UMGBiz Solutions

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All-in-One Business Management Platform

UMGBiz Solutions is a powerful, cloud-based business management suite developed by Umbrella Management Group, Inc. Designed for modern businesses of all sizes, UMGBiz replaces dozens of disconnected tools with one unified, intelligent platform.

From CRM and project management to billing, onboarding, learning, and client engagement—UMGBiz Solutions does it all.

Whether you're a small business, a fast-growing startup, or a global enterprise, UMGBiz helps you streamline operations, scale smarter, and deliver exceptional client experiences.

Core Features of UMGBiz Solutions

CRM & Sales Funnels: Transform how you manage clients and deals. - Client Relationship Management (CRM) - Deal Stage Pipelines - Assign Sales Reps - Secure Messaging - Automated Actions & Follow-Ups

Project Management: Stay organized, on time, and under budget. - Projects & Task Boards - Automated Workflows - Team Work Requests - Time Tracking - Live Team & Client Chat

Client Onboarding: Automate your onboarding process—no coding required. - Step-by-Step Custom Workflows - No-Code Automation Builder - Decision-Based Filtering - Smart Prompts & Reminders - Fully Customizable Forms

Powerful Billing & Invoicing: Streamline billing with advanced tools and flexible payments. - Digital Proposals & Estimates - Online Payments (Card, ACH, Subscriptions) - Recurring Invoices - Integrated Subscription Engine - QuickBooks Online Sync

Secure Client Portals: Create personalized, secure experiences for every client. - Branded Client Portals with Custom URLs - Custom Dashboards & Menus - Embeddable Forms - Dynamic Data Display

Learning Management System (LMS): Deliver training, sell courses, and manage learning with ease. - Create & Sell Digital Courses - Fully Branded Experience - Track Learner Progress - Multi-Course Support - Unlimited Participants

Appointment Scheduling: Simplify scheduling with built-in calendar integrations. - Custom "Book Me" Pages - Integrated with Google Calendar - Automated Event Notifications - Sync with Staff Calendars

Advanced File Management: Manage and share files seamlessly across teams and clients. - Secure File Transfers - File & Folder Generators - Shared Folders - File Versioning - File Requests

E-Signature & Dynamic Documents: Go paperless with automated, compliant eSigning. - Dynamic, Custom Contracts - Multi-Signer Support - 100% Legally Compliant - Full Audit Trail

Email Marketing & Automation: Automate your outreach and drive results with ease. - Campaign & Drip Marketing - Pre-Built Templates - Open & Click Tracking - Marketing Automation Workflows - SendGrid Email Delivery Integration

Support Ticketing: Enhance customer support with integrated ticket management. - Custom Inboxes & Priorities - Email-to-Ticket Functionality - Custom Forms for Support - Client Reply via Email

Community & Engagement Tools: Build and monetize your community. - Member Discussion Forums - Private Groups & Spaces - Polls, Announcements & Events - Unlimited Community Members

All-in-One Replacement For: UMGBiz Solutions replaces the need for: - CRM Software - Client Portals - Project Management Tools - Scheduling Apps - eSignature Platforms - LMS Systems - Invoicing & Billing Tools - Email Marketing Systems - File Sharing Platforms - Time Tracking Apps - Proposal & Quote Builders - Customer Support Systems - Automation Builders - Online Forms & Onboarding Tools - Real-Time Team Messaging

Seamless Integrations: UMGBiz is fully compatible with the tools you already love: - Google Calendar – Sync tasks & events - Zoom – Auto-create video meeting links - Stripe, PayPal, Authorize.Net, Braintree – Accept online & recurring payments - QuickBooks Online – Sync invoices, payments, and client data - SendGrid – Enhance email campaign deliverability - Zapier – Automate actions across 5,000+ apps - Twilio – Enable SMS communication - WordPress – Embed client login directly into your site - hCaptcha & reCAPTCHA – Protect against bots and spam - Plaid + Stripe ACH – Enable secure bank payments

Power Your Business with UMGBiz Solutions
Whether you're managing client relationships, launching a course, scheduling appointments, or sending invoices—UMGBiz gives you everything you need to run, grow, and scale your business from one beautifully connected platform.

