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Enterprise-Grade Impello CRM Automation
With our Enterprise marketing automation package, you’re the captain, your team run the command deck, we’re in the engine room.
You know where you want to be, they know what it takes to get you there, and we are there to ensure they get the most from our marketing automation engine and that it’s ready to achieve warp speed on demand.
What’s Included?
Shared Management of your Impello Account
For £500 per month, we create a ‘Hybrid’ Impello account.
We refer to both our Accelerator and Enterprise Packages as hybrid, because we share management of Impello, with your team, with each team working to it’s strengths to achieve the best possible results.
We connect or migrate your existing systems and data, combined with any of our core marketing services that you choose, ready to streamline and automate your marketing.
Impello Features Included
Depending on the service options you choose, we’ll build essential workflows to eradicate those repetitive tasks that regularly get neglected due to time constraints, but are often where new leads fall through the cracks, losing you money and disappointing potential customers. For example;
- Triggering an Automated Sequence of Onboarding Emails and Content to be Sent to New Clients
- Automating Appointment Reminders and Rescheduling of No-Shows
- Automating the Enrolment of Leads from a Magnet, onto an Email Course
There is no limit the number of basic workflows executions each month.
Enterprise Marketing Automation Workflow
If your automation game really takes off and you want to get more adventurous – for example adding;
- Slack Notifications
- Inbound Webhooks (sometimes used when integrating external systems)
- Adding Google Sheets Integrations
You can purchase a block of 10,000 enterprise automated workflow executions for £20 per month. Each additional execution over 10,000 each month are charged at £0.01.
What’s Included in Your White-Labelled Booking Suite?
Complete Brand Integration
- 100% custom-branded interface (your colours, logo, fonts)
- Embeddable booking widgets for your website
- White-label notifications (SMS/email templates in your voice)
- Sync with Google or Office365 Calendars
Intelligent Scheduling
- Real-time availability sync across team calendars
- Buffer times & travel time automation
- Group session management (classes, workshops)
Monetisation Tools
- Deposit & full payment collection (Stripe)
- Package & membership bookings
- Dynamic pricing (peak/off-peak rates)
Automated Workflows
- Pre-appointment questionnaires (e.g. medical intake forms)
- Reminder sequences (48hr/24hr/1hr)
- No-show recovery & rescheduling
Business Insights
- Revenue by service/staff member
- Cancellation rate analytics
- Client booking trends
Enterprise Reliability
- GDPR-compliant data handling
- Two-way calendar sync (Outlook/Google)
- 99.9% uptime guarantee
Fully Managed Service
- Initial workflow configuration
- Staff training & onboarding
- UK-based priority support
Why This Beats Generic Booking Tools
Industry-Specific Applications
Beauty & Hair Salons
- Colour specialist time allocation
- Retail add-on prompts during booking
- Late cancellation fee automation
Private Healthcare
- HIPAA-compliant intake forms
- Prescription renewal scheduling
- Video consultation links
Professional Services
- Meeting room resource booking
- Client document collection
- Billing hour tracking
Key Impello Advantages
- No “Powered by” branding – pure client-facing white-label
- Integrated with all your other Impello tools
- API integrations with your 3rd-party tools
- Custom permission levels for teams
Transform deal management into your competitive advantage – with our enterprise-grade pipeline tech.
Your pipeline shouldn’t leak revenue. Impello seals the gaps. Stop wrestling with spreadsheets and get your own forecast-ready deal machine!
