Game Changing Features

Unlock the Potential of your Business with a Feature-Packed CRM Solution

From streamlined workflows and intelligent automation to integrated marketing tools and comprehensive analytics, our feature-rich solution revolutionizes how you manage customer relationships.

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AI Team Modules

Let AI Do the Work

An AI team that builds, works, and talks on your behalf. It includes features such as the AI Assistant, AI Workers, AI Agents, 24/7 AI Answering Service, AI Outbound Calling, the AI App Builder, and AI Image and Video Generation.

Share one memory and one set of data across every AI role, so tech consulting businesses can launch faster, respond around the clock, and do more with a small team.

AI Assistant

Tell the AI Assistant what you need in plain language and it builds the websites, automations, campaigns, and agents for you. Review the result, ask for changes, and publish when it is right.

AI Worker

AI Workers run behind the scenes on your real contacts, handling follow-up, onboarding, support triage, and CRM updates around the clock so your team can focus on billable work.

AI Agent

Deploy AI agents that talk with your prospects and clients by phone, text, and chat. They answer questions, qualify leads, book appointments, and hand off to your team when needed.

AI Agent Workflow Builder

Map out how your AI agents respond, qualify, and route conversations with a visual builder. Add decision points, data lookups, and hand-offs so every call and chat follows your process.

24/7 AI Answering Service

Answer every inbound call around the clock with an AI receptionist. It greets callers, captures details, books appointments, and alerts your team to urgent issues, even after hours.

AI Outbound Calling

Have AI agents place outbound calls for lead follow-up, appointment reminders, renewals, and surveys. Every call is transcribed and logged, so your team only steps in when it matters.

Text-to-Speech

Give your AI agents and phone menus natural, human-sounding voices. Choose a voice that fits your brand and convert scripts to lifelike audio for calls, greetings, and voicemail.

AI App Builder

Create custom web apps, client portals, and internal tools by describing them to AI. Apps connect to your CRM data, so you can deliver more value to clients without a development team.

AI Image Generation

Generate custom images for social posts, ads, emails, and websites from a simple prompt. Use your brand kit for consistent colors and style, with no designer or stock subscription needed.

AI Video Generation

Produce short videos and animations for social media, ads, and websites from a prompt. Pair them with your scheduled posts to keep every channel active with engaging content.

Communication and Engagement Modules

Connect, Engage, and Thrive

Powerful features that facilitate communication and engagement with customers. It includes features such as AI Web Chat, 2-Way Text Messaging, 2-Way Email, Web Phone & AI IVR, Power Dialer, Facebook Messenger, Comment to DM, Online Meetings, Inbound Fax, and Missed Call Text Back.

Enable direct and interactive communication channels with customers, empowering tech consulting businesses to effectively engage with their clients.

Customer Relationship Management

Streamline your customer interactions and improve relationship management with our robust CRM solution. Organize customer data, track interactions, and gain valuable insights to enhance customer satisfaction and loyalty.

Facebook Messenger

Connect with your audience on their preferred platform. Utilize Facebook Messenger to reach customers, offer personalized assistance, and build meaningful relationships. Enhance your brand presence and drive engagement with this widely used communication channel.

Missed Call Text Back

Never miss a customer inquiry again with our missed call text back feature. Capture missed calls and automatically send personalized text messages to customers, ensuring prompt follow-up and a seamless communication experience.

AI Web Chat

Engage website visitors in real time with an AI-powered chat widget. AI answers questions, captures lead details, and books appointments instantly, then hands off to your team whenever a person is needed.

2-Way Text Messaging

Send and receive text messages with prospects and clients from your business number. Run SMS campaigns, automate reminders, and keep every conversation in one shared inbox.

2-Way Email

Connect your mailbox to send and receive email from the CRM. Every message is tied to the contact record, so your team sees the full conversation alongside texts, calls, and notes.

Web Phone & AI IVR

Make and receive calls from your browser with business numbers, call routing, and an AI-powered phone menu. Callers reach the right person or agent quickly, and every call is logged.

Power Dialer

Call through lead lists back to back from inside your CRM. The Power Dialer queues the next contact automatically, logs outcomes, and keeps notes on every call so reps spend more time talking.

Comment to DM

Automatically send a direct message when someone comments on your social posts. Deliver resources, answer questions, and capture lead details in private conversations that land in your CRM.

Online Meetings

Host video meetings with prospects and clients without a separate conferencing app. Meetings connect to your calendar bookings, with recordings and transcripts saved to the contact record.

Inbound Fax

Receive faxes as digital documents directly in your CRM. Keep a dedicated fax number for clients and vendors who still rely on fax, with no machine, phone line, or paper required.

Business Management and Growth Modules

Optimize Efficiency and Drive Success

Get access to a host of features that help manage and grow your tech consulting business. It includes features like Calendar, CRM, Opportunities, AI Email Marketing, Triggers, Campaigns, Invoice, Affiliate Manager, Project & Task Management, Ticket Tracking, and Contract Signing.

