BridgeSync CRM
One Platform. Endless Possibilities. Built for Sales Professionals Who Do It All.
Trusted
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Whether you're selling insurance, fixing credit, running a tax firm, or managing a multi-service agency—BridgeSync is your all-in-one solution to scale smarter, serve better, and save time.
HIPAA-Compliant
Keep your client data secure and meet industry regulations without stress.
Calendar Booking Tools
Let clients book you online, avoid double-booking, and automate reminders.
Pipeline Management
Track every lead, deal, and client journey from start to finish with ease.
Automations
Set it and forget it—automate follow-ups, onboarding, payments, and more.
Payment Integration
Send invoices, accept payments, and track transactions in one seamless flow.
Social Media Manager
Schedule and post across all your channels without switching platforms.
Reputation Management
Collect more reviews, respond quickly, and protect your brand’s credibility.
Course & Membership Creation
Launch digital products, courses, and client portals with zero tech headaches.
And So Much More.
From text & email marketing to sales funnels, BridgeSync does it all—so you don’t have to.
Why BridgeSync? Because You’re Tired of Piecing It All Together.
You're juggling a dozen tools—calendar apps, payment systems, CRMs, landing page builders, course platforms, text/email tools... It’s exhausting, expensive, and inefficient.
BridgeSync replaces all of them.
We designed this platform specifically for sales-driven professionals
who want one place to:
Capture & convert leads with ease
Automate client follow-up so no one slips through the cracks
Schedule appointments without back-and-forth emails
Get paid faster, with built-in invoicing and payment processing
Stay compliant, with enterprise-grade HIPAA protections
Sell digital products or courses, all in one place
Run your social media without ever leaving the dashboard
Protect your reputation, manage reviews, and grow trust
Scale with clarity, thanks to pipeline and reporting tools
Who Is BridgeSync For?
If you serve clients, close sales, or build relationships—BridgeSync is for you.
Health, Life, Auto & Home Insurance Agents
Credit Repair & Financial Professionals
Tax Pros & Accountants
Coaches, Consultants, Course Creators
Any service-based business that wants to grow faster and smarter
Automations That Actually Work—While You Sleep.
Your time is valuable. Our smart workflows let you:
Instantly follow up with leads
Nurture cold contacts until they convert
Send appointment reminders
Create entire onboarding sequences
Automate review requests
Manage your pipeline, hands-free
You focus on people. Let BridgeSync handle the process.
STILL NOT SURE?
Frequently Asked Questions
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What exactly is BridgeSync?
BridgeSync is an all-in-one CRM platform built for sales professionals in industries like insurance, credit repair, and accounting. It combines powerful tools like automations, booking, payments, and social media management into one simple, HIPAA-compliant dashboard.
Who is BridgeSync designed for?
BridgeSync is perfect for health, life, auto, and home insurance agents, credit repair pros, tax and accounting professionals, consultants, coaches, and any service-based business that needs to generate leads, book clients, and grow efficiently.
How is BridgeSync different from other CRMs?
Most CRMs only handle a piece of your workflow. BridgeSync replaces multiple tools—like Calendly, Mailchimp, Stripe, Kajabi, Hootsuite, and more—into one streamlined platform built specifically for service-driven professionals.
Is BridgeSync HIPAA-compliant?
Yes. We take data security seriously. BridgeSync is fully HIPAA-compliant, making it ideal for professionals working with sensitive client information.
Can I automate my client follow-ups and workflows?
Absolutely. BridgeSync allows you to build smart automations for lead nurturing, onboarding, follow-ups, review requests, appointment reminders, and more—all customized to your business.
Does BridgeSync offer done-for-you setup?
Yes! For an additional fee, we offer custom setup services including branded automations, funnel design, course setup, and everything you need to hit the ground running.
Can I use BridgeSync to sell courses or digital products?
Yes. You can build, host, and sell online courses, memberships, or digital offers directly within BridgeSync—no third-party software needed.
What if I already use another CRM or booking tool?
We can help you migrate your data and processes into BridgeSync with minimal disruption. Our onboarding team makes the switch simple.
Hear From Our Clients
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John Doe - Happy Client
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John Doe - Happy Client
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John Doe - Happy Client
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John Doe - Happy Client
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John Doe - Happy Client
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John Doe - Happy Client
All the Power. One Monthly Price.
Ditch the 6+ tools you’re currently paying for.
BridgeSync gives you enterprise-level power at a small business price.
No tech headaches. No coding. Just everything you need to run and grow your business.
Our Pricing
BASIC PLAN
$49
Monthly
Ideal for new agents, consultants, and small teams ready to get organized and start selling.
Core CRM Tools (Calendar, Pipelines, Forms, Payments)
Up to 2,500 Contacts
2 User Seats
Lead Capture & Follow-Up Automations
Booking & Scheduling Tools
Simple Dashboard for Daily Ops
Email & Chat Support
sTARTUP plan
$79
Monthly
Great for established businesses, multi-agent teams, and growing service providers.
Unlimited Contacts
Up to 7 User Seats
Everything in the Launch Plan
Full Sales Pipeline Automation
Social Media Management
Review & Reputation Tool
Text & Email Marketing
Custom Funnels & Forms
Advanced Reporting
pREMIUM plan
$399
Monthly
Perfect for clinics, agencies, and professionals handling sensitive data who need power, scale, and compliance.
HIPAA-Compliant CRM
Unlimited User Seats
Unlimited Contacts
All Features from Growth Plan
Advanced Automations & Workflows
Secure Client Communication Tools
Patient/Client Intake Automation
Custom Dashboards & White Label Option
Priority Support + Onboarding Services
Want It Done For You? We've Got You.
Need help getting started? We offer custom CRM setup, funnel design, branded automations, and lead generation tools
—built specifically for your business. You tell us the vision—we’ll build the machine.
White-glove onboarding packages available for an additional fee.
Limited Time Offer!
Increase Your Productivity
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