Get started today with UMGBiz Solutions from Umbrella Management Group and experience the smarter way to manage your business.

Tier 1 Basic

What is the TIER 1 (Basic)?
TIER 1 is the most basic and affordable plan we offer for UMGBiz Solutions.
TIER 1 (Basic) is ideal for a business with a very small customer base and wants an all-in-one business suite without any frills. You'll have the essentials to run your business, but without the added convenience of automation and some of the more advanced features UMGBiz Solutions has to offer.
You can purchase the TIER 1 (Basic) as recurring $25 monthly, recurring $275 yearly

What's included in the TIER 1 (Basic)?
Here's an overview of everything you'll receive with the TIER 1 (Basic).

CRM & Staff Management - Companies & Contacts: You can add an unlimited number of Leads, Prospects and Clients to the platform. Prospects and Clients will each have their own portal that you can customize individually. - Company Logic: If you primarily deal with Companies rather than individuals, you can make all your assignments directly to the Company. The Company will be represented by a Primary Contact, and that will be the person who will receive notifications and represent the Company in the Portal. Multiple Companies can be represented by a single Primary Contact. - Circles: A powerful mechanism that allows you to group Clients and Prospects for organizational purposes (unbeknownst to the users within them). - Events: Preset scheduled reminders to keep track of any planned affairs related to your business. Events will appear in your Calendar. - Deals (basic): Helps you keep track of income opportunities for each Client. Advanced features are unavailable. - Staff/Teams: You can add an unlimited number of Internal/Staff Roles to the platform. "Teams" is a mechanism like Circles, but for Internals. - Impersonate Tool: A convenient tool to simulate "logging in" as another user in the platform, to experience the platform almost exactly as they would.

Calendar & Appointments - Calendar: Your Calendar shows you an overview of your scheduled Appointments, Events, and due Tasks. Every user registered in the platform gets their own Calendar. - Appointments: You can create multiple Appointment Types and can schedule Appointments from their time slot pools. - Google Calendar Integration: We offer a one-way sync to Google Calendar (from SD to GC) for your record-keeping.

Billing & Time Tracking - Payment Gateways: A selection of eCommerce services that process payments. - You can configure a Payment Gateway to accept credit cards, or if eligible, ACH bank transfer. - Invoices: Virtual billing to your client. You can charge as a one-time payment or subscription and can calculate things like taxes and discounts. - Estimates: A preliminary Invoice that you can send to your client. You can set it to automatically convert it into an Invoice when approved. - Invoice Generators: Invoices that you can "pre-build" and generate by applying to a client. You can also create Recurring/Scheduled Generators, as well as Accumulating Generators for when variable billing on a schedule is necessary. - Timers: A mechanism you can use to keep track of time spent on something (such as a Task), in which you can then convert into an Invoice in the form of "billable hours". - QuickBooks Online Integration: We offer a one-way sync to QuickBooks Online (from SD to QB) for your record-keeping.

Project Management - Projects: You can create Projects to plan out, organize, and track completion of your business objectives. - Tasks/Phases: A Task can be a step within a Project, or just be a job assigned to a user to complete. A Phase is a group of Tasks to break up Projects into more easily tracked segments. - Project Generators: You can create a "framework" for a Project which when assigned, will auto-generate the configured variables and settings. - Project Templates: Pre-build the Tasks and Phases of a Project, as well as auto-assign users and generate due dates. - Work Requests: If it suits your business model, you can have your client submit work that they would like you to do. Then convert the Request directly to a Project and/or Estimate/Invoice. - Client Talk / Team Talk: These are essentially individual Project message boards in which the assigned users can discuss the details. Client Talk is for Clients & Internals; Team Talk is only for Internals.

Files Toolkit - File Storage & Sharing: You have your own storage space where you can upload files and share them. Your Prospects and Clients will each have their own space to upload files as well. - 100GB Storage: The TIER 1(Basic) comes with 100GB of storage for any file type, which is ideal for smaller businesses that don't deal with large files. - File Transfer: Send files to someone via a secure download link. You can send it to anyone, even if they are outside of the platform. - File Request: A quick and user-friendly way to request files via email to anyone, even if they are outside of the platform.

