Foundation vs Complete

Users

No per-user or per-seat fees. Add as many team members as you need without worrying about extra costs. Unlike other platforms, we don’t charge you for growing your team.

Contacts

Unlimited contacts. No limits, no extra fees. While others charge per set blocks of contact, we let you scale freely, because your success shouldn't come with penalties.

Calendar Sync

Built in support for Google, Outlook, Office 365, iCloud, Calendly, Live.com, and Hotmail calendars.

Supports both one-way and two-way syncing with all major third-party calendars.

Estimates

Create or use our templates to provide your customers with quick cost breakdowns.

e.g. A flooring contractor can select required materials and labor on the mobile app and send an estimate before leaving the site.

Proposals

Send formal client proposals directly from the portal using ready-made or custom templates.

e.g. Businesses with long sales cycles can use proposals to outline project plans, costs, and commitments beyond a simple estimate.

Video Conferencing

Native support for Google Meet, Zoom, and Microsoft Teams for seamless virtual meetings.

Custom Fields

Create custom input fields that display across the platform for personalized data collection.

e.g. A real estate firm may add a dropdown for property types (Residential, Commercial, Industrial, Land) to segment clients more effectively.

Custom Values

User-defined placeholders to store and manage specific information across the platform.

e.g. Set "3 Years Parts & Labor" as a reusable custom value in templates, emails, and websites, ensuring consistency across all channels

Custom Objects

Create and manage relationships beyond standard CRM objects to structure complex data.

e.g. A property management firm can create a custom object for "Properties" to track address, square footage, status, and maintenance logs, linking it to Contacts and Opportunities

App Marketplace

Access 400+ third-party integrations, enabling seamless connectivity with external apps and services.

Customizable Dashboard

Visualize key insights with charts, filters, and widgets tailored to your business needs.

e.g. Track lost opportunities by identifying trends, such as the most common reasons for "No Shows" over time

Pipelines & Deal Tracking

Customize and manage sales pipelines to track opportunities from lead to conversion. Adaptable for different industries and use cases.

e.g. A property manager tracks listings as "scheduled, seen, or shortlisted," while an HR team uses stages for onboarding candidates

Contact & Lead Management

Store unlimited contacts, leads, and customer details in an organized CRM.

e.g. Automatically enrich contact profiles with data from forms, emails, or call interactions.

Smart Lists & Segmentation

Dynamically group leads and clients based on activity, behaviors, or data attributes for targeted engagement.

e.g. A real estate firm can segment clients by "first-time buyer," "investor," or "seller"

Appointment Scheduling & Calendar Sync

Allow clients to book meetings directly while syncing with Google, Outlook, and other calendars.

e.g. Clients can select available time slots without back-and-forth emails

Task & Follow-Up Management

Assign and automate follow-up tasks, reminders, and appointments for seamless client interactions.

Automatically schedule a follow-up call two days after a lead submits an inquiry.

Call Logging & SMS History

Keep records of all calls, messages, and client interactions within their profiles.

e.g. Review past conversations before a scheduled follow-up to personalize the discussion

Email & SMS Automation

Send personalized emails and texts based on client actions, ensuring timely engagement.

e.g. A lead downloads a pricing guide and receives an automated email with next steps

Notes & Activity Tracking

Log important details, past interactions, and status updates on each client profile

e.g. Sales reps can add notes from a discovery call, ensuring continuity in future conversations

Custom Fields & Data Personalization

Tailor contact records with custom fields to capture relevant information unique to your business.

e.g. A legal firm may add a "Case Type" field to categorize clients appropriately

Automated Lead Assignment

Distribute incoming leads to the right sales reps or departments based on predefined rules.

e.g. Assign high-value leads to senior reps and general inquiries to junior staff

Multi-Channel Inbox & Conversations

Manage emails, SMS, Facebook messages, and other communications from a single interface.

e.g. A customer support agent handles email and chat inquiries without switching platforms

Lead Scoring & Engagement Tracking

Assign lead scores based on user activity, such as email opens, link clicks, and form submissions, to prioritize high value prospects.

e.g. A lead who opens multiple emails and clicks on links receives a higher score, signaling sales reps to follow up sooner

Reporting & Performance Analytics

Monitor key CRM metrics, sales performance, and pipeline trends with built-in reporting.

e.g. See how many leads converted into paying customers over a set period

Conversation AI (SMS & Chat)

AI handles message threads across SMS, web chat, Instagram, Facebook, and WhatsApp.

