The Features in Depth

Discover a new dimension of business growth and customer engagement with our all-in-one solution. Manage your sales effortlessly and view all the features CRM has to offer.

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Our Features Overview

Get Sales

Streamline client interactions with AI chatbots, all-in-one communication, lead capture, missed call management, and web widgets.

Get Transparency

Enjoy a clear view of your business with customizable dashboards for leads, ads, and sales, plus auto-saved contact details and lead history for effortless tracking.

Get Paid

Accept payments using Tap 2 Pay directly from your phone and manage invoices and contracts, ensuring smooth financial transactions.

Get Booked

Optimize appointment scheduling and client reminders with our user-friendly calendar that caters to all types of businesses.

Get Time Back

Simplify your day with easy-to-use automations for those boring repetitive tasks and plan your social media management with AI.

Get Presence

Elevate your brand's online reach with engaging websites and funnels, boost visibility through Yext listings, and enhance reputation with review management.

Key Features That Define CRM

Get Sales

☑ AI Chat Bot: Keep conversations flowing 24/7 with our AI chatbot. It's like having a super-smart salesperson who never sleeps, ready to engage customers and capture leads at any moment.

☑ All in One Conversation: Streamline all your customer chats into one simple dashboard. Whether it's Facebook, email, or text, chat everywhere without the hassle of switching apps.

☑ Lead Form Connection: Automate your lead capture straight from your ads into our CRM. It's like a magnet that pulls leads directly to you, ready to be nurtured into happy customers.

☑ Missed Call, Voicemail & Text Back: Turn missed calls into opportunities with automatic text responses. It's your always-on assistant, making sure you never lose a lead again.

Meet our customers

Get Paid

☑ Tap 2 pay for card transaction: Make transactions a breeze for you and your clients with our tap-to-pay feature. It's the smooth, secure payment solution that keeps the cash flowing.

☑ Invoice: Effortlessly create and track invoices with CRM. automate your billing with stripe, paypal and other payment providers

☑ Contracts: Our streamlined contract feature lets you quickly create, send, and manage contracts. Automate your contracts with CRM.

Get Time Back

☑ Automations & Work Flows: Free up your time with our custom automations. From follow-ups to sales processes, let the CRM handle the routine tasks, so you can focus on big-picture strategies.

☑ Social Media AI: Plan and execute your social media strategy without being glued to your screen. Our AI helps curate content, while scheduling ensures you're always on your audience's radar.

☑ Scheduling: Keep every task and project on track with our planner. It's the roadmap to hitting all your goals without the stress of remembering every detail.

Meet our customers

Get Transparency

☑ Leads Dashboard: Get a bird's-eye view of your leads and know exactly where each one stands. It's the clarity you need to prioritize and convert more effectively.

☑ Ads Dashboard: See which ads are driving your business forward. Our dashboard demystifies your ad spend, guiding you to invest wisely.

☑ Sales Team Dashboard: Monitor your team's performance in real-time. It's the insight you need to coach them to victory, celebrating wins and identifying areas for growth.

☑ Auto Save Contacts and All History Leads: Never lose a lead's details again. Our CRM automatically saves every interaction, so you're always ready to pick up right where you left off.

Get Booked

☑ Calendars: Organize all your appointments in one place with our integrated calendars. It's like having a personal assistant to schedule your day perfectly.

☑ Reminders: Automate appointment reminders to clients, reducing no-shows and keeping your schedule full. It's the little nudge that makes a big difference.

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Meet our customers

Get Presence

☑ Websites: Launch a stunning website that captures your brand's essence. Our easy-to-use tools mean you're live on the web in no time, attracting visitors and converting them into customers.

☑ Funnels: Build sales funnels that guide your customers through the buying process seamlessly. It's like having a silent salesperson guiding every step towards the sale.

☑ Yext: Boost your local visibility online across 52+ directories like Yelp and Alexa Maps. Ensure your business information is accurate everywhere, driving more local leads straight to you.

☑ Reviews: Automatically send out review requests and manage replies, helping you scale your reputation online. It's your dashboard for turning happy customers into your best marketers.