State Of The Art Marketing CRM

To Help Your Business Grow!

Providing The Simplest Solution To Manage
Your Own Business With SOTA CRM

SOTA CRM is powered by sales and marketing automation to help you optimize your customer experiences and end the chaos of running your business.

Engage Your Prospects

Use our automated systems to engage with your potential clients.

Manage Your Pipeline

Get an up-to-the-minute view of your entire sales pipeline on a clean, visual dashboard.

Close Deals Faster

Organize and sort deals in your own pipeline, then create tasks to remind yourself of important deadlines. And with calls, emails, meetings, and notes tracked automatically, you’ll save time — and never guess where a relationship left off.

Create Full Websites, Funnels & Landing Pages

Whether it’s your business page, event website, or portfolio, within seconds you can create a stunning website that looks perfect on all types of devices.


All-In-One Sales & Marketing Platform

Premium CRM functionality is available with all our plans which include more advanced features to help you organize your data, close more deals, and scale your team.

Pipeline-Centric CRM

Small businesses can now manage their customer relationships more easily than ever.

Booking Calendar

Uncomplicate scheduling by only offering times that work with your availability across all of your calendars.

Power Dialer

Make more calls quicker and drastically improve the way you reach out to your prospects and customers.

Email & SMS Marketing Automation

Spend less time manually following up with leads or copying email after email, and more time connecting with customers and growing without chaos.

Funnel & Website Builder

Promote & sell your products online with simple, effective sales funnels. Easily create beautiful, high-converting pages optimized for your business goals.

E-Learning & Course Builder

Create online courses and coaching services. Transform your experience and know-how into a thriving knowledge business.

Flexible Pricing Plans

Try any plan free for 14 days.



free forever plan

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Course & Website Builder Add-on


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Feature Availability & Limits

Feature Free Pro Elite
No of Users


Opportunities (Sales Pipeline)
2 Way Messaging Center​
SMS & Email Templates​
Reputation Management
Power Dialer
Funnel Builder
Email Marketing
Unlimited Forms
Unlimited Surveys
Advanced Reporting
Workflows & Automation
Trigger Link w/ Tracking
Pre-built Industry Funnels
Marketing Campaigns
E-Learning Course Builder
Build & Host Unlimited Websites
Pre-built Website Templates
One-click website setup
Unlimited Landing Pages
Customer Membership Management
HTML Builder

Unlimited Plan

Includes everything in Elite Plan plus UNLIMITED USERS!
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Happy Users

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Total Leads Generated

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Positive Reviews

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Top Countries

Frequently Asked Questions

Yes, you can invite as many people as you want to join your SOTA CRM trial.

Sales and marketing automations perform daily sales and marketing tasks automatically, freeing up lost time and effort. EG: Sending email drip campaigns, follow-up messages, thank you messages and social media posts. You can also set up automatic invoices, payment reminders, appointment scheduling, and much more.

Automating new and existing tasks saves time so you can focus on other areas of your business. Plus, sales and marketing automations improve organization, create more personalized communication, generate more sales, and ultimately boosts revenue.

With SOTA's sales and marketing autiomation features, you can use preset Easy Automations or create custom processes to:

• Send text and email follow-ups to potential clients

• Take leads from contact form to appointment booked

• Schedule reminders of client's appointments

• Turn new leads into new deals in your sales pipeline, with emails about offerings and promotions to follow

• and much more

SOTA allows you to easily automate several parts of your CRM workflow:

• Lead organization

• Daily repetitive work

• Follow•ups

• Closing leads

• Customer relations

You're never alone. Our Expert Coaching team will provide you with solutions and strategies that will allow you to grow sales and save time with confidence. We also have chat support, a help center.

While SOTA does not "find" leads for you, it does manage your leads as they move through the sales pipeline. By automating lead nurture campaigns, you can close more deals with less work. If you are interested in “Lead Generation” we can get you connected with Marketing Agencies that can assist you.

Still Confused About Our Features?
Get a Free Trial 14 Days

14 days free | Cancel anytime

Provide Services to Your Customers From
All Around The World

Work remote and manage your business from anywhere.

Clients Feedback

Here’s what a few of our clients have to say about SOTA CRM.

Give Us A Call

1(888) 421-2585

Send Us A Message

Office Location

9607 Business Center Dr., Ste. G
Rancho Cucamonga, CA 91730

Copyright © SOTA CRM 2021. All Right Reserved.

Powered by Redefined Agency LLC

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We are a leading web design agency with an award-winning design team that creates innovative, effective websites that capture your brand, improve your conversion rates, and maximize your revenue to help grow your business and achieve your goals.


Web Design Services That Maximize Your RevenueIn today’s digital world, your website is the first interaction consumers have with your business. That’s why almost 95 percent of a user’s first impression relates to web design. It’s also why web design services can have an immense impact on your company’s bottom line.Invest in your site’s success with Redefined Agency website design service

When you invest in our professional website design services, you will receive a website that’s:


•Responsive (sometimes called mobile-friendly)

•Optimized for search engine optimization (SEO)

•Secure (HTTPS)

•Professionally styled

You can also include additional features as a part of your professional website design. For example, you can request our developers to integrate a database into your design, enable e-commerce functionality, and more.


