Frequently Asked Questions

1.) About Agency Edge Pro

Q: What is Agency Edge Pro?

A: We're a small-business growth, communication, and operating system built on the world’s leading small to mid-size marketing + customer relationship management (CRM) platform. We unify CRM, communication, automation, reputation, visibility tools, and Artificial Intelligence (AI)—so you can attract more leads, convert more of those leads into customers, retain them longer, and repeat the cycle, over and over again.

Q: Who is Agency Edge Pro for?

A: We work with many types of businesses, including a wide variety of local and service-based businesses (insurance, home services, automotive services and sales, contractors, healthcare, professional services, retail, etc.) that want more leads, reviews, efficiency, and profitability.

Q: How is Agency Edge Pro different from “just” a CRM?

A: It’s an operating system: CRM + two-way messaging/calls + review generation + automation + websites/landing pages + analytics + AI. One login. One system.

Q: Do I need to be “techy” to use it?

A: No. We provide best-practice templates, guided setup, training, and support. Most users start seeing value with a simple launch plan.

Q: Is there a desktop app or mobile app?

A: Yes, we have offer both a desktop app and mobile app. You can manage leads and customers, engage in conversations (text, email, chat, etc), access calendars/scheduling, create and manage tasks, and request reviews from both the desktop and the mobile app, among other capabilities.

2) Outcomes & Results

Q: What results should I expect?

A: More visibility, more 5-star reviews, faster lead response, higher conversions, stronger retention, and clearer pipelines.

Q: How fast will I see results?

A: Many customers see quick wins (reviews/response time) in weeks; compounding gains (SEO/retention) build over 60–90 days as systems run consistently.

Q: Do you have proof it works?

A: Yes- we can absolutely give concrete examples of the difference working with Agency Edge Pro can make in your business. While we don't publish full case studies and reviews on our website to protect the privacy of our customers, we're happy to show you more on a demo or strategy call.

Q: What if I’m starting from scratch (no reviews/website)?

A: We can help! We’ll prioritize optimizing your Google Business Profile, capturing reviews, and putting a modern, professional website or landing page in place to get you up and running quickly.

Q: Can you tailor Agency Edge Pro for my industry?

A: Yes—frameworks and templates can be customized to your market, services, and regulatory needs. We offer training, support, and onboarding to assist with your specific needs. Account setup and basic customization is a "done-with-you" service in most cases, but additional setup and customization support or services may be available at an additional charge.

3) Core Features

Q: What’s included in the CRM?

A: Our CRM is fully featured and customizable to meet your needs. If you need a specific feature or capability- we're almost certainly able to assist, but recommend you hop on a quick strategy or demo call with us to discuss your needs further.

Q: What communication tools are built-in?

A: Two-way SMS/MMS, email, voice (call, voicemail), web chat, missed-call text-back, and a unified inbox linked to every contact so you never miss a conversation.

Q: How does automation help me?

A: Prebuilt workflows for lead capture, speed-to-lead follow-up, appointment reminders, onboarding, review/referral requests, reactivation, and renewal/retention are just a few of the use cases for automation.

Q: How do you improve my reputation?

A: Your online reputation is dependent on a wide variety of factors, including the number and quality of reviews you receive, your visibility to search engines (search engine optimization, back-links, business listings, etc), the optimization of your Google Business Profile, your branding and public image, and much more. Agency Edge Pro can help with the reputation of your business in these and other ways.

Q: Can you help with visibility/marketing?

A: Yes—Google Business Profile optimization, listings consistency, lead-capture pages/funnels, social posting, and tracking to see what’s working.

Q: What AI features are included?

A: AI drafting for replies/campaigns, AI suggestions in workflows, and optional AI chat/assistant features to speed up routine work.

4) Onboarding & Setup

Q: What does onboarding look like?

A: A guided launch: connect Google/Facebook/email/phone, import contacts, pick your workflows, customize messages, and go live with essentials first.

Q: Will you migrate my data?

A: Yes—CSV contact imports are simple. We’ll provide a checklist and help map fields. (Advanced migrations may require scoped services.)

Q: Do you set up my Google Business Profile (GBP)?

A: We can assist with setup and optimization of your GBP, enable automated review capture, and monitoring.

Q: How long does setup take?

A: Basic setup can be completed in days; more advanced customization rolls out in phases over 2–4 weeks while you’re already benefiting from quick wins.

5) Plans, Pricing & Billing

Q: What plans do you offer, and what are your prices?

A: Our plans start at $179 per month for our full system, with three pricing tiers available depending on the number of users that need access to the system, or the number of contacts managed. Each plan tier will also include monthly usage credits at different levels. Limited feature plans may also be available at a discounted rate, depending on your specific needs. Add-on products and services may be available for an additional charge.

Q: What are “usage credits”?

A: Our plan tiers include usage credits. These credits are included in your plan, and are used to offset usage-based costs (SMS, MMS, voice minutes, email sending, premium features, AI features, etc). If you exceed your included monthly credits, overages draw from your wallet at standard rates.

