The CRM That Runs Your
Entire Business
Automate client intake, follow-ups, scheduling, marketing, and more - all inside one platform built for busy teams across any industry.
Get your business up and running with essential CRM tools and automation for growth.
Perfect for: Small businesses needing a CRM, website, and marketing essentials.
What's Included
The complete growth platform for growing businesses - CRM, marketing, reputation, and mobile app tools.
Everything in Genesis, Plus
The enterprise-level solution for high-volume teams - fully custom, fully automated, and done for you.
Everything in Pinnacle, Plus
Website Launch & CRM Setup Fee
Your website is included with your CRM package. The one-time setup fee covers:
- Website Design & Build
- CRM Account Setup
- Domain Connection
- Contact Forms Setup
- Mobile Optimization
- Basic SEO Optimization
- Google Indexing Setup
- SSL Security Setup
- Analytics Setup
- Testing & Launch
- Up to 7 Pages Included (including legal pages)
Quick Comparison
A fast way to see what is included by plan.
| Feature Category | Genesis $119 | Pinnacle $219 | Infinity $319 |
|---|---|---|---|
| CRM & Pipelines | ✓ | ✓ | ✓ |
| Website Builder | ✓ | ✓ | ✓ |
| Funnels | ✓ | ✓ | ✓ |
| Forms & Surveys | ✓ | ✓ | ✓ |
| Email Marketing | ✓ | ✓ | ✓ |
| Workflow Automation | ✓ | ✓ | ✓ |
| Mobile App | ✓ | ✓ | ✓ |
| Basic Reporting | ✓ | ✓ | ✓ |
| Reviews & Requests | ✓ | ✓ | ✓ |
| AI Features | ✕ | ✓ | ✓ |
| Membership Platform | ✕ | ✓ | ✓ |
| Payment Processing | ✕ | ✓ | ✓ |
| Advanced Reporting | ✕ | ✓ | ✓ |
| Blogs | ✕ | ✓ | ✓ |
| Webinars | ✕ | ✓ | ✓ |
| Ecommerce Store | ✕ | ✓ | ✓ |
| Social Planner | ✕ | ✓ | ✓ |
| Affiliate Manager | ✕ | ✕ | ✓ |
| Loyalty Program | ✕ | ✕ | ✓ |
| Private Integrations | ✕ | ✕ | ✓ |
| Labs Access | ✕ | ✕ | ✓ |
Plan Summary
Genesis ($119/mo)
Core CRM + Website + Marketing Essentials.
Pinnacle ($219/mo)
Everything Needed to Scale with AI, Automation, Memberships, Payments, and Advanced Marketing.
Infinity ($319/mo)
Everything in Pinnacle Plus Advanced Growth Tools, Custom Integrations, Loyalty Programs, Affiliate Management, and Early Access Features (Labs).
🤖 Conversation AI Add-On — Available on Pinnacle & Infinity
Activate your AI employee to handle inbound inquiries, book appointments, and nurture leads 24/7 — automatically. Cancels when your plan ends.
✓ 100 Voice AI minutes/mo
✓ Unlimited Reviews AI & Content AI
✓ Ask AI, Funnel AI, Workflow AI & Email AI
✓ 100 Voice AI Prompt Optimizer min/mo
✓ Full autonomous booking & intake
✓ 24/7 virtual receptionist
✓ Custom knowledge base responses
✓ Done-for-you AI configuration
⚠ Overage Notice
Once your monthly AI allowance is reached, additional usage is billed at pay-per-use rates. AI overage charges are non-refundable. To prevent unexpected charges, AI can be configured to stop automatically when your limit is reached. Contact [email protected] to set your usage limit.
More Than Just a CRM
As a TaxLogistics partner, every plan comes loaded with tools your business needs, not locked behind expensive agency-level upsells.
Genesis — Core Power
- Full CRM from day one
- Email & SMS marketing
- Website included
- Done-for-you build-outs
- Done-for-you website building and hosting
Pinnacle — Growth Tools
- Everything in Genesis
- Reputation management
- Done-for-you build-outs
- Done-for-you website building and hosting
Infinity — Enterprise
- Everything in Pinnacle
- Private API integrations
- Custom automation design
- Done-for-you build-outs
- AI employee add-on
- Unlimited users
TaxLogistics LLC Statesboro, GA 30458
(912) 333-3821 · [email protected] · Mon–Fri 8AM–5PM ET
Fraud Prevention & ERO Security
Protecting your EFIN and your ERO practice is at the core of everything we do at TaxLogistics. Review our Anti-Fraud Policy to learn how we shield ERO partners against identity theft, phishing schemes, and EFIN fraud, and what to do if you spot a threat.
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