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Features

Outcomes first.Capabilitiessecond.

Every capability exists to move a customer through a clearer process — not to add another dashboard you have to remember to open.

01 — CRM

Know everycustomer.Every step.

Keep every lead, conversation, appointment, opportunity, task, and customer detail organized in one place — so your team is never reconstructing the relationship. Intelligent lead scoring surfaces who is actually ready.

  • Centralized contact profiles
  • Intelligent lead scoring
  • Custom fields and tags
  • Lead tracking
  • Activity timelines
  • Notes and tasks
  • Opportunity management
  • Contact segmentation
  • Custom pipelines
  • Real-time data verification

02 — Omnichannel

Everychannel.One inbox.

WhatsApp, Instagram DMs, Facebook Messenger, TikTok DMs, live web chat, SMS, and email — one thread, one history, one owner. The team replies where the customer already is.

  • WhatsApp
  • Instagram DMs
  • Facebook Messenger
  • TikTok DMs
  • Live web chat
  • SMS and email
  • Conversation history
  • Assignment and notes

03 — Phone & Dialer

Call fromthe record.

A telephony layer for teams that live on the phone: missed-call text back, a built-in dialer with tracking, and a power dialer that keeps every attempt on the contact.

  • Built-in dialer
  • Call tracking and recordings
  • Power dialer
  • Missed-call text back
  • Disposition and next steps
  • Pipeline movement from the call

04 — Voice AI

A receptionistthat neverclocks out.

Conversational Voice AI answers inbound calls, asks the right questions, and books or routes — then writes the outcome back to the CRM.

  • Conversational voice AI receptionist
  • After-hours coverage
  • Intent capture
  • Calendar booking
  • Warm handoff to the team
  • Transcript on the contact

05 — Pipelines

See yoursales move.

Turn your sales process into a visual pipeline your entire team can understand at a glance. Know where every opportunity stands and what needs to happen next.

  • Drag-and-drop opportunities
  • Multiple pipelines
  • Deal values
  • Pipeline stages
  • Tasks and reminders
  • Sales forecasting
  • Team assignment

06 — Automation

Build once.Automate everything.

Turn repetitive work into automated workflows that run around the clock. Never lose a lead to slow follow-up.

  • Triggers from real customer events
  • Email and SMS actions
  • Waits and conditions
  • Task creation
  • Pipeline movement
  • Team notifications
Trigger
New lead
Action
Add to CRM
Action
Send welcome email
Wait
10 minutes
Action
Send SMS
Condition
Has replied?
Yes → Notify sales
No → Follow up

07 — Marketing

Follow upwithoutfollowing up.

Create personalized campaigns and automated sequences that keep your business connected with every lead — even when the team is in session, on site, or offline.

  • Email and SMS campaigns
  • Automated sequences
  • Drip campaigns
  • Templates
  • Personalization
  • Segmentation
  • Trigger-based messaging

08 — Social Planner

Plan the feed.Own the DMs.

Schedule Instagram, Facebook, TikTok, and more from the same workspace that already captures the conversations those posts create.

  • Visual content calendar
  • Multi-profile scheduling
  • Captions and media
  • Post approval
  • Inbound DMs in the inbox
  • Campaign-to-contact tracking

09 — Appointments

Let customersbook on theirtime.

Make scheduling effortless with calendars, booking pages, reminders, and automated follow-up. Prospects choose a time. Your team shows up ready.

  • Booking pages
  • Multiple calendars
  • Team availability
  • Appointment reminders
  • Confirmation messages
  • Rescheduling
  • Automated workflows

10 — Websites & CRO

From first clickto proven sale.

Build landing pages, websites, funnels, and blogs without another collection of tools. A/B split testing shows which version actually converts.

  • Landing pages and websites
  • Funnels and conversion pages
  • Blogs
  • A/B split testing
  • Lead capture
  • Custom domains
  • Mobile-responsive layouts

11 — Forms & Submissions

Turn everyinteractioninto data.

Forms, surveys, and review submissions collect the right details, verify them in real time, then move them into contacts, pipelines, and automations automatically.

  • Forms and surveys
  • Form submissions
  • Review capture
  • Real-time data verification
  • Custom fields
  • Conditional questions
  • Automated actions
  • CRM synchronization

12 — E-Sign

Sign itwithoutanother tool.

Send agreements from the opportunity, collect legally binding signatures, and trigger the next workflow the moment the document is complete.

  • Contract and proposal send
  • In-sequence e-sign
  • Status on the contact
  • Reminders for unsigned docs
  • Completed-file storage
  • Automation on signature

13 — Payments & Cart

Close the loop.

Move from conversation to conversion with invoices, payment links, and a native e-commerce cart connected directly to the customer journey.

  • Payment collection
  • Native e-commerce cart
  • Products
  • Invoices
  • Checkout
  • Payment links
  • Automated confirmations

14 — Reviews

Turn greatservice intogreat reviews.

Make it easier for happy customers to share their experience and help your business build a stronger online reputation.

  • Review requests
  • Automated review campaigns
  • Customer feedback
  • Review monitoring
  • Reputation workflows
  • Form submissions on the same record

15 — Memberships

Turn customersinto communities.

For coaches, consultants, educators, and course creators: deliver memberships and courses with access tied to the people already in your CRM.

  • Membership areas
  • Courses and lessons
  • Customer access
  • Content delivery
  • User management

16 — Ads & Attribution

Optimize spendfrom CRM truth.

Server-side Conversion API tracking and Google and Meta ads reporting dashboards — so you optimize against pipeline events, not just clicks.

  • Conversion API (CAPI) tracking
  • Google ads reporting
  • Meta ads reporting
  • CRM event matching
  • Campaign-to-pipeline view
  • Server-side redundancy

17 — Analytics

Know whatis working.

Turn your customer and sales data into a clear picture of what is driving growth — without a separate reporting stack.

  • Leads and opportunities
  • Conversion rates
  • Revenue
  • Appointments
  • Campaign performance
  • Ad spend vs. pipeline
  • Pipeline performance
  • Customer activity

Next step

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