

No-Show Nurture
Recover no-shows with a simple but powerful automation!
Automatically convert and engage customers.
Implement automated follow-ups to inquire about your customers' well-being, request referrals, and extend invitations for business reviews. Additionally, leverage website automation to send a text to previous customers exploring your site, initiating a conversation and creating a warm environment for potential re-engagement


Save hours every week by automating repetitive tasks.
Eliminate the time spent on repetitive tasks and let them operate autonomously. Whether it's appointment and payment reminders or review invitations, set them up once, and witness their seamless execution while you focus on other essential tasks.
Effortless Customer Conversion
Seamlessly convert customers by automating targeted interactions based on their behavior and engagement history.

Frequently Asked Questions
Can I customize the content of automated text messages?
Yes, customization options are available, allowing you to tailor the content of automated text messages to align with your brand voice and specific communication goals.
What benefits does automation bring to my business?
Automation saves time and increases efficiency by handling routine tasks, such as reminders and invites, automatically. This allows you to focus on more strategic aspects of your business.
Can I track the performance of automated messages?
Yes, analytics and tracking features are provided, allowing you to monitor the performance of your automated messages. Gain insights into engagement rates, response times, and more.
Is customer support available for assistance with setting up automation?
Yes, customer support is available to assist you in setting up and optimizing automation features. Feel free to reach out for guidance and support throughout the process.
Can I pause or modify automated campaigns once they are set up?
Absolutely, the system allows you to manage and adjust your automated campaigns as needed. You can pause, modify, or create new campaigns based on evolving business requirements.
Payment Software
Make payments part of the conversation.
Unlock the potential for small businesses with our payment options, fostering increased reviews, generating higher quality leads, and centralizing customer data for improved marketing and communication strategies.

Payment Software
Make payments part of the conversation.
Unlock the potential for small businesses with our payment options, fostering increased reviews, generating higher quality leads, and centralizing customer data for improved marketing and communication strategies.

Streamline the payment experience for
both you and your customers.

Refunds
Effortlessly handle refunds directly from your dashboard for a quick and efficient process.

Multiple Bank Accounts
Connect multiple bank accounts to make sure the correct departments are getting paid.

Line Items
Easily itemize your invoice to help customers see exactly what they are paying for.
Digital Payments
Offer digital payment options
Whether you operate your business in-person, online, or on-the-go, our payment feature is designed to assist you in collecting almost any type of payment, tailored to your preferences and convenience.


Text 2 Pay Feature
Secure payments seamlessly within your existing communication channels.
Effortlessly manage all your payment transactions within the same communication channel you use to engage with customers—through text. By integrating payment requests seamlessly into the ongoing thread of customer messages, payments are more likely to be made promptly, resulting in time savings for both you and your customers.
Personalized Payments
Customizable Invoices.
Elevate your professional image by branding your invoices with your company name and logo. Tailor payment methods to specific customer types or purchases—whether it's allowing e-checks, disallowing credit cards, or other preferences, customize the payment experience to suit your business needs.

Frequently Asked Questions
I already have a payments system, why should I switch?
In response to the demand for convenience, we offer a comprehensive payments solution. This empowers you to provide customers with a diverse array of payment options, including text, email, card readers, field readers, QR codes, and on your website. Enhance the flexibility and accessibility of your payment methods to meet the evolving needs of today's customers.
How secure are the Payments?
Our Payments feature is constructed on the robust Stripe infrastructure, adhering to the highest security standards. Certified to PCI Service Provider Level 1—the most rigorous certification in the payments industry—our platform employs best-in-class security tools and practices. We prioritize the safety of your transactions by encrypting all card information, and rest assured, we do not store any sensitive information for an added layer of security.
What payment methods do support?
We accept broad spectrum of payment methods, and consistently incorporates new methods as they emerge. Presently, we accommodate:
- Credit and debit cards, including Visa, Mastercard, AmEx, and others
- HSA and FSA cards
- ACH (Automated Clearing House)
- Mobile wallets such as Apple Pay and Google Pay
This diversity ensures flexibility and convenience for both businesses and their customers.
Webchat Software
Convert website visitors into leads
With Webchat, you have the potential to increase inbound leads from your website by up to 11 times. Additionally, as it operates through text, you can maintain connectivity with visitors even after they have exited your site.

Create conversations that drive revenue.

Real Time Conversations
Engage in live chats, conduct virtual consultations, and reach out to leads individually or in bulk after their departure from your website. This ensures sustained engagement and high conversion rates.

Engage Leads Automatically
Effortlessly channel all your webchat leads into a unified inbox for seamless follow-up and conversion via text, social media, email, or any preferred communication channel.

Save Precious Time
Leverage AI and automated response templates to efficiently scale your customer support and engagement without the need for additional resources.
Live Chat
Engage leads instantly
on your site
Capture the attention of your website visitors as soon as they arrive. Utilize live chat to make the conversation real-time.


