Essentials

$97/Month or $1067/Annual

A simple and powerful client communication and business automation platform designed to help small businesses stay organized, respond faster, and streamline customer follow-up.

Communication Tools

  • 2-Way Text & Email Communication

  • Facebook Messenger Integration

  • Web Chat

  • Missed Call Text Back

  • GMB Messaging

CRM & Lead Management

  • CRM

  • Opportunities & Pipeline Tracking

  • Contact Management

  • Customer Notes & Activity Tracking

Appointment & Scheduling

  • Calendar Booking System

  • Appointment Reminders

  • Automated Confirmation Texts & Emails

Automation & Marketing

  • Basic Workflows & Campaigns

  • Trigger-Based Automations

  • Automated Lead Follow-Up

  • Forms, Surveys & Landing Pages

  • Basic Funnels & Trigger Links

Reputation & Mobile

  • Google Review Requests

  • Reputation Management

  • Mobile App Access

Best For: Small businesses looking for an easy-to-use system to improve customer communication, manage leads, and stay organized.

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The Next Step in Client Management.

Simple CRM & automation tools designed to help small businesses stay organized, respond faster, and follow up with leads effortlessly.

Capabilities

Small Business CRM

Client Management Software

Business Automation Platform

Lead Follow-Up Software

Customer Communication

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