Communication - Secure Messaging: All users can send messages within the platform. You can also enable Convenience Mode, which will include the content of the message in the email notification. - Live Chat: Communicate in real-time with Internal users, using both direct messages and group channels. - Email Marketing Toolkit: Create, manage, and schedule marketing campaigns. Email Marketing Campaign Templates can also be downloaded and shared via the Template Library. - Notification Center: A panel that shows you your incoming notifications briefly, accessible from anywhere on the platform. - Pop-Up Notices: Create temporary messages that will appear to specific users or Roles in the platform. - Live Stream: View a history of all events that have occurred within the platform.

White Label - Custom URL & Login: Connect your domain to UMGBiz Solutions and set your own login URL. - Platform Branding: Set your company logo and choose the colors of the platform. Customize the registration page your users will see. - Custom Loader: Choose and customize your own loading animation that appears as a page is loading in the platform. - Email Branding: White label your email notifications via either Domain Verified Sending or SMTP. You can also customize the colors and footer information of all notification emails. - Mobile App: Automatically unlock your very own white-label mobile app using "Progressive Web App" technology. Users can install your app onto their device.

Customize Content - Portal Pages: Create pages with just about any content (announcements, videos, charts, etc.,) and assign it to any user on the platform. Design your own Portal Page Templates, which can be downloaded and shared via the Template Library. - Landing Pages: Create external pages filled with information and resources (images, useful links, etc.), which can be accessed by anyone with the URL link. You can use Landing Pages to share information, display announcements, videos, charts, and much more! - Custom Fields: Make your own special fields which can be used as Placeholders (which automatically populate the correct information for the user) and can also be used in Forms for the user to submit. - Translations: Use our Translations tool to not only translate the platform into a different language, but to change specific terminology to better fit the needs of your business. - Custom Menus (basics): Tailor the menu to each user by renaming menu items, hiding menu items, and changing the menu item icons. Advanced features are unavailable. - Email Templates: Customize the content of almost every email notification that is sent from the platform. - Friendly URLs: Change the URL for your links so that they are in an easy-to-read, approachable format. - Template Library: Access a repository for pre-built templates for Portal Pages and Documents, both stock and user-created. Additional template types are available in Thrive and Pinnacle.

We also offer Zapier Integration, with which you can connect many different apps to UMGBiz Solutions to accomplish your business needs.

Tier 3 Premium

What is TIER 3 (Premium)?
The TIER 3 (Premium) is the most full-featured plan we offer for UMGBiz Solutions.
TIER 3 (Premium) is ideal for a business with a small-medium customer base and wants a complete solution with all top features.
You can purchase the TIER 3 (Premium) as recurring $125 monthly, recurring $1400 yearly.

What's included in the TIER 3 (Premium)?
Here's an overview of everything you'll receive with the TIER 3 (Premium).

CRM & Staff Management - Companies & Contacts: You can add an unlimited number of Leads, Prospects and Clients to the platform. Prospects and Clients will each have their own portal that you can customize individually. - Company Logic: If you primarily deal with Companies rather than individuals, you can make all your assignments directly to the Company. The Company will be represented by a Primary Contact, and that will be the person who will receive notifications and represent the Company in the Portal. Multiple Companies can be represented by a single Primary Contact. - Circles: A powerful mechanism that allows you to group Clients and Prospects for organizational purposes (unbeknownst to the users within them). - Events: Preset scheduled reminders to keep track of any planned affairs related to your business. Events will appear in your Calendar. - Deals (advanced): Helps you keep track of income opportunities for each Client within a visual pipeline through Stages. - Staff/Teams: You can add an unlimited number of Internal/Staff Roles to the platform. "Teams" is a mechanism like Circles, but for Internals. - Impersonate Tool: A convenient tool to simulate "logging in" as another user in the platform, to experience the platform almost exactly as they would.

