SET UP YOUR PLATFORM

Modules

The basics of each module: what it is for and the first steps to get it working.

01Contacts and segmentsOne database for every client, with custom fields, tags, smart lists and clean CSV import and export.02Unified inboxSix channels, one thread per contact, live updates and team assignment.03Calling and dialerBrowser dialer, click to call, recordings, transcripts and outcome tracking.04PipelinesKanban boards with weighted values, stage rules and stale-deal alerts.05Workflow automationVisual builder with triggers, branches, waits, webhooks and AI steps.06Email and SMS campaignsBlock or HTML emails, segmented sends, sequences and deliverability guards.07Forms and surveysMulti-step forms with conditional logic that turn every submission into a contact.08Calendars and bookingBooking pages on your domain, two-way calendar sync, reminders and paid bookings.09Invoicing and paymentsEstimates, invoices, subscriptions and client wallets on your own Stripe.10Documents and e-signTemplates with merge fields, signing order, audit trail and payment on signature.11ReportingPer-client and agency-wide dashboards for pipeline, revenue, calls, ads and SEO.12TasksProject boards with time tracking, recurring tasks, templates and automation hooks.13Reputation and reviewsReview requests, Google review sync, smart routing and replies from one screen.14Social plannerPlan, schedule and measure posts across the major networks, with approvals.15QR codesDynamic codes you can re-point after printing, with scan analytics.16Live chatA branded chat bubble for any client site that lands in the same inbox.17Client plans and billingPackage the CRM into tiers, sell them from a checkout link, and let the sale set up the account.18Integrations and APIYour own provider accounts, a REST API with scoped keys, and webhooks both ways.