Everything You Need to Grow
One platform with 50+ powerful features designed to help you capture leads, nurture relationships, and close more deals.
Explore Our Feature Categories
Click a category to dive deep into specific tools, or browse all features below.
CRM & Sales
6 featuresLead Capture
6 featuresWebsites & Funnels
4 featuresCommunication
7 featuresAutomation
5 featuresAI Features
10 featuresSocial Media
5 featuresAdvertising
6 featuresPayments & Commerce
6 featuresMemberships & Education
4 featuresReputation & Growth
3 featuresClient Portal
7 featuresAll Features at a Glance
Search or filter to find exactly what you need.
Contact Management
Store unlimited contacts with custom fields, tags, and a full activity timeline.
- Unlimited contacts with full profiles
- Custom fields, tags, and smart lists
- Complete activity timeline per contact
Sales Pipeline
Drag-and-drop pipeline to track deals from lead to close with unlimited stages.
- Unlimited pipelines and custom stages
- Drag-and-drop deal management
- Opportunity value tracking and reporting
Analytics Dashboard
Real-time dashboards with KPI tracking, pipeline reports, and campaign attribution.
- Custom dashboards and KPI tracking
- Pipeline and campaign reports
- Attribution reporting for ROI
Task Management
Assign tasks and due dates to keep every deal and follow-up moving forward.
- Task assignment and due dates
- Activity tracking across your team
- Automated task creation via workflows
Mobile App
Full CRM, pipeline, calls, and payments on the go — iOS and Android.
- Full CRM access on iOS and Android
- Call handling and Text2Pay on mobile
- Push notifications for new leads
Documents & Contracts
Create contracts, proposals, and estimates with e-signatures and workflow triggers.
- Drag-and-drop document builder
- Legally binding e-signatures
- Automated workflow triggers on signing
Web Chat & Live Chat
Customizable chat widget that captures leads and routes conversations to your inbox.
- Real-time visitor messaging
- Templated responses for speed
- Automatic lead capture and routing
Forms
Drag-and-drop form builder with conditional logic and workflow triggers on submit.
- Drag-and-drop form builder
- Conditional logic and custom fields
- Workflow triggers on submission
Surveys
Gather customer feedback and qualify leads with conditional logic and automation.
- Survey builder with templates
- Conditional logic for branching
- Automation triggers on completion
Online Booking & Scheduling
Let customers self-book with round-robin or class calendars synced to Google/Outlook.
- Simple, round-robin, and class calendars
- Google and Outlook calendar sync
- Automated confirmations and reminders
Service Calendars
Multi-service booking for service businesses with variations, add-ons, staff pricing, and payments.
- Book multiple services in one appointment
- Service variations, add-ons, and resources
- Staff-specific pricing and auto-assignment
Rentals
Multi-day booking for equipment, vehicles, and spaces with inventory tracking and built-in payments.
- Book by hour, day, week, or month
- Inventory, variants, and seasonal pricing
- Customer booking page with payments
Website Builder
Drag-and-drop website editor with templates, mobile optimization, and lead tracking.
- Drag-and-drop editor with templates
- Mobile responsive by default
- Built-in lead tracking and analytics
Funnel Builder
Build multi-step funnels with checkout pages, upsell flows, and booking funnels.
- Multi-step checkout funnels
- One-click upsell and downsell flows
- Appointment and webinar funnels
WordPress Hosting
Managed WordPress hosting with CDN, daily backups, staging, and CRM integration.
- Cloudflare CDN included
- Daily automatic backups and staging
- Full CRM integration with WordPress
Custom Domains
Connect your domains with built-in DNS management and deliverability monitoring.
- Domain and DNS management
- SPF and deliverability monitoring
- SSL certificates included
Unified Inbox
Every channel — SMS, email, Facebook, Instagram, WhatsApp — in one unified inbox.
- Every channel in one inbox
- Team collaboration and assignment
- Full conversation history per contact
2-Way SMS
Two-way texting with templates, drip sequences, and bulk SMS marketing campaigns.
- Real-time two-way texting
- SMS templates and drip campaigns
- Bulk SMS marketing with tracking
Email Marketing
Drag-and-drop email campaigns with behavior-based triggers and conversion analytics.
- Drag-and-drop email builder
- Behavior-based triggers and drip sequences
- Open, click, and conversion analytics
Email Sequences
Automate threaded email follow-up conversations with delays, conditions, and Stop on Reply automation.
