SmartOWL Take Flight

Take Flight With SmartOWL

Everything you need to start organizing, communicating, and growing your business. Take Flight is your launchpad. When you’re ready to automate, scale, and customize, SmartOWL Core unlocks the full power of revenue generation.

SmartOWL Take Flight

Is Your Launchpad

It gives you the essential tools to start organizing, communicating, and growing your business without the complexity. From simple CRM tracking to basic email and SMS communication, Take Flight makes it easy to begin managing relationships and building momentum.

This tier is designed to help businesses get off the ground with the fundamentals, while offering a clear path to upgrade into Core when it’s time to automate, scale, and customize. With SmartOWL branding included, you’ll have everything you need to learn, test, and prove value then soar higher when you’re ready.

CRM Essentials

Contact Management

Easily add, import, and tag your contacts to keep your business organized from the start.

Pipeline Tracking

Stay on top of deals with a simple, single pipeline and basic stage tracking.

Activity Tracking

Log calls, emails, tasks, and notes so your team never misses a beat.

Communication Tools

Email Send

& Tracking

Send emails with basic templates and track engagement — limited monthly sends included.

Basic Email Templates

Use 1–2 starter templates to get campaigns off the ground quickly.

Meeting Scheduler

Allow clients to book time on your calendar with simple sync and limited booking options.

Outbound SMS

Send up to 25–50 texts per month to connect instantly and see the value of SMS.

Engagement Features

Lead Capture Forms

Collect essential contact info with simple forms.

Landing Pages

Choose from 1–2 branded templates to highlight offers and signups.

Website Chat Widget

Add a chat widget to your site — simple, no routing or automation.

Appointment Reminders

Automated reminders help reduce no-shows with basic, non-customizable sequences.

Reporting & Integrations

Basic Dashboard

Track your progress with insights into contacts added, emails sent, and meetings booked.

Pipeline Reports

Measure won and lost opportunities with simple deal reporting.

Calendar & Email Sync

Connect your email and calendar for smooth scheduling and follow-ups.

Ready To Go Higher?

Take Flight is designed to give you a strong start, and show you what’s possible. When you’re ready for unlimited communication, automation, and advanced reporting, Core is the next step.

Unlimited email & SMS sends Multiple pipelines & advanced deal tracking

Custom dashboards & reports

Full automation (workflows, drip campaigns, advanced routing)

Advanced chatbots & conversation management

Branded communications (no “powered by SmartOWL”)

Advanced integrations beyond email & calendar

SmartOWL

TAKE FLIGHT Pricing

Here's what you get:

  • Contact Management

  • Simple Pipeline Tracking

  • Activity Tracking

  • Limited Email & SMS Sends (with SmartOWL branding)

  • Basic Email Templates

  • Meeting Scheduler

  • Lead Capture Form

  • Landing Page Template

  • Basic Chat Widget

  • Appointment Reminders

  • Email & Calendar Sync

$97/ Per Location

Onboarding Cost: WAIVED

Due at Signing

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"New member said our phone AI was one of the easiest they ever encountered!!"

-Casey Pauili, General Manager of The M.A.C

Smarter Tools.

Stronger Connections.

SmartOWL instantly responds to calls, texts, and social chats, so you can focus on running your business while it informs, gathers info and coordinates conversions.

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