The AI-Powered Revenue System
for Established Coaches Ready to Scale
You have paying clients and big plans. But you are still doing it all by hand, and it is a lot. Smart System Suite gives you one connected system to capture leads, follow up, book calls, get paid and keep the relationship going, with an AI team built in that still sounds like you. Set up step by step, with support. Just as powerful for service providers and local businesses.
CRM, pipelines, AI agents, email and SMS follow up, funnels, booking, payments and retention in one place. One login. One bill.
Prebuilt Revenue Structure
Your system is built on the Smart Client Journey Framework™, giving you a mapped pathway from lead capture to recurring revenue.
CRM Visibility
Clean pipelines and opportunity tracking provide real time revenue clarity and forecasting confidence.
AI and Automation That Run
Automated email, SMS and AI agents answer, follow up and book, so nothing waits on you.
What Smart System Suite Replaces
Most coaches pay for a stack of separate tools that never talk to each other. Smart System Suite puts them in one place for $149 a month.
Revenue Fluctuates When AI and Automation Are Missing
You already have clients, so attention isn't the problem. The overwhelm is. What's missing is the CRM, automation and AI between attention and decision, so every new client still depends on you.
Stalled Conversations
Interest appears, but there is no automated next step guiding conversion. Momentum is lost when the journey stops moving.
Manual Follow Up
If follow up stops when you get busy, revenue will fluctuate. Systems ensure no lead is left behind regardless of your schedule.
Tool Fragmentation
Forms, calendars, email, messages and AI tools live in separate platforms that don't talk to each other, with no central CRM or clean forecasting.
Energy Dependency
When you slow down, the pipeline slows down. Your growth should not depend on how energized you feel that week.
Untrusted Pipelines
Data exists but is not structured cleanly enough to forecast revenue accurately. Clarity is the foundation of growth.
Hidden Costs
Manual tracking steals time from delivery and strategic leadership. Every hour spent chasing leads is an hour lost on growth.
Systems create freedom. Hustle creates exhaustion.
Smart System Suite installs the AI, automation and CRM infrastructure so growth compounds instead of resets.
AI That Sounds Like You. And Hands Off to You.
The AI works from your business, not the internet's guesses. You decide what it handles and when a human takes over. The AI handles the routine. You keep the relationships.
Trained on Your Business
Your services, prices, policies and answers live in your own knowledge base, so replies match how you actually work.
Answers Calls, Chats and Texts
Voice AI and Conversation AI answer questions and book appointments around the clock, even when you are with a client.
You Stay in Control
Choose exactly what the AI handles. Anything else lands in your conversations inbox for you or your team to pick up.
A Working AI and Automation Engine. Not a Blank Dashboard
See how lead capture, CRM tracking, AI agents, automated follow up, booking, payments and retention run inside one connected platform. This is infrastructure installed, not tools left for you to figure out from scratch.
Want a deeper breakdown of why most businesses feel disconnected behind the scenes? Press play below to hear how the system actually works.
Lisa Allan
With over 26 years in IT, automation, and marketing systems, Lisa has seen the same pattern repeatedly: talented experts generate attention, then lose momentum inside follow up gaps. Smart System Suite was created as a AI and automation all-in-one CRM that installs the structured client journey most businesses never build.
Systems create freedom. Hustle creates exhaustion.
The Revenue System Flow
Clarify
Structure messaging and offers so automation supports your expertise.
Capture
Funnels, forms, chat, calls and messages feed one CRM, and AI answers in seconds so nothing gets lost.
Convert
Automated nurture and AI follow up move leads toward a decision consistently.
Continue
Retention workflows support recurring revenue and long term relationships automatically.
Built for Coaches. Ready for Local Businesses.
Established Coaches
- Funnels and quizzes that capture leads while you coach
- Booking calendar with your own Meeting Room link
- Payments, invoices and contracts in one place
- Courses, client portal and community for your clients
- AI follow up so no lead goes cold
Service Providers and Local Businesses
- Missed call text back, so a busy phone never costs a booking
- AI receptionist that answers and books after hours
- Appointment reminders that cut no-shows
- Automatic review requests that grow your Google reviews
- Gift cards, memberships and text promotions
Install Your AI and Automation All-in-One CRM
Your CRM, AI team and automated follow up in one platform. One login. One bill.
The full AI and automation CRM: pipelines, AI agents, automated follow up and multi channel communication.