- Single-threaded email conversations
- Conditional sends based on opens and delivery
- Stop on Reply with step-level analytics
Phone System
Built-in VoIP with local numbers, call recording, transcription, and missed-call text.
- Local and toll-free numbers
- Call tracking, recording, and transcription
- Missed-call text back automation
Power Dialer
Auto-dialer that skips unanswered calls and drops voicemails to reach more prospects.
- Rapid sequential outbound dialing
- Auto-skip unanswered calls
- One-click voicemail drop
IVR
Route incoming calls to the right department or team member with custom IVR menus.
- Custom call routing menus
- Department and team routing
- Professional phone tree setup
Visual Workflow Builder
Visual drag-and-drop workflow builder with multi-channel triggers and time delays.
- Drag-and-drop visual builder
- Multi-channel triggers and conditions
- Time delays and segmentation logic
Conditional Logic & Triggers
If/then branching, contact filters, and event-based triggers for smart automation.
- If/then branching logic
- Contact and event-based triggers
- Segmentation filters for targeting
Webhooks
Connect external services with custom webhook actions and saved webhook responses.
- Custom webhook actions
- Secure secret key masking
- Save and map webhook responses
Custom Code Actions
Extend workflows with custom code actions and an AI-assisted built-in debug console.
- Custom JavaScript code actions
- AI-assisted code generation
- Built-in debug console
Commerce Triggers
Automate abandoned checkout recovery, post-purchase follow-ups, and payment events.
- Abandoned checkout recovery
- Post-purchase follow-up automation
- Payment event triggers
Content AI
Generate emails, website copy, social posts, and ad copy with AI assistance.
- Email and website copy generation
- Social post and ad copy creation
- Consistent brand voice at scale
Conversation AI
AI chat assistant that qualifies leads and books appointments in your unified inbox.
- Automated lead qualification
- Instant responses around the clock
- Seamless handoff to your team
Workflow AI
Add AI-driven steps and smart triggers to your workflows for intelligent automation.
- AI-driven automation steps
- Smart trigger suggestions
- Intelligent routing and decisions
Reviews AI
Auto-generate professional review responses to maintain a consistent brand voice.
- Auto-generated review responses
- Consistent brand voice in replies
- Faster reputation management
Voice AI Agents
AI voice agents that answer calls, respond to questions, and route conversations.
- AI-powered phone answering
- Natural voice conversations
- Real-time API integration and routing
Website AI
Edit website content, optimize layouts, and improve pages with natural language.
- Edit pages with natural language
- AI layout suggestions
- Built-in at no extra cost
Funnel AI Builder
Build sales funnels faster with AI-assisted page creation and conversion copy.
- AI-generated funnel pages
- Conversion-optimized copy
- Rapid funnel creation
AI Studio
Generate complete pages from text prompts, URLs, or screenshots — then refine with AI.
- Generate pages from text descriptions
- Clone designs from URLs or screenshots
- Conversational editing and refinements
Agent Studio
Build custom AI agents with a visual builder connected to APIs and knowledge bases.
- Visual drag-and-drop agent builder
- Connect APIs, knowledge bases, and tools
- Deploy agents across channels
Ask AI
In-app AI assistant that routes requests to custom agents and automates tasks.
- Natural language task automation
- Routes to custom Agent Studio agents
- Multi-step workflow execution
Social Planner
Schedule posts to Facebook, Instagram, LinkedIn, TikTok, YouTube, and Google Business.
- Support for all major platforms
- Recurring and evergreen post queues
- Template library for quick posting
Multi-Platform Publishing
Publish to multiple social accounts at once with platform-specific formatting.
- Publish to multiple accounts at once
- Platform-specific formatting
- Preview before publishing
Content Calendar
Visualize your social schedule in a calendar view with drag-and-drop rescheduling.
- Visual calendar overview
- Drag-and-drop rescheduling
- RSS feed scheduling
Bulk Uploads & Scheduling
Upload and schedule content in bulk with CSV import and batch scheduling support.
- Bulk content uploads
- Batch scheduling for efficiency
- CSV import support
Boost Post as Ad
Boost Facebook and Instagram posts as paid ads directly from the Social Planner.
- One-click ad creation from posts
- Pre-filled campaign from existing content
- Choose Meta or Google ad platform
Ad Manager
Manage Facebook, Instagram, Google, and LinkedIn ad campaigns from one dashboard.
- Multi-platform campaign management
- Guided campaign setup wizard
- Centralized ad spend tracking
Campaign Builder
Launch lead gen, traffic, and sales campaigns with guided setup and ad formatting.
