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Starter KitFree checklist ↗
COMING SOON

CRM FoundationBusiness GrowthAI EmployeeBusiness OS Tools

SAGE9AI is preparing practical business systems for coaches, consultants, freelancers, and local businesses that need better follow-up, automation, AI-assisted customer handling, and operating discipline.

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Four packages to grow into.

Each layer adds capability on top of the last. Start with visibility, then growth, then AI-assisted coverage, then operating systems.

Package 1

CRM Foundation

The basic business command center: know who your leads and clients are, where deals stand, and how people contact you.

  • Contact management
  • Pipeline
  • Calendar
  • Forms
  • Website/chat widget
  • Email
  • SMS
  • Mobile app
  • Dashboard
Target customer: Coaches, Consultants, Freelancers, Local businesses.
Package 2

Growth

Everything in CRM Foundation plus the campaign and conversion tools needed to turn interest into pipeline movement.

  • Funnels
  • Landing pages
  • Email campaigns
  • SMS campaigns
  • Workflow automation
  • Review generation
  • Lead nurturing
  • Sales pipeline automation
  • Reporting
Package 3

AI Employee

Everything in Growth plus AI-assisted front-desk, follow-up, qualification, and content support with human approval boundaries.

  • AI receptionist
  • AI SMS assistant
  • AI email assistant
  • AI website chatbot
  • AI voice answering
  • AI appointment scheduling
  • AI lead qualification
  • AI FAQ answering
  • AI follow-up
  • AI review responses
  • AI content generation
Package 4

Business OS

Everything included plus the internal systems that make the business easier to run, train, support, and improve.

  • SOP library
  • Client portal
  • Memberships
  • Knowledge base
  • Internal team management
  • Custom dashboards
  • AI workflow design
  • Integrations
  • Custom automations