Everything You Need to Run Your Business With Less Stress—All in One Place

Finally clear, simple tools that help your business feel lighter. Imagine having one place where your notes, clients, and follow-ups stay organized without extra work.
With your Digital Assistant, smart automations, and friendly support, your daily tasks start taking care of themselves. You stay on top of everything, book more clients, and stop feeling buried in busywork.
Built for small business owners who want clarity, calm, and a system that actually works.
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Thinking about building your own CRM?
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How Your Digital Assistant Works
See how simple it really is.

One smart system—explained in plain language.

In this short video, you’ll learn how your
Digital Assistant helps you:
  • Stay organized
  • Follow up automatically
  • Book more appointments
  • Keep every client updated
Press play and see how running your business gets easier from here.
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See What Real Businesses Have Achieved With My IDX Marketing CRM

These aren’t guesses or generic stats.
These are real stories from real clients who simplified their operations, improved communication, and finally stopped losing time and opportunities.
Here’s what happens when your system is built to match your business:
Pain Free Orlando:
Smooth Patient Intake Without Stress
They wanted an easier way to manage new patient information without handling HIPAA-protected data. Now their website collects all the details they need, organizes it automatically, and keeps patients engaged with reminders, follow-ups, and calendar scheduling that only shows available times.
Their team also tracks every phone call and social media inquiry inside the CRM—so nothing gets lost, and they can finally measure which campaigns are working.
Nela Balloons:
Never Miss a Repeat Customer Again
Her new website now collects everything she needs to give an accurate quote for balloon designs—sizes, colors, themes, event info, and more.
The system remembers each event and automatically sends a reminder 11 months later, inviting the same client to book again.
Repeat business now happens without her lifting a finger.
Social Media Influencer & Video Creator:
Automatic Client Filtering + Smart DM Automations
We built her full website inside our CRM and added a form that sorts potential clients, defines what they need, and gives them an instant estimate.
Once someone books, the system follows up automatically for their video session or podcast recording. She even activates automations with a keyword or phrase on Instagram—her followers comment, and they instantly receive the right info.
For first-time DMs, her CRM sends a warm welcome and a link to work with her… even while she’s recording content.
AJ’s Air:
Every Call Answered—Even When the Team Is Busy
We created an AI answering bot trained specifically for her business. It understands what the customer needs, asks for their preferred place, date, and time, and sends all the details to the human team to confirm the appointment.
Now she never misses a call, even during busy hours—every lead gets a response, and every customer feels taken care of.

These aren’t miracles. They’re systems that work.

Real results happen when automation supports your daily operations, your communication, and your customer experience—step by step.
Let’s build a smarter system that works for you—just like it does for them.
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Real Improvements You’ll Feel Every Day

Designed to make your day easier—and your business run better.

Your Digital Assistant doesn’t just tidy up your workflow.
It helps you stay organized, save time, and deliver a smoother experience to every client—no tech skills needed.
Here are the kinds of everyday problems it finally fixes:

No More Sticky Notes Everywhere

Stop juggling reminders on paper, your phone, and your memory. Your Digital Assistant keeps every task, follow-up, and client detail in one place—so nothing slips through the cracks.

Clients Get Answers Even When You’re Busy

Automatic replies and updates keep conversations moving. Your clients feel heard, and you don’t have to drop what you’re doing to respond.

Know Exactly What’s Happening in Your Business

No more guessing who you need to call, follow up with, or schedule next. Your pipeline shows you the whole picture at a glance.

Every Client Feels Guided and Supported

From reminders to confirmations, messages go out right on time. Your clients experience clear communication without you having to send every message manually.

Your Marketing and Messages Stay Consistent

Your system sends the right communication automatically—same tone, same info, every time. No more mixed messages or forgotten follow-ups.

Grow Without Adding Chaos

Whether you have a few clients or you’re suddenly slammed, your system adapts. Your workflow stays organized even when business gets busy.
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All-in-One: Simplify Your Business with

My IDX Marketing CRM.

Everything you need to run your business—in one place.

No more juggling multiple apps or trying to remember where things are.
My IDX Marketing CRM brings your contacts, follow-ups, emails, SMS, marketing, and client management together in one easy system. Save time, reduce costs, and run your business with less stress and more confidence.
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Why Choose My IDX Marketing CRM ?

Because we don’t just hand you software and say “good luck.”

