At Scale Selling CRM, our customers are at the heart of everything we do.

This customer-first philosophy isn't just a slogan; it’s the standard that drives our engineering and operational decisions every day.

We understand that in the world of high-velocity sales, digital marketing and relationship management, data is your most valuable asset.

Today, we are proud to announce major milestones in our security journey: the achievement of full HIPAA compliance.

Why HIPAA Matters

As a cloud-based CRM designed for modern sales teams, we know our users need absolute confidence in how we handle their pipeline data, contact details, and proprietary strategies.

In healthcare, data security isn't just a best practice - it's a legal mandate. For modern organizations handling protected health information (PHI), absolute confidence is non-negotiable. By maintaining strict HIPAA compliance, Scale Selling CRM ensures your pipeline data and patient contacts are protected by the highest federal standards for privacy and technical security.

With HIPAA Compliance, Scale Selling CRM has demonstrated a consistent, long-term track record of maintaining stringent security controls and protecting the systems our customers rely on.

Empowering Healthcare Sales with HIPAA Compliance

The Health Insurance Portability and Accountability Act (HIPAA) established the gold standard for protecting sensitive patient health information (PHI).

Achieving HIPAA compliance is a testament to our commitment to safeguarding even the most sensitive data. This milestone allows organizations in the highly regulated healthcare and life sciences sectors to use Scale Selling CRM as their primary growth engine, knowing that their PHI is handled with the highest level of regulatory care.

Security You Can Trust

Whether you are handling sensitive healthcare leads or proprietary enterprise strategies, Scale Selling CRM is built for absolute data integrity.

• HIPAA Ready: Engineered to meet the stringent privacy requirements of the healthcare industry.

Enterprise-Grade Security. No Exceptions.

Our dedication to security is a primary reason why leading healthcare organizations and data-driven enterprises trust Scale Selling CRM to manage their growth. Whether you are a startup or a global corporation, you deserve a platform that treats your data with the respect it deserves.

Ready to Scale Selling? If you have questions regarding our security protocols or would like to request a BAA, please reach out to our team at security@scaleselling.com or sales@scaleselling.com.

Partnering with Healthcare Leaders

We understand the complexities of healthcare data.

Scale Selling CRM supports HIPAA-compliant workflows and is prepared to sign Business Associate Agreements (BAAs) to protect your organization and your patients.

If you are using Scale Selling CRM, you already have a powerful, fully customizable Linktree alternative built right into your dashboard.

Stop sending your valuable social media traffic to a third-party platform. Keep them in your ecosystem, track their data, and boost your conversions with a bio link page that you own completely.

Here is the step-by-step guide on how to build one in minutes using our library of over 500+ templates.

Why Build Your "Link in Bio" on Scale Selling?

Before we get to the "how-to," here is why you should make the switch today:

• It’s Free: Included with your Scale Selling CRM. No monthly fees, unlimited contacts and unlimited users for "Pro" features.

• Total Customization: No design limits. Change backgrounds, buttons, fonts, and videos to match your brand perfectly.

• Better Tracking: Because this is your website, you can add your Facebook Pixel or Google Analytics tag to retarget anyone who clicks your link.

• Instant Lead Capture: Instead of just linking out, you can embed forms to capture emails or phone numbers directly on the page.

Step-by-Step Guide: Creating Your Link Page

You don't need to be a web designer or know how to code. Follow these five simple steps to get your page live.

1. Log In to Scale Selling

Open your Scale Selling CRM dashboard.

2. Navigate to Sites

On the left-hand sidebar menu, click on the tab labeled Sites.

3. Start a New Website

Once inside the Sites section, ensure you are on the Websites tab at the top. Click the button that says + Create New Website.

4. Browse the Template Library

You will be asked to name your website or choose a template. Select From Templates.

In the search bar, type "Link".

5. Select Your Design

You will instantly see 500+ Linktree templates appear. These range from minimalist designs to bold, creative layouts.

• Preview: Click the "Eye" icon to preview how the template looks on mobile and desktop.

• Select: Once you find one you like, select it to load it into the builder.

6. Customize and Publish

Now comes the fun part. Use the drag-and-drop editor to:

• Swap out the profile photo for your own.