Q: Are there contracts? Can I upgrade/downgrade my plan?

A: There are no required long-term contracts, and most of our customers are on a month-to-month, automatically renewable contract. Longer term contracts may be available in some circumstances. You can upgrade or downgrade plans at any time.

Q: Do you offer annual pricing or discounts?

A: Yes, we provide a discount for plans paid in one annual lump sum. Ask our team for current annual options and other incentives or special offers that may be available.

Q: What payment methods do you accept?

A: Major credit/debit cards. Invoices/ACH can be arranged for larger accounts, but usage credit overages and add-on services that bill on a monthly or ongoing basis may still require a credit or debit card for billing purposes.

6) Phone, SMS, Email & Compliance

Q: How do phone and SMS work?

A: You can provision numbers, text, and call directly in the platform. Calls can be recorded and stored in the contact record for compliance or quality control purposes, if desired. If your usage of phone related credits exceeds your monthly usage credit allowance, your card on file will be billed to replenish your wallet balance.

Q: Do I need to register for A2P 10DLC?

A: Yes—US business texting requires A2P 10DLC brand/campaign registration for deliverability. We can provide guidance and assist with registration of your brand and campaign(s).

Q: Can I send review requests by text?

A: Yes—review requests are supported. Always obtain proper consent and honor opt-out keywords (e.g., STOP).

Q: Will you help me stay compliant (A2P 10DLC, TCPA, CAN-SPAM, TX SB 140, etc.)?

A: We provide templates, recommended consent language, and best-practice guidance or advice, but we’re not a law firm. You’re responsible for your compliance. We recommend consulting your legal counsel for guidance and requirements for your specific use case. Legal and regulatory compliance requirements may differ by communication type, location/region (of your business and your customers/leads), and other factors. Fines, penalties, and other issues arising from violations of applicable law and marketing regulations are your responsibility.

Q: How can I improve message deliverability?

A: Proper registration/authentication (A2P, DKIM/SPF), consent-based sending, clean lists, and message timing/volume, along with other best practices may improve message deliverability. While we can provide some guidance and support to help you improve message deliverability, following established best practices and complying with legal and regulatory requirements are always going to provide better deliverability.

7) Websites, Funnels & Lead Capture

Q: Can I build a website or landing pages here?

A: Yes—you can build websites and landing pages in Agency Edge Pro. We feature an easy-to-use, drag-and-drop page builder. Build unlimited websites and funnels, including forms, pop-ups, chat widgets, and booking pages with integrated attribution and conversion tracking. We work with many businesses that build and host their websites within the Agency Edge Pro platform. While we do not focus on large, custom websites, we can assist with creation of your website, and business-class hosting is included. Schedule a strategy call for more information.

Q: Do you support online booking?

A: Yes—our calendar links, confirmations, reminders, and rescheduling capabilities are built-in. Agency Edge Pro calendars can sync with Google and Outlook calendars.

Q: Can I embed forms or chat on my existing site?

A: Absolutely—you can use our forms and chat widgets on almost any site, or build your site and funnels in Agency Edge Pro for easier, direct integration with your CRM, automations, and artificial intelligence features. Using Agency Edge Pro forms and chat widgets on other sites may basic technical knowledge or coordination with your website provider for integration and site updates.

8) Integrations

Q: Which platforms can I connect?

A: Google (Gmail/Calendar/Business Profile), Facebook/Instagram, Outlook/Office 365, Stripe (payments), and more. Ask for your specific use-case. Additional integrations are available through Zapier, Make, or via premium features and webhooks within Agency Edge Pro. Use of third-party integration platforms, and additional features and integrations within Agency Edge Pro may deplete usage credits or result in additional charges/fees.

Q: Do you have an API?

A: Yes—account level APIs and webhooks support data syncs and custom integrations. (Some external systems may require their own API subscriptions, and/or additional fees may apply.)

9) AI & Automation

Q: What practical AI uses will help me day-to-day?

A: The AI capabilities within Agency Edge Pro are not only powerful, they're transformative for small businesses. AI can help with many of your day-to-day tasks. It can help you draft and send replies, summarize conversations, create campaign copy or other content, help build automations or funnels, and power chat or voice conversation flows, so you not only work more efficiently, AI can work on your behalf even when your business is closed.

Q: Will AI and automations replace my team?

A: No—they augment your team by handling repetitive tasks, freeing people to focus on service, sales, and administrative tasks that require a human touch. Most businesses find that AI and advanced automation are an incredibly valuable addition to their team, enhancing their productivity, boosting sales, increasing reliability and consistency, and assisting with critical tasks when necessary to meet business goals. The extent to which you use AI and automations in your business is completely up to you- we can discuss your specific needs and priorities, and make recommendations on how best to implement AI and automation, should you choose to do so. Agency Edge Pro provides a great value and substantial benefit to businesses of all types, regardless of your choice to use, or the extent to which you use AI or automation.

Q: Can AI follow my brand voice?

