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YLNYPLAN PRESENTATIONYLNY CRM & AI Sales
PLAN PRESENTATION

Your entire business under control.

Explore the workflow, modules and key results included in this plan.

1 company2 users1 accountant/bookkeeper included$100.99 per month for 3 monthsStarting month four: $129.99
Choose this package
Updated tutorial · Time Clock and plan features

Time Clock included · 10 included employees · phones, tablets and computers · $1/month per additional employee after consent and confirmed payment. · Leave, location and schedules · Optional add-on · $9.99/month

Review these instructions with each module’s main tutorial. Limits and external services depend on the plan.

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Time Clock · phone, tablet and computer

Time Clock included · 10 included employees · phones, tablets and computers · $1/month per additional employee after consent and confirmed payment. · Leave, location and schedules · Optional add-on · $9.99/month

Time Clock · phone, tablet and computer
  1. Time Clock included · 10 included employees · phones, tablets and computers · $1/month per additional employee after consent and confirmed payment. · Leave, location and schedules · Optional add-on · $9.99/month
  2. Open Employee Time Clock in the correct company. Create the employee and an exactly six-digit PIN; they can also choose it while signing a compatible contract. Authorized employers can view or reset it.
  3. Select the employee to pair their phone; Device and Location are optional. A shared clock can use its location name. Share the code by email, SMS or WhatsApp; it expires in 24 hours. Generate new code renews access and preserves history.
  4. For phones, open the employee and select Create Time Clock link. Copy or share through connected email, SMS or WhatsApp. Each employee signs in with their PIN and sees only their information.
  5. Use Clock In, Lunch Out, Lunch In, Break Out, Break In and Clock Out. Review daily hours, weekly totals and estimated or reviewed overtime.
  6. Request a meeting and explain why. Blue alerts notify the employer, who proposes a time. Employee acceptance produces a yellow alert, schedules the appointment and keeps reminders in the panel. Punches remain available.
  7. Employers review and approve shifts. Only approved unused hours can import to Payroll when included in the plan, using effective rates and overtime classification.
  8. When the plan includes Payroll, enable daily, weekly, biweekly, twice-monthly, monthly, annual or every-X-days drafts, with or without Time Clock. Confirm the fixed salary per period; complete missing variable data before review and Save. It does not automatically send funds.
  9. Personal links can be renewed or revoked. Removing employees frees seats and retains history. Notices appear inside the portal on refresh or login; they are not phone push notifications.
  10. View my 1099 or W-2: Attach a previously prepared copy. Delivery does not generate or file forms with IRS/SSA. The employee needs their personal link and PIN.
YLNY CRM & AI Sales
  1. YLNY CRM & AI Sales: 1 company/companies, 2 user(s). Catalog monthly price: $100.99. Review promotions, tier and extras before purchase.
  2. Select the company and industry, upload its logo, configure users and permissions, and open included modules from the menu. Activity and documents remain separate by company.
  3. This tutorial explains the selected plan; it does not activate locked modules. Review current terms, storage and external services before buying extras.
Help (!) for fields and buttons
  1. Tap the yellow exclamation icon for field and button meanings and examples, in purchase forms and inside the software.
  2. Opening help does not submit forms, accept terms or execute actions. Explanations follow the selected software language.
Contracts, signing and folders
  1. Compatible employment packages offer English/Spanish, retain answers and allow an optional six-digit PIN. Previously signed originals remain unchanged.
  2. Open, edit and share through enabled options. Electronic signing and packages require the corresponding plan and setup; a free basic contract does not enable electronic signing.
Stable help and accessible menu
  1. Small (!) help marks stay beside their field or button while scrolling. Tap for an explanation without running the action. The menu has a larger touch target.
Navigation and phone layout
  1. Back and Forward restore module and company in owner and customer panels. Time Clock is in the menu; header shortcuts show their names and adapt to phones.
Industry, modules and contracts
  1. Selecting or entering an industry chooses its compatible tools: passenger/taxi, construction, restaurant, retail or another category. New industries retain customizable tools. Modules follow plan and permissions; agreements and applications follow the employee’s actual role. Review content, pay and requirements before sending for signature.
Plan inclusions and setup requirements
  1. Free Basic and Accounting & Bookkeeping: Time Clock is a $14.99/month add-on, locked until confirmed payment. Included in all other plans; owner and pilots remain complimentary. Launch: $10.99/month for the first 3 months; then $14.99/month. Optional Payroll: +$19.99/month. Attendance + Payroll: $30.98/month for the first 3 months, then $34.98/month.
  2. Modules retain permissions and limits. AI, external messaging, signatures, processors and usage require setup and authorization; this guide does not activate them or add charges.

Workflow

1Add lead2Schedule follow-up3Send with authorization4Measure conversion

Included modules

Contacts and leadsExplore the workflow, modules and key results included in this plan.
Sales AIExplore the workflow, modules and key results included in this plan.
CampaignsExplore the workflow, modules and key results included in this plan.
Automatic schedulingExplore the workflow, modules and key results included in this plan.
Sales pipelineExplore the workflow, modules and key results included in this plan.
Protected limitsExplore the workflow, modules and key results included in this plan.

Sample results

Included contacts5,000Explore the workflow, modules and key results included in this plan.
Included SMS500Explore the workflow, modules and key results included in this plan.
AI receptionist50 minExplore the workflow, modules and key results included in this plan.
View everything included and available add-ons

Included modules

  • clients
  • appointments
  • crm lead
  • crm task
  • crm sequence
  • crm workflow
  • crm landing
  • crm template
  • crm campaign
  • crm provider
  • time clock
  • contracts
  • activity report
  • operations report
  • crm automations
  • appointments
  • team
  • email
  • customer ai
  • help 24 7
  • phone number
  • sms limits
  • call limits
  • ai phone limits
  • time clock
  • electronic signatures
  • Daily, weekly, monthly, quarterly, and annual automatic reports
  • AI assistance with protected usage
  • A visual tutorial in every module with the correct button highlighted
  • 24/7 Help Center with audio and step-by-step guidance
  • Spanish, English, Chinese, Russian, French, German, Portuguese, and Italian
  • Security, permissions, history, backups, and recovery
  • Separate data for every company
  • 15-day trial with basic CRM and no paid external services activated

Add-ons available during purchase

  • Additional company available during purchase
  • Additional user available during purchase
View purchase with CRM and AI
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