Core Features (20)

• Custom Folders and Templates (Exclusive)

  Pre-Built Modules, Snapshots & Structured Deployment Templates

• User & Team Management (Access)

  Single or Multi-User Access & Role-Based Permissions

• Devices & Operating Systems (Universal)

  PC and Mac (All Web Browsers), Desktop Apps (Microsoft Windows OS, Apple macOS), Mobile Apps (Apple iOS, Android OS)

• Dashboard (Customized)

  Custom Widgets, KPIs, Pipeline Value, Revenue Metrics, Appointments, Conversations & Activity Feeds

• Contacts Manager (CRM)

  Smart Lists, Bulk Actions, Tasks & Companies

• Conversations Manager (Communication Channels)

  Email, SMS, Voice, Chat, Social Messaging

• Calendars (Unlimited)

  Personal, Round Robin, Class, Collective & Services

• Connections (Opportunities)

  Pipelines, Stages & Bulk Actions

• Payments (Multi-Option)

  Invoices, Subscriptions, Coupons, Gift Cards, E-Sign Documents & Contracts

• AI Employee and System Features Agents (Integrated)

  Voice AI, Conversation AI, Custom Knowledge Bases, Prompt Control, Workflow Deployment & Field Automation

• Marketing Management (Snapshots and Templates)

  Social Media Planner, Emails, SMS Snippets, Countdown Timers, Trigger Links, Brand Boards, Ad Manager & Prospecting

• Automation (Workflows)

  Visual Builder, Triggers, Conditions, Branching Logic & Execution Tracking

• Sites (Customizable Domains)

  Websites, Funnels, Stores, Webinars, Blogs, Forms, Surveys, Quizzes, Chat Widget, QR Codes, Data Analytics & WordPress Integration

• Memberships (Portal)

  Client Portal, Courses, Communities, Credentials & Marketplace

• Media Storage (Google Drive and Canva Integrated)

  Images, Video, Audio & Documents

• Reputation Manager (Multi-Source)

  Overview, Requests, Reviews, Video Testimonials, Widgets, Listings, Google Review Integration & Listing Management

• Reporting (Comprehensive)

  Custom Reports, Attribution, Google Ads, Facebook Ads, Call Tracking, Agent Performance, Appointment Metrics & Local Marketing Audit

• App Marketplace (5000+)

  Native & Third-Party Integrations

• Customization (Business Agnostic)

  Menu Structure, Objects, Fields, Values, Pipelines & Stages, Team Roles & Permissions, Dashboards, Domains & Subdomains, Branding, Workflows, Reporting

• Coaching and Support (Live & AI Agent)

  Community, Email, SMS, Voice, Chat, Video