Win the Conversation Before They Ever Book
We help real estate and financial professionals turn websites, wealth education, funnels, events, AI, and automated follow-up into one trust-building system that attracts better prospects and moves them toward booked appointments.
Authority-Building Design
Your website should not just look good. It should make people trust you faster, take you more seriously, and move them closer to doing business with you. It is the first sales conversation most prospects have with your business, and if it looks average, sounds generic, or feels disconnected, you lose trust before you ever get the chance to earn it.
Vivid Connect gives you multiple ways to launch with a stronger online presence, from focused conversion funnels to premium website builds, so your brand looks more credible, your value is easier to understand, and the right prospects are more likely to take action. Launch with a stronger brand, clearer positioning, and a website built to turn attention into action.
Prospecting Funnel
Timelines range from 1.5 to 4+ weeks depending on your design package, how quickly content and feedback are provided, and whether we are building a website, funnel, or more complete system. Simpler builds can launch faster, while larger projects with more pages, funnels, or integrations take longer. During your demo and onboarding, we will recommend the best timeline based on your goals.
Premier
For businesses ready to stop looking small online. Premier gives you a polished, professional website presence that makes your brand look more established, more trustworthy, and more worth contacting from the first click. It is the smart first move for businesses that need credibility now without jumping straight into a larger custom build.
Signature
For established agents, service businesses, and financial professionals that need more room to sell their value. Signature supports deeper brand positioning, multiple services or solutions, educational content, events, team credibility, and stronger conversion paths. It's designed for brands that are serious about growth and no longer want a website that just “gets by.” Signature gives you a stronger digital presence with better positioning, stronger trust-building, and more room to sell the value behind what you do. This is the package for businesses that want to look more dialed-in, more credible, and more ready to win higher-quality clients.
Signature Plus - Most Popular
For agents who want to stop competing like everyone else. Signature Plus combines your Signature Website with one Wealth Education Funnel so you can build stronger authority, run an evergreen event, and create a better reason for prospects to engage before they ever book. It is our most popular package because it does more than make you look good. It helps you create a more valuable conversation.
Lux
For top producers, brokerages, financial organizations, larger teams, and premium service brands that need to look like the leading choice. Lux delivers a more elevated digital experience with senior creative direction, deeper customization, and a website designed to support a high-value brand.
Ultimate Branding & Website Blueprint
For businesses that do not want to guess their way into another website. The Ultimate Branding & Website Blueprint shapes the strategy behind the build so your message, positioning, page flow, and conversion path are aligned before design starts. That means you are not just launching something attractive. You are launching something built to sell, support trust, and move the business forward.
Wealth Authority
Create the Conversation Most Agents Never Build! This is for real estate agents who are done sounding like every other agent in the market and financial professionals who want their BOM events to convert beyond the live presentation. Most agents stay trapped in the same lane: listings, home values, neighborhoods, and market updates. That makes them easy to compare. Vivid Connect helps you move into a bigger conversation around seller proceeds, protection, retirement, and what comes next, so you stop being seen as just another agent and start being seen as a more valuable guide.
Cash Bootcamp Partnership
Vivid Connect partners with Cash Bootcamp to help clients bring financial education into their marketing and client experience. That creates stronger positioning and a more meaningful reason for prospects to stay engaged. These events give real estate and financial professionals a stronger reason to stay connected with people beyond a single transaction or sales conversation.
Evergreen Wealth Education Funnel
Instead of relying only on live events, you can run an evergreen education funnel that keeps working in the background to build trust, generate registrations, and warm up prospects before the conversation starts. These funnels continue attracting registrations, educating prospects, and following up with leads long after the original event ends. Financial professionals can use these funnels to support their existing BOM and also ensure that leads get follow ups for live, virtual, and evergreen events so education becomes a consistent part of the sales process instead of a one-time presentation.
Passive Income Opportunity for Licensed Agents
For agents who want more than one lane of income, this opens a powerful second opportunity. Many agents find the financial licensing path much easier than real estate and can get licensed within 3 to 10 days. Once licensed, they can refer qualified clients to our IUL and Annuity Experts and earn up to 30% on eligible business. Agents who want to build bigger can step into the role of Real Estate Financial Strategist, giving their team a stronger value proposition, a competitive recruiting edge, and an advantage that goes beyond selling homes alone.
Better Seller Conversations
When you move the conversation from “What is your home worth?” to “What happens with your money after the sale?” you stop competing like everyone else and start sounding more valuable. This is how many of the agents we work with are getting more baby boomer clients.
