The #1 Software for Small Businesses
Capture & Convert More Leads – AI-powered lead management & follow-ups
Automate Marketing & Communication – Email, SMS, & social campaigns in one place
Optimize Your Online Presence – SEO-friendly websites, funnels, & reputation management
Seamlessly Manage Clients & Appointments – CRM, scheduling, & invoicing built-in
AI-powered automation handles lead follow-ups, scheduling, and marketing.
All-in-one platform eliminates the need for multiple software tools.
Real-time insights help you make smarter, data-driven decisions.
Capture Leads Instantly – Smart forms, funnels, and AI chatbots qualify leads 24/7
Nurture Without the Hassle – Automated email & SMS follow-ups keep leads engaged.
Close Deals Faster – Integrated CRM, scheduling, and invoicing streamline the process.
Centralized Communication Hub – Manage calls, texts, emails, and social messages in one place.
Streamline lead capture and automatically qualify prospects with AI-powered workflows, ensuring you focus only on high-quality leads. Nurture unqualified leads with drip campaigns to keep your pipeline full.
Eliminate no-shows with automated appointment reminders and rescheduling tools. Sync with your calendar and let customers book directly online for ultimate convenience.
Run targeted email, SMS, and social media campaigns from one platform. Easily track ROI with built-in analytics, helping you save money and focus on what works. Comes with built in Social Media Planner with AI capabilities.
Automate review requests to boost your online ratings on Google, Yelp, and Facebook. Quickly address negative reviews to protect your brand’s reputation.
Manage all customer interactions—calls, texts, emails, and social media messages—in one place. No more missed opportunities or scattered communication.
Boost your online visibility with built-in SEO tools that optimize your website for search engines. Use drag-and-drop website and funnel builders to create high-converting landing pages designed to capture and convert leads.
Home Service Providers
Auto Service Providers
Realtors
Gyms & Personal Trainers
Coaches & Consultants
Accountants
Insurance Agency Owners
Financial Services Agency
Health & Wellness
And More!
Struggled to keep up with leads
Wasted time on unqualified leads
Not generating enough leads
Juggled multiple tech tools
Spent hours creating marketing campaigns.
Missed appointments and no-shows.
Convert more leads
Generate more revenue
Automate & simplify marketing tasks
No more missed opportunities
Beat out your competitors
Simplified technology and operations
MONTHLY
$497 One Time Setup Fee
(Ask On Your Strategy Call How To Save Up To 100%)
Access to the complete platform and features out of the box. Onboarding and startup actions managed by your team. No customizations.
Unlimited users
Forms
Funnels
Invoices
Calendar
Workflows
Text To Pay
Memberships
Social Planner
GMB Messaging
Affiliate Manager
Facebook Messenger
Missed Call Text Back
Proposals & Estimates
SMS & Email Templates
Reputation Management
Web ChatGMB Call Tracking
2 Way Text & Email Conversations
All CRM Features
World Class Support Portal
Monthly
$997 One Time Setup Fee
(Ask On Your Strategy Call How To Save Up To 100%)
We perform all startup tasks and do monthly calls to further customize your CRM and website to fit your ongoing needs
Full Access to Software
Onboarding and startup completed by our team
4 Sales Strategy Calls To Curate Improved Online Sales Process
Priority Support
Website Created By Our Team and Managed
BONUS: 3 Free Months of SEO
Monthly
$997 One Time Setup Fee
(Ask On Your Strategy Call How To Save Up To 100%)
We perform all startup tasks and do monthly calls to further customize your CRM and website to fit your ongoing needs
Full Access to Software
Onboarding and startup completed by our team
4 Sales Strategy Calls To Curate Improved Online Sales Process
Priority Support
Website Created By Our Team and Managed
Monthly Managed SEO (Rank on Google)
Watch Demo Video
Schedule Live Strategy Call
Get Your Account Created
Easy to Follow Onboarding
If you don't like the software for any reason, you can cancel anytime, no questions asked!
Sidekick is an all-in-one software platform designed to help business owners streamline operations, automate tasks, and scale efficiently. It offers tools for lead management, marketing automation, appointment scheduling, and payment processing, all within a single dashboard.
No! We provide constant updates to our software, adding new features and templates regularly. Since Sidekick is cloud-based, all updates are automatically applied to your account at no additional cost.
Yes! Security is our top priority. We use industry-standard encryption and follow strict security protocols to ensure your information and your clients’ data are protected.
Yes, and more! You account will be loaded with pre-made websites, funnels, workflows, calendar, forms, automations, and pipelines. Part of startup is to guide you through customizing those
We provide 24/7 customer support through chat, email, and phone. Our support team is here to help you with any questions or issues you may have.
If you decide Sidekick isn't the right fit for your business, you can cancel your subscription at any time. Simply drop us an email—no need to call, no hoops to jump through, and no hard feelings!
Yes, we provide free onboarding support to help setup your account and get you started quickly—available at no cost.
Yes! Each additional subaccount is only $47/month.
Yes there are - as you have to pay for the texts, emails, phone numbers, call minutes, and AI that you use. Those costs can be found here
Sidekick has completely changed how I run my business. Before, I was juggling multiple tools just to manage leads, schedule jobs, and follow up with customers. Now, everything is in one place—automated follow-ups, appointment reminders, and even marketing campaigns. My team saves hours each week, and I’ve seen a 40% increase in booked projects. If you’re in home improvement and tired of the chaos, this software is a game-changer!
As a roofer, I used to rely on word-of-mouth and old-school paperwork to track jobs. Sidekick has modernized my entire operation. Leads get captured automatically, follow-ups are handled without me lifting a finger, and my calendar stays full with automated appointment scheduling. No more missed calls or forgotten estimates. Plus, I’m getting more 5-star reviews thanks to the built-in reputation management tools. Highly recommend Sidekick for any roofing business looking to grow!
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