Other companies sell you a CRM. We give you a system, a plan, and real support.
Most CRMs expect you to figure everything out on your own— hours of tutorials, confusing settings, and no one to call when you’re stuck.
With us, you never face your business tech alone.
  • We get you set up the right way from day one:
Others give you tools. We walk you step by step so your system actually works for your business—not the other way around.
  • We give you strategy, not just features:
Other CRMs show you where the buttons are. We show you how to attract leads, automate follow-ups, and close more sales with a plan built around your goals
  • We explain everything in simple language:
Other platforms overwhelm you with technical terms. We teach you in clear Spanish, with real examples and no jargon, so you actually feel confident using your system.
  • 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.
  • We understand your business, not just the software:
Other companies think like tech companies — we think like business partners.
Choose Your Plan

Choose the Perfect Plan for Your Business—Without the Hassle

Simple, flexible CRM plans built to grow with you.

Start transforming your business today with My IDX Marketing CRM.

Our plans are designed for small business owners who want clearer organization, better communication, and less daily stress. You only pay for what you need, and you always get guidance—not just software.
Start with the essentials, and scale whenever you’re ready.

CRM Setup Plan

Initial investment:

$1,000

Monthly Fee:

$97/month

Includes:

  • Up to 5 users
  • Client portal
  • Integrations with Gmail, Meta, TikTok, LinkedIn, Stripe & more
  • Social media scheduler
  •  Analytics dashboard
  • Templates for websites, landing pages, forms, emails & funnels

Choose Your CRM Focus Area

Pick one priority so we customize your system for what you need most right now.
Each option includes the email/SMS messages needed for that workflow.
Lead Capture & Pipeline Starter
Turn leads into clients with a custom form, one automation flow, and a visual pipeline.
Billing & Invoicing Automation
Send invoices, reminders, and follow-ups automatically
Contracts & Estimates
Send contracts or proposals with automated reminders—fast and simple.
Smart Scheduling System
Show your availability, book appointments, and send reminders automatically.
Client Data & Contact Customization
Organize contacts with custom fields, tags, and segmented uploads.

Important Notes

  •  You can add more focus areas anytime.
  • Every setup includes email/SMS communications for that workflow.
  • We keep it simple by starting with your highest priority.
  • Email sending has a small usage cost (example: $10 = 14,000+ emails).
Perfect for businesses ready to digitize and automate without the overwhelm.
Start today with the Setup Plan!

CRM Setup + Phone Line Plan

Initial investment:

$1,000

One-time fee per phone number:

$350

Monthly fee:

$97/month

Includes Everything from the CRM Setup Plan, Plus:

  • Dedicated business phone number
  • Make and receive calls directly inside your CRM
  • Send and receive SMS from the same dashboard
  • Phone line fully set up in under 72 hours

Choose Your CRM Focus Area

Pick one priority so we customize your system to your needs. Each focus area includes the email/SMS messaging required for that workflow.
Lead Capture & Pipeline Starter
Custom lead form, one automation flow, and a visual pipeline to organize leads.
Billing & Invoicing Automation
Automatic invoices, reminders, and follow-up messages.
Contracts & Estimates
Simple contract or estimate sending with automated reminders.
Smart Scheduling System
Easy online booking with confirmation and reminder messages.
Client Data & Contact Customization
Organized contacts with custom fields, tags, and segmented uploads.

Important Notes

  • You can add more focus areas anytime.
  • Calls, SMS, and emails have usage-based costs.
  • Estimate: $10 ≈ 600+ outgoing calls, 1,000+ incoming calls, 1,000+ texts.
  • Email example: $10 = 14,000+ emails.
Perfect for businesses that want all communication, sales, and follow-up in one place.
Activate CRM Setup + Phone Line
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How Your CRM Setup Works—Step by Step
Simple, guided process from “I’m interested” to “I’m using it every day.”
Simple, guided process from
“I’m interested” to
“I’m using it every day.”
We keep the setup clear and human so you always know what’s happening next. Here’s what the experience looks like from your side:

Welcome & Quick Form

Once your payment is received, you get a welcome email and SMS with a link to a simple form so we can understand your business and priorities.

We Create Your Account

We set up your CRM account and send you an email/SMS to celebrate your new system, plus a link to book your 1st meeting.

First Meeting: Plan & Priorities

On this call, we review your form, choose your main focus area (leads, billing, contracts, scheduling, or contacts), and schedule your 2nd meeting.

Second Meeting: Review the Build

We show you the first version of your CRM setup, walk through how it works, collect your feedback, and confirm what’s missing. Then we schedule the 3rd meeting.

We Finish the Setup for You

Behind the scenes, we refine your workflows, automations, and messages. You’ll receive an email/SMS with the link for your final session.

Third Meeting: Final Walk-Through

We review everything live, make last adjustments together, and make sure you feel comfortable using your new system.

You Get Your Client Portal & Tutorial

You receive access to your client portal plus a personalized video tutorial so you can rewatch the steps anytime.
Clear steps, no tech overwhelm—and a team guiding you the whole way.
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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