Convert Smarter
Do Not Just Capture Attention. Convert it! Attention means nothing if it does not turn into action. Most businesses do not have a traffic problem. They have a conversion problem. People visit, click, scroll, and disappear because the message is weak, the next step is unclear, or the system behind the page does not move fast enough. The real advantage is moving each expression of interest into the CRM, understanding what the prospect needs, and starting the right follow-up while attention is still high. Vivid Connect helps you convert smarter by giving prospects a cleaner path, a stronger reason to respond, and better follow-through once they do.
Funnels That Drive Action
Build focused Prospecting, Webinar, Education, Event, Promotional, and Recruiting Funnels around one audience, one offer, and one next step. Instead of sending every visitor to the same general website page where they have multiple ways to browse, create focused campaigns so the prospect has only one path to follow, the one you want them to take! From buyer and seller events to financial education, BOMs, webinars, recruiting presentations, consultations, and service offers, every registration can move leads directly into the CRM so the right reminders, nurture, and follow-up begin automatically.
Social Lead Capture
Turn comments, DMs, Meta/IG lead forms, and campaign engagement into actual CRM contacts your business can continue nurturing instead of leaving them trapped on social media. Keyword-based automations can respond to interest, start conversations in DMs, deliver the promised resource, and move the prospect into the CRM for continued follow-up. This allows social media to do more than generate likes. It becomes a direct entry point into your client, recruiting, event, or educational pipeline.
Open House & Event Check-In
Turn any open house and event into a smarter digital check-in experience. At an open house, visitors can register in seconds on a tablet or access by QR code and answer a few quick, buyer-focused questions about what they’re looking for, where they are in the process, and whether they also have a home to sell. Light, personality-driven prompts help keep the experience easy and natural, while every response is synced to your CRM so your follow-up starts with useful context instead of just a name and email. At BOM and financial events, attendees simply show a QR code they received by email to check in, making attendance fast and easy without interrupting the event experience.
Behind the Sale
Stop letting your transactions die at “Just Sold.” Every closing should help you win the next listing, prove your value, and open the next revenue conversation. Behind the Sale turns completed sales into high-impact proof that shows future sellers how you got the property sold, then takes the relationship further by introducing what happens to the proceeds next. How a seller was introduced to a financial professional to explore protecting their proceeds, creating tax-free retirement income or lifetime income, or how a buyer put mortgage protection in place to help protect their family and the home. The story stays working on your website, the CRM keeps the relationship moving, and every successful client becomes stronger proof that choosing you means getting more than an agent. Now one closing can help you win the next seller, deepen the client relationship, and create an entirely new income opportunity.
AI Marketing
Turn More Ideas and Inquiries Into Action. AI should help you create more, follow up faster, and book more appointments. It should not become another tool your team has to babysit. Your CRM comes with Ask AI to help build marketing campaigns, create follow ups,respond to prospects, and reduce manual work to complete supported tasks. When you need more coverage, add AI Follow-Up Agents or an AI Receptionist to help answer, qualify, and schedule leads while you focus on clients and sales.
Ask AI
Our CRM comes powered with Ask AI. You can tell Ask AI what you want to create or change. Use it to help build funnels, email campaigns, blog posts, and workflows without starting every project from zero. It's available on your mobile app as well, to help you launch seller follow-up, promote a financial webinar, support recruiting, nurture new prospects, or bring old estimates and leads back into the conversation.
AI Recruiting & Follow Up Agents
Interest drops when people have to wait. Web chat AI agents can follow up and answer approved questions, collect contact details, learn what the prospect needs, and guide the right people toward an appointment. Recruiting Agents can make or receive calls and help you prequalify leads before scheduling an appointment. Each AI agent is trained on information about your business, offers, and process. You control what it can answer and when a live person should step in.
AI Receptionist
Every call that reaches voicemail gives the prospect time to call someone else. Add an AI Receptionist to support incoming calls and approved outbound follow-up. It can answer common questions, collect information, qualify interest, and offer available appointment times. Your team gets more prepared conversations without spending the day answering the same questions or chasing every lead by hand.
On The Go
For professionals who do not sit behind a desk waiting for business to happen. Vivid Connect gives you mobile access, digital tools, and connected platform features so your business stays active when you are in meetings, at showings, at events, or out building relationships. The opportunity does not stop when you leave the office, and your system should not either.
See What Needs Action
View open tasks, unread messages, upcoming appointments, pipeline value, and revenue from one mobile dashboard. Know where the business stands and what needs your attention first.
Answer Leads From One Inbox
Read the conversation history, call or message prospects, and keep your team connected from one inbox. When a buyer, seller, policy prospect, recruit, or service lead responds, you can continue the conversation without waiting to return to your computer. All the conversations in the CRM sync to your personal inbox.
