Engageroo

Templates
Free, Ready to Use Templates!

The Last Marketing Stack You Set Up

Except We Do The Setup for You.

One platform for everything. Setup in 14 days, then we keep it running so you can focus on the work that matters.
Branded Client Portal
Unlimited Websites
Unlimited Sales Funnels
How It Works

See How It Works in 3 Minutes

Watch a quick tour, then pick one process you want fixed—booking, follow-up, reviews, or something else—and we’ll show you the plan.

Strategy Call

We begin with a high-clarity strategy call to understand your business model, current bottlenecks, and growth goals. We’ll identify what needs to change, what needs to be built, and what needs to be measured. By the end, you’ll have a defined direction, a prioritized plan, and a practical next step.

Trial Sign-Up

Your trial is designed to remove uncertainty. You’ll get 14 days to experience the system and see how it supports your day-to-day operations. We’ll also run a guided discovery session to walk you through the platform, highlight the key areas that matter for your use case, and ensure you’re set up to move forward with confidence.

Sign Up

DFY Onboarding Setup

This is where we take the workload off your plate. We handle the implementation end-to-end, connecting your calendar, website, and essential tools so everything works as one system. Once the foundation is in place, all you need to do is add your brand essentials, like your logo, business details, and product or service information.

AI Integration

Once your core setup is stable, we introduce AI in the places that create immediate impact. That includes faster responses, automated follow-ups, and smarter handling of inbound calls and messages. The outcome is simple: fewer missed opportunities, less manual work, and a business that keeps running even when you’re not available.

Goal Mapping Session

We translate your goals into a measurable execution plan. Together, we define your OKRs (Objectives and Key Results) and KPIs (Key Performance Indicators), then convert them into weekly actions that are realistic and trackable. You’ll get a shared Google Sheet plus a dashboard view so you always know what’s on track, what needs attention, and what to prioritize next.

Tangible Value

This is where the results become visible. You gain time back through automation, clarity through structure, and momentum through consistent execution. Instead of managing everything manually, you’ll operate with a system that supports growth, and a dashboard that shows progress in real terms.

Book a Discovery Call

Just value. No commitments

Launch faster, run on a plan, measure what matters. In one call we define your first win, set KPIs and OKRs, and send a step-by-step build plan.

Live on Day One

Here’s what switches on the moment you join—real tools, not placeholders.

Template Library (free and ready to use)

You start with polished, plug-and-play assets that actually convert: booking and contact pages, intake forms, thank-you pages, and ready-to-send email/SMS follow-ups for leads, no-shows, proposals, and reviews. We include proven review-request copy, sensible pipeline stages with task templates, and dashboard layouts you can use without a manual.

Automations that do the busywork

Capture, follow up, and book on autopilot so nothing slips. Forms, chat, and smart calendar flows turn interest into meetings; missed-call text back converts lost calls into live conversations; and prewritten emails/SMS keep responses to minutes, not days. We also ship reactivation and proposal follow-ups so stalled deals start moving again.

CRM & Inbox (with optional AI)

Everything lives in one place—your CRM (customer relationship management), email, SMS, and chat are threaded per contact, with clean pipelines that show who owns the next step. Built-in calendars and tasks keep the team on track, and optional AI (artificial intelligence) chat and voice assistants are available on higher plans for hands-free triage and booking.

Goals & Scoreboard (OKRs and KPIs)

We help you set quarterly OKRs (objectives and key results) and track weekly KPIs (key performance indicators) on simple dashboards that make progress obvious. Short check-ins keep everyone accountable, and you’ll see tangible gains like more booked calls, faster response times, and healthier pipeline velocity.

Mapping Customer Journey

Your client lifecycle is mapped end-to-end—capture → qualify → book → nurture → close → onboard → review → upsell—so handoffs are clean and predictable. We set SLAs (service-level agreements) for speed, add alerts for stalled deals, and remove friction at each step, which your customers feel immediately.

How We Compare

Why Engageroo

Engageroo is the all-in-one marketing platform we set up and run for you, replacing 7 to 10 tools with one system for CRM (customer relationship management) and automation. Onboard fast, operate hands-free, and keep ownership of growth while we set OKRs (objectives and key results), track KPIs (key performance indicators), and report progress.

25 Early Birds seats!

Early Bird Promo

$249

/Month

Everything in Enterprise, with 2 business accounts included

Pricing

Choose your Pricing

Foundation

1 Business Accounts

$249

/Month

FREE Process audit upon signing up

Unlimited Websites and Funnels

Unlimited Automations

Unlimited Contacts

Unlimited Courses & Digial Products

Niche Specific Snapshot

Emails, Pipelines & SMS Marketing

Pre-Built Automation Library

Done-For-You Onboarding Setup

Expansion

3 Business Accounts

$449

/Month

FREE Process audit upon signing up

Unlimited Websites and Funnels

Unlimited Automations

Unlimited Contacts

Unlimited Courses & Digital Products

Niche Specific Snapshot

Branded Client Portal

Emails, Pipelines & SMS Marketing

Pre-Built Automation Library

Done-For-You Onboarding Setup

AI Agent Access

Enterprise

10 Business Accounts

$749

/Month

FREE Process audit upon signing up

Unlimited Websites and Funnels

Unlimited Automations

Unlimited Contacts

Unlimited Courses & Digial Products

Niche Specific Snapshot

Branded Client Portal

Emails, Pipelines & SMS Marketing

Pre-Built Automation Library

Done-For-You Onboarding Setup

AI Agents Access

FREE Setup for AI Agents

Client Dashboard For OKRs and KPIs

White Glove Service for 3 Months

(Dedicated Customer Success Manager)

FAQs

Frequently Asked Questions

How long does setup take?

Onboarding is fast: two short calls. We build behind the scenes and you’re live once your logo and copy are added. Most accounts launch in days, not months.

What’s included on day one?

A working system: booking page, forms, shared inbox for email/SMS, pipelines, follow-ups (including missed-call text back), review requests, and a simple dashboard

Do you replace my current tools?

We consolidate what makes sense and keep anything that’s already working. The goal is one all-in-one marketing platform with fewer logins and no duplicate spend.

Will you help set goals and track progress?

Yes. We set OKRs (objectives and key results), track weekly KPIs (key performance indicators), and send a scorecard so you can see results and stay accountable.

Who gets a dedicated Customer Success Manager?

The highest tier includes a dedicated CSM (customer success manager) for the first six months, renewable every six months. Other plans get standard support with proactive alerts and scorecards.

How are messaging, voice, and email billed?

Usage-based with caps and alerts. We recommend starting limits so costs stay predictable and scale only when you’re ready.

Can I upgrade or add more business accounts later?

Anytime. Your data and setup carry forward. Early Bird Legacy includes 2 business accounts; higher tiers support more.

Who is Engageroo for?

Local services, agencies, SaaS, and growing companies that want an all-in-one marketing platform and automation without the busywork—launch fast, then scale on a plan.

Start Your 14 Day Trial

We install the core system and show quick wins in your first two weeks.