Pipeline Management Features
Custom Deal Stages
- Tailored sales workflows matching your process
- Visual pipeline dashboard (Kanban or list view)
- Probability weighting by stage
Intelligent Revenue Tracking
- Weighted forecast modelling
- Deal value trending (weekly/monthly/quarterly)
- Profit margin calculators
Automation Engine
- Stage-triggered actions (emails, tasks, approvals)
- Stale deal alerts
- Auto-created follow-ups
Team Collaboration
- Deal-specific chat threads
- @mentions & internal notes
- Approval workflows
Advanced Reporting
- Win/loss analysis
- Sales cycle duration tracking
- Rep performance benchmarking
Impello Ecosystem Integration
- CRM sync (all contact details in one place)
- Document generation (proposals/contracts)
- Payment system links
Enterprise Security
- Role-based access controls
- Audit trails for all changes
- GDPR-compliant data handling
Fully Managed Service
- Initial pipeline configuration
- Sales team training
- Regular performance reviews
How This Outperforms Other CRMs
Industry-Specific Applications
Commercial Property
- Offer-to-exchange tracking
- Chain management tools
- Solicitor progress monitoring
SaaS Sales
- Trial-to-paid conversion tracking
- Churn risk alerts
- Expansion revenue forecasting
Professional Services
- Proposal version control
- Utilisation rate warnings
- Client profitability dashboards
The Impello Difference
- Bespoke deal fields for your terminology
- Executive briefing mode for C-level views
Centralise every client interaction and company detail in one powerful system designed specifically for growth-focused businesses.
Core Features
Unified Contact Management
- Detailed individual profiles (contact info, preferences, social links)
- Interaction timeline (calls, emails, meetings, documents)
- Custom tags and segmentation (by value, industry, deal stage)
Company Intelligence Hub
- Organisation hierarchies and subsidiary mapping
- Key decision-maker tracking
- Company health signals (funding rounds, news alerts)
Smart Relationship Tools
- Automated follow-up reminders
- Touchpoint gap alerts
- AI-suggested next best actions
Relationship Analytics
- Client lifetime value tracking
- Engagement scoring system
- Team collaboration history
Enterprise-Grade Security
- Granular access permissions
- GDPR-compliant data fields
- Activity audit trails
Native Integrations
- Email clients (Outlook, Google Workplace Email)
- Document storage (Google Drive)
- Accounting platforms (QuickBooks, Wave)
Key Business Benefits
- Reduce missed opportunities with complete relationship visibility
- Shorten sales cycles with intelligent next-step prompts
- Improve client retention through systematic engagement tracking
Industry-Specific Applications
Professional Services
- Track client matter histories
- Monitor outstanding invoices
- Manage referral partner networks
B2B Sales Teams
- Territory management
- Account-based marketing alignment
- Proposal success rate tracking
Membership Organisations
- Member engagement scoring
- Renewal prediction modelling
- Committee relationship mapping
Impello Implementation & Support by Push to Start
- Data migration services
- Custom field configuration
- Dedicated platform training
Within the Sales, Payments & Financial Automation Suite, you’ll find all the tools you need to sell products and services online.
Online Store Functionality
Products & Services
- Unified Catalog: List physical / digital products and services in one place
- Basic Variants: Options like “1-hour session” vs “2-hour session”
Unfortunately, we don’t currently offer advanced variations such as size or colour SKUs, although these are in development). - Custom Pricing:
- Member vs non-member pricing
- Location-based pricing (e.g., different rates per branch)
- Digital Delivery: Auto-send files / links upon purchase
Inventory Management
- Stock Tracking: Manual stock level updates with low-stock alerts
- Stock Toggles: Automatically hide products when out of stock
- Simple Bundles: Group products / services (e.g., “Cleaning Package: 1x Carpet + 2x Windows”)
Native Review System
- Automated Requests: Send review prompts via email / SMS after appointments / purchases
- Multi-Platform Syndication:
- Push to Google Business Profile
- Display on Impello funnel pages and websites
- Review Dashboard: Filter by star rating, date, or service type
- Private Feedback: Collect internal ratings not visible publicly
Integrations for Advanced Needs
- QuickBooks: Automate accounting reconciliation
- Zapier: Connect to advanced inventory tools like TradeGecko
Example Impello Automated Sales Workflows
Post-Purchase Automation:
- Trigger: “Appointment completed”
- Action: Send SMS review request after 24 hours
Inventory Update:
- Trigger: Stock for Item SKIRT21220106 reduces by 1
- Action: If stock ≤ 2, alert manager via email
Review Collected:
- 5-star review auto-publishes to Google Business Profile
- 3-star review triggers internal follow-up task
End-to-end financial workflows from first quote to recurring revenue – all seamlessly connected to your accounting stack.
