Compare the plans side by side and provide your business with the perfect upgrade.
Business Hub
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.
Unlimited
Unlimited
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.
Unlimited
Unlimited
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.
Unlimited
Unlimited
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
Unlimited
Unlimited
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
3
3
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
Client Management & CRM
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
Unlimited
Unlimited
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.
Unlimited
Unlimited
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
Business AI
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
Additional pay-per-use charges apply
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!
Optional Add-on
Optional Add-on
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
Additional pay-per-use charges apply
Appointment Setting AI
Engage leads and guide them to booked calls with intelligent question handling.
Turn warm leads into booked calls automatically
Additional pay-per-use charges apply
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
Additional pay-per-use charges apply
AI Social Post Composer
Write social content from a simple prompt or tone selection.
Keep your feed consistent without creative blocks.
Additional pay-per-use charges apply
AI Social Media Post Optimizer
Enhance existing posts to improve clarity, tone, and performance.
Elevate average posts into high-performing ones
Additional pay-per-use charges apply
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
Additional pay-per-use charges apply
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
Additional pay-per-use charges apply
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
Additional pay-per-use charges apply
Business Automations
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
Additional pay-per-use charges apply
Custom Webhooks
Allow external platforms to securely send data to your portal, enabling real-time interactions and custom integrations.
Additional pay-per-use charges apply
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 & Digital Presence
Website Builder
Easily create a stunning landing page or a professional multi-page website with our drag-and-drop builder.
Don't have your own domain yet? Let us know and we'll get you setup
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.
Requires a custom domain. We can assist with setup if you don’t have one.
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.
Not enough free time? Our AI options provide natural conversation-based support around the clock
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.
Marketing & Lead Generation
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
Optional Add-on
Optional Add-on
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
Additional pay-per-use charges apply
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
Additional pay-per-use charges apply
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.
Optional Add-on
Optional Add-on
Appointments & Scheduling
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.
Additional pay-per-use charges apply
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 Management
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
Additional pay-per-use charges apply
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.
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.
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
Reputation Management
Integrate 45+ 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
Check out our affordable AI options to reduce the need of actioning reviews even more!
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
Check out our AI section for additional information
Additional pay-per-use charges apply
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
Additional pay-per-use charges apply
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
Data & Performance Insights
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
Mobile Application
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.
Explore our AI-powered review automation for even faster management!
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.
Additional pay-per-use charges apply
Mobile Analytics & Insights
Track your sales pipeline and marketing campaigns with real-time mobile reporting.
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
Cloud Document & Media Storage
Securely store and access business documents and media directly through the app.
Dark Mode
A sleek, eye-friendly mode for those who prefer a darker interface.
Cloud Storage
Central Document and Media Storage
Conveniently access whats important to you from anywhere in the portal
maximum size per file:
Documents 100MB
Audio 100MB
Images 100MB
Videos 4GB
Unlimited
Unlimited
Google Drive Sync
Skip switching between apps - directly access your Google Drive files from the portal
Unlimited
Unlimited
Forms and Surveys
Files can be uploaded directly into forms and surveys by adding custom fields
50MB
50MB
Web Courses
Increased capacity related to media for online web classes and courses
maximum size per file:
Videos - 5GB
Unlimited
Unlimited
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
Security & Compliance
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.
Optional Add-on
Optional Add-on
Personnel Screening & Trust Assurance
Every team member completes a third party background verification to uphold our high standards of integrity and confidentiality.
Let's Make it Happen
Skip the back-and-forth, book a time that works for you and we’ll handle the rest!
A 25-minute, one-on-one demo designed just for you
Ask questions, explore features, and see how it all works
Bring your team along, everyone’s welcome
Once you book, we’ll send you a confirmation email. If there’s anything specific you’d like to cover, let us know now in the form below or anytime before your demo. We’re here to make this demo as valuable as possible for you.