Unified Data Management
House all client activity, data, and communications in one accessible platform
Contact Management
Organize individual and company contacts for B2B relationships
Smart Tagging
Tag and categorize leads to optimize your conversion rate
Advanced Filtering
Create custom lists, filter contacts, and target your messaging
Task Management
Generate action lists based on specific contact criteria
Quick Notes
Capture contact updates via mobile or desktop
Company Records
Structure and manage company-based contact organization
Custom Fields
Add industry-specific data to contact and company profiles
Smart Lists
Group similar records for efficient filtering and segmentation
Automation Tracking
Monitor automation history and sequence status for contacts
Lead Scoring
Prioritize prospects and automate based on purchase potential
Custom Dashboard
Configure views to display key metrics and team insights
Professional Landing Pages
Create branded, conversion-optimized landing pages that impress prospects
Sales Funnel Builder
Design multi-page funnels that guide leads through your sales process
Lead Capture Forms
Collect lead information and trigger automated workflows upon submission
Email Marketing Suite
Send targeted broadcasts and automated emails based on user behavior
Modern Email Templates
Boost engagement with professionally designed, responsive templates
Email Integration
Seamlessly sync with Gmail or Outlook for personal communications
Newsletter Management
Keep customers engaged with regular updates and promotional content
AI Email Assistant
Create compelling email content quickly with AI-powered suggestions
AI Campaign Builder
Generate complete marketing campaigns using AI and proven templates
SMS Marketing
Reach customers directly with targeted text message campaigns
Personal Text Messaging
Send individual SMS from desktop or mobile (U.S. & Canada)
SMS Broadcasts
Send mass text campaigns to targeted prospects (U.S. only)
SMS Response Management
Handle individual replies to broadcast messages (U.S. only)
Business Phone Line
Maintain separate business number for calls and texts
Mobile CRM Access
Manage contacts, tasks, and communications on the go
Lead Source Analytics
Track and analyze your most valuable lead generation channels
Pipeline Management
Monitor and track leads through your sales pipeline stages
Smart Scheduling
Share booking links synced with Gmail or Outlook calendars
Quote Generation
Create digital quotes with one-click acceptance and invoice conversion
Invoice Management
Send recurring or one-time invoices integrated with payment tools
Custom Checkout Forms
Create automated sales forms that sync with your CRM
Order Enhancements
Boost sales with strategic upsell offers during checkout
Promotion Management
Create and track custom discount codes for checkout
Integrated Payments
Process payments seamlessly with built-in payment solution
Single Payments
Handle one-time transactions through invoices and forms
Subscription Billing
Manage and process automated recurring payments
Payment Integrations
Connect with PayPal, Stripe, Eway and other processors
Smart Reminders
Automate notifications to keep team tasks on schedule
Daily Overview
View centralized dashboard of tasks and appointments
Task Automation
Set up trigger-based or recurring task assignments
Payment Reminders
Automate follow-ups for overdue payments
Card Expiration Alerts
Get notified before stored cards expire
Pipeline Automation
Track and automate customer journey stages
API Access
Build custom integrations using open API endpoints
Zapier Integration
Connect with thousands of apps through Zapier
Business Analytics
Track ROI and identify growth opportunities
Report Favorites
Pin frequently accessed reports for quick reference
Email Health Monitor
Track deliverability metrics and spam status
Role Management
Assign standard access levels to team members
Custom Permissions
Create granular access controls for users and groups
Duplicate Management
Identify and combine duplicate contact records
Email Integration
Sync Gmail/Outlook calendar and communications
