Everything You Need to Grow—All in One Place

Your Digital Assistant + Smart Automation + Ongoing Support

Simple setup. Clear results.
Perfect for coaches, agencies, and local service businesses who want to stay organized, book more clients, and stop feeling buried in busywork.
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Thinking about building your own CRM?
Choose Your Plan
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How Your Digital Assistant Works
See how simple it can be.

One powerful system—explained the easy way.

In this quick video, we’ll walk you through the most important parts of your Digital Assistant. You’ll see how it helps you:
  • Stay organized
  • Follow up automatically
  • Book more appointments
  • Keep every client in the loop

Just hit play—and discover how your business gets easier from here.

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Real Improvements You’ll Actually Feel

Built to make your day smoother—and your business stronger.

Your Digital Assistant isn’t just here to organize your work.
It helps you sell more, stress less, and give your clients a five-star experience—without needing any tech skills.
Here’s what changes when your system works for you:

More Sales, Less Effort

Automated follow-up keeps leads warm and helps you close more—without chasing replies.

Less Repeating Yourself

Appointment reminders, quick replies, and updates all happen on autopilot. You stay responsive without lifting a finger.

Clarity at Every Step

See exactly where each client is in your process, so you always know what’s next.

Clients Feel Taken Care Of

Timely messages and thoughtful follow-ups make every client feel like your #1.

Marketing + Sales, Finally Aligned

Everything runs through one system—so your team, tools, and data work together, not against each other.

Room to Grow (Without the Mess)

Whether you’ve got 10 clients or 1,000, your system grows with you—zero overwhelm.
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All-in-One: Simplify Your Business with

My IDX Marketing CRM.

All the tools you need in one powerful platform.

Why use multiple platforms when you can have everything in one place? My IDX Marketing CRM brings together CRM, marketing automation, lead management, emails, SMS, and more in one easy-to-use solution. Save time, cut costs, and optimize your business with an all-in-one platform.
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Why Choose My IDX Marketing CRM ?

Because here, you're not alone—you get a powerful tool and a team that supports you.

With My IDX Marketing CRM, you’re not just getting software. You’re getting a plan, a clear path, and someone walking beside you.
We know success doesn’t come just from technology—it comes from how you use it. And that’s where we shine.
  • We support you from day one:
You’re not alone. We guide you step by step so your system works from day one. No confusion, no guessing.
  • We give you strategy, not just buttons:
We show you how to use the platform to attract leads, follow up, and close more sales—tailored to your business.
  • You learn with resources that make sense:
Access tutorials and guides in Spanish, clearly explained with real examples—no fluff, no jargon.
  • We speak your language—for real:
We understand your challenges and how your clients think. We’re not just techs—we’re part of your strategic team.
  • Fast, real support that actually helps:
If something doesn’t work, we fix it with you. No runarounds, no long waits, no robotic answers.
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See What Businesses Like Yours Have Achieved ?

It’s not magic—it’s strategy. And it starts when you activate your My IDX Marketing CRM.
We know every minute counts when you’re growing your business. That’s why we’re showing you real results companies have achieved using a tool like My IDX Marketing CRM.
  • +29% more sales
Thanks to faster, more organized follow-ups, businesses have increased revenue by nearly 30%.
  • +34% more productivity
Sales teams get more done in less time by automating repetitive tasks.
  • Up to 14 days faster to close sales
A well-implemented CRM shortens sales cycles and speeds up closing.
  • $8.71 ROI for every dollar invested
Yes—every $1 spent on CRM can return nearly $9 in value.
  • +42% more accuracy in future sales forecasting
With clear data, you can better predict revenue and make smarter decisions.
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Choose the Perfect Plan for Your Business—Without the Hassle

Flexible, affordable CRM plans designed to grow with you.

Start transforming your business today with My IDX Marketing CRM.

With My IDX Marketing CRM, you get plans built for small businesses that want to grow without the overwhelm. You only pay for what you need, and you always have our support. Start simple—scale without limits!

Plan:

CRM Setup

Initial investment:

$750

Monthly Fee:

$97/month

Includes:

  • 5 users.
  • Client portal.
  • Free integrations with Gmail, Meta, TikTok. LinkedIn, Stripe, and more.
  • Social media scheduler.
  • Key metrics analysis tool.
  • Templates for websites. landing pages, forms. emails, and sales funnels.