A: Yes—you can save prompts/templates and tone settings so messages stay on-brand.

10) Reviews & Reputation

Q: How do you generate more reviews?

A: Agency Edge Pro offers multiple ways to easily or automatically send review requests to your customers and contacts via SMS, email, and WhatsApp (if enabled). A consistent, systematic approach to requesting reviews, combined with being a reliable, customer-focused business makes it easy to turn the trust you've earned into a stellar online reputation. If you haven't been focusing on obtaining high-quality reviews for your business, you're missing out on a great opportunity to boost your reputation.

Q: Can I respond to reviews in the platform?

A: Yes—you can monitor and respond to reviews in Agency Edge Pro under the "Reputation" tab. Responding to every single review is recommended, as it will help to boost your online reputation. Your AI Employee can also respond to reviews on your behalf, if needed, saving you time and money.

Q: Can I identify referral-ready customers?

A: Tag happy customers automatically (e.g., 5-star reviewers) and trigger referral requests or VIP offers.

11) Retention & Reselling

Q: How do you help me keep customers longer?

A: Consistent follow-ups, service reminders, renewal/anniversary campaigns, satisfaction check-ins, database reactivation, and win-back automations are among the many tools we provide to keep customers longer. Reliability and consistency in your business operations and marketing are critical for customer retention.

Q: Can I run reactivation campaigns?

A: Yes—database reactivation campaigns are included in Agency Edge Pro, and easily customized to your specific needs.

12) Data, Security & Privacy

Q: Who owns my data?

A: You do. Export contacts and key data anytime.

Q: Is my data secure?

A: We use modern encryption, role-based access, two factor authentication, and reputable infrastructure to provide the most secure environment possible for your data. We recommend following best practices in your business to ensure your data is as secure as possible.

Q: Do you sign BAAs or support HIPAA?

A: Some healthcare workflows are supported; HIPAA/BAA availability may vary. Ask us about your specific requirements before handling PHI.

Q: Do you sell my data?

A: No.

13) Support & Training

Q: What support is included?

A: Training and support may vary by plan selected, with our upper tier plans providing more individualized support and group support options. All plans include chat and email support and our weekly office hours training and support calls. Individual, one-on-one service and support calls are available for more complex issues if chat and email support are unable to assist. We want you to think of us as a strategic partner dedicated to the success of your business- training and support to make sure you get the most out of our system is a priority.

Q: Do you offer onboarding help?

A: Yes—we offer a "done-with-you" guided setup, onboarding and training calls, templates, office hours, and optional done-for-you services may be available, depending on your needs.

Q: Is there a knowledge base or training library?

A: Yes—videos, SOPs, and more are available to get your team productive as quickly as possible.

14) Webinars, Audits & Strategy

Q: What’s the “R6 Growth Engine” webinar?

A: A practical walkthrough of the 6 drivers behind predictable growth—reliability, reputation, readiness, retention/reselling, remarketing, and reach. This proven system shows you

Q: What happens on a Free Audit & Strategy Call?

A: We review your profiles, lead flow, follow-up, reputation, and retention systems, among other criteria- evaluating your business using our R6 framework to identify opportunities for improvement and optimization. You leave with recommendations and a prioritized action plan, whether or not you choose to enlist our services for your business.

15) Accounts, Users & Locations

Q: How many users can I add?

A: The number of included users depends on the plan selected (Starter up to 3, Professional up to 10, Edge Pro Plus up to 50).

Q: Can I manage multiple locations?

A: Yes—but additional business locations will typically require additional accounts Discounts may be available for muli-location businesses Contact us for more details.

16) Billing, Changes & Cancellations

Q: How do overage/usage charges work?

A: After your monthly usage credits are consumed, SMS/MMS/voice/email/AI features/premium features usage is billed to your wallet balance (or your card on file to replenish your wallet balance) at standard rates.

Q: Can I cancel anytime?

A: Yes—you can cancel any time. Our refund and cancellation policies can be found in our terms of service and end user license agreement page.

Q: What if I need a custom plan or services?

A: Most businesses will fit within our current plan and service structure, but if you have additional needs or requirements, or a customized plan is a better fit for your business, we are happy to discuss your situation further on a strategy or demo call.

19) Getting Started

Q: What are the first steps after I sign up?

A: When you sign up with us, we'll gather the necessary information to establish and setup your account, then book an initial onboarding call to go over the process in more detail, and to gather additional information that may be needed. If we haven't completed our R6 Premium audit with you prior to this time, we'll run through that with you as well so we can formulate a prioritized action plan to get you up and running and experiencing the benefits of our system as quickly as possible.

Q: Where do I book the webinar or strategy call?

A: From the homepage call to action sections—Watch the Free Webinar or Book My Free Call.

Q: Can I schedule a demo call?

A: Yes- we often include a basic system demo in our strategy call for those that want to learn more. This will give you the opportunity to see the system in more detail and ask any questions you may have. Be sure to let us know this is a priority for you, and we'll be happy to assist.