Work Smarter Digital

What Work Smarter Digital does

Work Smarter Digital, LLC is a Virginia-based, founder-owned HighLevel agency partner that sells white-label CRM and sales automation services to US small business agencies, boutique consulting firms, coaching practices, and professional services firms. The company was founded by Mary Sue Dahill (Master's in Management of IT, University of Virginia; 25+ years of tech startup and RevOps experience) and has operated as a HighLevel agency partner for 6+ years, obtaining HighLevel Certified Admin status in March 2024. Its flagship product, the Revenue Accelerator, is a configured, ready-to-run CRM system built on the HighLevel platform that combines pre-built sales pipelines, automation workflows, team training, and optional AI-powered Rev Agents add-ons (Connect for lead handling, Guide for onboarding, Renew for retention), plus the Ring2Revenue Voice AI Receptionist. According to company commentary, the system has been deployed for 355+ businesses, with quantified outcomes including reducing custom fields from 472 to 188 and tags from 189 to 51 in a CRM cleanup engagement.

The business model blends a small one-time diagnostic entry product (Revenue Reset Bundle at $499, currently promotional at $226) with a primary implementation package called Momentum at $4,999 in the first year and $1,068 in subsequent years, plus an underlying subscription to the white-label Work Smarter CRM (resold HighLevel) billed monthly or annually. Revenue is augmented by usage-based fees for optional AI features such as Content AI, Conversation AI, Workflow AI, Premium Tasks, Business Phone & Texting, and WhatsApp. Go-to-market is consultative and sales-led, anchored by a three-step Book a Demo / Custom Launch / Team Training process, and supported by top-of-funnel content channels including the Pipeline Power Podcast, the CRM Sales Tips newsletter, an interactive Sales System Diagnostic quiz, and founder-led Network In Action chapters in Arlington, Tysons, and Loudoun, Virginia. The company is privately held and bootstrapped, with no disclosed institutional funding, and operates exclusively in the United States with a single headquarters in Arlington, VA.

Name

Work Smarter Digital

Legal name

Work Smarter Digital, LLC

Website

https://worksmarterdigital.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

Work Smarter Digital is a HighLevel agency partner selling white-label CRM implementation and AI-powered sales automation to small business agencies. Founded by Mary Sue Dahill, the company offers Revenue Accelerator subscriptions and setup packages to US-based SMBs.

Ownership category

akta.pro rank

Product category

Small Business CRM Software

NAICS

Custom Computer Programming Services (541511), Software Publishers (513210), Computer Systems Design and Related Services (54151)

SIC

Services-Computer Programming, Data Processing, Etc. (7370), Services-Prepackaged Software (7372)

akta.pro primary industry

Sales Force Automation (SFA) CRM (HDAEAFAA)

akta.pro secondary industries

Customer Service, Support & Contact Center CRM (HDAEAFAC), Customer Success & Account Management CRM (HDAEAFAD), CRM Implementation & Customization Services (BPAEAGAC), Marketing Automation & Campaign Management CRM (HDAEAFAB)

Keywords

• CRM implementation services
• Small business CRM
• White-label CRM platform
• AI sales automation
• Lead generation systems

Headquarters

HQ city

Arlington

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. CRM Software Subscription (SaaS): Subscription-based licensing of the Work Smarter Digital CRM (white-label of HighLevel). Billed monthly or annually with automatic renewal. Includes base CRM access plus optional fee-based features like Yext, WordPress Hosting, Content AI, Conversation AI, Premium Tasks, Workflow AI, Business Phone & Texting, and WhatsApp.
2. Revenue Accelerator Implementation Services: Done-for-you CRM implementation services including system setup, customization to client needs, workflow configuration, and team training. Offered as 'Momentum' package at $4,999 first year with ongoing $1,068 annual support.
3. Revenue Reset Bundle: One-time diagnostic and planning package offering sales system assessment, revenue priorities review, and CRM action plan. Priced at $499 (or $226 promotional), with $678 credit toward full implementation upon upgrade.
4. Rev Agents (AI Add-ons): AI-powered assistant features (RevAgnt: Connect, Guide, Renew) available as additional cost add-ons to the core CRM subscription.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Work Smarter Digital implements and resells the Work Smarter CRM, a white-label client portal built on the HighLevel platform, packaged with AI-powered Rev Agents and inbound lead capture tools for small businesses. The flagship deliverable is the Revenue Accelerator, a 90-day program that installs the CRM, builds automation workflows, deploys AI agents, and configures sales pipeline reporting so that clients can capture, nurture, and convert leads. Pricing is structured around a one-time setup investment plus a monthly subscription to the CRM platform and AI agents.

Product overview

Work Smarter Digital is a HighLevel agency partner offering a suite of sales system and CRM products anchored by the Revenue Accelerator — a Small Business CRM built on the HighLevel platform. The portfolio includes two main implementation tiers: Reset (assessment-focused, $499) and Momentum (full implementation, $4,999 first year). The core CRM is licensed as the Work Smarter CRM (a white label of HighLevel) on a subscription basis. AI-powered Rev Agents (Connect, Guide, Renew) and the Ring2Revenue Voice AI Receptionist are add-on AI modules that extend automation across lead qualification, client onboarding, and retention. The Sales System Diagnostic, Revenue Reset Bundle (repriced at $226 for 2026), Pipeline Power Podcast, and CRM Sales Tips newsletter round out the ecosystem as complementary tools and content offerings.