What do web design services from Redefined Agency include?Our team tailors our web design services to your company and its unique needs. That’s why you can customize every feature of our services to your company, products or services, and goals. The result is a website that your company — and your visitors — loves.


We maximize the results of your website design or redesign plan, as well as improve your digital marketing strategy, by ensuring your website follows best practices for search engine optimization (SEO). SEO refers to an umbrella of techniques that enhance your website’s ranking for relevant search results.A higher ranking in search results correlates to higher visibility among users in your target audience. With better visibility for relevant search results, your website can earn more clicks and traffic from high-value users — that can translate to more store visits, online purchases, quote requests, and more.As we feature a team of more than 225 digital marketing specialists, our designers can coordinate with our Internet marketing team. Their teamwork ensures your website not only looks good but also ranks well in search results.

Why Invest In Professional Web Design Services?



Landing Page Packages

Below you can find the one-off cost of our services.

Landing Page Basic

$ 499 One-Time
  • Ask for details

Landing Page Plus

$ 999 One-Time
  • Ask for details

One-Page Site

1499 One-Time
  • Ask for details

Website Packages

Below you can find the one-off cost of our services


$ 1997 One-Time
  • Ask for details


$ 799 One-Time
  • Ask for details


4497 One-Time
  • Ask for details
If you would like to join us and become a client then we’d be delighted to have you.
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Solar SMS Support

Enter your question below and a Solar representative will text you back right away.

Contact our sales team

Fill out the form below to be contacted by a sales representative, or call 1(888)421-2585 to speak with a sales representative now.
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Social Media
Paid Ads


You only have seconds to capture your lead’s interest to “stop the scroll’ and check out your ad. If your ad doesn’t shout CHECK ME OUT, you could be losing out on potential customers. Our Ads team can help you create interesting and informative ads to “stop the scroll”.

*stock images will be used unless original/personalized assets are provided


  • Ad Copy Creatives*
  • Domain Verification
  • Targeting Setup (provided by the client)
  • Pixel Installation
  • One Platform
  • One Offer

Setup and Monthly Management

TGR Funnel System


Straight To The Top!

Our objective is to increase the number of new leads coming to our clients while simultaneously growing their online presence. We’ll do this by using Think and Grow Rich The Legacy movie.

Just like any other business you need to find leads, and close deals to get paid. Having the right website combined with a Facebook Ads campaign will take our client’s business to the next level and help them build their online presence.

We will capture the audience’s attention by leveraging the popularity of the world-known brand, “Think And Grow Rich”.

Not all sales funnels are created equal. There is much more that can be done if they would like to grow their business down the line.

Please read through the information carefully and, if your client is a good fit, please submit their information through the Referral system.

TGR Movie Website

Having designed many websites and funnels in our 18 years we have discovered the components that lead to having HIGH conversions.

Site Structure


We will show an attention grabbing movie trailer getting visitor’s interest in registering for the movie.


This film features MEGA Entrepreneurs in the industry such as Grant Cardone, Barbara Corcoran, Lewis Howes, Darren Hardy, John Shin, Bob Proctor, Rob Dyrdek, and many more.


In this section clients will get to display any content that will show their personality and who they are. Our goal is to build trust and credibility between them and their future clients.


We’ll strategically place CTA links encouraging visitors to reserve their FREE tickets in which we capture basic contact information. If submitted, these registrants will now be a part of their email database that they will be able to market their product to.


Once a person has completed registering for the event they will be prompted to “Enter Our Survey” to win Exclusive TGR items.  In the survey, registrant will be asked if they would like to schedule a consultation, which will send the data to your CRM system.

Social Media Ads


We have already done the hard work for your industry. We understand exactly who we’re trying to target, what they might be interested in and how they might respond to certain things.

We have built a campaign that zero-ins on your most profitable target audience(s). We use industry-leading tools to discover potential customer’s online activities, interests, and specific demographics. We track conversions closely to assess not only what works well, but also where there are opportunities for improvement.

Defining Goals

No brand, product, industry, or campaign are the same.

We will work with the client to define achievable goals and measure the effectiveness of our campaign against those goals with meaningful KPIs whether it be Cost per Click (CPC), or Cost per Acquisition (CPA).

We will work with them to keep improving their ads and landing pages to achieve optimal results for their campaigns.

As we go forward, results will be provided in monthly reporting.

Starting Ads

Based on your industry, we have pre-created an adset that has proven to generate results ad will be distributed across the best suited networks.

These ads will encompass snappy marketing copy and professionally created visuals to catch your customer’s eye. We will include trackable links to each ad to maximize ROI.

Before distribution, all advertising materials will be provided to client for approval before being launched.


On a monthly, weekly, or daily basis, our PPC experts will access and optimize the campaign. This may include removing underperforming ads/audiences, testing new ads/audiences and adding negative keywords to reduce budget waste and improve quality score.

Every month we will email the client a snap-shot of where your campaign is, that months conversions and other metrics (vs the previous month) and a list of the optimizations we have made.