• Update the button text (e.g., "Book a Call," "Visit My Shop," "Read the Blog").

• Link the buttons to your actual destination URLs.

• Change the colors to match your brand identity.

Once you are happy with the look, hit Save and Publish. Connect your domain, and you are ready to paste the link into your Instagram, TikTok, or LinkedIn bio!

Pro Tip: What to Include on Your Link Page

To get the most out of your new Scale Selling link page, ensure you include these high-value elements:

1. A Lead Magnet: Offer a free guide or checklist in exchange for an email address.

2. Your "Money" Offer: The direct link to your primary service or product.

3. Social Proof: A quick testimonial, 5-star review graphic or a link to your Google My Business with lots of reviews.

4. Contact Option: A direct link to WhatsApp or your calendar.

Set Up a Custom Domain 

To make it professional, use your own domain (e.g., links.yourbusiness.com instead of a generic link). 

1. Go to Settings > Domains.

2. Add your domain and configure the CNAME record with your domain registrar.

3. Go back to Sites > Funnels > Settings and assign this domain to your new page. 

Ready to upgrade your social media presence? Log in to Scale Selling CRM now and build your free link page today!

Why Build your Linktree on Scale Selling vs Other Platforms?

Building your link hub on Scale Selling CRM in 2026 offers significant strategic advantages over third-party tools like Linktree, specifically in data ownership, conversion rates, and long-term cost savings.

1. Data Ownership & Advanced Tracking

• Retargeting Control: When you use Scale Selling, the page is hosted on your domain. This allows you to install your own tracking pixels (Meta, Google, TikTok) to retarget visitors with ads later. Standard Linktree users often have to pay for "Pro" plans to access these basic remarketing features.

• Zero Data Leakage: Directing traffic to a third-party site like Linktree gives them the data on your audience's behavior. By hosting on your CRM, you keep 100% of your visitor analytics in-house. 

2. Superior Lead Capture & Automation 

• Direct CRM Integration: Any lead captured via a form or calendar on your Scale Selling link page immediately triggers automated workflows (email/SMS follow-ups). Linktree requires additional steps or third-party integrations (like Zapier) to move data into your CRM.

• Native Booking: You can embed your live booking calendar directly on the page, allowing prospects to schedule calls without ever leaving your "link in bio" ecosystem. 

3. SEO & Branding Benefits

• SEO Domain Authority: Every click to your link-in-bio page counts as traffic to your primary website domain, improving your overall search engine rankings. Using Linktreehelps Linktree’s SEO, not yours.

• Total Brand Control: Unlike the restricted templates of other tools, you have unlimited design freedom to match your brand's exact colors, fonts, and layout without "Powered by..." logos. 

4. Cost Efficiency

• Consolidated Subscriptions: Scale Selling CRM includes these landing page features at no extra cost. You can cancel monthly "Pro" subscriptions for link-in-bio tools, which often charge $5–$25/month for features like custom domains and advanced analytics.

• Unlimited Capacity: While some tools limit the number of links or pages, Scale Selling typically allows for unlimited funnels and steps, letting you create unique link hubs for different social campaigns. 

Summary Comparison (2026)

Key Advantages of Scale Selling over Linktree

• No Extra Cost: You don't need a separate subscription for a "Pro" link-in-bio tool.

• Retargeting: Since it's hosted on your site, you can install tracking pixels (like Meta or Google) to retarget visitors with ads.

• Instant Lead Entry: Any form filled out on this page triggers automated workflows (email/SMS follow-ups) within Scale Selling CRM.

Ready to build your own proprietary Linktree like a pro? Log in to Scale Selling CRM now and build your 100% free link tree today!

At Scale Selling, we understand that our users are focused on closing deals, not fighting with code or staring at blank canvases. That is why we are thrilled to announce our newest feature added to the Scale Selling CRM: AI-Driven Content Generation for WordPress.

The End of "Writer’s Block" for Web Design

We have integrated a powerful AI Page Builder directly into your workflow. This tool is designed to bridge the gap between your sales strategy and your digital presence, allowing you to instantly generate professionally designed web pages using artificial intelligence.

No more waiting on developers for simple changes or spending hours tweaking layouts from scratch.

