Manage and segment leads/contacts, track interactions, add notes, set custom fields, and associate records (contacts, companies, opportunities).

Unified inbox for SMS, email, web chat, messenger — all messages in one place so nothing slips through the cracks. Connect to popular platforms like Facebook and Instagram.

Create, send, and track estimates and invoices to clients; allow clients to accept/decline or pay directly via integrated payment gateway.

Review / reputation management: monitor, request, and display reviews from Google, Facebook, etc., and manage review responses.

Use the Meetings feature, designed for managing sales calendars, onboarding calls, round-robin scheduling, team collaborations, class bookings, interviews, and more. Ideal for businesses needing flexible and collaborative scheduling tools.

Pipeline/deal tracking: move prospects through stages, forecast revenue, set probabilities, automate stage changes, and tie to tasks/activities. Move clients or prospects through a custom pipeline that you set.

Access built-in reports (e.g. campaign performance, sales activity, funnel stats) to understand what’s working and where to optimize.

High-level and customizable visual overview of your metrics (e.g. leads, conversion rates, revenue, tasks) in one place.

Generate dynamic QR codes linking to landing pages, forms, funnels, or messaging flows for offline to online capture.

No limit on how many contacts/leads you can store in the system.

Platform access for user accounts (for example, one “admin / manager” + one “sales / team” user).

Allow clients to pay invoices via SMS. Send a payment link via text and let them complete transaction without leaving the conversation.

Full app access: view contacts, reply to messages, call & log outcomes, schedule follow-ups, manage tasks all from your phone.

Gives access to a complete booking solution for service-based businesses. This includes creating multiple services, managing resources, handling multiple locations, setting staff-specific pricing, adding service variations or add-ons, and more.

Schedule, plan, and publish posts to social media (Facebook, Instagram, etc.) from within the platform.

Full email campaign capability: send broadcasts, sequences, manage subscribers, templates, tracking, open / click analytics.

Drag-and-drop site builder with hosting included (no external hosting needed) for sites or landing pages. Ability to create an e-commerce store and track inventory.

Build multi-step funnels (opt-ins, sales pages, upsells) and host them inside the system so they’re all connected to your workflows.

Blog module: create blog posts / content pages, host and manage within the platform.

Set up your very own affiliate / referral programs: assign affiliates, track links, calculate commissions, payout logic, and dashboard.

Build member / hosted community spaces: private or public groups, create channels, content, engagement, roles, moderation.

Allow customizing navigation menus or linking to external/internal tools/pages via custom link setup so your internal users can get to their most common visited pages quickly. This allows you to work out of one page and have your bookmarks wherever you are.

Customize your workflow with integrations that you already use such as Google Sheets, Slack, custom webhooks, AI (translate, summarize, intent detection, decision maker).

Lead generation / outreach tools: ability to send cold outreach, manage prospecting campaigns, sequences, IMAP/SMTP integrations, etc.

Host a new or existing WordPress websites with managed updates, SSL, and everything else that comes with WordPress.

Connect and send/receive via WhatsApp messages (business / API integration) as part of conversational flows.

Manage paid ad campaigns (Facebook, Google, etc.) from inside the platform, track performance, link ad spend to funnels, attribution.

Let robots do the work for you! From making and receiving phone calls to automatically sending an SMS text, you're business is always available! Note: this is an additional flat monthly cost (no more paying per use). Click Learn More below to contact us!

If you would like to mix and match anything, we do that too! We have extras and packages that include SEO, dedicated IP address, use of external AI models, domain name connection, auto-complete address in forms, email address verification, custom 3rd party integrations and even direct API access to this system. Click Learn More below to find out!