- Goal-based campaign objectives
- Multiple ad formats including video and carousel
- Platform-specific optimization
Ad Reporting & Analytics
Track impressions, clicks, spend, and conversions across all ad platforms in real time.
- Real-time performance dashboards
- Cross-platform comparison
- ROI and ROAS tracking
Audience Management
Build custom audiences from CRM contacts and smart lists for precise ad targeting.
- Customer list custom audiences
- Smart list audience sync
- Google audience segments
Lead Form Integration
Connect Facebook and LinkedIn lead forms to your CRM with automatic field mapping.
- Auto-map form fields to CRM
- Trigger workflows on form submission
- Review and duplicate lead forms
Run as Ad
Turn social posts into paid ads instantly with pre-filled campaigns and quick launch.
- Boost social posts to paid ads instantly
- Create engagement ads from WhatsApp
- Pre-filled objectives and creative
Invoicing
Create and send one-time or recurring invoices with auto-pay and payment reminders.
- One-time and recurring invoices
- Automatic payment reminders
- Auto-pay and payment tracking
Text-2-Pay
Send secure SMS payment links for fast mobile payments that improve collection rates.
- SMS payment links
- Secure mobile checkout
- Faster payment collection
Online Checkout
Custom order forms with subscriptions, one-click upsells, and post-purchase automation.
- Custom order forms
- Subscription and recurring billing
- One-click upsell support
Shopping Cart
Full e-commerce cart with product variants, order management, and refund handling.
- Multi-product cart with variants
- Order management and refunds
- Rich media product pages
Point of Sale
Accept in-person payments with tap-to-pay, inventory sync, and mobile POS functionality.
- Tap-to-pay in person
- Inventory sync with online store
- Mobile POS for on-the-go
E-Signatures
Get contracts signed electronically with legally binding digital signatures.
- Legally binding e-signatures
- Mobile-friendly signing
- Faster deal closing
Membership Sites
Private content areas with member management, tiered access, and recurring billing.
- Private content areas
- Tiered access levels
- Recurring billing integration
Online Courses
Build and sell online courses with a lesson builder and drip content delivery.
- Course and lesson builder
- Drip content delivery
- Built-in content hosting
Community
Host private community spaces for members to engage, discuss, and connect.
- Private community spaces
- Member engagement tools
- Discussion and connection features
Certificates
Automatically issue completion certificates when students finish your courses.
- Automatic certificate issuance
- Custom certificate templates
- Course completion tracking
Review Management
Automate review requests via SMS and manage your online reputation in one place.
- Automated SMS review requests
- Review tracking across platforms
- Centralized reputation dashboard
Referral System
Track referrals and manage incentives to turn customers into a growth engine.
- Referral tracking and attribution
- Incentive management
- Automated referral follow-ups
Affiliate Program
Launch an affiliate program with multi-tier commissions and automated tracking.
- Multi-tier commission structure
- Affiliate tracking and reporting
- Automated commission payouts
Client Portal Dashboard
Single-login hub where clients access invoices, documents, courses, and appointments.
- Single login for all client resources
- Quick-action navigation tiles
- Branded experience with your logo
Documents & Contracts
Send contracts and estimates with e-signatures — clients view and sign in the portal.
- Drag-and-drop document builder
- Fillable fields and e-signatures
- Clients sign directly in the portal
Invoices & Estimates
Clients view, pay, and manage invoices directly from the portal with auto-notifications.
- Client self-service invoice payments
- Automatic overdue notifications
- Estimate approval workflow
Client Chat & Messaging
In-portal messaging so clients communicate with your team with full message history.
- In-portal real-time messaging
- Full conversation history
- Seamless team handoff
Branded Mobile App
Custom-branded iOS and Android client app published under your business name.
- Your brand in the App Store and Google Play
- Custom logo, colors, and menu layout
- Push notifications for client updates
SSO & Magic Links
Passwordless magic-link login and single sign-on for a frictionless client experience.
- One-click passwordless login
- Single sign-on across apps
- Frictionless client experience
Portal Notifications
Centralized alerts for invoices, contracts, courses, and payment confirmations.
- Centralized notification center
- Invoice and payment alerts
- Course and community updates
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Intelligence built in
Our AI features don't just automate — they learn and improve. From intelligent chatbots that qualify leads 24/7 to content generation that matches your brand voice.
- Content AI — Email and website copy generation
- Conversation AI — Automated lead qualification
- Workflow AI — AI-driven automation steps
AI Assistant
Always learning, always improving
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