Billing & Time Tracking - Payment Gateways: A selection of eCommerce services that process payments. You can configure a Payment Gateway to accept credit cards, or if eligible, ACH bank transfer. - Invoices: Virtual billing to your client. You can charge as a one-time payment or subscription and can calculate things like taxes and discounts. - Estimates: A preliminary Invoice that you can send to your client. You can set it to automatically convert it into an Invoice when approved. - Invoice Generators: Invoices that you can "pre-build" and generate by applying to a client. You can also create Recurring/Scheduled Generators, as well as Accumulating Generators for when variable billing on a schedule is necessary. - Timers: A mechanism you can use to keep track of time spent on something (such as a Task), in which you can then convert into an Invoice in the form of "billable hours". - QuickBooks Online Integration: We offer a one-way sync to QuickBooks Online (from SD to QB) for your record-keeping.

Project Management - Projects: You can create Projects to plan out, and organize, and track completion of your business objectives. - Tasks/Phases: A Task can be a step within a Project, or just be a job assigned to a user to complete. A Phase is a group of Tasks to break up Projects into more easily tracked segments. - Project Generators: You can create a "framework" for a Project which when assigned, will auto-generate the configured variables and settings. - Project Templates: Pre-build the Tasks and Phases of a Project, as well as auto-assign users and generate due dates. - Work Requests: If it suits your business model, you can have your client submit work that they would like you to do. Then convert the Request directly to a Project and/or Estimate/Invoice. - Client Talk / Team Talk: These are essentially individual Project message boards in which the assigned users can discuss the details. Client Talk is for Clients & Internals; Team Talk is only for Internals.

LMS (Learning Management Software) - Courses: Create professional-level educational courses to offer your Contacts and train your Staff. - Modules/Lessons: Courses are organized in "chapters". You can add any number of Modules and Lessons to a Course to create a complete learning experience. - Products: Package your Courses into a bundle to easily grant a set of Courses to a user. Sell a Course package to your customers. - Future Updates: You'll be able to build quizzes, self-host videos, award certificates, set pricing options, create landing pages, and more.

Documents & eSign - Forms: There are several types of forms you can have your Contacts fill out. Use them to gather/change information or have your Prospects and Clients self-register onto the platform. - Documents: Create agreements between you and your Contacts, which can then be digitally signed. Design your own Document Templates, which can be downloaded and shared via the Template Library. - Proposals: Present an outline that plans every step of a Project, which can then be digitally signed. Design your own Proposal Templates, which can be downloaded and shared via the Template Library.

Automation - FLOWs: Create automated sequences for your Contacts to have them complete forms, upload/download files, and eSign documents. - Checklists: Create checklists for Prospects, Clients or Staff Members to complete. - Trigger/Action Automations: Ultra-powerful "command" chains that automate almost anything in the platform. Save whole workflow chains into an Action Template for even more convenience. - Task Dependencies: Set specific parameters within the workflow for Project Tasks, to trigger statuses and the visibility of other Tasks.

Files Toolkit - File Storage & Sharing: You have your own storage space where you can upload files and share them. Your Prospects and Clients will each have their own space to upload files as well. - 2000GB Storage: TIER 3 (Premium) comes with 2000GB of storage for any file type, which is ideal for businesses that do a lot of file sharing. - Folder Generators: Create predefined folder and file structures for different types of Contacts. Automatically generate the structure inside of the Contact & Shared Folder. - File Transfer: Send files to someone via a secure download link. You can send it to anyone, even if they are outside of the platform. - File Request: A quick and user-friendly way to request files via email to anyone, even if they are outside of the platform.

Communication - Secure Messaging: All users can send messages within the platform. You can also enable Convenience Mode, which will include the content of the message in the email notification. - Live Chat: Communicate in real-time with Internal users, using both direct messages and group channels. - Email Marketing Toolkit: Create, manage, and schedule marketing campaigns and autoresponders. Email Marketing Campaign Templates can also be downloaded and shared via the Template Library. - Notification Center: A panel that shows you your incoming notifications briefly, accessible from anywhere on the platform. - Pop-Up Notices: Create temporary messages that will appear to specific users or Roles in the platform. - Live Stream: View a history of all events that have occurred within the platform.