Book appointments or answer FAQs without manual replies, including after hours

AI Conversation Setup & Optimization

Professional configuration of your AI assistant to ensure peak performance across all selected channels.

We handle the setup and optimization for you!

AI Answering Service

Answer inbound phone calls with a smart AI voice trained to handle basic requests.

Save on expensive staffing while staying responsive 24/7

Appointment Setting AI

Engage leads and guide them to booked calls with intelligent question handling.

Turn warm leads into booked calls automatically

AI Smart Reviews

Auto-respond to over 50 review platforms with custom tone and star specific replies.

e.g. Handle 5 stars with enthusiasm and 2 stars with compassion, automatically

AI Social Post Composer

Write social content from a simple prompt or tone selection.

Keep your feed consistent without creative blocks.

AI Social Media Post Optimizer

Enhance existing posts to improve clarity, tone, and performance.

Elevate average posts into high-performing ones

Custom Personality Builder

Define tone, behavior, and logic for your AI assistant across workflows, campaigns, and conversations.

Maintain brand voice across every touchpoint

AI Image Generator

Create custom graphics from keywords for use in posts, ads, or pages.

Add visual appeal without hiring a designer

AI Workflow Builder

Describe your goal in plain English and let the platform build your automation.

Launch onboarding, nurture, or sales flows without technical setup

AI Sales Funnel Generator

Quickly create entire sales funnels using prompts and business goals.

Launch a fully functioning landing page and induction form in minutes

Templates & Pre-Built Workflows

Save time with ready-to-use automation templates covering common business use cases.

e.g. A pre-built workflow for automatically assigning new leads to sales reps based on location

CRM & Contact Automations

Set up automation rules to enrich and manage customer data in real time.

Tag new contacts based on form submissions and assign them to specific email nurture campaigns

Standard Triggers and Actions

Leverage automation to handle repetitive tasks across your business. Standard-level automation supports most triggers and actions.

e.g. Automatically capture leads from web forms and update them in your CRM, or send abandoned cart emails to customers to complete their purchases

Premium Triggers and Actions

Unlock advanced automation capabilities, enabling deeper integration with external systems without third-party tools like Zapier or PabblyConnect.

e.g. Automatically sync Slack notifications when a high-value lead is added to the CRM

Custom Webhooks

Allow external platforms to securely send data to your portal, enabling real-time interactions and custom integrations.

Multi-Step Automations

Build complex workflows with conditional logic, branching paths, and multi-step sequences to improve operational efficiency.

e.g. If a lead doesn't respond within 48 hours, trigger an SMS reminder and escalate to a sales rep

Automated Task Assignments

Ensure the right team members get notified and assigned when specific conditions are met.

e.g. Automatically notify additional teams if an urgent opportunity shows up in the pipeline

Automated Reporting & Insights

Generate reports and analytics automatically, delivering performance insights to your team on a set schedule.

Send weekly sales reports via email to leadership every Monday morning

Website Builder

Easily create a stunning landing page or a professional multi-page website with our drag-and-drop builder.

Professional Website Templates

Choose from a vast library of 1,000+ professionally designed templates to jumpstart your website or funnel.

High-Conversion Funnels

Create optimized, step-by-step sales and lead capture pages designed to drive results.

eCommerce & Online Store

Set up a fully functional online store to sell digital or physical products, complete with built-in shipping options.

Google Search Console Integration

Boost your website’s visibility by integrating with Google Search Console to track search performance and indexing.

Live Chat & AI Chatbots

Engage visitors in real-time with live chat or automate conversations with AI-powered chatbot support.

A/B Testing for Funnels

Run split tests on your funnel pages to determine which version converts better over time.

Note: Applies to funnels only

Smart Pop-Ups & Lead Capture

Easily add pop-ups to your site to promote offers, capture leads, or announce important updates with just a few clicks.

Mobile Responsiveness

Ensure your website adapts seamlessly to desktop, tablet, and mobile screens. Customize layouts independently for each device.

e.g. Your website layout remains visually appealing across all screen sizes.

Payment Test Mode

Test your payment system in a safe, simulated environment before going live, ensuring smooth transactions.

Image Optimization

Automatically resize and optimize images for faster loading speeds and better performance. No manual adjustments needed.

Search Engine Optimization (SEO)

Stay search engine friendly with full control over SEO meta data, titles, and descriptions. Our builder offers recommendations if you need guidance.

Website Analytics Suite

Gain deep insights into user interactions by tracking visitor journeys, form submissions, and CRM engagements. See which pages users visited before converting, monitor IP sources, and analyze customer behavior in real time.

