The system behind PGM Agency

One login for your whole front office.

PGM SAAS holds your customer list, your phone and texting, your calendar, your website, your payments and your reviews in one place. PGM Agency clients log in here to see what Katie has done. Anyone else can run it themselves.

Starter $297 a month plus a one-time $500 setup. Pro, built with you by PGM Agency, from $497 a month. Done for you with Katie from $500 a month at PGM Agency.

Already a PGM Agency client?

This is your door.

Callsanswered, missed, texted back

Bookingson your calendar

Texts and emailsone thread per customer

Reviewsasked for and answered

Go to my account

Lost your login? Call 667 200 1077 and ask for a person, or email info@pgmsaas.com.

One system, three ways to use it

Same software underneath. The difference is who does the work.

Do it yourself

Starter

We create your account and the basics: your login, a local number, your calendar connected. From there you build your flows and run it. The AI tools are yours to set up; we do not set them up on this plan.

$297 /mo + $500 one-time setup

See the price

Done with you

Pro

PGM Agency builds the complete setup with you: number, calendar, website, text-back, bookings, reminders and review requests, and trains your person. You run it day to day. The AI tools are yours to set up; we do not set them up on this plan.

from $497 /mo + $500 one-time setup

Book the call

Done for you

PGM Agency runs it, with Katie

Katie answers your calls and chat 24/7, books the job and follows up. PGM Agency sets up and runs the whole system. The AI agents live on this plan.

$500 /mo for the next ten clients

See PGM Agency

What's included

Everything in one login, grouped by what it does for you. No add-on fees for the software itself; phone minutes, texts and AI usage are billed at cost.

CRM 7

Your customer list, with every call, text and email in one thread.

Contacts & Conversations
Custom Objects
Smartlists
Tags
Email System
Opportunities
Phone System (Calls & SMS)

Calendar 1

Online booking, availability, reminders.

Calendar

Automation 3

The follow-ups that go out on their own.

Workflows
Triggers
Campaigns

Sites 12

Your website, forms and landing pages, on your own domain.

Websites
Funnels
Forms
Surveys
Quizzes
Chat Widget
Blogs
Stores
Webinars
QR Codes
Domains and URL Redirects
Analytics

Reputation 4

Reviews asked for, answered, and shown on your site.

Reviews & Requests
Review Widgets
Video Testimonials
GBP Optimization

Payments 4

Estimates, invoices and a pay link by text.

Invoices
Payment Links
Documents & Contracts
Payments Core

Marketing 8

Email campaigns, social posts, loyalty and referrals.

Email Marketing
Social Planner
Loyalty
Affiliate Manager
Trigger Links
Countdown Timers
Snippets
Brand Boards

Reporting 8

What the phone, the ads and the calendar did this month.

Call Report
Appointment Report
Attribution Report
Agent Report
Google Ads Report
FB Ads Report
Local Marketing Audit
Custom Reports

AI tools 8

The AI pieces, there for you to set up. Katie is PGM Agency's trained version.

Voice AI
Conversation AI
Reviews AI
Content AI
Funnels AI
Agent Studio
AI Studio
Ask AI

Memberships 5

Courses, communities and a client portal, if you sell those.

Courses
Communities
Client Portal
Certificates
GoKollab

Mobile app 1

Run it from your phone.

Mobile App

Media storage 1

Your images, videos and files in one place.

Media Storage

Private integrations 1

Connect your own tools and APIs.

Private Integrations

Launchpad and dashboard 2

Guided setup and a one-screen overview.

Launchpad
Dashboard

65 tools in 14 areas, all in the plan. Names are the ones you will see in the app once you log in.

How self-serve works

Three steps and one honest wait.

Sign up and log in

We create your account, your login and a local number in your area code, and connect your calendar. That is the one-time setup.

Connect and build

Connect your website, start from the PGM templates for text-back, bookings, reminders and reviews, and make them yours. On Pro, PGM Agency does this with you.

Run it

Calls, texts, bookings and payments all land in one inbox. Change anything, any time.

The wait we cannot shorten. Business texting needs carrier approval, called A2P registration. With an LLC it takes at least three days; without one the carriers do not allow business texting at all. Calls, chat and email work from day one. Self-serve means you file the registration from your account; if you would rather we did it, that is a done-with-you job.

Price

Two plans on this site. The third, done for you with Katie, lives at PGM Agency.

Do it yourself

Starter

$297 /mo + $500 one-time setup

Everything in "What's included"
Account, login, local number and calendar set up by us
You build and run the rest, AI tools included

Talk to us first

Done with you

Pro

from $497 /mo + $500 one-time setup

Everything in Starter
Complete setup built with you by PGM Agency, your person trained
You run it day to day; AI tools yours to set up

Book 15 minutes

What else you pay

Usage, at cost

Phone minutes, texting, your number, email sending and AI usage are billed at what they cost us, prepaid in small blocks you can see. For most small shops that is under $50 a month.

Done for you, with Katie answering your phone: $500 a month for the next ten clients at PGM Agency (opens in a new tab).

Stuck, or short on time? PGM Agency does this all day.

Done with you: we build it and train your person. Done for you: we run it and Katie answers your phone. Either way it is the same system you are looking at, so nothing is lost if you change your mind later.

On a computer? Dial 667 200 1077 from your phone.

Questions and answers

Is this the same system PGM Agency uses?

Yes. PGM Agency runs its clients on PGM SAAS. Starter and Pro give you the same software and the same AI tools to set up yourself; done for you adds Katie, already trained, and the people.

I am a PGM Agency client. Where do I log in?

Right here, with the Log in button. Your account shows your calls, texts, bookings, reviews and customers. If you never set a password, call 667 200 1077 and ask for a person.

Can I start self-serve and have you take over later?

Yes, and the other way round. It is one account either way, so nothing has to be rebuilt.

Do I own my data?

Yes. Your customer and lead data is yours. If you leave, you get an export and we delete our copy within 30 days. The details are in the Privacy Policy and Terms.

Who do I call when something breaks?

Email info@pgmsaas.com, or call 667 200 1077 and ask for a person. Fixing a self-serve setup is a paid service; we tell you the number before any work.