Sales & Follow-Up
CRM & Sales Pipelines
See every deal, follow up on autopilot, and never wonder what happened to a lead. Unlimited pipelines, workflows, calendars, and a mobile app — the operational heart of the platform.
Unlimited pipelines & stages
Model your real sales process — by service, location, or team. Drag deals across stages and see instantly where revenue is stuck.
Speed-to-lead automation
New lead? Instant text, email, and task. Missed call? Automatic text-back within seconds. Leads cool in minutes; your follow-up doesn't.
Workflow builder
Visual automations across SMS, email, voicemail drops, and webhooks — triggered by real events: form fills, appointments, invoices paid, reviews received.
Calendar & booking conversion
Round-robin calendars with automated reminders, no-show recovery, and the number almost nobody has: booking-to-sale conversion.
Mobile pipeline management
Run the whole CRM from your phone — call, text, move deals, and get push alerts when a hot lead comes in.
Frequently asked questions
Yes — CSV import with field mapping, plus integrations to bring in leads from every source you use today. Nothing lives in silos.
It can. Built-in calling, texting, and email mean every conversation is logged automatically — or connect your existing tools via integrations.
It's connected to the rest of your growth engine: reviews, funnels, and ads all feed the same pipeline, so attribution and follow-up are automatic.
Related capabilities
AI Phone Agents
Every call answered — 24/7. Your AI agent picks up on the first ring, qualifies the caller, books the appointment, and writes the notes. Missed calls become a thing you used to have.
Reporting & Analytics
The whole engine, measured: rankings, reviews, listings, traffic, leads, pipeline, and revenue — one dashboard, scheduled reports, honest attribution.