Customize Content - Portal Pages: Create pages with just about any content (announcements, videos, charts, etc.,) and assign it to any user on the platform. Design your own Portal Page Templates, which can be downloaded and shared via the Template Library. - Landing Pages: Create external pages filled with information and resources (images, useful links, etc.), which can be accessed by anyone with the URL link. You can use Landing Pages to share information, display announcements, videos, charts, and much more! - Custom Fields: Make your own special fields which can be used as Placeholders (which automatically populate the correct information for the user) and can also be used in Forms for the user to submit. - Translations: Use our Translations tool to not only translate the platform into a different language, but to change specific terminology to better fit the needs of your business. - Custom Menus (advanced): Tailor the menu to each user by renaming, hiding, and reordering menu items. Create new menu items and customize the menu icons. - Email Templates: Customize the content of almost every email notification that is sent from the platform. - Friendly URLs: Change the URL for your links so that they are in an easy-to-read, approachable format. - Template Library: Access a repository for pre-built templates for Portal Pages, Proposals, Email Marketing Campaigns, and Documents, both stock and user-created.

Support Tickets - Support: Your own "Help Desk" that you can use to support your Contacts. These inquiries are managed within Portal by your assigned Staff and can be managed by your Contacts via Portal & Email or by email only depending on your preference. Your Contacts can log in to view a history of their requests and can simply reply directly to the email notification responses they receive to keep the conversation going.

Upcoming Features (still in development)

We also offer Zapier Integration, with which you can connect many different apps to UMGBiz Solutions to accomplish your business needs.

Tier 2 Standard

What is TIER 2 (Standard)?
TIER 2 (Standard) is the mid-tier plan we offer for UMGBiz Solutions.
TIER 2 (Standard) is ideal for a business with a smaller customer base and wants a more rounded solution for their business. You'll have access to some but not more advanced features UMGBiz Solutions has to offer, and you will not have the added convenience of automation.
You can purchase the TIER 2 (Standard) as recurring $75 monthly, recurring $840 yearly.

What's included in TIER 2 (Standard)?
Here's an overview of everything you'll receive with TIER 2 (Standard).

CRM & Staff Management - Companies & Contacts: You can add an unlimited number of Leads, Prospects and Clients to the platform. Prospects and Clients will each have their own portal that you can customize individually. - Company Logic: If you primarily deal with Companies rather than individuals, you can make all your assignments directly to the Company. The Company will be represented by a Primary Contact, and that will be the person who will receive notifications and represent the Company in the Portal. Multiple Companies can be represented by a single Primary Contact. - Circles: A powerful mechanism that allows you to group Clients and Prospects for organizational purposes (unbeknownst to the users within them). - Events: Preset scheduled reminders to keep track of any planned affairs related to your business. Events will appear in your Calendar. - Deals (advanced): Helps you keep track of income opportunities for each Client within a visual pipeline through Stages. - Staff/Teams: You can add an unlimited number of Internal/Staff Roles to the platform. "Teams" is a mechanism like Circles, but for Internals. - Impersonate Tool: A convenient tool to simulate "logging in" as another user in the platform, to experience the platform almost exactly as they would.

Files Toolkit - File Storage & Sharing: You have your own storage space where you can upload files and share them. Your Prospects and Clients will each have their own space to upload files as well. - 500GB Storage: TIER 2 (Standard) comes with 500GB of storage for any file type, which is ideal for businesses with an average focus on file sharing. - Folder Generators: Create predefined folder and file structures for different types of Contacts. Automatically generate the structure inside of the Contact's Shared Folder. - File Transfer: Send files to someone via a secure download link. You can send it to anyone, even if they are outside of the platform. - File Request: A quick and user-friendly way to request files via email to anyone, even if they are outside of the platform.

