Built for Your Success
Streamline customer management, automate workflows, and grow your business securely.
Key Features of Our CRM
- Visual sales and service pipelines
- Custom pipeline stages
- Lead scoring and tagging
- Contact smart lists
- Opportunity tracking
- Task and activity logs
- Notes, mentions, and internal collaboration tools
- Two-way SMS messaging
- Two-way email communication
- AI-powered chat widgets
- Website chat-to-text
- Voice calling
- Call recording and tracking
- Missed-call text back
- Unified inbox for all channels
- Social DMs integration (Facebook, Instagram, etc.)
- Drag-and-drop workflow builder
- Automated SMS, email, voicemail, and call sequences
- AI outbound calling
- Trigger-based automations (tags, status change, form fill, appointment, etc.)
- Automated pipeline movement
- Conditional logic branches
- If/then automation rules
- Internal team notifications
- Automated review requests
- Automated no-show recovery sequences
- Multi-location scheduling
- Multi-provider calendar
- Online booking widget
- Automated reminders (SMS/email/voice)
- Calendar sync with Google & Outlook
- Deposit/fee collection before booking
- No-show automation
- HIPAA-friendly telehealth integrations (with add-ons)
- Drag-and-drop form builder
- Conditional multi-step surveys
- Conversational forms
- Dedicated funnel builder
- Website/landing page builder
- Integrated A/B testing
- Custom domains
- Lead capture pop-ups
- High-speed hosting and CDN
- Automated Google review requests
- Review response templates
- Review monitoring dashboard
- AI-assisted review replies
- Negative review filtering alerts
- Email campaign builder
- Template library
- Drag-and-drop editor
- Newsletter scheduling
- Personalized merge fields
- Smart send times
- Deliverability optimization
- Built-in payment processing
- Invoicing
- Subscriptions and recurring payments
- Payment links
- Automated payment reminders
- Failed-payment recovery flows
- Lead source attribution
- ROI tracking by campaign
- Call/text/email analytics
- Conversion reporting
- Funnel performance analytics
- Appointment and show rate reports
- Workflow performance tracking
- Online course builder
- Membership subscription access
- Drip content delivery
- User progress tracking
- Mobile CRM access
- Call/text from the app
- Push notifications
- Task management on the go
- Full platform white-labeling
- Custom domain + branding
- White-label mobile app (upgrade)
- Reseller/agency licensing options
- User roles and permissions
- Team management
- Activity audit logs
- Custom dashboards
- File storage
- API access for developers
- Built-in social media scheduler
- Ads reporting (Google, Meta, TikTok)
- AI content tools (posts, captions, emails, SMS)
- Lead source tracking
- Native and third-party integrations
- Webhooks
- Zapier support
- AI agent integrations
- Telephony integrations
Advantages of Our CRM
| Functionality | Substitutes | Cost (per Month) |  |
|---|---|---|---|
| CRM & Pipeline Management |
|
$99 | ✔ |
| Unlimited Sales Funnels |   |
$297 | ✔ |
| Website Builder | 
 |
$29 | ✔ |
| Surveys & Forms | 
 |
$49 | ✔ |
| Email Marketing |   |
$99 | ✔ |
| 2-Way SMS Marketing | 
|
$99 | ✔ |
| Booking & Appointment |  |
$29 | ✔ |
| Workflow Automations |
|
$169 | ✔ |
| Courses / Products | $99 | ✔ | |
| Call Tracking |  |
$49 | ✔ |
| Reputation Management | |
$159 | ✔ |
| Tracking & Analytics |  |
$299 | ✔ |
| Communities |   |
$89 | ✔ |
| Document Signing | 
 |
$47 | ✔ |
| Mobile App |  |
$499 | ✔ |
| HIPAA Compliant |  |
$299 | ✔ |
| Compare Pricing | $2310 /month |
Starts at $499 /month |
|
Schedule Your Free Consultation
Experience the power of a CRM built for business professionals. Let’s connect to tailor a demo to your business’s needs—see firsthand how secure data handling, real‑time analytics, and automated reminders free you up to focus on growing your business.