Core Payments Functionality
Proposals & Contracts
- Custom-branded estimate templates
- Electronic signature collection
- Auto-convert to invoices upon approval
Intelligent Invoicing
- Recurring invoice automation
- Partial payment acceptance
- Late fee calculations with reminders
Online Order & Product Management
Build your own online store, seamlessly integrated with your CRM and marketing automation stack!
- Central product catalogue
- Inventory threshold alerts
- Digital / physical goods tracking
Subscription Automation
- Flexible billing cycles (weekly/monthly/annual)
- Prorated plan changes
- Dunning management for failed payments
Payment Processing
- Client payment portal
- Stripe, PayPal & Square payment integration
- PCI-compliant card storage
Promotions Engine
- Custom discount codes
- Bulk purchase pricing
- Time-limited offers
Financial Reporting
- Collected/uncollected revenue dashboards
- Tax liability tracking
- Payout reconciliation
Native Accounting Sync
- QuickBooks Online integration
- Wave Accounting connectivity
- Automatic ledger posting
The Impello Advantage
- 38% faster payments through automated reminders
- 100% audit-ready financial tracking
- Seamless reconciliation with your accounts
Industry-Tailored Solutions
Home Services
- Deposit collection with job completion billing
- Vendor payment tracking
- Equipment rental charges
Professional Services
- Retainer drawdown tracking
- Expense reimbursement workflows
- Matter-based billing
Subscription Businesses
- Free trial conversion automation
- Usage-based billing triggers
- Churn risk alerts
Impello Implementation Support by Push to Start
- Historical data migration
- Tax rule configuration
- Payment workflow design
If you are looking for a completely hands-off approach, (perhaps, you don’t have an in-house marketing team?), we can manage your whole marketing automation system for you. Check out our Marketing Automation Starter Package.
Then there’s our Marketing Automation Accelerator Package, if you’re not quite at Enterprise level just yet.
Alternatively, if you need an the same powerful Impello features under your own branded platform, with the ability to manage all services in-house, take a look at;
Choose from Our Range of Core Marketing Services
If there are elements of your marketing you want us to manage for you, choose from;
- Email Marketing
- SEO & AEO
- Pay-Per-Click Advertising
- Social Media Marketing
- Content Creation
- Lead Generation
- Reputation & Reviews Management
Whatever you need, all powered by our streamlined Impello automation.
Add Optional Web Services
Choose from:
Your Team Manage the Rest
If you choose one of the ‘Hybrid’ packages, (Accelerator or Enterprise), we can work alongside your team in whatever capacity you need.
FREE Web Hosting Offer for UK Start-Up Organisations
If your UK business, charity or community group is under 3 years old, you might be eligible for 6 months of free hosting.
No catches, no hidden fees – just our way of supporting new ventures.
Add Optional Impello Features
Each Impello AI Employee costs just £150 per month.
For best results, we recommend that each AI employee is trained with specific roles and tasks in mind.
For example, one AI Employee is trained on your product & service offer to enable it to answer live chat, instant messaging & WhatsApp enquiries, whilst another AI employee is trained to handle appointment booking requests.
What’s Included?
AI-Powered Automation
- 24/7 automated lead engagement via chatbots & SMS
- Smart responses to FAQs, booking requests, and support queries
- Natural language processing for human-like interactions
Call & Text Automation
- AI call handling (voicemail detection, call routing, transcriptions)
- Two-way SMS/MMS for follow-ups & appointment reminders
- Spam filtering & missed call auto-textbacks
Email & CRM Automation
- AI-driven email responses & follow-ups
- Seamless CRM integration (lead tagging, notes, task creation)
- Behavior-based triggers (e.g., abandoned cart, form submissions)
Scheduling & Booking
- AI calendar management with real-time availability
- Automated appointment confirmations & rescheduling
- Payment reminders & no-show recovery
Analytics & Optimisation
- Conversation history & performance tracking
- Sentiment analysis to improve customer interactions
- Customisable reporting
We train your AI Assistants to continuously learn from interactions to improve responses over time.