Custom Tracking Codes

Easily add custom tracking codes (Google Analytics, Facebook Pixel, etc.) to monitor traffic, conversions, and additional metrics beyond the built-in analytics suite.

Custom CSS & Advanced Styling

Further customize your website beyond the builder’s default options with custom CSS for a tailored design.

Central Advertising Manager

Connect your Google, Facebook, and Instagram ad accounts to track advertising performance directly from the platform.

Monitor ad spend, impressions, and conversions across all platforms in a single dashboard

Centralized In-Platform Ad Creation

Launch and manage Google Search Ads and Facebook Ads directly from the portal, eliminating the need to switch between multiple platforms.

Create and optimize Google Ads without leaving the CRM, ensuring a seamless ad-to-lead workflow

Email Campaigns & Automation

Create and schedule one-time or automated email sequences based on customer behavior.

e.g. Example: A lead downloads a free resource and automatically receives a nurturing email series

SMS & MMS Marketing

Send promotional text messages, appointment reminders, and multimedia messages with images or videos.

e.g. Notify customers about flash sales via SMS or send a coupon code with an image

Drip Campaigns

Set up time-based email and SMS sequences to nurture leads over days, weeks, or months.

e.g. A real estate agency sends automated weekly updates with new property listings

Social Media Ad Retargeting

Automatically retarget website visitors with ads on Facebook, Instagram, and Google to increase conversions.

e.g. Show tailored ads to people who visited your pricing page but didn’t sign up

Lead Capture Forms & Pop-Ups

Embed customizable forms or pop-ups on your website to capture new leads.

e.g. Offer a free guide in exchange for an email address using an exit-intent pop-up

Trigger Links

Dynamically update URLs in your email campaigns or workflows.

e.g. You run monthly promotions and would prefer to use the same email template, you can set up a trigger link with a custom value that points to the current promotion URL.

Call Tracking & Attribution

Measure the effectiveness of marketing campaigns by tracking inbound calls generated from ads.

e.g. Assign unique phone numbers to each campaign to see which generates the most calls

Dedicated IP for Email Marketing

Improve email deliverability and protect your sender reputation with a dedicated IP.

Service Bookings

Seamless scheduling for service-based businesses.

e.g. Consultations, spa appointments, repair services, mobile call-outs

Personal Booking

One-on-one meeting scheduling for internal or client interactions.

e.g. Client meetings, internal touchpoints

Calendar Conflict Checking

Prevent double bookings by checking availability across multiple calendars.

Round Robin Booking

Automatically distribute appointments among team members in a rotating order.

e.g. Sales leads, onboarding

Class Booking

Host group sessions with multiple participants under a single host.

e.g. Group training, webinars

Collective Booking

Schedule meetings where multiple hosts meet with one participant.

e.g. Committee reviews, panel interviews

Event Booking

Manage physical event schedules without requiring a host.

e.g. Public seminars, conferences, expos

Multi-Language Support (15+ Languages)

Offer scheduling options in multiple languages for global accessibility.

Direct Scheduling Links

Generate unique links for direct access to the booking widget.

One-Time Booking Links

Secure single-use links that expire after a booking, preventing unauthorized reuse.

Embed Calendar Widget

Place a booking widget anywhere HTML is supported for seamless integration.

Customizable Time Formats

Offer both 12-hour and 24-hour time format options.

Individual Hours of Availability

Set flexible working hours with custom time blocks per day.

e.g. Available Monday from 08:00–12:00 and again from 13:30–16:00

Customized Week Starting Day

Adjust the calendar week to start on Saturday, Sunday, or Monday.

"Look Busy" Feature

Intentionally show a percentage of time slots as unavailable to maintain demand perception.

e.g. A completely open calendar may signal low demand, leading to lost sales

Appointment Reminders & Notifications

Send automated reminders via email or SMS to reduce no-shows.

Buffer Time Between Appointments

Set required breaks before or after appointments to prevent scheduling fatigue.

Secure Deposit Requirement

Require a deposit at the time of booking to reduce cancellations and ensure commitment.

Note: Stripe, Authorize.net, or NMI must be one of your integrated payment gateways

Social Media Hub

Manage multiple social media platforms in one centralized dashboard. Plan, post, and track engagement without switching between accounts.

Native support for Facebook, Instagram, LinkedIn, TikTok, Pinterest, Youtube, and Google Business Profile

Content Assistant (AI-Powered)

Leverage AI to generate captions, hashtags, and post ideas tailored to your audience and engagement trends.

e.g. AI can suggest engaging captions based on trending keywords and past performance

Unified Postings

Create a single post and publish it across multiple platforms at once. Preview how it appears on different networks before posting.

