One platform to manage leads, automate follow-ups, and grow your business—all in one place.
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Streamline your operations, save time, and scale effortlessly.
Key Features:
-Drag-and-drop workflow builder
-Automated text/email follow-ups
-Missed call text back
-Automated appointment reminders
-Trigger-based lead nurturing
-Sales funnel automations
-Smart workflows based on contact behavior
-AI-driven 2-way texting for lead conversion
-Pipeline stage automations
-Review request automation (Google, Facebook, etc.)
-Internal notifications for team actions
Never lose a lead again. Centralized contact tracking and smart pipelines.
Key Features:
-All-in-one CRM dashboard
-Unlimited contacts with tagging and segmentation
-Conversation management across text, email, FB Messenger, and IG
-Opportunity pipeline stages with drag-and-drop control
-Contact notes, tasks, and history logs
-Manual and automated lead assignment
-Form & survey lead capture with conditional logic
-Custom deal pipelines for multiple services or teams
-Lead scoring to prioritize high-value opportunities
-Calendar booking tied to each contact
Manage all your channels and grow your brand—without leaving the platform.
Key Features:
-Content scheduling for Instagram, Facebook, LinkedIn, Google My Business
-Multi-account and multi-location social media dashboards
-Drag-and-drop content calendar
-Post preview before publishing
-AI social post assistant
-Performance analytics by platform
-Comments and message inbox integration (coming soon)
-Seamless Canva integration for post design
-Hashtag groups and content batching tools
-White-label reporting for agencies
Make smarter decisions with real-time performance data and easy-to-read reports.
-Key Features:
Campaign performance tracking (email, SMS, calls)
-Funnel analytics (views, conversions, opt-ins)
-Ad spend tracking via integrations (FB Ads, Google Ads)
-Website and funnel page stats
-Pipeline value reportsLead source attribution
-Appointment booking analytics
-ROI reporting for each campaign
-Revenue snapshots by service or location
-Integrated Google Analytics & GA4 compatibility
📊 Live Pipeline Metrics
Visualize every lead's journey from first contact to closed sale. Instantly see where your deals stand, what stage they’re in, and what’s needed next.
Monitor how much you’re earning in real time. Get snapshots by service, date, team, or campaign—no spreadsheets required.
Track how many appointments are booked, completed, or missed—daily, weekly, or monthly—across all connected calendars.
View open rates, click-throughs, response rates, and conversion data across SMS, email, voicemail drops, and social ads.
Know exactly where your leads are coming from—Google, Facebook, referrals, landing pages, and more—so you can double down on what’s working.
Generate reports based on tags, stages, staff, or timeframe. Export them or share with your team in a few clicks.
$1970/Year
Perfect for:
Software experienced or Part or Full time staff dedicated to the software.
Do It Yourself:
✅CRM (Contacts, Pipelines, Calendars)
✅ Access to Automated Workflows (Follow-ups, Reviews, Reminders)
✅ Access to Funnel or Landing Page Build
✅ Access toCustom Forms & Booking Pages
✅ SMS & Email Campaign Automation
✅ Google & Facebook Lead Form Integration
✅ Mobile App Access
✅ Performance Dashboard Configuration
✅ 1-on-1 Onboarding Call
$2970/Year
Perfect for:
Business owners ready to hit the ground running with a fully built CRM, website, and automation system.
Includes Full Done-for-You Setup:
✅ Website Design & Setup (up to 5 pages)
✅ CRM Setup (Contacts, Pipelines, Calendars)
✅ Automated Workflows (Follow-ups, Reviews, Reminders)
✅ Funnel or Landing Page Build
✅ Custom Forms & Booking Pages
✅ SMS & Email Campaign Automation
✅ Google & Facebook Lead Form Integration
✅ Mobile App Access
✅ Performance Dashboard Configuration
✅ 1-on-1 Onboarding Call
Per Month
$799/After First Year
Includes Everything in Professional, PLUS
✅Unlimited Client Sub-Accounts
✅White-Label Branding
(Your logo, domain, email setup)
✅SaaS Mode
– Create & sell your own CRM packages
✅Client Billing Integration
✅Snapshot Cloning
– Deploy full setups in minutes
✅Team Permissions & Staff Management
✅Advanced Reporting & Multi-Account Dashboards
✅Custom Integrations & Webhooks
✅Client Portal Setup
✅Priority Support + Strategy Call
📌
Run your own CRM business, offer full service to clients, and scale without limits.
Streamline your operations, save time, and scale effortlessly.
Key Features:
-Drag-and-drop workflow builder
-Automated text/email follow-ups
-Missed call text back
-Automated appointment reminders
-Trigger-based lead nurturing
-Sales funnel automations
-Smart workflows based on contact behavior
-AI-driven 2-way texting for lead conversion
-Pipeline stage automations
-Review request automation (Google, Facebook, etc.)
-Internal notifications for team actions
👤 For Solopreneurs & Small Businesses:
-Set up in minutes with prebuilt templates
-Automated lead follow-ups and appointment reminders
-Social media and review automation
-Easy drag-and-drop funnel builder
-Unlimited sub-accounts for clients
-White-label branding and reports
-Team permissions and user roles
-Multi-location dashboards and reporting
-24/7 support + onboarding help
-Mobile and desktop access
-Cancel anytime — no contracts
Connect your favorite tools and automate every part of your customer journey with zero hassle.
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