Differentiator

Problem solved

Functional benefit

Brands

• Revenue Accelerator: The flagship CRM for small business - a complete, done-for-you system designed to turn founder-led sales processes into predictable, scalable revenue engines. Includes pre-built workflows, AI-powered Rev Agents, and comprehensive implementation and training.
• Revenue Reset
• Momentum
• RevAgnts
• Ring2Revenue
• Rev Agents
• CRM Sales Tips
• Pipeline Power Podcast

Products and services

• Work Smarter CRM White-label client portal built on the HighLevel CRM platform that lets small businesses capture leads, manage pipelines, automate follow-up, and run AI sales agents under their own brand.
• Revenue Accelerator 90-day high-touch implementation program that installs the Work Smarter CRM, builds automation workflows, deploys AI Rev Agents, and configures sales pipeline reporting for small business clients.
• Rev Agents (Connect, Guide, Renew) Suite of AI-powered sales agents that follow up with new leads (Connect), nurture prospects via text/email (Guide), and re-engage dormant customers (Renew) on autopilot.
• Ring2Revenue Voice AI AI voice agent that answers inbound calls, chats with leads, qualifies prospects, and books them into the calendar, with every call logged to the CRM.
• Sales System Diagnostic Free diagnostic assessment that reviews a prospect's current lead flow, follow-up process, and pipeline, then recommends whether they need the Revenue Accelerator or a smaller engagement.
• Revenue Reset Bundle Discounted bundled offer that combines the Work Smarter CRM Standard subscription with the RevAgent Connect AI lead-follow-up agent for a single monthly fee.

Quantifiable outcome

• Reduced custom fields from 472 to 188 and tags from 189 to 51 during a comprehensive CRM cleanup
• +1 more outcomes

Named customers5 records

Segments3 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability7 records

Feature4 records

Partnerships

One partnership is on record.

• HighLevel (GoHighLevel)coreOEM/ Whitelabel/ Licensing Partner · 1 March 2024Work Smarter Digital is a certified HighLevel agency partner and certified admin (since March 2024) that resells and white-labels the HighLevel CRM platform as the Work Smarter Digital CRM. The company builds, configures, and manages HighLevel implementations for service-based businesses while clients remain owners of their accounts, data, and systems. Being an early adopter with 6+ years of experience provides deep structural expertise in the platform.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Vendasta: SMB platform with a partner/reseller model (Vendasta Partners) that white-labels CRM, marketing, and commerce tools to agencies serving local businesses. Closely mirrors Work Smarter Digital's white-label agency model and SMB focus.
• Pipedrive: Sales-first CRM built for SMBs and small sales teams with pipeline management, automations, and AI assistance. Competes for the same founder-led, relationship-driven sales motion that Work Smarter Digital targets.
• Keap (Infusionsoft): Long-standing SMB-focused CRM and marketing automation platform combining sales pipeline, email automation, and built-in payments. Comparable to Work Smarter Digital as a CRM/marketing automation stack targeted at small businesses and solopreneurs.
• Ontraport: All-in-one CRM, marketing automation, and ecommerce platform for small businesses and solopreneurs. Comparable in serving founders who need end-to-end sales, marketing, and client lifecycle automation in one stack.
• ActiveCampaign: SMB-focused CRM and customer experience automation platform with email, sales automation, and increasingly AI-driven messaging. Directly comparable to the Revenue Accelerator's automation-led, SMB-first positioning.

Others

• GoHighLevel: The underlying all-in-one CRM and marketing platform on which Work Smarter Digital's product is built. Not a direct competitor but a critical platform partner and ecosystem supplier whose decisions shape Work Smarter Digital's economics.

Emerging players

• Help Scout: SMB customer support platform with CRM-adjacent features and growing AI capabilities. Compares to Work Smarter Digital as another SMB-focused tool layering AI onto customer communications and lifecycle workflows.

Broad incumbents

• HubSpot: Large incumbent SMB-friendly CRM, marketing automation, and CMS suite with a broad marketplace of solutions partners. Competes with Work Smarter Digital for SMB CRM budgets but at much broader scale and with significant brand recognition.
• Freshworks (Freshsales): SMB-friendly CRM and customer engagement suite with sales, marketing, and support modules. Comparable to Work Smarter Digital's pipeline-plus-automation focus but at a much larger scale and broader portfolio.
• Zoho CRM: Broad CRM platform within the Zoho suite targeting SMBs through enterprises. Overlaps with Work Smarter Digital in SMB CRM and pipeline automation but offers a much wider portfolio and global footprint.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@revenue-accelerator
• Facebookfacebook.com/WorkSmarterDigital
• LinkedInlinkedin.com/company/worksmarterdigital
• Instagraminstagram.com/worksmarterdigital
• Xx.com/worksmarterllc

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Work Smarter Digital