How It Works

We have streamlined the process into three simple steps:

1. Guided Input Flow: You start by telling the AI what you need. Through a simple, guided prompt, you define your requirements, your offer, and your target audience.

2. Instant Generation: The AI analyzes your input and automatically constructs a ready-made page using high-quality, predefined templates. It writes the copy and structures the layout for you.

3. Elementor Customization: The AI doesn't just give you a static image; it builds the page to be fully compatible with the Elementor builder. Once the AI finishes its draft, you have full control to tweak colors, images, and text using the Elementor drag-and-drop interface you already know.

Why This Matters for Scale Selling CRM Clients

As a CRM user, your goal is to generate leads and nurture relationships. This new feature directly supports those goals by removing the technical friction of Wordpress web design.

• Speed to Market: Launch A/B tests, event sign-up pages, or new product offers in minutes rather than days.

• Professional Consistency: Our AI uses templates designed for conversion, ensuring your pages look professional and trustworthy every time.

• Total Flexibility: Because the output is native to Elementor, you aren't locked into the AI's design. You get the speed of AI with the flexibility of manual control.

Start Building Today

This feature is more than just a page builder; it is a productivity multiplier. By automating the heavy lifting of page structure and initial copywriting, you can spend less time building and more time selling.

Log in to your Scale Selling CRM dashboard today and try out the AI-Driven Content Generation tool to see just how fast you can turn an idea into a live asset.

• 1. How much does WordPress Hosting cost with Scale Selling?

  Our all-inclusive WordPress hosting is just $19.99/mo. This includes access to our premium hosting features designed to keep your site fast and secure.

• 2. What benefits does our hosting offer compared to others?

  Scale Selling hosting is built specifically for reliability and ease of use. As a WP Subscriber on Scale Selling CRM, you will enjoy:

  • Effortless White-Glove Site Import: Move your existing site to our platform without the headache.

  • Reliable Backup and Restore: Never lose your work with our secure and automated backups every 24 hours and one-click restore from backup.

  • Secure Infrastructure: Enterprise-grade security via Cloudflare to protect your data and your visitors.

  • Free & Simplified SSL Management: We handle the certificates so your site stays green and secure.

  • Free Built-in Website Monitoring: We keep an eye on uptime so you don’t have to.

  • Faster 24/7 Ticket Support: Get priority response times whenever you need help.

  • Full CRM: Get full access to all of Scale Selling CRM features; no monthly fees, unlimited contacts and unlimited users.

• 3. How do I access the WordPress AI developer?

  You can find the new AI builder directly inside your CRM dashboard. Simply navigate to: Sites > WordPress > Pages > AI Pages. From there, follow the guided prompts to start generating pages! Happy scaling!

• Site Templates

• Sales Funnel Templates

• Offer Forms

• Email Campaign Templates

• Custom Automations

• Sales Pipeline Templates

• Promotion Templates

• Voice AI Prompts

• Automated Review Gathering, Star Gate & Replies

• And much more!

Looking For Help With Your Account?

If you need assistance at any point, please click the “Support” tab on the left side menu of your account to book a technical call with our Support Team, or simply email your account manager for personalized assistance.

Real Estate Agent Account Setup Guide

Our custom account for real estate agents comes with proprietary automations, workflows, and assets honed over the years. It equips you with a comprehensive toolkit to capture, nurture, and close leads—including forms, reputation management, calendars, documents/contracts, SMS, workflows, email campaigns, lead tracking, social planner and way more.

Note: While this system comes pre-loaded with proven assets, it is 100% customizable. Your account manager is available to help you tailor the CRM specifically to your business needs and goals and adapt it as you grow.

🛠️ General Account Setup

This section will walk you through general setup items that should be configured as “Quick Wins” before you get started on more advanced functionality and features.

Configure General Settings Tab

Updating the business information in the General Settings Tab is advisable because the information provided there will seamlessly integrate with other parts of the account.

1. Switch into your client account.

2. Go to Settings > Business Profile.

3. Add your Business Logo.

4. Add any missing information in the fields.

5. Be sure to click the Update Information button on each section where information is added or changed.

Activate All New Features

"Labs" gives you the opportunity to test any new features or updates that are currently in Beta before they officially become live. Enable all the features in labs to experience the latest version of the Scale Selling platform.