Why It’s a Game-Changer
What Virtual Phone Solutions are Available and Why You Should Want (at least!) One
Geographic Numbers (e.g., 020, 0121, 0161)
- Establishes local presence even if you’re remote
- Builds trust (customers prefer calling local numbers)
- Often cheaper for local customers to call
Example Uses:
- A Bristol-based accountant uses an 0117 number to appear established in the city, despite working remotely from Cornwall.
- A Manchester agency uses an 0161 number to attract local clients, routing calls to their London HQ.
Non-Geographic Numbers (e.g., 0333, 0345)
- Nationwide presence without regional ties
- Fixed calling rates (included in mobile/landline bundles)
- More professional than personal mobiles
Example Uses:
- A national helpline uses 0333 456 7890 so callers pay standard rates.
- An e-commerce brand uses 0345 for customer service, ensuring fair call costs nationwide.
Freephone Numbers (0800, 0808)
- Removes barrier for customer calls (free for them)
- Enhances brand credibility (used by big corporations)
- Great for high-value sales/conversions
Example Uses:
- A luxury furniture brand uses 0800 112 233 for enquiries, signalling premium service.
- A charity’s donation line uses 0808 to encourage supporter calls.
Virtual Mobile Numbers (07…)
- Maintains personal touch (customers trust mobiles)
- Enables WhatsApp Business/SMS marketing
- Portable (keep number if you change providers)
Example Uses:
- A personal trainer uses 07500 123456 for client bookings via call/text/WhatsApp.
- A tradesperson uses a virtual 07 number to separate business/personal calls.
Why Businesses Add Virtual Numbers
- Professionalism (no personal mobiles on business cards)
- Flexibility (route calls anywhere, track analytics)
- Marketing (track which ads generate calls)
- Cost Control (choose number type to manage expenses)
Pro Tip: Many businesses combine multiple types – e.g., 0800 for sales, 0333 for support, and 07 for WhatsApp.
What Can Our Virtual Phone Solution Do For You?
- Dedicated UK business numbers (geographic, mobile, non-geographic or international)
- Fully white-labelled service – no supplier branding
- Custom caller ID (display your business name)
Intelligent Call Management
- Add an AI Auto-attendant with branded greetings
- Smart call routing (department/team/hours-based)
- Voicemail-to-email with transcription
Advanced Call Features
- Call recording (GDPR-compliant)
- Call whispering & barge-in for team training
- Conference calling with dial-in numbers
Omnichannel Integration
- SMS/MMS messaging from your business number
- Call-to-action prompts (e.g. “Press 1 to pay invoice”)
- CRM sync (log calls automatically)
Analytics & Reporting
- Call tracking by source/channel
- Missed call alerts & callback automation
- Team performance dashboards
Enterprise-Grade Reliability
- 99.99% uptime SLA
- Encrypted call handling
- Fraud prevention systems
Fully Managed Service
- Number provisioning & porting
- System configuration & training
- UK-based support team
How This Elevates Your Business
Perfect For Businesses That:
- Want to separate business/personal communications
- Need geographic presence across multiple locations
- Require call analytics to optimise marketing spend
Key White-Label Benefits
- No virtual PBX branding – pure white-label experience
- Seamless integration with your existing tools
- Scalable from single-user to enterprise
24/7 intelligent call handling that speaks with your brand’s voice, powered by cutting-edge AI – with zero third-party branding.