Recurring Posts

Automate content scheduling with daily, weekly, monthly, or yearly recurring posts.

e.g. Set seasonal promotions or motivational daily quotes for a coaching business

Planner & Content Calendar

Schedule posts in advance with a visual content calendar, simplifying social media planning.

Drag-and-drop functionality for easy rescheduling

Live Chat & Social Messaging

Engage with customers via direct messages, comments, and mentions all from a single inbox.

Templates & Post Designs

Access an ever growing library of customizable templates for quick and engaging content creation.

e.g. Great for creating branded announcements, promotions, or social media ads

Bulk Uploads

Upload and schedule multiple posts at once to streamline content planning. Supports CSV imports for large-scale campaigns.

Watermarking & Branding

Automatically add your logo or watermark to all uploaded images and videos for consistent branding.

RSS Feeds & Auto-Posting

Connect RSS feeds to automatically distribute your latest blog posts, news, or updates to social media as they go live.

e.g. Auto-publish blog or social posts to an RSS feed so readers can access new content

Social Analytics

Real-time tracking of posts, likes, comments, followers, impressions, and reach. Gain insights from interactive graphs and trend reports.

Platform dependent insights include demographic data, age ranges, and gender distribution.

Integrate 55+ Review Platforms

Keep an eye on your brand’s reputation across various sites and address concerns promptly as they come in.

e.g. View and respond to multiple platforms without having to log in to each one individually

Reputation Dashboard

Analyze trends and overall sentiment with an interactive dashboard dedicated to reviews.

e.g. Display a visual trend of review scores by month or platform, identifying areas of improvement

Social Media Review Monitoring

Track and manage reviews left on social media pages, ensuring brand reputation is maintained across all platforms.

e.g. Respond to Facebook recommendations and Instagram comments from the same dashboard

Smart Review Responses

Automatically generate review responses using AI to handle positive reviews while letting you focus on more critical feedback.

e.g. Choose to have AI can respond to all 4 and 5-star reviews, while you manually handle lower ratings for personalized engagement

Suggested Review Responses

Get AI-generated response suggestions that you can approve, edit, or send as-is.

e.g. If you're unsure how to phrase a response, AI offers multiple suggestions to help you craft a professional reply

Personalized QR Codes for Review Collection

Create custom-branded QR codes to direct customers to leave reviews on preferred platforms. Track performance and optimize placement.

e.g. Generate QR codes for in-store signage or invoices to encourage customer reviews

Automated Recurring Review Requests

Set up scheduled email or SMS review requests with customizable templates.

e.g. After a completed service, send an automated review request with follow-ups if unanswered

Automatic Spam Detection of Reviews

Filter out spam, fraudulent, or irrelevant reviews, ensuring only genuine feedback is considered.

e.g. The system flags reviews with promotional links or suspicious activity for review

Review Dispute & Removal Assistance

Directly dispute fake or inappropriate reviews based on platform guidelines.

e.g. If a competitor leaves a misleading review, submit a dispute directly through the system. Availability depends on the review platform, Google for example, allows disputes in this manner

Scheduled Reports

Automatically generate and deliver reports at set intervals, keeping your team informed without manual effort.

e.g. Weekly sales reports sent to your inbox every Monday morning

Conversion Tracking & Attribution

Track leads from first interaction to conversion, helping you understand which marketing channels drive the best results.

e.g. See whether a lead came from paid ads, social media, or organic search before closing a deal

Funnel & Website Analytics

Monitor visitor behavior, drop-off rates, and conversion points across funnels and web pages.

e.g. Identify where users exit a sales funnel and optimize to improve conversions

Real-Time Dashboard & KPIs

Customize dashboards with key performance indicators (KPIs) to track revenue, lead volume, team performance, and more.

e.g. View live sales data, response times, and conversion rates in one place

Lead Scoring & Engagement Trackin

Automatically score leads based on interactions, helping prioritize high-value prospects.

e.g. Assign higher scores to leads who open emails, click links, or engage with chatbots

Email & SMS Campaign Performance

Track open rates, click-through rates, and response times to optimize email and SMS outreach.

e.g. Compare different subject lines to see which drives more engagement

Call Analytics & Recording Insights

Monitor call durations, success rates, and trends while accessing transcriptions and recordings for performance review.

e.g. Identify the best-performing sales reps based on call conversion rates

Appointment & No-Show Tracking

Measure booking trends, appointment completion rates, and identify common no-show patterns.

e.g. See if certain time slots or appointment types have higher no-show rates and adjust reminders accordingly

Revenue & Billing Insights

Analyze revenue trends, subscription performance, and outstanding invoices to improve financial forecasting.

e.g. Identify which services generate the most recurring revenue and optimize pricing accordingly

API Access & Data Exports

Securely access and integrate platform data via API for custom analytics, dashboards, or third-party reporting tools.

e.g. Sync your CRM data with external BI tools like Power BI or Google Data Studio

Get Started Instantly

Quickly install the app from the iOS or Android store and log in with your existing credentials.