Customization
Personalize the Webchat widget to reflect your brand.
Infuse a personal touch into your chat window by customizing chat icons, colors, and greetings. Introduce chat participants by incorporating names, photos, or even an image of your business mascot, allowing visitors to connect with the personalities behind the conversation.
Auto Replies
Automate chat flows
Establish distinct welcome messages and auto-replies for various scenarios, such as when your agents are available, busy, or during off-business hours. This ensures that visitors stay engaged and well-informed throughout different interaction scenarios.

Frequently Asked Questions
What Is A Webchat?
Webchat is a chat window you can add to your website to engage with visitors to answer questions, book appointments, resolve customer issues, and more.
How Can A Webchat Help Me Grow My Business?
With a website chat widget you can chat with website visitors live, which increases conversion rates and reduces the chance that they will navigate away to a competitor’s website. It also helps you increase customer loyalty by making it easy to quickly answer questions and resolve customer issues.
What are the Webchat’s features and capabilities?
Webchat empowers you to: Engage in live conversations with customers. Address frequently asked questions 24/7 through a chatbot. Respond to chats while on the move through the mobile appeasing conversations to team members for efficient handling. Monitor agent productivity, average resolution times, and other metrics. Collect contact information and automatically send text messages to customers after
Will The Webchat Slow Down My Website?
OurWebchat is designed to be lightweight and quick to load, ensuring that it won't slow down your website. The chat window loads either after your business webpage has fully loaded or when a visitor initiates a question by clicking on it—giving you the flexibility to choose. This approach safeguards your website's speed and performance from any potential impact.
Is The Chat Widget Customizable?
Tailor the Webchat to your brand by personalizing elements such as your logo, names, photos, colors, custom chat icons, greetings, away messages, and more. Businesses with multiple brands and locations can effortlessly create distinct Webchat windows for each, ensuring a unique and branded experience for their audience.
Win More Business
Get found with Reviews
Be the obvious choice for people who find you online. Stand out on the sites that matter by easily collecting hundreds of customer reviews.

Draw in new customers by accumulating additional 5-star reviews.
Increase foot traffic by becoming the top-rated business in your area.
Leverage the power of online reviews, as 93% of customers acknowledge their influence on buying decisions. Utilize Podium to generate better and more frequent reviews effortlessly by incorporating text messaging and automated review requests. This approach will attract more customers to your business.


Rank higher on Google, and get more business.
Elevate your business to the first page on Google by accumulating more 5-star reviews. As the obvious choice, your stellar reputation will enable you to convert new leads more rapidly.
Enhance your visibility on Facebook and attract new customers more quickly.
Ensure that your business stands out when people search on Facebook by having the best reviews, achieved effortlessly with Core Digital Solutions.

FEATURES
Improve Your Businesses Online Reputation With Core Digital Solutions
Get More Reviews. Get Found Online. Win More Business.

Review Automations
Automate the process of sending review invitations and reminders to ensure that you never miss the opportunity to receive additional stars.

AI Review Replies
Generate precise and customized responses within seconds, allowing you to efficiently address inquiries and save valuable time when replying.

Review Reporting
Monitor the sources of reviews and track the progression of your reputation over time.

Mobile App
Keep your entire business at your fingertips, ensuring you never miss a lead or new review.

Review Campaigns
Achieve an influx of 30 to 100 new reviews by initiating a targeted review campaign.

Review Consolidation
Integrate all crucial review platforms, enabling you to efficiently oversee and manage your reputation seamlessly from one centralized location.
Frequently Asked Questions
What is an online reputation management software?
An online reputation management software, or review software, helps you build a strong online presence and boost credibility with your potential customers using reviews. A good review software should let you solicit reviews from your present and past customers, help you with customer review management across sites, and leverage reviews wherever they’re likely to be noticed by your customers.
Why is online reputation management important?
98% of customers read online reviews before buying a product. An online review management platform helps you build credibility with potential customers using reviews. It also boosts your SEO and helps you attract more customers on Google.
Our plateform gives you complete visibility into your online reputation management program. You can track reviews over time or by location, review sites, region, or country. You can also know the response times and response rates at a location or individual level. In addition, by adding our Insights, you can also uncover the customer sentiment and top themes in your customer feedback so that you can improve your products and services consistently.
Can I ask my customers to review my business?
Yes, you should. Customers talk about their brand experiences all the time - be it with family and friends or on social media and online forums. Soliciting reviews helps you channel customer feedback to your brand’s advantage and build a strong online reputation. It also uncovers insights that can help you improve your products and services.
How can I get rid of spam or defamatory reviews?
You can report slanderous or fake reviews to the respective review site like Google or Facebook. After running their own checks, these platforms can help you take down reviews that are not genuine.
Start growing with Core Digital Solutions today!
Discover how Core Digital Solutions's comprehensive suite of tools can contribute to the growth and scalability of your business starting today.
Ready To Grow?
Expand and elevate your business using a comprehensive lead management platform.

Core Digital Solutions is your all-in-one sales and marketing platform built to help small businesses streamline operations, capture more leads, and scale faster—without juggling multiple tools. From CRM to automation, websites, forms, and email campaigns—we’ve got everything you need to grow in one place.
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