(You’ll need an Impello virtual number for your AI Voice Assistant to manage)
What’s Included in Your White-Labelled Voice AI Service
Natural Branded Conversations
- Custom-trained AI voice (matches your brand tone/personality)
- UK-accented or multilingual options
- Context-aware responses (understands complex queries)
Intelligent Call Handling
- 24/7 inbound call answering (no missed opportunities)
- Smart call routing (to humans when needed)
- Voicemail elimination (AI handles queries in real-time)
Advanced Automation
- Appointment booking & calendar sync
- Payment processing via phone (PCI-compliant)
- FAQ resolution (reduces human call volume by up to 40%)
Performance Insights
- Call transcription & sentiment analysis
- Conversation analytics dashboard
- ROI tracking (cost savings vs human agents)
Enterprise-Grade Security
- GDPR-compliant call recording
- Bank-level payment security
- Fraud detection systems
Fully Managed Service
- Voice personality design (trained on your brand)
- Continuous AI learning (improves over time)
- UK-based support team
Why This Transforms Your Customer Service
Perfect For Businesses That:
- Receive high call volumes (e.g., estate agents, clinics)
- Operate outside standard hours
- Want to scale without hiring more staff
Key Differentiators
- No “powered by” branding – pure white-label
- Trained on your specific business knowledge
- Seamless human escalation (customers often don’t realise it’s AI)
Industry-Specific Examples
Healthcare:
- AI handles appointment changes & prescription queries
- Routes urgent calls to on-call staff
Estate Agents:
- Qualifies leads 24/7 with custom questions
- Books viewings directly to calendars
Automotive:
- Processes test drive bookings
- Answers FAQ about financing options
For just £30 per number, per month, you can upgrade your customer communications with a professional WhatsApp Business Number, managed seamlessly by our team.
What’s Included in Your Dedicated WhatsApp Business Number
Professional Business Presence
- A dedicated WhatsApp Business Number (local or international)
- Verified business profile (builds trust with customers)
- Customisable business info (description, email, website, address)
Smart Messaging & Automation
- Automated welcome & away messages (24/7 availability)
- Quick replies & saved responses for faster customer service
- AI-powered chatbot integration (handle FAQs without staff)
Organised Inbox & CRM Sync
- Label & categorise chats (e.g., “New Leads”, “Support”)
- Auto-forward to your team (assign chats to agents)
- Seamless CRM integration (log conversations automatically)
Broadcast & Marketing Tools
- Send bulk notifications (e.g., order updates, promotions)
- Approved templates for compliant messaging
- Track delivery & read receipts
Secure & Compliant
- GDPR-compliant data handling (UK/EU-friendly)
- End-to-end encryption (secure customer conversations)
- Spam protection (filter out irrelevant messages)
White-Labelled & Fully Managed
- No third-party branding – it’s your business number
- Set up & managed by our experts (no tech hassle for you)
- Dedicated UK-based support
Why Your Business Needs This
Turn casual users into loyal subscribers with your own premium membership and learning portal – under your brand, powered by Impello and our expertise.
As a bespoke solution, each Portal is priced per solution, depending on how much input you need from us.
Why give 30% to generic platforms, when you can own your membership experience completely?
What’s Included in Your White-Labelled Membership Solution
Complete Brand Control
- 100% custom-branded portal (your logo, colours, domain)
- Tailored user experience matching your website style
- Zero third-party branding – members only see your business
Flexible Membership Tiers
- Unlimited subscription levels (free to premium)
- Drip content scheduling (release material over time)
- Paywall options for premium content
Seamless Payments
- Stripe/GoCardless integration for recurring billing
- Automated invoicing & receipts
- Failed payment recovery system
All-In-One Content Hub
- Video courses & protected downloads
- Live webinar integration
- Community discussion forums
Smart Automation
- Auto-enrolment workflows (based on purchases/actions)
- Member onboarding sequences
- Engagement-triggered emails
Performance Tools
- Member activity dashboards
- Churn rate analytics
- Revenue attribution reporting
Enterprise Security
- GDPR-compliant data handling
- SSO (Single Sign-On) options
- Content piracy protection
Fully Managed Service
- Initial setup & branding implementation
- Ongoing platform maintenance
- UK-based technical support
Why Your Business Needs This
Perfect For:
- Coaching & training businesses
- Professional associations
- Exclusive content creators
- Premium service providers
Seamless customer engagement in your clients’ pockets, with your branding and our expertise.
