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Financial Services Agents

Find True Freedom With Our

All-In-One Sales & Marketing Platform

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Making the American Dream easier than ever to achieve

Integrated CAS is the best-ever all-in-one marketing & sales platform that will give you the tools, support and resources you need to find financial freedom and get back your precious time. Stop wasting hours working in the business, and more time on what truly matters - life, liberty & the pursuit of happiness.

931+

BUSINESSES

16.7K+

CUSTOMERS

5.3M+

LEADS

3.1M+

CONVERSATIONS

This Is Everything
Your Business Needs To Succeed

We bring all the things you need to solve your digital marketing and sales problems in one place.

Allie Bloyd

Allie Bloyd Media

"Before using this platform, I was using between 7-10 different programs to create a complete marketing and sales system. While it worked, it was a nightmare to teach or fix if anything broke. I'm saving hundreds of dollars every month and tons of brainpower keeping everything in one place. It's been a God Send."

Do you want more customers?

With the support of our community, you will know the best strategies the most successful small to medium size businesses are using to make a ton of money so you don’t have to waste another dollar on poor leads.

Do you want to keep your clients longer?

With our all-in-one marketing and sales platform, you will be able to keep your tools in one place (while saving a fortune) and streamline your entire delivery process so you can focus on keeping your clients and customers happy.

Do you want to scale your business?

We will help you grow your business by connecting you with the most successful system on the planet to help you automate your marketing, nurture and fulfillment.

Build A Freedom-Based Business Today!

All the tools you need in ONLY one platform, for a fraction of the cost!

capture

Capture leads using our landing pages, surveys, forms, calendars, inbound phone system & more!

Nurture

Automatically message leads via voicemail, forced calls, SMS, emails, FB Messenger & more!

CLOSE

Capture leads using our landing pages, surveys, forms, calendars, inbound phone system & more!

FIND YOUR FREEDOM!

Join our thriving community with other successful & visionary business owners around the world. Get all the resources you need to start or grow your business while finding the freedom to do more in less time.

CREATE WEBSITES & LANDING PAGES

Create gorgeous, high-converting landing pages on your domain with Pipeline Patriot's drag-and-drop builder. Whip up an on-brand showstopper in a matter of hours or get started with a pre-made template in seconds. You can also get fancy by adding custom scripts and integrations.

DRAG & DROP SURVEYS AND FORMS

Build and publish your forms or surveys in just minutes. No drudgery, just quick and easy form-building. Select your fields, configure your options and easily embed forms using the built-in tools.

ONLINE APPOINTMENT SCHEDULING

Use the Pipeline Patriot calendars provided in your new account to set and manage appointments. With triggers, you can create mini-campaigns for no-show appointments and reminders at almost the snap of your fingers allowing you & your staff to stay on top of new leads & important follow-up without missing valuable opportunities or having a lead falling through the cracks.

create amazing landing pages in minutes with the

funnel builder

automate your messages so you can be hands-off

Nurture Leads Into Customers

Join thousands of other business owners to learn how they’re becoming more successful & growing their business with Pipeline Patriot...and how you can do the same too.

Easily Customize your follow-up campaigns

With Pipeline Patriot, you'll be able to create automated follow up campaigns to any Lead, Prospect or Client all in one central place.

create multi-channel campaigns

When a Lead comes in, you can automatically push a phone call to the lead, drop a voicemail to any contact automatically using a pre-recorded message, and follow up with an automated SMS and Email that can be scheduled at any pre-determined window.

two-way communication on any device

Give the ability of texting to your business. Now you can increase the speed of conversation all in one platform. Available on Desktop and Mobile!

More Freedom... More Deals

Join thousands of other business owners to learn how they’re becoming more successful & growing their business with Pipeline Patriot...and how you can do the same too.

manage your workflow and pipeline

The ability for you & your team to track new or past leads in a customized pipeline has become even easier through our advanced Dashboard.

collect customer payments

Turn existing customers into repeat customers by making it easy for them to shop or make payments with you again and again.

all the analytics & reports in one place

Track stats such as appointment rates, campaign effectiveness, and even response rates! Truly a all-in-one system!

ALL THE ANALYTICS

& REPORTS IN ONE PLACE

Top Notch 24/7 Support

Pipeline Patriot provides around-the-clock support to deliver the best customer experience possible. Our highly experienced Support Engineers deliver proactive, real-time professional services 24/7 to increase your stability, efficiency, and effectiveness. If you have a question, we have an answer.

makes switching easy

You never need to worry about spending weeks or months just getting your account up and running. When you switch to Pipeline Patriot, our pre-loaded accounts get you rocking and rolling (and most importantly, profiting) FAST!

DONE FOR YOU MIGRATION & SETUP OPTIONS

Migrations can be tricky and using a third-party plugin might not always be the best way to go. Sometimes this doesn't bring over everything and could result in data loss if you don't know what you're doing. It's much safer to let our expert support migration team handle everything. Additional charges apply.

24/7 support & WEEKLY OFFICE HOURS CALLS

When you can't find an answer to your question or problem using our self-training support channels, you can contact our support team 24/7 to get your questions answered quickly allowing you to move forward without missing a beat! Get personalized support on weekly office hours calls!