It will take around 1-2 weeks to get first set of ads live.


Step 1 & 2: 

Select Package & Sign Agreement

Select from the packages below to begin.

Step 3: 

Client Onboarding

Once client has signed the proposal we will assign a dedicated account manager that will walk them through our Client Onboarding process.

Step 4: Funnel Buildout & Ads Setup

At this point we will assign client a dedicated TGR Movie site, setup and configure their CRM account, and setup their Facebook Ads account. Once it’s done, we’ll present it to Client and go through the details in accordance with the objectives originally set.

Any amends are made at this stage.

Step 5 Test Site and Systems

The testing process is a carefully considered one. We need to ensure email addresses don’t go down, the site doesn’t have any downtime, all systems and databases are properly connected, and several other things.

This is something we’ve done hundreds of times before.

We operate to a checklist which we’ve curated over the years and it’s not failed us once.

Client can sleep easy knowing we’ll be on-call over their launch weekend to ensure everything goes according to plan.

Step 6 Launch Facebook Ads Campaign

By week 2 we will have helped Client create a Facebook Ads account, setup their ad campaigns, create ad copy and designs, and integrate with TGR Legacy movie website.



We don’t take on every client. We’ve become very good at assessing whether we can help companies.

Package Options

Below you can find the one-off cost of our services

This is paid upon signing of your proposal and allows us to get straight on with developing your dedicated site (in-line with aspects outlined in the Process and Timelines page) and getting our Client’s business the boost they are looking for.

Think Package

$ 299 Monthly
  • Dedicate TGR Movie Site
  • Powerful CRM System
  • Lead Forms & Management
  • Power Dialer
  • Calendar w/ Auto Booking System
  • SMS/Email Automation
  • Includes 1 Assistant CRM Account​

Grow Package

$ 799 Monthly
  • Everything in THINK Package Plus...
  • Ad Account Setup
  • Ad Management
  • Account Manager
  • Campaign Monitoring & Reports
  • Celebrity Ad Designs
  • Ad Design Updates


Add-ons Monthly
  • Additional TGR User License ($200)
  • Additional FB Ad Management ($300)
  • Personalized (Financial) Website ($30)

If you have any questions regarding our program please feel free to contact us at any time.

Solar & Smart home

Going Solar is easy with Sunplicity

Our experts do the legwork. From determining whether your home is a good candidate for solar to matching you with a local solar installer, we are known for our customer service.

In fact, we have the highest customer service score in the industry.  And our installers are carefully selected and highly trained to help ensure your installation goes smoothly.

Solar Benefits

Lower Electric Bill

Lock in your low solar energy rate. Start saving now by going with solar for your home. This means that over the life of your solar energy plan, you could save a lot.

Avoid Increasing Rates

Rates will continue to increase on your current electricity bill even if your usage doesn’t. Stop them now and go with solar energy. Take control.

Tax Credits

Receive 26% back in tax credits. This program will not last forever so act fast before the credits disappear!

Flexible financing, with $0 down options

Financing home solar doesn’t have to be complicated. Sunplicity offers three flexible payment options, so you can choose what’s right for you—cash, lease or loan.

With $0 down solar financing, you can start saving with little to no upfront costs.  And take advantage of federal tax credits* with a cash purchase or our popular loans.

How Solar Works?

What Is Solar?

Solar energy is, simply, energy provided by the sun. This energy is in the form of solar radiation, which makes the production of solar electricity possible.

Your referrals are in good hands. Start helping them save today!

Enter your question below and a Marketing representative will text you back right away.

Health Insurance information

what we offer

We connect people with brand-name health insurance. Working with us allows our clients to receive more Savings. We verify to see if our clients qualify for government discounts. We make this process very simple and effortless for our clients.

We work with Top Plan Providers (Kaiser, Anthem, BlueShield, HealthNet, etc.) We offer a variety of Health Insurance plans to fit everyones needs.

Let us review: health coverage choices, ways to save, and plan benefits. We do same day enrollments!

Our agency only offers health insurance plans that meet:

The 10 Essential Health Benefits: The Affordable Care Act (ACA) requires all health insurance plans in the individual and small group markets to offer a certain set of Essential Health Benefits. This requirement would apply to all new plans.

  • Ambulatory patient services
  • Emergency services
  • Hospitalization
  • Maternity and newborn care
  • Mental health and substance use disorder services
  • Prescription drugs
  • Rehabilitative and habilitation services and devices
  • Laboratory services
  • Preventive and wellness services and chronic disease management
  • Pediatric services

Bringing peace of mind to the coverage benefits you receive

Setup and Monthly Management

Ask A Question

Enter your question below and a Health Insurance Specialist will get back to you.

Thank you for your interest in learning more about our products and services

Our Product Learning Center is located in the Prizm Partner Portal.

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Ask A Question

How to Request A Proposal

Step 1: Locate contact

Step 2: Add “Solar Proposal” Tag.

Step 3: Client will be sent a text asking to complete “Solar Proposal Request” form.

Step 4: “Solar Proposal Request” form data will be sent to Solar Proposal team.

Step 5: Once proposal is complete. You will receive an email containing the proposal to present to your client.