01CRM and pipelines
What changes: no more leads without an owner and deals without a stage.
Contact and company management, deal, ticket and visit pipelines, tasks, notes, documents, reports and dashboards. Forms and web chat to capture whoever lands on the site.
02Communication
What changes: the team stops jumping between six applications to talk to the same client.
Integrated and synced email, email marketing with editor and statistics, two-way SMS, in-platform calls with recording, WhatsApp Business, and direct messages from Facebook, Instagram and LinkedIn in the same inbox.
03Marketing
What changes: campaigns feed the CRM instead of living apart from it.
Landing pages, sales funnels, surveys, QR codes, website builder, online store, social media planning and publishing, campaign management and conversion tracking.
04Automation
What changes: repetitive work comes off people.
Workflows that reply to new leads, schedule follow-ups, assign tasks to people or teams, send notifications and move deals through the pipeline.
05Connected to the rest of the business
What changes: the CRM stops being an island.
Connections to ERP, accounting, invoicing and external portals. Your own objects inside the platform: orders, site visits, policies, receipts, expenses, projects. Stripe or PayPal payments tracked in one place.
06Artificial intelligence
What changes: AI works on organised data, so it gets things right.
Voice AI, Conversation AI, Reviews AI, Funnel & Website AI, Workflow AI and Content AI. On an unlimited monthly plan or pay-as-you-go.