- Core Platform Infrastructure
- Unlimited websites and sales funnels
- Unlimited media library, domains and URL redirects
- Online stores and webinars
- Blog publishing tools
- QR code generator
- NEW ~ AI Studio Web Builder
- NEW ~ SEO tools and site analytics Client Portal & Creators Hub
- Client portal and courses
- Memberships and community
- NEW ~ Meeting Room, your own meeting link (goodbye Zoom)
- NEW ~ Events
- NEW ~ Course certificates and credentials
- NEW ~ AI App Studio for your client portal
- NEW ~ Branded mobile app CRM & Sales Management
- Full CRM with contact management
- Sales pipelines with forecasting
- Task management
- Calendar and appointment automation
- NEW ~ Services and rentals booking
- NEW ~ Companies and custom objects
- NEW ~ Contact engagement scoring Marketing Automation
- Advanced workflows and follow up
- Campaigns and trigger automation
- Email builder and templates
- SMS marketing templates
- Forms, surveys and quizzes
- Social media planner
- Affiliate manager
- Countdown timers and trigger links
- NEW ~ Brand Boards
- NEW ~ Ad Manager
- NEW ~ Prospecting tool Multi Channel Communication
- Two way conversations inbox
- Email and SMS marketing
- GBP, Facebook, and Instagram
- Missed call text back automation
- Website chat widget
- NEW ~ WhatsApp messaging Your AI Team, Built In
- Ask AI assistant
- NEW ~ Agent Studio, build your own AI agents
- NEW ~ Voice AI receptionist
- Conversation AI for chat and text
- NEW ~ Content AI and Creator Studio
- NEW ~ AI knowledge base trained on your business
- NEW ~ AI agent templates Sales, Reputation & Reporting
- Payments and invoicing tools
- NEW ~ Recurring invoices and estimates
- Documents, contracts, and e sign
- Products, subscriptions, coupons and gift cards
- NEW ~ Abandoned checkout recovery and inventory
- Reputation and review management
- NEW ~ Video testimonials and GBP optimization
- Built in reporting dashboards
- NEW ~ Custom reports and ad attribution
- Full integration capabilities
Annual option: $1,490/year, including two months free plus one month inside Recurring Revenue Collective.
Want It Professionally Installed?
Smart Client Journey Build™ starts at $5,000 and includes CRM engineering, automation configuration, funnel implementation, testing, and 30 days of platform access. This is the fastest path to a properly installed AI and automation CRM.
Frequently Asked Questions
What is an AI-powered revenue system?
Smart System Suite is an AI-powered revenue system: an all-in-one CRM with AI and automation built in. It is one platform that holds your contacts, pipeline, website, funnels, booking, payments, email, text and courses, with AI built in. Instead of connecting separate tools, everything shares one client record, so automation and AI can follow up, book and remind people for you.
Which tools can Smart System Suite replace?
Most businesses replace their separate CRM, email marketing, texting, scheduling, funnel and website builder, course platform, community app, invoicing and e-signature, review tools, social media scheduler and AI chatbot. One login, one bill.
Will the AI sound robotic, or like me?
The most robotic thing you can do is leave a lead waiting three days because you were with a client. The AI works from your own knowledge base: your services, prices, policies and the way you answer questions. You set its instructions and decide what it handles, so replies match your business instead of sounding generic.
What happens when the AI cannot answer?
You decide where the AI stops. Anything outside what you set it up to handle goes to your conversations inbox, so you or your team can pick it up.
How long does setup take, and can someone set it up for me?
Every PRO plan includes an orientation and account setup session plus tech support calls, with step-by-step guidance. If you would rather have it built for you, a Smart Client Journey Build starts at $5,000.
Can I move my contacts, courses and clients over?
Yes. You can import your contacts, and we guide you through moving your courses, pages and client groups. If you want it handled for you, ask about a custom build.
Does it work for a local business?
Yes. Booking, appointment reminders, missed call text back, an AI receptionist, review requests, gift cards and text promotions are all built in.
Do I own my data?
Your contacts and content are yours. You can export your contacts at any time.
"Helped completely transform our marketing structure. Everything flows better."
Lacey Clark
"Clear guidance and excellent support setting up automation."
Cemal Richards
"Finally feel organized instead of overwhelmed. Infrastructure over hustle is real."
Leif Johnson
More testimonials available at allanmediagroup.com/testimonials.
SOFTWARE + STRATEGY
Smart System Suite installs the AI and automation CRM platform. Recurring Revenue Collective is where you refine and scale with strategic conversations around recurring revenue, automation, funding, visibility, and sustainability.
Learn MoreYou stop wondering who you forgot to follow up with. Automated sequences are running. Your CRM finally makes sense.
Conversations move consistently. Reliable conversion data is clear. Better retention.
Infrastructure supports scale. Revenue feels predictable. Growth compounds instead of resetting.
Stop Holding Your Business Together by Hand
You built the business by hand. Install the AI-powered revenue system that grows it from here.
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