SaaS Product
CRM & Business Ops
Stop running your business out of your inbox and a spreadsheet.
Animas CRM is the command center for a local business's customers and revenue — every contact, company, deal, and proposal in one place, with the follow-up built in so nothing falls through the cracks. It's not a bloated enterprise CRM you'll never fully use; it's the pipeline, the proposals, and the day-to-day operations a Durango small business actually needs, and it's already wired into everything else Animas does for you — SEO, reviews, email, and SMS all feed the same customer record.
Product preview
Interactive demo
A guided, tablet-ready walkthrough of CRM & Business Ops for in-person prospect meetings.
What it does
-
Contacts & Companies
A clean customer database: people, the businesses they belong to, custom fields, tags, and full activity history.
-
Deal Pipeline
Visual drag-and-drop stages (lead → qualified → proposal → won/lost) so you always know what is in play and what is stuck.
-
Proposals
Generate a professional, branded 3-tier proposal in minutes; the client views it online, connected to e-signature (Dropbox Sign) and payment — the same engine Animas uses to sell you.
-
Prospecting
Track and work a list of businesses you want to win, with outreach status and next-step reminders.
-
SOP obligations
Recurring operational tasks and checklists so the business runs on process, not memory.
-
Activity timeline
Calls, emails, meetings, and notes logged against each contact; SMS and email conversations mirror in automatically.
-
Unified customer record
Reviews, campaigns, and billing all attach to the same contact/company, so the whole team sees one picture.
Who it’s for
- Owners running customer relationships out of Gmail, sticky notes, or a spreadsheet only they understand.
- Service businesses (contractors, clinics, law firms, real-estate agents) that quote work and need proposals plus follow-up.
- Any client already buying an Animas marketing service — the CRM turns the leads we generate into tracked, worked, closeable revenue.
Pricing
| Tier | Price | Fit |
|---|---|---|
| Free | $0 | Try it — basic contacts |
| Starter | $29/mo | Solo operator |
| Professional | $79/mo | Small team, full pipeline + proposals |
| Agency | $199/mo | Multi-seat, white-label, API access |
For managed clients the CRM is typically included as part of the platform they already access via the portal. Confirm the exact bundling with Tyler when the CRM is the anchor of a deal.
Demo talking points
- Open with their pain. "Where do your leads live right now?" Let them describe the spreadsheet/inbox chaos — then show the pipeline board.
- Drag a deal across a stage. The visual movement sells itself; it is the "aha" that this is a system, not another app to feed.
- Generate a proposal live. Pick a service, watch the 3-tier proposal render branded in seconds. Say: "This is exactly how I built the proposal I sent you."
- Show the unified record. Click a contact → point out the SMS thread, the email history, the reviews — "everything Animas does for you lands here, on the customer."
- Close on follow-up. "The reason deals die is not price — it is silence. This makes sure you never go silent."
Objection handling
- “I already use HubSpot / Jobber / a spreadsheet.”
- We are not asking you to rip anything out on day one. The difference is ours is connected to the marketing we already run for you — the leads flow straight in. And we set it up for you; we do not hand you an empty box.
- “CRMs are too complicated / I will never use it.”
- That is exactly why we stripped it to what a local business needs: contacts, pipeline, proposals. No 40-field forms. And you will get the pipeline set up in your first onboarding call.
- “I do not have time to enter all my customers.”
- We import from your existing list, and going forward every lead, call, and text logs itself. You do not type your customers in — the system captures them.