CRM · Growth Stack
eSecretary
BuildingA white-labeled growth + CRM stack for the institutions we already serve.
The vision
Institutions need a CRM, funnels, automation, and a calendar — but most institutional buyers don't want to learn a sales-y CRM vendor. eSecretary is the institutional-friendly skin on a proven platform: same power, much less learning curve, and a brand they already trust.
The problem
Best-in-class growth stacks exist, but they're built for sales teams and gig agencies. Schools, clinics, nonprofits, and small institutions need the same capabilities in a friendlier wrapper.
The approach
Stand on the shoulders of a battle-tested CRM + automation platform; rebrand and re-skin it for institutional contexts; offer it at institutional pricing with white-label support.
Inside eSecretary
The capabilities we're building.
CRM that fits an institution
Students, clients, members, parents — not just "leads." The data model speaks the right language.
Funnels and automation
Email + SMS sequences, calendar integrations, smart follow-ups — the modern growth stack, simplified.
White-label for partner orgs
Districts, networks, and consortiums can run their own branded eSecretary instances for their members.
Institution-friendly pricing
Productized tiers built for the budgets institutions actually have.
In active development
eSecretary is part of the active Borg roadmap. We'll share more as it comes into view — to be the first to hear, tell us you're interested.