Exclusive Benefits:

  • Setup of one customized automation.
  • Personalized step-by-step videos with operational instructions tailored to your system.
  • Three advisory sessions.

Important:

Email communications have an additional cost depending on usage.
Example:
With $10 USD, you can send over 14,000 emails.
Ideal for businesses that want to digitize and automate their operations without complications.
Start today with the Setup Plan!

Plan:

CRM Setup + Phone Line

Initial investment:

$750

One-time fee per phone number:

$350

Monthly fee:

$97/month

Everything from the CRM Setup Plan plus calls and SMS directly from your CRM.

With this plan, in addition to all CRM features, you’ll have your own dedicated phone number to communicate with clients without leaving the platform.

Includes everything in the CRM Setup Plan, plus:

  • Exclusive phone number for calls and SMS
  • Initial setup ready in less than 72 hours

Important:

Communications (calls, SMS, and emails) have an additional cost based on usage.
Examples:
Phone system:
With $10 you can get approximately:
  • 600+ outgoing calls.
  • 1,000+ incoming calls.
  • 1,000+ text messages.
Email:
With $10 you can send over 14,000 emails.
Perfect for businesses that want to centralize sales, communication, and follow-up all in one place.
Activate CRM Setup + Phone Line
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AI Employee: Your 24/7 Virtual Assistant

Powered by Artificial Intelligence

Automate, respond, and create like never before—while you focus on growing your business.

Discover the power of having a “virtual employee” working non-stop for you. With AI Employee, you get a set of AI tools integrated into your CRM to help you respond to leads, generate content, optimize funnels, and more—automatically and intelligently.

Voice AI

Turn text into natural, realistic voice messages for calls, WhatsApp campaigns, or automated replies.

Conversation AI

A Digital Assistant that responds in real time—understanding questions, solving doubts, and guiding your leads like a trained human assistant.

Reviews AI

Automatically manage reviews, reply professionally to positive or negative feedback, and boost your online reputation without lifting a finger.

Content AI

Create social media posts, emails, blog entries, ads, and any type of content in seconds with just a few clicks.

Funnel AI

Use AI to optimize your conversion funnels—generate headlines, descriptions, calls to action, and high-converting copy in record time.

Workflow AI Assistant

Get automated suggestions to improve your workflows, build new follow-up sequences, and personalize responses based on lead behavior.
Important note: AI Employee tools come at an additional cost to standard plans. Contact our team to activate the features you need.
Choose Your Plan

Got Questions? We’ve Got Answers

We know taking the first step can raise questions…

Here are the most common questions from people who are ready to transform their business with My IDX Marketing CRM.

Still have doubts? Send us a message—we’re happy to help!
What is a CRM and how can it benefit my business?

A CRM (Customer Relationship Management) is a tool designed to help businesses manage, organize, and improve customer relationships. With My IDX Marketing CRM, you can centralize client information, automate tasks, and optimize communication—leading to greater efficiency, better customer experience, and increased sales by never missing an opportunity.

Not at all. My IDX Marketing CRM is built to be intuitive and user-friendly. Plus, we provide support and easy-to-follow tutorials so you can get comfortable with the tools quickly.

Yes, in addition to your plan, calls, messages, and emails have additional usage-based charges. In other words, you only pay for what you use.
Phone System:
  • With $10 you get approximately:
    • Outgoing calls: 680 calls
    • Incoming calls: 1,125 calls
    • Text messages: 1,205 segments
Email:
  • With $10 you can send around: 14,105 emails
Yes! You can connect your social media accounts and website to manage all interactions from one single platform.
Our CRM helps you:
  • Capture leads through ads and marketing strategies
  • Track and analyze lead behavior
  • Automate communication and follow-ups with potential clients
  • Improve your sales team’s efficiency with powerful tools
By organizing all your data in one place, you can focus your efforts and close more deals without losing valuable opportunities.
Yes, we use advanced security measures to protect your customers’ information and ensure data privacy.
Absolutely! With My IDX Marketing CRM, you can create ads, lead capture pages, and automated follow-up campaigns. When combined with an effective marketing strategy, these tools will help you attract new clients, close more sales, and turn leads into loyal customers.
Choose Your Plan
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