From Local Marketing Expert, Allie Bloyd

My mission to support local businesses continues

After working with local business owners and agencies serving local businesses for nearly a decade, and becoming recognized globally for my effective systems and strategies, I've continued to try and find ways to serve the community and help them grow no matter what economic challenges they face. That's what led me to create Pipeline Patriot. These are the same systems I've been providing to my clients and students, helping them find massive success, and now, I have the opportunity to release them on a larger scale at a much more attainable, low monthly price, with no contract!

UPGRADE TO local Marketing mastery coaching

Now that you have the most powerful all-in-one CRM, take the next step with Allie Bloyd Media & Local Marketing Mastery Mentorship program. Take your marketing and sales game to the next level with weekly coaching, a private facebook group & library of specialized snapshots create for students only. Why try and figure out everything all on your own? Get the expert mentoring you need to grow your business like never before at the lowest price!

Join The Most Successful Businesses On The Planet

Discover What Pipeline Patriot Can Do For You & Your Business

No obligations, no contracts, cancel at any time

Included in the Freedom Plan

FEATURES

  • UNLIMITED FUNNELS & FUNNEL BUILDER

  • UNLIMITED WEBSITES AND BLOGS WITH A WEBSITE BUILDER

  • UNLIMITED AUTOMATIONS

  • EMAIL AUTOMATIONS & EMAILS CAMPAIGNS

  • TWO-WAY TEXT MESSAGING & TEXT MESSAGE AUTOMATION

  • UNLIMITED CALENDARS AND CALENDAR AUTOMATION

  • UNLIMITED PIPELINES & CUSTOM CRM

  • SOCIAL MEDIA SCHEDULER

  • ADVANCED ANALYTICS & TRACKING DASHBOARD

  • UNLIMITED FORMS AND SURVEYS

  • REPUTATION MANAGEMENT

  • COMPLETE CONTACT CONVERSATION & ACTIVITY HISTORY

  • INVOICING AND EASY PAYMENT LINKS

  • premium support -

  • 24/7 access to email, phone & Chat support

  • weekly office hours

  • to get your unique questions answered!

Get Everything You Need Pre-Loaded

INCLUDES

  • Three Custom Accounts to choose from:

  • Home Services, service-based small business and coaching & consulting

  • A well-thought out, start-to-finish strategy Behind your account to make it an integral part of your business

  • 5+ PRE-BUILT Funnels SPECIFIC TO YOUR OFFERS & NEEDS

  • PRE-BUILT PIPELINE WITH CUSTOM STAGES TO MATCH YOUR FUNNELS

  • 20+ Pre-Built automations

  • All the necessary email and sms follow up communications

  • All necessary calendars & booking pages

  • All necessary checkout pages

  • Conversions API tracking for accurate facebook & Instagram ad analytics

  • Custom values to make updating the content fast & easy

  • in-depth video trainings on how to use each feature

  • Access to the pipeline patriot marketplace for strategy specific funnels & campaigns, ad campaigns, and other lead generation resources (Coming soon!)

Join The Patriot Revolution

"This system has been a game changer for sure! It has improved and simplified my sales process beyond belief."

Chris, Remodeler

"This will automatically make outbound dials for you to your prospects.Your phone rings, then press any button to connect the call.This allowed me to automatically make outbound prospecting calls while walking the strip in Las Vegas last week. 72° sunny and palm trees."

Ken, Agency Owner

"This system has helped me manage my entire business all in one place & automate things I previously lost valuable time doing. The funnel has generated for my business over $100k in sales this year & 900+ leads since July 2021! I’ve used other CRMs & account before and this is by far the best for local businesses. The campaigns are elite."

Lawrence, Local Business Owner

"It is the best all-in-one platform. You have everything in one place so there is no need to jump around from platform to platform. These accounts are amazing it's nice not having to put it all together and getting something that you knows works. It would take you hours and hours to create the funnel alone and these accounts come with the workflows already built out. Huge time saver."

John, Real Estate Agent & Coach

"This system has helped me set up my agency to be able to have less stress and automate everything. It has given me an all-in-one system that has taken the place of several hundred of dollars worth of tools I was paying for each month. I have a better handle on my business."

Jeanie, Marketer

"It took me years trying to piece together all the other programs and products and get them to talk to each other which got me nowhere. Having a true all in one solution with this system coupled with what is already pre-loaded inside, I literally had a full functioning strategy, funnel, workflows and campaigns in no time at all."

Nate, Real Estate Professional

Join Our Community Of The Most Outstanding Business Owners On The Planet

Discover What Pipeline Patriot Can Do For You & Your Business

No obligations, no contracts, cancel at any time

FEATURES

Insights

Dashboard

Outbound Calling

Appointment Automation

Reputation Management

Unified Messaging

Lead Management

Easy Integration

Mobile App

LEGAL

Security

Privacy

Terms

INTEGRATIONS

Zapier

Webhooks

Open API

affiliates

Affiliate Login

Become an Affiliate

QUICK LINKS

Pricing

Contact

contact us

Let's talk about what Integrated CAS can do for your business

[email protected]