Move Opportunities Forward
Add or update contacts, book appointments, assign tasks, and move opportunities through your pipeline. The next step stays connected to the contact, so leads are less likely to disappear in loose notes, personal phones, or someone’s memory.
Sell and Get Paid
Create estimates, send invoices or documents, share payment links, and review transactions from your phone. Collect payments for products and services on the spot and move from conversation to commitment while the client is ready to act.
Digital Business Card
Give prospects, clients, recruits, and referral partners one branded place to access your contact information, website, key offers, events, educational resources and booking links. Use a QR on your card to collect their info and have them automatically receive your contact info so you can stay connected while the contact is also added to your CRM system.
Scale With Ease
Start Where You Are And Grow From There. You do not need the perfect setup to start building momentum. Use the CRM as your first system or connect it with many of the tools and processes your business already uses. Bring your contacts, conversations, calendars, payments, marketing, and follow-up into one central place so less gets missed and more gets done. Then choose your path: take full control, start with key systems already built, or add our team when moving faster matters more than doing everything yourself.
Run It Yourself
Want full control? The Startup Plan gives you direct access to customize and manage your contacts, funnels, forms, calendars, conversations, pipelines, campaigns, automations, communities, team members, AI tools, and more. Build the system around the way you work. Whenever you need help, our technical support is available to keep you moving.
Done For You
Don’t Start From Zero. Want to move faster? The Pro and Base Shop plans include prebuilt CRM assets designed to help you capture leads, follow up, book appointments, and manage the business. Use what is already built, customize it yourself, or have our team help you implement new funnels, automations, and tools. You get a faster start without giving up control.
Add Support When You Need It
Do not let managing the system become another full-time job. When building and managing the system starts taking time away from selling, serving clients, or leading your team, Vivid Connect can step in. Our Essential, Pro and Elite monthly Maintenance plans help your business keep moving forward at a faster speed.
Essential Maintenance supports core system functionality and routine updates.
Pro Maintenance provides more active optimization and support for growing campaigns, content, forms, and automations.
Elite Maintenance is for businesses that need more hands-on growth support, advanced systems, and ongoing strategic implementation.
CRM Platform
Choose the monthly plan that supports your lead capture, follow-up, booking, and automation.
STARTUP
$97
USD Per Month
$81/mo Billed annually (Save $194/year)
1 CRM account
Unlimited Team Members & Contacts
Unlimited Courses & Members
Unlimited Domains, Websites, Funnels, Webinars, Forms, Stores & Surveys
Sales Pipelines & Opportunity Tracking: Track where each lead stands from new inquiry to booked appointment, sale, or follow-up.
Email, SMS, 2-Way Texting, & A2P Messaging Tools: Keep client communication organized in one place. A2P approval is required for SMS, ai agents and calls.
Calendars & Appointment Scheduling: Streamlined workflows to boost efficiency.
Automation Builder: Create follow-up sequences, reminders, task assignments, and client communication workflows.
Social Media, Ads, QR Codes & Campaign Tools: Schedule posts, bring in FB/IG leads with DM automations, connect campaigns, track lead sources, and use branded QR codes.
AI Tools: Set up ai receptionist and website chatbot. Create content, websites and workflows easily with ask AI.
Reporting & Analytics: Track funnels, calls, lead sources, appointments, and performance activity.
14 Day Free Trial
Startup Plus includes 3 CRM subaccounts.
PRO
$249
USD Per Month
$199/mo Billed annually (Save $598/year)
Everything in Startup plus:
1 AI Recruiting Agent
Pre-built Basic Website & Funnels for Recruiting Assistant
Top 25 Funnel
Appointments Scheduling Workflows & Automated Reminders
Live & Evergreen BOM Follow up Workflows & Reactivation
Invitation Campaign
8 Week Reactivation workflows
30 Day Free Trial
BASE SHOP
$499
USD Per Month
$400/mo Billed annually (Save $1,188/year)
Everything in Pro plus:
1 AI Client Conversion Agent
Licensing Workflows & Automated Reminders
Captains System Calendar Link + Automated Followups
New Agent Coded + Licensing Automations
Social Media Lead Generation
Big Events Rectruitment
Fast Start School
CFT Academy Setup
Payments & Invoicing For Base Shops
Yearly Appointment Reminders for Policy Review
Ads support
30 Day Free Trial
Transparent Pricing: Hosting and domain name are not included in these packages. Additional fees for sending/receiving SMS, emails, and AI usage apply based on provider fees. We do not upsell any of these tools, ensuring full transparency in pricing.
