Your Complete CRM Command Center
The Brain
18 powerful features working in perfect harmony to transform customer relationships
From unified conversations to AI-powered automation, discover the complete suite of tools designed to scale your business and delight your customers.
The Control Center or Brain
CRM Foundation
The control center or Brain, as we like to call it, stores customer information with custom fields and tags for advanced segmentation. It enables personalized communication and automation based on behavior and data.
Key Features:
Custom Fields & Tags: Capture unique data for routing & segmentation
Smart Lists: Dynamic lists that update automatically based on criteria
Contact Scoring: Prioritize leads with custom scoring rules
Great for:
Lead scoring
Multi-persona messaging
B2B sales mapping
Phone & Text Communications
Omnichannel Outreach
Make calls and send texts directly from the CRM with built-in caller ID, voicemail drop, and SMS templates. Track all conversations for compliance and follow-up.
Key Features:
Click-to-Call: Dial contacts directly from CRM with call recording
SMS Campaigns: Bulk texting with personalization and automation
Voicemail Drop: Pre-recorded voicemails for efficiency
Great for:
Appointment reminders
Sales calls
Emergency notifications
AI Tools
Intelligent Automation
AI Tools provide content generation, sentiment analysis, smart recommendations, and predictive analytics to enhance productivity and decision-making.
Key Features:
Content Generator: AI-written emails, SMS, and social posts
Smart Recommendations: Next-best action suggestions for sales teams
Predictive Analytics: Forecast deal close probability and churn risk
Great for:
Content creation
Lead prioritization
Churn prevention
Optimized Websites
Landing Pages & Funnels
Build high-converting landing pages and sales funnels with drag-and-drop editor, mobile optimization, and A/B testing. No coding required.
Key Features:
Drag-and-Drop Builder: Create pages without code
Mobile Responsive: Automatic mobile optimization
A/B Testing: Test variations to maximize conversions
Great for:
Lead generation
Product launches
Event registration
Payments, Invoicing & Commerce
Revenue Operations
Accept payments, send invoices, and manage subscriptions with built-in Stripe integration. Track revenue and automate billing workflows.
Key Features:
Payment Processing: Accept credit cards, ACH, and PayPal
Invoicing: Send professional invoices with payment tracking
Subscription Management: Recurring billing and dunning automation
Great for:
Service payments
Subscription billing
Invoicing
Reputation & Reviews
Online Reputation
Monitor and manage online reviews across Google, Facebook, and 100+ platforms. Request reviews via SMS and email with automated campaigns.
Key Features:
Review Monitoring: Track reviews from 100+ platforms
Review Requests: Automated SMS/email campaigns
Review Responses: Respond to reviews from one dashboard
Great for:
Review generation
Reputation management
SEO improvement
Sales Pipelines & Tasks
Deal Management
Visualize sales pipelines with kanban boards, track deal progress, and assign tasks. Forecast revenue and identify bottlenecks.
Key Features:
Visual Pipelines: Drag-and-drop deal stages
Task Management: Assign and track activities
Revenue Forecasting: Predict close rates and revenue
Great for:
Sales tracking
Project management
Team collaboration
Affiliate Manager
Partner Programs
Launch affiliate programs with custom commission structures, tracking links, and automated payouts. Recruit and manage affiliates at scale.
Key Features:
Commission Tracking: Custom commission rules and tiers
Affiliate Portal: Dashboard for affiliates to track performance
Automated Payouts: PayPal and Stripe integrations
Great for:
Affiliate marketing
Partner programs
Influencer campaigns
Integrations, API & Marketplace
Extensibility
Connect with 1,000+ apps via Zapier, native integrations, and webhooks. Use the API for custom builds and marketplace apps.
Key Features:
Native Integrations: Pre-built connectors for popular tools
API Access: RESTful API for custom development
Marketplace: Third-party apps and templates
Great for:
Custom integrations
Data sync
Workflow automation
Conversations
Unified Inbox
Conversations brings SMS, emails, social DMs, and more into a single inbox. Teams collaborate on responses with internal notes, templates, and AI-powered suggestions.
Key Features:
Unified Inbox: See all channels (SMS, email, social) in one place
Team Collaboration: Assign conversations, add internal notes
AI Assistance: Smart replies, sentiment analysis, and response suggestions
Great for:
Customer support
Sales follow-ups
Team collaboration
Workflows
Automation Engine
Workflows automate repetitive tasks with triggers, conditions, and actions. Build drip campaigns, lead nurturing sequences, and complex automation without code.
Key Features:
Visual Builder: Drag-and-drop workflow creation
Advanced Triggers: Time-based, behavior-based, webhook-based automation
Multi-Channel Actions: Send emails, SMS, create tasks, update records
Great for:
Lead nurturing
Onboarding sequences
Re-engagement campaigns
Calendars & Scheduling
Appointment Management
Calendars enable online booking with availability sync, automated reminders, and integrations with Google Calendar and Outlook. Reduce no-shows and streamline scheduling.
Key Features:
Online Booking: Customizable booking pages with payment collection
Automated Reminders: SMS & email reminders to reduce no-shows
Team Scheduling: Round-robin, collective, and custom routing
Great for:
Consultations
Service bookings
Event registration
Forms, Surveys & Webchat
Lead Capture
Capture leads with customizable forms, surveys, and live chat widgets. Integrate with workflows for automated follow-up and lead routing.
Key Features:
Custom Forms: Multi-step forms with conditional logic
Live Chat Widget: Real-time chat with chatbot automation
Survey Tools: NPS, CSAT, and custom surveys
Great for:
Lead capture
Customer feedback
Live support
Social Planner
Social Media Management
Schedule and publish posts across Facebook, Instagram, LinkedIn, and more. Monitor engagement and respond to comments from one dashboard.
Key Features:
Multi-Platform Posting: Schedule to all major social networks
Content Calendar: Visual calendar for planning campaigns
Engagement Tracking: Monitor likes, comments, and shares
Great for:
Content marketing
Brand awareness
Community management
Email Marketing
Email Campaigns
Design beautiful emails with drag-and-drop builder, send bulk campaigns, and track opens, clicks, and conversions. Segment audiences for targeted messaging.
Key Features:
Email Builder: Drag-and-drop with templates
Campaign Analytics: Track opens, clicks, and conversions
Segmentation: Target specific audiences with precision
Great for:
Newsletters
Promotions
Announcements
Courses, Memberships & Communities
Knowledge Commerce
Sell online courses, run membership sites, and build communities with built-in video hosting, drip content, and discussion forums.
Key Features:
Course Builder: Upload videos, PDFs, and quizzes
Membership Tiers: Create multiple access levels
Community Forums: Discussion boards and direct messaging
Great for:
Online education
Membership sites
Community building
Reporting & Attribution
Analytics
Track ROI with advanced attribution models, custom dashboards, and real-time reporting. Understand which channels drive revenue.
Key Features:
Custom Dashboards: Build dashboards with drag-and-drop widgets
Attribution Models: First-touch, last-touch, multi-touch attribution
Real-Time Reporting: Live data updates and exports
Great for:
Marketing analytics
ROI tracking
Performance monitoring
Agency/SaaS Mode & White-Labeling
Multi-Tenant
Run an agency or SaaS business with white-labeling, client sub-accounts, and reseller billing. Manage unlimited clients from one dashboard.
Key Features:
White-Labeling: Custom branding for client portals
Sub-Accounts: Unlimited client accounts with permissions
Reseller Billing: Markup pricing and automated invoicing
Great for:
Agency services
SaaS products
Reseller programs