1. Go to Settings > Labs.

2. Enable all the new listed features.

Create User Profiles For Staff Members

Your account includes Services Calendars, so you’ll want to create User profiles for the staff members who provide those services.

1. Go to Settings > My Staff.

2. Click the Add Employee button.

3. Enter User Info.

4. Select the Calendar you want this user assigned to.

5. Click the Save button.

Note: Each user will need to login to their account to integrate their personal Google calendar(s).

Setup Phone Number

Purchase a new phone number in order to send and receive phone calls and text messages within the system.

1. Go to Settings > Phone Numbers.

2. Click the Add Number button and select Add Phone Number.

3. Click the Filter button, enter your Area Code, and click Apply.

4. Select a number and click Proceed to Buy.

5. Click on the Pencil icon next to the Phone Number to configure it.

6. Enter your main business number in the Forward Calls to field.

7. Check the Call Recording checkbox to enable it.

8. Enter a call recording notification message (e.g., "This call is recorded for quality assurance").

9. Click Save.

Complete A2P Verification

A2P registration is a mandatory process that ensures all businesses comply with US regulations regarding phone calls and text messaging.

1. Go to Settings > Phone Numbers > Trust Center tab.

2. Click the Start Registering Now button.

3. Follow the steps to complete the registration submission.

4. If you have questions about this process, please contact your account manager.

Setup Dedicated Email Domain

We highly recommend a dedicated sending domain for better control, mitigating potential filtering of your messages, and optimizing marketing strategies.

1. Go to Settings > Email Services.

2. Click the Create Dedicated Domain button.

3. Enter your desired sending sub-domain (e.g., mail.yourdomain.com).

4. Click Add & Verify.

5. Follow the prompts to update your DNS records with your domain registrar.

6. Click Verify Domain to confirm.

Setup Branded Domain

Setting up Branded Domains will replace the default API link with one that matches your company brand (e.g., crm.yourrealtygroup.com).

1. Go to Settings > Business Profile.

2. In the General Information sections, add the domain in the Branded Domain field.

3. Add a CNAME record in your DNS pointing to the value provided in the settings.

4. Wait at least 60 seconds and then click Update Information.

Setup Message Templates (Snippets)

Snippets enhance client interactions with pre-designed messages. Simplify responses to frequently asked questions and streamline communication.

1. Go to Marketing > Templates (Snippets).

2. Click the Add Template (Snippet) button.

3. Select Text or Email.

4. Name the template and compose your message (use Custom Values to personalize).

5. Click Save.

Connect Social Planner Networks

The Social Planner allows you to post content to multiple platforms simultaneously.

1. Go to Marketing > Social Planner.

2. Follow the steps outlined on the page to connect your accounts.

3. Note: You must have admin access to the social accounts to authorize them.

Connect Facebook & Instagram

Integrate your pages to activate Messaging and Reviews.

1. Login to your business’s Facebook page.

2. In Scale Selling CRM, go to Settings > Integrations.

3. Click Connect for the Social option.

4. Select the Facebook page you want to connect.

5. Click Connect Facebook & Instagram.

Connect Google Business Profile

Connecting your Google Business Profile allows for Google Review management and Business Messaging.

1. Go to Settings > Integrations.

2. Click Sign in with Google.

3. Select the business you want to link.

4. Check the Enable GBP call tracking box.

5. Click Connect.

Setup Review Requests

Automate your reputation management by configuring review requests.

1. Go to Settings > Reputation Management.

2. Toggle on SMS Review Requests and Email Review Requests.

3. Customize your request messages.

4. Under Review Link, select a connected platform (e.g., Google).

5. Click Save.

Connect Stripe

To utilize payment features, we suggest integrating Stripe.

1. Go to Settings > Integrations.

2. Locate Stripe and click Connect.

3. Follow the login prompts.

4. For assistance with payment integrations, please contact support.

Create Products, Proposals, and Invoices

If you sell services or require signed agreements, you can configure them under the Payments tab.

• Products: Go to Payments > Products to create items.

• Proposals: Go to Payments > Documents & Contracts to build templates.

• Invoices: Go to Payments > Invoices to set up recurring or one-time templates.

