From AI-powered lead generation to client onboarding, CRM to compliance — The Source is the operating system for modern businesses across every vertical. Starting at $45/seat/month with add-ons you choose.
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Uptime SLA
Sales pipeline, CRM, AI insights, multi-tenant management, mortgage leads, and everything your operation needs to scale.
Full deal lifecycle from lead to close with value tracking, probability scoring, and forecasting.
Visual Kanban tracking leads through stages with time-at-stage analytics and conversion metrics.
Deep research on any contact — company overview, LinkedIn analysis, website scraping, and sales intelligence.
Generate targeted leads by industry, sub-category, location, and ZIP code with employee discovery and confidence scoring.
Log calls with duration, outcome tracking, and full contact history for every interaction.
Record every client interaction — calls, emails, meetings, demos — with timeline visualization.
Full contact database with Excel/CSV import, smart field mapping, search, filters, and bulk operations.
Professional profile analysis, connection strategies, outreach templates, and engagement tactics.
Create, preview, and send templated emails with variable substitution and full send history.
Conversion funnels, team performance, revenue analytics, and custom dashboards with CSV/PDF export.
Create sub-platform instances for different companies and industries, each with their own admin and users.
Template management, digital attestation workflow at registration, and audit trail for regulatory compliance.
Discover employees at target companies with titles, emails, phone numbers, and confidence scoring.
Centralized inbox for incoming leads with assignment, status tracking, and team collaboration.
Pull refinance leads with ACRIS/NMLS integration, per-state bucket pricing, and kickback credits.
Start with base access and add features as your business grows. No hidden fees, no long-term contracts.
Dashboard, profile management, and basic CRM access included
All add-on prices are visible during registration. Build your custom plan with the exact features you need.
A dedicated portal for documents, SLA tracking, communication, and onboarding.
Real-time overview of account, SLA compliance, onboarding progress, and team activity.
Secure cloud storage for contracts, invoices, reports with role-based access.
Submit and track support tickets with priority levels and SLA-backed response times.
Visual milestone tracker with assigned team members and due dates.
Direct communication with your account manager in threaded conversations.
Invite employees, assign access levels, and manage your organization.
Each module is priced per 50-lead bucket, per state. Only pay for the leads you need.
Pull refinance leads by market, home type, loan amount, rate range, Fixed/ARM/HELOC, original loan officer, and bank name. Two powerful search routes with ACRIS/NMLS integration.
Build lists of home and auto insurance clients with property and vehicle details. Market to the right audience with the right data.
Build lead lists of companies launching mass hiring campaigns. Target the right companies at the right time.
Automated appointment confirmation system. Reduce no-shows and streamline patient communication.
Kick back up to 10 leads per 50-lead bucket for errors. We review each request and credit approved kickbacks back to your search credits. Quality data or your credits back.
Add a dedicated virtual assistant to any campaign, project, or workflow. Starting at $9/hour.
40 hrs/week
40 hours/week dedicated assistant for ongoing campaigns and daily operations.
20 hrs/week
20 hours/week for regular tasks like lead building, data entry, and outreach.
As needed
On-demand assistance for one-off projects, campaigns, or seasonal needs.
Tell us what you need and we will provide a custom quote within 24 hours. Marketing campaigns, lead building, data entry, scheduling, customer outreach, and more.
New integrations and capabilities dropping soon.
VOIP integration to call leads directly from your desktop. Set auto-dial campaigns to power through your CRM list.
Market to any CRM lead on LinkedIn, Facebook, and other social media platforms — all from one place.
Send physical postcards or letters to your leads. Real direct mail campaigns powered by your CRM data.
Live tech support with screen share capability. Get help exactly when you need it.
Your data is protected by enterprise-grade security standards. Available as add-ons to match your compliance requirements.
Health data protection
Payment card security
Service organization controls
Not months. Not weeks. Minutes.
Fill in your company info, sign the NDA, and select your features.
Choose add-ons from our pricing checklist. Pay only for what you need.
Set up teams, roles, and CRM integrations with guided onboarding.
Manage your entire operation from your personalized dashboard.
Starting at $45/seat/month with add-ons you choose. Register today and build your custom plan.