Features
The tools that move a lead from enquiry to paid.
Capture the enquiry, follow it up, keep the deal moving, and close it, without anyone holding the process together by memory. Everything below is shipped and working today.
AI Agents
One persona. Every channel.
Configure the agent once. It answers consistently everywhere your leads actually reach out. Switch channels below to see the same conversation happen on each one.
Same persona, same business knowledge, just a different channel.
One persona, every channel
Write the system prompt, business hours, and escalation rules once. The same agent answers web chat, SMS, WhatsApp, and phone calls, no re-training four different bots.
Embeddable web chat
A one-line snippet drops a chat widget on any site. It can capture a name, email, and phone inline mid-conversation and hand off a Task the moment it does.
AI answers the phone
Inbound calls get picked up, qualified, and (if the caller wants a callback) booked, using the same persona and the same context as every other channel.
Outbound voice, on your terms
Click-to-call a single contact or launch a filtered campaign. A built-in compliance gate checks opt-out status, calling windows, and contact frequency before anything dials.
Capture
Turn visitors into contacts, automatically
One form submission cascades through every channel on its own, watch the same lead move end to end.
Website Visitor
Lead Created
SMS Sent
Email Sent
Appointment Booked
Pipeline Updated
Forms that build themselves
A drag-order field builder, six field types, and a public hosted page or iframe embed. Every submission auto-creates a contact, and a deal, if you want one.
Booking pages
Share one link. Visitors pick an open slot, get an ICS-confirmed booking by email, and reminders send themselves, reschedules and cancellations included.
Attribution that survives the click
UTM source, medium, campaign, fbclid, and gclid are captured on every form submission and stored on the contact, so "where did this lead actually come from" has a real answer.
Operate
The day-to-day, without the sprawl
Contacts, pipeline, calendar, and tasks, connected, not scattered across tabs.
Contacts built for speed
A fast, searchable list, CSV import in seconds, and a profile page with notes and a unified activity timeline pulling every email, text, call, and form fill into one feed.
A pipeline that shows the truth
Six-stage Kanban board, drag-and-drop, days-in-stage on every card, and a lost-reason prompt, so next quarter's forecast is built on more than a guess.
One calendar, contact-linked
A month grid, a due-today badge in the sidebar, and every event tied back to the contact it's about.
Tasks that don't get lost
Today, Overdue, Upcoming, Done, linked to the contact they're about, so follow-up never depends on remembering.
Find anything in one keystroke
Cmd+K searches contacts, deals, tasks, events, and forms from anywhere in the app.
Close
From lead to paid, without the back-and-forth
Quoting, fast first response, and two-way messaging that keeps replies in your own inbox. Every automated step below runs itself, no one watching the clock.
Trigger
Form submitted
Workflow
Speed-to-lead runs
Action
SMS + email sent
Result
Follow-up task created
Quotes clients can accept from their inbox
Build a line-itemed quote with discount, tax, and terms, send it, and the recipient can accept, decline, or pay right from the email, no phone tag.
Speed-to-lead automation
A form submission can trigger an SMS and email sequence within seconds of arriving, with send-window and opt-out handling built in.
Email and SMS from the same record
Send from a contact's profile; replies route back to your own inbox, not a shared mailbox everyone has to check.
Extend
Sites, and a real way in for other tools
A client-ready website in minutes, and a public API so you're never locked into working only inside the app.
Launch a client site in minutes
Spin up a marketing site or a video-sales-letter funnel from a sectioned form, a live URL in one to three minutes.
A public API that isn't an afterthought
REST endpoints for contacts, deals, tasks, events, and form submissions, plus signed outbound webhooks, so a script or a Zapier flow sees exactly what your team sees.
Features FAQ
Questions about specific features
Web chat, SMS, WhatsApp, and inbound phone calls, all from one configured persona, plus outbound voice for proactive calling, behind its own compliance gate.
Yes, a dedicated phone number for SMS and calls, and a dedicated email sending domain, are both available so outbound messages carry your brand instead of a shared one.
Six stages is the shipped default (New through Won/Lost) built around how most sales pipelines actually run. Deals, values, and stage timing are all yours to work with inside it.
No, the form builder is drag-and-drop with six field types, and booking pages are configured through settings, not code. Both are ready to embed or share as a link immediately.
It's live today. REST endpoints for contacts, deals, tasks, events, and form submissions, plus signed outbound webhooks, documented and ready to connect to Zapier, Make, or a custom script.
Give your mission the systems to scale.
Pick a plan and get set up yourself, or tell us about your business and we'll walk you through it, either way, contacts imported, pipeline configured, ready to run in days, not months.