Setup Custom Values

Custom values are shortcuts to information referenced throughout the CRM. Our proprietary real estate setup comes with pre-loaded values common for real estate brokerages/agents accross our network, that you should update to match your specific business details.

1. Go to Settings > Custom Values.

2. Review the list of values included with your account.

3. Click the Edit (pencil/three dots) icon to update the Value field with your specific information (e.g., your specific calendar link or offer name).

4. Click Update.

💨 Quick Wins

In this section, you'll learn how to set up a series of Quick Wins that will generate leads, conversations, and activity right away!

Download Mobile App

Take your business on the go! Manage Contacts, Conversations, Appointments, Reviews, and more.

1. Download the mobile app (search for the app name provided in your welcome email on the App Store or Google Play or Alternatively go to the “Mobile App” tab on the left side menu of your CRM account for direct download links.)

2. Login with your Scale Selling CRM credentials.

Enable Missed Call Text Back

Capture leads who would have gone on to call a competitor by automatically texting back missed calls.

1. Go to Settings > Business Profile.

2. Scroll to the Missed Call Text Back section.

3. Check the box to enable it.

4. Customize the message (e.g., "Sorry we missed you! How can we help?").

5. Click Save.

Configure Web Chat Widget

Integrate a chat widget or WhatsApp business widget on your website to convert visitors into leads.

1. Go to Sites > Chat Widget.

2. Customize the Chat Bubble, Widget Window, and Acknowledgement Settings.

3. Pro Tip: Use "SMS or Email Chat" mode so visitors initiate a text conversation that you can continue on your mobile phone.

4. Click Save.

Test Your Tools

Before going live, use the Conversations tab (on desktop or mobile) to test:

• Snippet Replies: Ensure your templates look correct.

• Video Replies: Try sending a personalized video message.

• Text-2-Pay: Generate a payment link to see how the invoicing process works.

📈 Level Up

Now it's time to expand into advanced tools designed to scale your capacity. Your account comes with a pre-built sales funnel, proprietary automations, and appointment booking assets.

Review Offer Form

Your account includes a pre-built form for capturing new leads.

1. Go to Sites > Forms > Form Builder.

2. Select the Marketing Form - Claim Offer.

3. Edit fields as desired and click Save.

Calendar Configuration

Your account features versatile calendars for estimates, consultations, and services.

1. Go to Calendars > Calendar Settings.

2. Click the three-dots icon > Edit to customize availability and details.

3. Need help syncing with Outlook or iCal? Ask your account manager.

Configure Funnel

Your account includes a high-converting real estate sales funnel.

1. Go to Sites > Funnels.

2. Select the Real Estate Agent Offer funnel.

3. Click Edit on the pages to customize text, branding, and images.

4. Update SEO Meta Data in the top menu.

5. Click Save and Publish.

Configure Website

If you are using the included Website Template:

1. Go to Sites > Websites.

2. Edit the pages to update Services, FAQs, and Links.

3. Ensure the Chat Widget is enabled in the Website Settings.

4. Add your domain in Settings > Domains and connect it to your website.

NOTE: We would recommend Wordpress / a custom coded website with Open IDX setup from your Scale Selling marketing team for the best performance and results, but, the included website template is a good place to start for those on a tight budget and those not yet working with our marketing professionals because it is free.

Review and Activate Workflows

All automations are handled in the Workflows section. Your account comes with proprietary workflows that need to be published.

1. New Lead Nurture (Fast 5)

• Go to Automation > Workflows.

• Open the New Lead Nurture workflow.

• Review the Email and SMS steps.

• Important: Upload your own audio file for the Voicemail Drop action.

• Toggle from "Draft" to Publish and click Save.

2. Long Term Nurture

• Open the Long Term Nurture workflow.

• Review content and toggle to Publish.

Review Email Templates

The email templates provided are designed around specific real estate services.

1. Go to Marketing > Emails > Templates.

2. Open the templates to customize the branding and voice.

3. Update the Email Subject lines if necessary.

4. Click Save.

Launch Ads

Your account includes templates for digital ads. Review the ad mockups included in your assets folder (or contact your account manager for the ad files) to initiate your advertising efforts.

🗣️ Voice AI Prompts

These Voice AI Prompts help you build natural, effective conversations for your AI agent, so it can handle common customer inquiries, qualify leads, and guide callers toward the next step—all without constant oversight.

