Master Your Marketing and Sales with our All-In-One Pro option!
Embrace cutting-edge technologies to drive growth, enhance customer experience, and stay ahead of the competition.
All-In-One Simplicity
Replaces over 10 different apps—like your CRM, funnel builder, and email marketing software—with one affordable plan.
Effortless Appointment Scheduling
Our integrated calendar system lets you seamlessly manage all customer bookings and networking appointments in one place, eliminating scheduling conflicts.
Unified Inbox for All Communication**
Manage texts, emails, and social media DMs from a single, streamlined inbox, ensuring your team never misses a conversation.
Nurture high-quality leads effortlessly and boost your sales pipeline with our powerful lead generation solution.
Automate to Accelerate Growth
Save time by automating lead follow-ups, appointment reminders, and other repetitive tasks, allowing your team to focus on closing deals.
Cost Effective
Get all of the essential tools for every user in your company and unlimited contacts.
A Platform That Grows With You
Additional workflows, features and add-ons are available as you grow. Software that scales at your pace.
Easily capture, remind and request appointments automatically.
Appointment Confirmation, Reminder, Survey and Review Requests are All Automated
Automatically send appointment all of the above to your clients via email or SMS.
Online Appointment Scheduling
Have clients book with you easily. When booking, our system will also check your personal Google or Outlook calendar for availability to ensure there are no conflicts!
Automate Webinar Registration, Confirmation and Reminders
When clients register for a webinar with your Zoom, Meet, or Teams, our system will automatically send confirmation and reminders.
Explore transparent pricing options, feature breakdowns, and select the best value for your investment.
CRM & Pipeline Management
Unlimited Sales Funnels
Website Builder
Surveys & Forms
Email Marketing
AI-Powered Business Card Reader
2-Way SMS Marketing
Booking and Appointments
Workflow Automations
Call Tracking
Reputation Management
Tracking and Analytics
Document Signing
AI Conversational Bot
Email / Phone / Text Client Recapture
Unlimited Contacts & Users
Api Access - Integrate With Anything
Below are 6 of our most used automations that are included with your Pro package!
Appointment confirmation and follow up reminder.
This workflow is triggered by an appointment being scheduled. It sends a series of reminders leading up to the appointment time:
1. Sends a confirmation email immediately after the appointment is booked.
2. Sends a reminder email 24 hours before the appointment.
3. Sends another reminder email 1 hour before the appointment.
4. Sends an SMS reminder 1 hour before the appointment.
5. Waits until 5 minutes before the appointment.
6. Sends a final reminder email.
7. Sends a final reminder SMS.
The goal is to ensure the contact is reminded at key intervals to reduce no-shows.
When an inbound FB message is waiting, reply & remove pending tag or we will prompt the lead to share phone number in 30 minutes.
This automation is triggered when a message is received from Facebook Messenger.
The contact is assigned to a user.
1. An internal SMS is sent to notify the assigned user.
2. A "pending" tag is added to the contact.
3. A task is added to remove the tag when a reply is sent.
4. The system waits 30 minutes to see if the user responds.
4A. If the user replied:
- A Facebook message is sent to the lead.
- An internal notification is sent to all users.
4B. If the user did not reply:
- A "replied" tag is added to the contact (likely for tracking).
This IVR workflow streamlines communication, allowing callers to navigate through service options, leave messages, and contact the right person.
Trigger: Starts when a caller enters the IVR. (Auto-Attendent)
Step 1: Plays a welcome message.
Step 2: Collects input from the caller (press 1, 2, or 3).
Step 3: Maps the caller’s input to take the next action.
If the caller presses:
1 → Plays a list of services → Ends.
2 → Records a message → Then records voicemail → Ends.
3 → Transfers the call to an agent → Ends.
Invalid or no input → Repeats input collection.
Second attempt (if needed):
1 → Plays list of services → Ends.
2 → Records a message → Then records voicemail → Ends.
3 → Transfers to agent → Ends.
Still no valid input → Plays a final message → Ends.
This ensures callers always reach the right destination—or hear a message if no valid input is given.
The odds of closing a lead decrease dramatically after 5 mins. This Workflow delivers the ULTIMATE first-5-minute lead nurturing opportunity.
This automation starts with a trigger and proceeds to create an opportunity.
It sends an offer claim confirmation via both email and SMS, then waits 2 minutes for a reply.
If a reply is received:
- It checks if the reply is positive.
- If yes: Sends a booking link SMS.
- If not: Sends an internal notification.
If no reply is received:
- Initiates a call connect back to you
- If unanswered, it sends a voicemail, then waits 1 day before ending.
A long-term monthly email sequence that consistently nurtures and reactivates leads over time. The workflow continues to work behind the scenes, bringing customers back to you.
This automation is a monthly email drip campaign.
1. It starts with a trigger, then follows a simple repeating structure:
- Wait 1 month
2. Send an email
- Repeat for a total of 12 cycles (1 year)
Each email is spaced exactly one month apart, making this a long-term engagement sequence ideal for nurturing leads, onboarding, or educational content.
This workflow sends a review request to your customers when an opportunity is marked as won (or) an appointment is marked complete.
This automation is triggered when any of the following occur: an opportunity is marked as won, an appointment is marked as showed, or a tag is added.
1. It then sends a review request via SMS.
2. After waiting 60 minutes, it sends a follow-up review request via email.
The goal is to collect customer reviews shortly after a successful interaction.