The All-In-One CRM. Total Control Over Your Growth.
Your Business Should Feel Organized — Not Overwhelming
Amerik Conecta CRM consolidates your entire sales funnel, automated follow-ups, and multi-channel messaging into a single, intelligent command center. Stop juggling disconnected apps and start leveraging the same high-tier automation used by Fortune 500 companies—tailored for the modern business owner.
Your Business Should Feel Organized — Not Overwhelming
With Amerik Conecta CRM, you have everything in one place — messages, automation, reminders, pipelines. We give you the tools big companies use, but designed for everyday entrepreneurs.
From Lead to Closed Deal
One unified platform that captures every lead, automates follow-ups, provides instant communication, and gives you complete visibility into your sales pipeline.
Capture
Leads from ads, forms, and 50+ sources captured in real-time.
Nurture
Automation sends tailored messages simultaneously via preferred channels.
Convert
Automated sequences nurture until the lead is sales-ready.
We Built The CRM That Grows Your Business On Autopilot
We are committed to giving local businesses and agencies the tools they need to capture leads, automate follow-ups, and close more deals — all from one powerful platform. Amerik Conecta CRM replaces the chaos of scattered tools with one seamless system built for growth.
All-in-One Platform
Results You Can Trust
20+
Years Experience
Who We Are
We Aim To Be The Best Invest Manager In The World
We are committed to becoming the world’s leading investment manager by delivering exceptional results and personalized strategies. Our goal is to help you achieve financial success with confidence and trust in our expertise.
Tailored Investment Solutions
Expertise You Can Trust
20+
Years Experience
Smart CRM
Manage contacts, deals, and pipelines with intelligent automation
Appointment Booking
Schedule meetings and manage bookings effortlessly
SMS Marketing
Reach customers instantly with personalized SMS messages
Is Your Business Bleeding From These Problems?
Most businesses lose thousands in revenue every month — not from lack of customers, but from broken systems. We fix that.
Losing Leads & Follow-Ups
Potential clients slip through the cracks every day. Without automated follow-ups, a lead you worked hard to get goes cold — and your competitor closes them instead.
Drowning in Manual Tasks
Sending reminders, scheduling appointments, updating spreadsheets — your team spends hours on tasks a system should handle automatically, killing productivity.
No Centralized Communication
Your team is juggling WhatsApp, email, Instagram DMs, and phone calls. Messages get missed, clients feel ignored, and your brand looks unprofessional.
No Visibility Into Your Pipeline
You don't know where deals stand, which team member is performing, or where revenue is leaking. Making decisions without data means leaving money on the table.
Choose the Plan That Fits Your Growth
No hidden fees. No surprises. Scale as your business grows.
Entry-level · Self-service CRM access
- Active CRM sub-account
- Basic snapshot installation
- Basic funnel (3 steps)
- One calendar setup
- Basic sales pipeline
- Booking flow automations (confirmations & reminders)
- A2P Brand & Campaign validation
- One basic training session
- Tutorial video & full CRM platform access
- Unlimited Users
- Unlimited Contacts
CRM + ongoing monthly support & optimization
- Includes everything in Essential
- Ongoing monthly support
- Creation of additional automations
- Pipeline optimization
- Additional landing page setup
- Additional domain connections
- Monthly strategic system adjustments
- Priority technical support
- Monthly system performance review
- Designed for businesses that want to actively grow using their CRM
All automations are built natively within the CRM. This plan does not include third-party integrations such as Zapier, Make, or external APIs. These are available under the Enterprise plan.
Advanced customized business solution
- Everything in the Growth plan
- Industry-specific custom snapshots
- Full website builds
- Advanced conversion funnels
- Advanced multi-channel automations
- External integrations (APIs, Zapier, Make)
- Customized automation strategy
- Full sales system architecture
- Dedicated strategic support
- Recurring consulting strategy meetings
- Strategic Positioning
What Client Say
Here's what our clients have to say about their experience with our investment services:
The personalized attention and expertise I received helped me achieve financial growth I never thought possible.
James Smith
Office Manager
Working with their team has transformed my financial outlook—they truly understand my goals and needs.
Rachel Lee
Office Manager
Their strategic approach to managing my investments has given me peace of mind and consistent returns.
Michael Chen
Office Manager
Frequently Asked Questions
What is Amerik Conecta CRM?
Amerik Conecta CRM is an all-in-one business management platform that helps you capture leads, automate follow-ups, manage client communication, and track your sales pipeline — all from one plac
Do I need any technical experience to use it?
Not at all. The platform is designed to be simple and easy to use. We also provide full onboarding support to get you up and running quickly.
What makes Amerik Conecta CRM different from other CRMs?
Unlike basic CRMs, Amerik Conecta combines lead management, two-way messaging, appointment booking, automation, and reporting in one platform — so you don't need 5 different tools anymore.
How do I get started?
Simply book a free demo call with our team. We'll walk you through the platform, understand your business needs, and set everything up for you.
Do I need a phone number, and how much does it cost?
Yes, a dedicated phone number is required to use SMS and calling features within the CRM. Each phone number costs approximately $1.15. If your business needs multiple numbers — for example, for different team members or departments — each additional number is also around $1.15.
Your all-in-one CRM built for businesses that are serious about growth.