Mobile CRM & Sales Management

Track leads, update opportunities, and manage your sales pipeline directly from your phone. Never miss a deal on the go.

Mobile Contacts & Client Records

Store, update, and manage contacts with detailed notes, transaction history, and activity tracking. Seamlessly connect contacts to automated workflows for enhanced engagement.

Note: "Complete" package is required to leverage workflows

Mobile Calendar & Appointments

Create, manage, and join meetings with a tap. Stay on top of your schedule anytime, anywhere.

Mobile Estimates

Send potential customers professional quotes for services without needing to return to the office. Customize our templates or create your own.

Note: Stripe must be one of your integrated payment processors

Mobile Invoicing

Create and send one-time or recurring invoices directly from your phone, keeping your business cash flow on track.

Note: Stripe must be one of your integrated payment processors

Review & Reputation Hub

Manage reviews, send requests, and dispute inaccurate feedback, all from your mobile device.

Quick Task Management

Create and assign tasks instantly. Keep yourself and your team on track with mobile task updates.

Social Media Publisher

Create, schedule, and publish posts across all your connected social accounts, right from your phone.

Calling

Make and receive calls directly from the app or through the portal on your computer. Your dedicated business number keeps communications professional, whether calling from your phone or browser. Choice of recording conversations and transcript generation for future reference are available.

Includes one free business line.

Mobile Analytics & Insights

Track your sales pipeline and marketing campaigns with real-time mobile reporting.

Cloud Document & Media Storage

Securely store and access business documents and media directly through the app.

Mobile POS & Tap to Pay

Process sales in-person using your mobile device. Never miss a payment on the go.

Note: Supports Stripe, Authorize.net, and Square

Dark Mode

A sleek, eye-friendly mode for those who prefer a darker interface.

Central Document and Media Storage

Conveniently access whats important to you from anywhere in the portal

Google Drive Sync

Skip switching between apps - directly access your Google Drive files from the portal

Forms and Surveys

Files can be uploaded directly into forms and surveys by adding custom fields

Web Courses

Increased capacity related to media for online web classes and courses

Hot Linking

Generate direct links to your files for use across the web via URL

e.g. Instead of sharing a file as an attachment, share an image or file via the URL

User Roles & Access Control

Assign team members specific roles such as user or administrator to control platform access.

Restrict Data Visibility by Scope

Limit data visibility so team members can only access records assigned to them.

e.g. Tasks, opportunities, contacts

Granular Permissions

Define precise access levels, restricting team members to only the tools and actions relevant to their roles.

e.g. The marketing team may only access social media and campaign management tools.

Two Factor Authentication

Adds an extra layer of security by requiring a second form of verification to help prevent unauthorized access.

Mandatory for all users - Options: SMS and Email verification

Audit Logs & Activity Tracking

Monitor all platform activity with detailed logs, filtering by time frame, module, action, user, or document ID.

Advanced Data Encryption

Platform data is encrypted using AES-256 encryption and TLS v1.2/v1.3 while in transit. Encryption keys are securely stored and regularly rotated in a hardened Key Management System.

Automated Data Backup & Recovery

System-level data is backed up daily to the local region, with 7 days of database backups stored securely.

Note: Client-level data (web pages, contacts, notes, etc.) can be recovered by the end-user for up to 30 days via their recycle bin

Session Timeout & Auto-Logout

Users are automatically logged out after an extended period of inactivity to prevent unauthorized access.

Secure API Access & Token Management

Control third-party integrations with secure API keys, token expiration policies, and permission-based access.

GDPR Compliance

Ensure your customers’ data is handled securely and in full compliance with General Data Protection Regulation (GDPR) policies.

HIPAA Compliance

Adhere to the HIPAA Privacy Rule and HIPAA Security Rule to protect sensitive health information.

Personnel Screening & Trust Assurance

Every team member completes a third party background verification to uphold our high standards of integrity and confidentiality.