For just £100 per month, you can turn your clients’ phones into a direct channel to your business – with an app that’s unmistakably yours. We handle the tech – you reap the rewards.
What’s Included in Your White-Labelled Mobile App?
Fully Branded Experience
- 100% custom-branded with your logo, colours & design
- App Store & Play Store listing under your business name
- No Impello/Push to Start branding – it’s your app
Two-Way Communication Hub
- In-app messaging & notifications (reduce reliance on SMS/email)
- Broadcast announcements (send updates to all users instantly)
- Secure 1:1 chat with your team or AI assistant
Booking & Self-Service Tools
- Appointment scheduling & reminders (syncs with your calendar)
- Service requests & order tracking (e.g., deliveries, repairs)
- Loyalty wallet (store cards, vouchers, points)
Payments & E-Commerce
- In-app purchases & checkout (Stripe, PayPal integration)
- Invoice & receipt storage (paperless transactions)
- Tip/donation functionality (for service businesses)
Client Management Made Simple
- CRM sync (client profiles, interaction history)
- Feedback & review prompts (boost your ratings)
- Analytics dashboard (track engagement, popular features)
Secure & Compliant
- GDPR-compliant data handling
- Biometric login (Face ID, fingerprint)
- Regular security updates
Fully Managed by Push to Start
- No coding needed – we handle setup & maintenance
- Dedicated UK support team
- Regular feature updates
Why Your Business Needs This
Your Own Branded Complete Business Growth Platform – Powered by Impello
Why juggle multiple tools when you can have one powerful system – built for your brand?
£750 per month secures your own fully branded, enterprise-grade CRM and automation suite. Built for your business, supported by our experts.
What’s Included in Your White-Labelled Platform
100% Your Brand Identity
- Fully rebranded interface – your logo, colours and terminology
- Custom domain access (platform.yourbusiness.com)
- Zero supplier branding – clients interact solely with your brand
Omnichannel Communication Hub
- Unified inbox for calls, SMS, emails and live chat
- AI-powered chatbots with your brand voice
- Two-way WhatsApp Business integration
Advanced Automation Engine
- Drag-and-drop workflow builder for sales & service processes
- Trigger-based customer journeys (abandoned carts, follow-ups)
- ROI-tracking for every automation
Enterprise-Grade CRM
- 360° client profiles with interaction history
- Deal pipelines & sales tracking
- Team performance analytics
Built-In Marketing Suite
- Email/SMS campaign manager with templates
- Lead capture forms & funnels
- Review generation system
Compliance & Security
- GDPR-ready data handling
- Role-based access controls
- Daily encrypted backups
Fully Managed by Our Team
- Onboarding & staff training
- Regular platform upgrades
- Dedicated UK support
Why This Transforms Your Business
Perfect For Businesses That Want To:
- Automate sales / service without tech headaches
- Own their customer data completely
- Present a premium, tech-savvy brand image
Not Quite What You Are Looking For?
Choose either the Starter package , which is a fully-managed solution, or the Enterprise package, if you still want a ‘hybrid’ solution – but at scale.
Alternatively, you can choose Impello as a standalone option and have your team manage it, whilst we provide tech support.
Starter Package
From £150 per month
The perfect launch sequence for established businesses ready to scale using our managed marketing automation solution. Perfect if you’ve got the ambition, but lack in-house expertise.
Accelerator Package
From £300 per month
Boost your business trajectory with optimised marketing operations and enhanced growth tools. This package is ideal for growing businesses wanting hands-on control with expert guidance.