These features provide tools for managing customer relationships, tracking business performance, driving growth, and enhancing operational efficiency.

AI Website Studio

Build a professional website in minutes with the AI Website Studio. Describe your business and AI generates the pages, copy, and lead forms, then fine-tune any section with point-and-click editing.

Calendar

Stay organized and manage your schedule effectively with a feature-rich calendar tool. Schedule appointments, set reminders, and easily coordinate meetings, ensuring you stay on top of your commitments and never miss important events.

Opportunities

Identify and capitalize on business opportunities with our comprehensive opportunity management system. Track leads, nurture prospects, and convert them into loyal customers, maximizing your revenue potential.

Triggers

Automate your workflows and save time with triggers. Set up customized triggers to automatically initiate specific actions or notifications based on predefined conditions, increasing efficiency and productivity.

Campaigns

Launch targeted marketing campaigns to reach your desired audience. Plan, execute, and track the performance of your marketing initiatives across various channels, optimizing your efforts for maximum impact.

Invoice

Simplify your billing process with professional and customizable invoicing. Generate and send invoices to clients effortlessly, ensuring accurate and timely payments while maintaining a polished and professional image.

Affiliate Marketing

Expand your reach and boost sales with an effective affiliate marketing program. Collaborate with affiliates who promote your products or services, driving traffic and generating sales through their referral efforts.

Project & Task Management

Organize client projects and internal work with tasks, statuses, due dates, and assignments. Link tasks to contacts and deals so everyone knows what is next and who owns it.

Ticket Tracking

Track client support requests as tickets with priorities, owners, and statuses. Requests from email, chat, and phone stay organized so nothing falls through the cracks.

Contract Signing

Send proposals, statements of work, and service agreements for electronic signature directly from your CRM. Track when documents are viewed and signed, then trigger onboarding automatically.

Marketing and Lead Generation Modules

Ignite Lead Generation with Dynamic Features

Leverage intuitive modules that assist with marketing and lead generation activities. It includes features such as Funnels, Memberships, AI Website Studio, Workflows, Forms, Surveys, Trigger Links, SMS & Email Templates, All Reporting, Social Planner, Blogs, Visitor Intelligence, Reputation Management, Ad Management, and Call Tracking.

These features enable tech consulting businesses to create targeted marketing campaigns, generate leads, optimize customer acquisition, and track marketing performance.

Funnels

Optimize your conversion process with customizable sales funnels. Guide potential customers through a series of steps, increasing engagement and driving them towards a desired action, such as making a purchase or signing up for a service.

Memberships

Create exclusive membership programs to reward loyal customers and provide them with additional benefits. Offer premium content, discounts, and special access, fostering a sense of community and encouraging long-term customer loyalty.

Workflows

Automate repetitive tasks and streamline your business operations with workflows. Design customized workflows to automate processes, saving time and ensuring consistency in your operations.

Forms

Easily gather information and capture leads with customizable forms. Create forms to collect customer data, inquiries, and feedback, empowering you to make data-driven decisions and nurture leads effectively.

Surveys

Gain valuable insights and feedback from your customers through surveys. Design and distribute surveys to gather opinions, preferences, and satisfaction levels, enabling you to make informed business decisions and enhance customer experience.

Trigger Links

Drive engagement and personalized experiences with trigger links. Create custom links that trigger specific actions or deliver personalized content based on user behavior, maximizing customer engagement and conversion opportunities.

SMS & Email Templates

Streamline your communication efforts with ready-to-use SMS and email templates. Personalize messages, save time, and ensure consistency in your brand messaging when reaching out to customers.

Reporting

Access comprehensive reports and analytics to track and measure the success of your marketing campaigns and business initiatives. Gain insights into key metrics, monitor trends, and make data-backed decisions to optimize your strategies.

Social Planner

Simplify your social media management with a social planner tool. Plan, schedule, and publish content across multiple social media platforms, ensuring consistent and strategic social media presence.

AI Email Marketing

Build and nurture relationships with AI-powered email marketing. Describe a campaign and the AI Email Marketing Agent drafts the emails, builds sequences, and segments your audience, while you track performance and optimize results.

Blogs

Establish thought leadership and engage with your audience through informative and engaging blog posts. Share valuable content, industry insights, and updates, positioning your brand as an authority in your field and attracting relevant traffic to your website.

Visitor Intelligence

Identify eligible visitors on your website, turn them into contacts, and start the right follow-up automatically. Reach interested prospects even when they leave without filling out a form.

Reputation Management

Request reviews automatically after projects and support tickets, monitor what clients say online, and respond quickly. Build the five-star reputation that wins new IT contracts.

Ad Management

Create, launch, and monitor ad campaigns without leaving your CRM. Build audiences from your contacts, adjust budgets, and see which ads produce leads and booked meetings.

Call Tracking & Analytics

Track which ads, keywords, and campaigns generate phone calls. See call volume, duration, and outcomes in one place so you can invest in the marketing that actually produces clients.