Communication - Secure Messaging: All users can send messages within the platform. You can also enable Convenience Mode, which will include the content of the message in the email notification. - Live Chat: Communicate in real-time with Internal users, using both direct messages and group channels. - Email Marketing Toolkit: Create, manage, and schedule marketing campaigns and autoresponders. Email Marketing Campaign Templates can also be downloaded and shared via the Template Library. - Notification Center: A panel that shows you your incoming notifications briefly, accessible from anywhere on the platform. - Pop-Up Notices: Create temporary messages that will appear to specific users or Roles in the platform. - Live Stream: View a history of all events that have occurred within the platform.

Customize Content - Portal Pages: Create pages with just about any content (announcements, videos, charts, etc.,) and assign it to any user on the platform. Design your own Portal Page Templates, which can be downloaded and shared via the Template Library. - Landing Pages: Create external pages filled with information and resources (images, useful links, etc.), which can be accessed by anyone with the URL link. You can use Landing Pages to share information, display announcements, videos, charts, and much more! - Custom Fields: Make your own special fields which can be used as Placeholders (which automatically populate the correct information for the user) and can also be used in Forms for the user to submit. - Translations: Use our Translations tool to not only translate the platform into a different language, but to change specific terminology to better fit the needs of your business. - Custom Menus (advanced): Tailor the menu to each user by renaming, hiding, and reordering menu items. Create new menu items and customize the menu icons. - Email Templates: Customize the content of almost every email notification that is sent from the platform. - Friendly URLs: Change the URL for your links so that they are in an easy-to-read, approachable format. - Template Library: Access a repository for pre-built templates for Portal Pages, Proposals, Email Marketing Campaigns, and Documents, both stock and user-created.

We also offer Zapier Integration, with which you can connect many different apps to UMGBiz Solutions to accomplish your business needs.

Growth Sessions

Discover the Power of UMGBiz Solutions!

Jumpstart your success with expert guidance from a UMGBiz Certified Coach. Whether you're streamlining your workflow or diving into white-labeling, our Growth Sessions are designed to accelerate your journey.

Step aboard the UMGBiz Express and meet your personal Coach via the magic of Zoom. In these focused 45-minute sessions, your Coach will:

Listen to your goals
Map out your workflow
Help you craft an actionable plan
Equip you with tips and tricks to unlock your creative potential

While your Coach won’t directly access your account, they’ll guide you like a pro—keeping confusion and doubt at bay.

Claim Your FREE Growth Sessions!
✨ 1 FREE Session when you start your Free Trial and upgrade to TIER 2 (Standard)
✨ 2 FREE Sessions when you upgrade to TIER 3 (Premium)

Let’s build your UMGBiz momentum—one Growth Session at a time.

And, if you need additional training, you can purchase additional Sessions at a very reasonable ‘a la carte’ price.
$50/Session
(max 5 per customer, limit 1 per week)

Schedule Growth Sessions from your Manage Account menu. Available only to paid UMGBiz Solutions customers.

Our Monthly Packages

Browse our monthly packages to choose the one that's best for your company.

$25

Starting Smart
Foundational Business Tools
UNLIMITED CRM Contacts
UNLIMITED Staff/Team
UNLIMITED Portals
Extreme White Labeling
Custom Branded Mobile App
Email Marketing Campaigns
100GB File Storage
Upgrade at any time
No Contracts / No Risk

$75

Standard

Basic

Ready to Grow
Everything in TIER 1(Basic) + Growth tools
Autoresponder Drip Marketing
Dynamic Proposals Toolkit
Custom Folder Generators
Advanced Custom Menus
Deal Stage Pipelines
Client-Side Live Chat
Total of 500GB File Storage
1 FREE Growth Session***
Up/Downgrade at any time
No Contracts / No Risk

$125

Ready to Thrive
Everything in TIER 2 (Standard) + Premium tools
Complete Automation Toolkit
FLOWs Onboarding Toolkit
LMS Learning Management
Support Tickets Toolkit
Task Dependencies
Client/Customer Journeys**
Total of 2TB File Storage
1 BONUS Growth Session***
Downgrade at any time
No Contracts / No Risk

Premium

Bookings

Book UMGBiz Solutions