Features are great. But it’s more about how it’s deployed.
Unlimited contact & lead storage
Smart contact tagging & segmentation
Lead capture forms & popups
Multi-channel lead nurturing (email, SMS, calls)
Automated follow-up workflows
Pipeline management with drag-and-drop stages
Lead scoring & activity tracking
2-way texting, email, and calling (all in one inbox)
Missed-call text back automation
Voicemail drops
Automated appointment reminders
Email & SMS templates
AI-powered conversation starters
Custom sales pipelines
Task & activity automation
Deal tracking with conversion analytics
Opportunity forecasting
One-click lead conversion into deals
Automated task assignment
AI Agents for lead follow-up, appointment setting, onboarding, and more
Auto-response to FAQs, pricing inquiries, and scheduling
AI content suggestions for emails & SMS
Integrates with your SOPs to ensure accurate info
Smart calendar with round-robin or direct booking
Embeddable calendar on your site
Syncs with Google & Outlook
Auto-reschedule & cancellation flows
Appointment reminders & confirmations
Drag-and-drop workflow builder
Email marketing campaigns
SMS & voicemail campaigns
Conditional logic branching
Automated review requests
Trigger-based actions (i.e., if lead doesn't reply in X days → send follow-up)
Full website and landing page builder
Built-in funnel templates
A/B testing tools
Conversion tracking
Custom domains supported
Review request automation
Google & Facebook review integration
Negative feedback filter
Auto-respond to reviews
Funnel & campaign analytics
Conversion rate tracking
Appointment show-up rate tracking
Contact engagement reports
Team performance dashboards
Zapier & n8n integration
Webhooks
Custom API support
Stripe & payment gateway integrations
Facebook, Google Ads, and form integrations
Branded client login
View/update records, tasks, documents
Custom dashboards for client access
Ongoing system optimization
Email support
Knowledge base access
Strategy check-ins
Custom branding
“327% increase in leads within 60 days”
“Over 40 hours/month saved on admin and follow-ups”
“Average lead response time cut from 2 hours to under 3 minutes”
“Sales pipeline conversion increased by 2.5X in 90 days”