OPERATIONS
INVOICING & PAYMENTS
Professional invoicing with online payment options and automatic reminders.
Custom invoice templates
Online payments (Stripe, PayPal)
Payment reminders
Recurring billing
TEAM MANAGEMENT
Organize your team with role-based permissions and task assignments.
Role-based access
Task assignment
Team collaboration
Activity tracking
INTEGRATIONS
Connect with your favorite tools. Seamless integration with 1000+ apps.
Accounting (MYOB, Xero)
Email & calendar sync
Payment processors
Zapier & webhooks
Don't worry, we can help!
PIPELINE MANAGEMENT
Visualize your sales pipeline and track deals from lead to completion.
Customizable pipeline stages
Kanban board view
Deal forecasting
Probability tracking
Email & SMS
Professional email and SMS campaigns with built-in tracking and analytics.
Drag-and-drop editor
Personalization tokens
A/B testing
Delivery optimization
Invoicing & Payments
Professional invoicing with online payment options and automatic reminders.
Custom invoice templates
Online payments (Stripe, PayPal)
Payment reminders
Recurring billing
Real-Time Dashboards
Live dashboards showing your business metrics at a glance.
Customizable widgets
Real-time updates
Drill-down capabilities
Mobile dashboards
UNIFIED INBOX
All customer communications in one place. Email, SMS, Facebook, WhatsApp—unified.
Multi-channel inbox
Automated routing
Team collaboration
Message templates
Landing Pages
High-converting landing pages without coding. Capture leads directly.
Drag-and-drop builder
Mobile responsive
Form builder
Built-in analytics
Team Management
Organize your team with role-based permissions and task assignments.
Role-based access
Task assignment
Team collaboration
Activity tracking
Advanced Reports
Comprehensive reporting on sales, marketing, and team performance.
Pre-built reports
Custom report builder
Scheduled delivery
Export options
SCHEDULING
Intelligent scheduling that saves hours. Let customers book available slots directly.
Online booking calendar
Team availability sync
Automated reminders
Buffer time & travel
Reputation Management
Build your reputation with automated review requests and monitoring.
Automated review requests
Multi-platform monitoring
Response templates
Reputation tracking
Integrations
Connect with your favorite tools. Seamless integration with 1000+ apps.
Accounting (MYOB, Xero)
Email & calendar sync
Payment processors
Zapier & webhooks
Predictive Analytics
AI-powered insights to predict trends and identify opportunities.
Revenue forecasting
Churn prediction
Opportunity scoring
Performance benchmarking
CONTACT MANAGEMENT
Centralize all customer information in one secure location. Never lose a customer record again.
Unlimited contacts
Custom fields & tags
Complete history tracking
Duplicate detection
Set it and forget it. Automate repetitive tasks and nurture leads 24/7.
Multi-step sequences
Conditional logic
Time-based triggers
Pre-built template
AUTOMATED WORKFLOWS
Customer Portal
Give customers self-service access to their information and communications.
Self-service portal
Invoice access
Communication history
Branded experience
Compliance & Audit
Track compliance and maintain detailed audit logs for accountability.
Audit logs
User activity tracking
Data access reports
Compliance certifications