To Activate:

1. Go to Settings > Voice AI Agents.

2. Click + Create Agent.

3. In Agent Details, add your Agency Name and designated AI Name.

4. Go to Agent Goals > Advanced Mode to paste the proprietary prompts included with your account.

5. Assign the phone number.

Need customization help? Remember, your Scale Selling CRM account is 100% customizable. If you want to change workflows, setup new features tailored to you, or adjust the AI agents, contact your account manager today for expert assistance.

Save Money & Time

Running a business involves juggling a dozen different logins—one for your email, one for your website hosting, another for your funnels, and yet another for your domain registrar. It’s expensive, it’s messy, and it slows you down. At Scale Selling, we believe you shouldn't have to be an IT wizard just to launch a website.

That is why we offer the ability to purchase domains directly inside your Scale Selling CRM. This isn’t just a convenience feature; it’s a cost-saving tool designed to help you consolidate your tech stack.

By purchasing through us, you often pay less than the big name-brand registrars charge, and you eliminate the headache of connecting "DNS records" manually. Everything happens automatically, in one place, with one login.

Why Buy Here Instead of GoDaddy or Namecheap?

We know you have options when buying a domain. But purchasing through third parties adds unnecessary friction to your business. Here is why savvy business owners are switching their domain management to Scale Selling CRM:

The Scale Selling Advantage

• It’s Often Cheaper: We cut out the fluff. Get competitive pricing on domains without the aggressive upsells you see on other platforms.
• Zero Tech Headaches: When you buy a domain here, it is instantly ready to use. No copying and pasting IP addresses or CNAME records.
• One Login for Everything: Manage your leads, your website, your email, and your domain all from a single dashboard.
• Free Privacy Protection: We include WHOIS privacy protection automatically, keeping your personal phone number and address off public lists.

If you are curious about how domain privacy works and why it's usually an expensive "add-on" elsewhere, check out this guide by ICANN.

How to Purchase Your Domain (In 3 Clicks)

You don't need to call a developer or wait 24 hours for "propagation." You can secure your brand's new home in about 60 seconds.

Step 1: Navigate to Domain Settings

Log in to your Scale Selling CRM account. On the bottom left sidebar, click on Settings. From the menu that appears, select Domains.

Step 2: Search for Your Name

You will see a simple search bar. Type in the website name you want (e.g., myawesomebusiness.com). The system will instantly check if it is available and show you the price, along with other variations (like .net or .io) if your first choice is taken.

Step 3: Click Buy

Once you find the one you want, click the Buy button. That’s it. The registration process takes about 1 minute to complete.

Automatic Connections (The Magic Part)

This is where purchasing through Scale Selling CRM saves you hours of frustration. In a traditional setup, buying a domain is just the start. You would normally have to log into a registrar, find the "DNS Zone," and manually paste in complex codes to get your website online.

When you buy through us, we do that for you.

Because the domain lives inside your CRM, our system automatically authorizes the connection. Whether you are building a WordPress site, a sales funnel, or a client portal, the system adds the necessary records (A Records, CNAMEs, etc.) automatically.

You can go from "Buying" to "Publishing" without ever touching a technical setting.

Managing Your Domain (If You Ever Need To)

While we handle the heavy lifting, you still have full control. If you ever need to add a custom email (like you@yourbusiness.com) or verify your domain with Google, you have easy access to your DNS records.

Just go back to Settings > Domains and click Configure next to your domain. You can easily add or edit:

• MX Records: To connect your business email (Google Workspace, Outlook, etc.).
• TXT Records: For verifying your business with third-party tools.
• CNAME Records: For creating subdomains (like portal.yourbusiness.com).

For a simple explanation of what these records do, you can read Cloudflare's breakdown of DNS records.

Conclusion: Simplify Your Life

You started your business to serve clients and make money, not to manage 20 different software subscriptions. By purchasing your domain through Scale Selling CRM, you are consolidating your bills, securing your data, and removing the technical barriers that slow you down.

It’s cheaper, it’s faster, and it’s all in one place. Why complicate it?

Consolidate Your Business Today

Ditch the extra fees and the tech headaches. Manage your entire digital presence from one simple login.