One customer picture
Keep contacts, companies, notes, and recorded activity together so your next conversation starts with context. Import existing records from a CSV file.
iMedia-Vibe + Marketing Platform
From first inquiry to a relationship worth keeping.
A website is the beginning of a customer relationship, not the whole journey. The iMedia-Vibe marketing platform connects your online presence with a place to organize people, follow up on inquiries, and track opportunities. Our team helps you decide which tools you need and how they should work together.
What this makes possible
Marketing Platform & CRM
A visible sales process
Use opportunities and visual pipelines to track deals through your own stages. Assign tasks and segment contacts into lists for focused follow-up.
A connected front door
Configured forms create CRM records, and a meeting link lets prospects choose a time on a connected calendar. Check permissions and routing before launch.
Useful essentials first. AI assistance when it fits.
Core CRM tools include contacts, companies, opportunities, forms, lists, tasks, and a meeting scheduler. Connect these around your actual sales process: where an inquiry arrives, who owns it, and what happens next. iMedia Audiences combines platform setup with separately scoped marketing and agency support.
Advanced CRM editions add custom objects and an AI Sales Assistant for supported record updates, questions about customer data, and follow-up activities. Conversation intelligence and sales coaching require the appropriate Pro edition and supported meeting connections. These upgrades are not automatically included with the advertised website subscription.
A practical starting point
From idea to an everyday workflow.
- 01
Organize
Review your contacts, companies, data permissions, and pipeline stages.
- 02
Connect
Configure forms, calendar hosts, integrations, and team ownership.
- 03
Follow through
Test a sample inquiry, confirm its record and task, and review progress with your team.
Marketing Platform & CRM
Questions worth asking.
Is a CRM included with the self-service website?
The advertised $29.99/month self-service website, billed annually at $360/year, includes CRM, a meeting link, and payment integration. Confirm configured workflows, limits, and any premium AI upgrades with our team.
Can I bring my existing customer list?
The CRM supports CSV imports for contacts, companies, and opportunities. Map fields carefully and confirm that you have permission to use the data before importing.
Does every plan include AI call summaries and coaching?
No. The documented advanced sales assistant, custom objects, conversation intelligence, and coaching have edition requirements. We will confirm the appropriate subscription and setup rather than assume inclusion.
Can iMedia help manage our marketing too?
Yes. iMedia Audiences offers full-service digital marketing and access to marketing professionals. Strategy, campaigns, integrations, and ongoing agency work are scoped separately from your website plan.
Product guidesCRM product guide (opens in a new tab)
The iMedia onboarding story
From setup checklists to something you can review.
Our technology partners describe an onboarding flow that researches a business, prepares a starter website, trains a receptionist, and produces a visibility audit before the first login. The idea is simple: review useful work instead of starting from an empty account. Ask which parts are enabled for your iMedia-Vibe invitation and which upgrades require a subscription.
“Prospects are noticing the difference. Easy AI Onboarding makes the leap from trial to paid for iMediaAudiences Agency clients feel effortless — and that’s turning into real sales momentum for iMediaSalesTeam.”
September 22, 2026. The USA TODAY placement is syndicated press-release content, not an independent editorial endorsement. This is a qualitative account of onboarding, not a measured client case study or a promise of results. Translated quotations retain the meaning of the English original.
Related services
Connected tools. One conversation to get started.
Book a meeting for help getting started.
Website plans stay simple. Additional products, premium AI editions, usage, and agency work are confirmed and scoped separately.