Make Your Business Harder to Ignore and Easier to Choose
Connect your website, CRM, AI, automation, and follow-up so more prospects find you, hear back faster, book appointments, and choose to do business with you.
STILL NOT SURE?
Frequently Asked Questions
How long does it take to go live?
Timelines range from 1.5 to 4+ weeks depending on your design package, how quickly content and feedback are provided, and whether we are building a website, funnel, or more complete system. Simpler builds can launch faster, while larger projects with more pages, funnels, or integrations take longer. During your demo and onboarding, we will recommend the best timeline based on your goals.
Which package is best if I need something simple to start?
If you need to launch quickly and drive one offer, event, or consultation, the Prospecting Funnel is the best starting point. If you need a more polished business presence, Premier is usually the right first step.
What is your most popular package for agents?
Signature Plus is our most popular package for agents. It combines a Signature Website with one Wealth Education Funnel so agents can build a stronger online presence and run an evergreen education campaign that helps warm up prospects before they book.
What makes Vivid Connect different from a traditional real estate website?
Most real estate websites focus on listings, home search, and market visibility. Vivid Connect helps you build a stronger trust and conversion system around your business. That includes brand positioning, lead capture, automated follow-up, wealth education funnels, events, AI tools, and client-nurturing systems that help you create conversations many agents are not having.
Is it possible to log in and see the dashboard?
Yes. We offer a 14-day free trial, but you will need to complete a demo with our sales team first. After the demo, your salesperson can provide temporary dashboard access so you can explore the platform with better context and understand how it works.
Can I use the CRM myself after setup?
Yes. You can absolutely use the CRM and platform tools yourself after setup. Many clients want direct access to manage contacts, automations, campaigns, forms, calendars, and follow-up on their own, while others prefer ongoing support from our team. If you want to move faster or avoid doing all the work alone, our team can help you manage and grow it.
What if I do not have time to manage all of this myself?
That is exactly why we offer ongoing support through our Essential Maintenance, Pro Maintenance, and Elite Maintenance plans. Whether you need light support or more hands-on help with updates, forms, automations, AI tools, calendars, and growth systems, we have a maintenance level that matches the support your business needs.
Do I need to sign a long-term contract?
No. We do not do long-term contracts. Our clients stay with Vivid Connect year after year because they value the product, the support, and the continuous improvements we make.
Is this only for real estate professionals?
No. Vivid Connect is especially strong for real estate and financial professionals, but the platform can also support service businesses and other brands that need a stronger website, better lead conversion, more automation, and a more connected growth system.
How does the wealth authority side work for agents?
This is where agents stop sounding like every other agent. Vivid Connect helps you create a bigger conversation around seller proceeds, protection, retirement, and what happens after the transaction. Through our partnership with Cash Bootcamp, you can plug into financial education events and aligned opportunities that build more trust and make your brand harder to compare. This helps agents position themselves beyond the transaction and build more trust before the appointment.
Do I need a financial license to use the wealth education side?
No. You do not need a financial license to use wealth education positioning, events, or funnels as part of your business strategy. A financial license is only needed for agents who want to create an additional passive income stream through eligible referrals or actively expand into the financial space and position themselves as a real estate financial strategist.
Can AI answer calls and book appointments?
Yes. AI Receptionist can handle incoming and outgoing calls, answer common questions, capture lead details, and help move prospects toward appointment booking. Website chat, live chat, and SMS support can also be added depending on the setup you choose. That means faster response, fewer missed opportunities, and less dependence on manual follow-up.
How do I know which package is right for me?
That depends on where your business is now, how you generate clients, and how much of the system you want to build at this stage. The best way to decide is to book a demo. We’ll look at where your business is now, what you want to sell, how you attract clients, and what kind of system you actually need. Then we recommend the package and setup that make the most sense so you do not waste time, money, or momentum building the wrong thing.
Building the systems behind stronger trust, better client education, follow-up, and long-term growth.
Platform
RESOURCES
COMPANY
SALES & SUPPORT
FOLLOW US
© 2026 Vivid Connect. All Rights Reserved.
At Vivid Connect we believe that success is the result of hard work, education and persistence. Examples given should not be considered typical and there is never a guarantee of results. Information provided is educational in nature and is not legal or financial advice. By using this website or any related materials you agree to take full responsibility for your own results, or lack thereof. Our team is here to support you, but you should always do your own due diligence before making any investment or taking any risk. Success is your duty, obligation and responsibility. Integrity Marketing Partners, LLC and its affiliates (“Integrity”) provide certain support and services to Vivid Connect, which operates independently as a licensed agency. Vivid Connect does not represent Integrity.