Features
Every feature is something a real team actually uses.
No roadmap items, no “coming soon.” 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.