Core features included:

Unlimited users

A Seat for every member of your team

Unlimited contacts

We want you to scale without limits

Advanced CRM Features

Manage all your contacts, leads, and customers in one place. Track communication, notes, deals, and activity for every relationship automatically.

Two-Way Text & Email

Send and receive text messages and emails directly from your dashboard—no need to switch apps.

Conversation

See every customer conversation—texts, emails, calls, Social Media DMs—in one unified inbox so your team never misses a message.

Invoice

Create and send branded invoices in seconds. Track payment status and automate reminders for faster collections.

Payment System

Accept payments online or via text using credit cards, ACH, or Apple Pay. Connect your Stripe or other gateway easily.

Proposals & Estimates

Build and send professional proposals and quotes that clients can approve and pay instantly.

Opportunities

Track every lead’s stage in your sales pipeline so you can focus on the right deals at the right time.

Email Marketing

Design and send beautiful emails to nurture leads, promote offers, or announce updates—no coding required.

Campaigns

Automate multi-step email and SMS sequences to engage leads and clients over time.

Website Builder

Create stunning, mobile-friendly websites with drag-and-drop simplicity—no web developer needed.

Booking Calendar

Let clients book appointments online that sync automatically with your calendar and send reminders to reduce no-shows.

Forms

Capture leads, surveys, or intake data through customizable forms that feed directly into your CRM.

SMS & Email Templates

Save time with ready-to-use message templates for follow-ups, reminders, and marketing.

Reputation Management

Automatically request, collect, and display reviews on Google and Facebook to build your brand’s credibility.

Social Media Planner

Schedule and publish posts to Facebook, Instagram, LinkedIn, and more from one central dashboard.

Missed Call Text Back

Never lose a lead—when you miss a call, the system automatically sends a text to keep the conversation going.

Funnel Builder

Build high-converting landing pages and sales funnels that guide leads from click to customer.

Workflow Automation

Automate repetitive tasks like follow-ups, reminders, and lead nurturing to save hours daily.

Workflow Triggers

Set actions to fire automatically based on customer behavior—like form submissions, purchases, or appointments.

Blogs

Publish SEO-optimized articles right on your website to attract traffic and boost authority.

QR Code Creation

Generate QR codes that link directly to pages, forms, or special offers for offline-to-online marketing.

Google Business Profile Integration

Connect and manage your Google Business Profile to boost visibility and respond to reviews from one dashboard.

Chat Widget

Add a live chat bubble to your website to capture leads and answer questions instantly.

Trigger Links

Track clicks and actions with unique links that trigger automations, tag contacts, or start campaigns.

Client Portal

Create private portals where customers can access:

Affiliate commissions: Clients can view and manage their affiliate earnings.

Membership courses: Clients can enroll in and access membership courses and other content.

Community groups: Clients can participate in community groups related to the business.

Document signing: Clients can sign contracts and other documents digitally within the portal. 

Billing and payments: Clients can view invoices, payment history, and manage subscriptions.

Appointments: Clients can view and manage their upcoming appointments.

Files: Clients can upload, download, and access documents shared by the business.

Messaging: A central place for all messages sent and received between the client and the business.

Forms and tasks: Clients can complete forms and view assigned tasks or to-do lists.

Profile management: Clients can update their own profile details

All Reporting

Get real-time dashboards and reports for sales, marketing, and performance tracking—all in one place.

Affiliate Manager

Launch and manage your own affiliate program with tracked links, commissions, and payouts.

Communities

Build a private online community for your customers or members to interact, share, and learn together.

Certificates

Automatically generate and send certificates of completion for courses or programs.

Quizzes

Create interactive quizzes to engage leads, qualify prospects, or assess student progress.

Global Marketplace Integration for Courses

Distribute your courses to global learning marketplaces for added visibility and sales.