Everything You Need. One Platform.

1

CRM & Contact Management

• Unlimited contacts on all plans — no per-contact fees
• 360° contact records — full history of calls, texts, emails, appointments, purchases, notes, and tags
• Smart Lists & segmentation — filter contacts by behavior, tags, pipeline stage, or custom fields
• Custom fields and custom objects — tailor the CRM to any industry
• Unified inbox — respond to leads from SMS, email, Facebook Messenger, Instagram DMs, Google My Business chat, and WhatsApp all from one screen
• Task management — assign tasks to team members, link tasks to contacts, opportunities, or companies

2

Sales Pipeline & Opportunity Management

• Visual drag-and-drop pipelines — track every deal from lead to close
• Color-coded opportunity tags — instant visual indicators for deal stage, priority, or lead type
• Multiple pipelines — separate pipelines for different services, locations, or sales processes
• Pipeline value tracking — see revenue by stage with real-time dashboard
• Deal assignment & round-robin — route leads to specific team members automatically

3

Marketing Automation & Workflows

• Visual workflow builder — drag-and-drop triggers and actions to automate follow-ups, internal tasks, and multi-step campaigns
• Advanced workflow builder — open-canvas design with Go-To Triggers, delinked nodes, sticky notes, color coding, and keyboard shortcuts
• Multi-channel sequences — combine email, SMS, voicemail drops, Facebook Messenger, and internal notifications in a single workflow
• If/else branching — build smart logic based on contact behavior, tags, dates, custom fields, and more
• Trigger-based automation — fire workflows from form submissions, appointment bookings, pipeline changes, missed calls, ad responses, and more
• Missed call text-back — automatically text leads when you miss their call (prevents losing up to 50% of leads)
• Speed-to-lead automation — instantly engage new leads within seconds of inquiry

4

Funnels & Website Builder

• Drag-and-drop page builder — no code required
• Pre-built templates — industry-specific landing pages and funnels
• Full website builder — custom menus, multi-page sites, blogs
• Sales funnels — build complete funnels with upsells, downsells, order bumps, and checkout pages
• A/B split testing — test headlines, layouts, and offers
• Embeddable forms and calendars — integrate lead capture directly into pages
• Mobile responsive — all pages automatically adjust to mobile devices
• Custom domains — host on your own domain

5

Email Marketing

• Unlimited email campaigns — broadcast or drip sequences
• Drag-and-drop email builder — templates with visual editing
• Email validation — automatically clean lists, reduce bounces, protect sender reputation
• Automated sequences — triggered by behavior, tags, or workflow events
• Reporting & analytics — open rates, click rates, bounces, and unsubscribes

6

SMS & Phone System

• Two-way SMS — send and receive texts directly from the platform
• Bulk SMS campaigns — mass text broadcasts with personalization
• Voicemail drops — leave pre-recorded voicemails without ringing the phone
• Built-in phone system — make and receive calls from the platform
• Call recording — record calls for training and quality assurance
• Call tracking numbers — assign unique numbers to campaigns to track which ad or channel drove the call
• Power dialer — call through lead lists efficiently
• WhatsApp integration — communicate via WhatsApp, including voice messages

7

Appointment Scheduling & Calendars

• Online booking — clients self-book based on real-time availability
• Multiple calendar types — round-robin, collective, class booking, service calendars
• Custom intake forms — collect specific info during booking for pre-qualification
• Automated reminders — SMS and email reminders to reduce no-shows
• Calendar sync — Google Calendar, Outlook integration
• Embeddable calendar widgets — add to any website or funnel

8

Reputation Management

• Automated review requests — send review links via SMS or email after appointments
• Centralized review dashboard — monitor Google, Facebook, and other platform reviews in one place
• Review response templates — quickly reply to reviews with saved templates
• Negative review routing — route bad reviews to your inbox before they go public
• Local SEO audit tool — interactive heatmaps, competitor benchmarking, and local ranking insights

9

AI Tools & AI Employee

• AI Employee — an autonomous AI agent that can answer calls, respond to messages, book appointments, and manage conversations 24/7
• Voice AI — AI handles inbound and outbound phone calls with natural conversation
• AI Chat — intelligent chatbot for websites and messaging channels
• AI Content Generation — generate blog posts, email copy, social captions, and ad copy
• Brand Voice Sync — define your tone once, and all AI content stays on-brand
• Specialist AI Agents — train different agents on different knowledge bases (e.g., one for HVAC, one for sales)
• Live + post-call actions — AI can transfer calls, trigger workflows, send follow-ups, and update CRM records
• AI Lead Generation — AI prospecting that finds and qualifies leads based on niche and location

10

Reporting & Analytics

• Customizable dashboards — track KPIs like leads, revenue, conversion rates, and ad spend
• Ad campaign tracking — monitor Facebook, Google, and TikTok ads without leaving the platform
• Attribution tracking — know exactly which campaign, ad, or channel generated each lead and sale
• Call tracking analytics — see which marketing efforts drive phone calls
• External form tracking — track conversions from forms on WordPress, Webflow, or any external site
• Pipeline revenue reporting — see how much money sits in each deal stage

11

Payments & Invoicing

• Stripe integration — collect payments on websites, funnels, and appointment bookings
• PayPal integration (keyless) — one-click OAuth setup for PayPal and Venmo
• Invoicing — send invoices directly from the platform
• Subscription billing — set up recurring payments for memberships or retainers
• Text-to-pay — send payment links via SMS
• Order forms — embedded checkout with upsells and order bumps

12

Courses & Membership Sites

• Full course builder — unlimited video hosting, unlimited users
• Membership portals — gated content with tiered access
• Drip content — release lessons on a schedule
• Completion certificates — automatically reward students
• Community features — paid memberships, affiliate programs, and live events
• Monetization — sell courses, offer free courses, or bundle with services

13

Social Media Management

• Social planner — schedule and publish posts across platforms
• Content calendar — visual planning for social content
• AI content creation — generate social posts with AI assistance

14

Documents & Proposals

• Document signing — send contracts and proposals for e-signature
• Templates — reusable document templates for proposals, contracts, and agreements

15

Mobile App

• Full-featured mobile app — communicate with leads, manage pipelines, receive notifications on the go
• Redesigned in 2025 — new homepage with widgets, pinned apps, quick actions, universal search
• AI business card scanner — point your phone at a card, and contact info is extracted automatically
• Dark mode — optimized for usability and battery life
• Role-aware interface — shows only what each team member needs

16

Integrations & Extensibility

• Native integrations — Google, Facebook, Instagram, TikTok, Stripe, PayPal, Quickbooks, Zoom, and more
• Zapier and Make compatible — connect to thousands of additional apps
• Open API — build custom integrations
• Webhooks — real-time data passing to external systems
• Facebook Conversions API — server-side tracking for ad optimization
• One-click import — migrate from previous marketing tools