Messaging

Access to the Global Messaging Inbox:

Link Facebook Messaging, Emails, SMS, Web Chat, Google Messaging, and Whatsapp all to one easy-to-use interface.

Chat in real-time:

Use our Web Chat feature to converse with website viewers and answer any potential questions they may have in real time, or have them direct their inquires to your email.

Mobile App Messaging:

Message from your inbox while on the go

Reputation Management

Requesting Reviews:

Send a Google, Yelp or Facebook review request via SMS or email to a client as soon as you're done doing business with them, this way you're still fresh on their mind and they'll feel more obligated to leave you a review.

Review Dashboard:

Respond to reviews and interact with customers all on one easy-to-use dashboard allowing your business to maintain and improve its online image and customer perception

Review Sharing:

Share customer reviews easily on your business's social media accounts.

Report Reviews:

Easily report faulty reviews that effect your business reputation.

Payment/Invoice Services:

Create Invoices:

Generate customizable invoices to include business branding, itemized products or services, pricing, and payment terms

Send Invoices:

Send Invoices directly to clients or customers through email or text 2 pay, enabling a streamlined process for requesting payment

Track Payments:

Monitor the progress of your invoices to gain insight into which invoices have been settled and which ones remain outstanding

Automated Reminders:

Utilize automated reminder notifications to help prompt clients to make payments, reducing the risk of overdue invoices

Record-Keeping:

Invoices and payment records are archived within your dashboard, streamlining financial record-keeping and accounting procedures

Calendar Integration:

Easily integrate your calendar to access it from our dashboard making it easier for you to know what you have going on while communicating with clients

Email Marketing

Email Campaigns:

Create and manage email marketing campaigns, including designing email templates, scheduling email sends, and targeting specific segments of your demographic.

Marketing Automation:

Set up email sequences and automations based on user behaviour and triggers.

List Management:

Manage your email subscriber lists, segment your audience, and maintain contact lists for more personalized and

targeted email marketing

Email Tracking:

Monitor the performance of email campaigns, including open rates, click-through rates, and conversion tracking.

Webchat

Website chatting:

Increase website conversions with an on-site chat widget that moves conversations to text and email

AI Chatbot integration:

Switch out the regular website chatbot for an ai integrated tool that automates all questions potential clients may have when browsing your business website

Mobile App

Everything the Same as Our Desktop Software:

Efficiently run your business's customer relations from the palm of your hands. Use all the same dashboards as the computer software.

Calling and SMS:

Call and text clients through our mobile application

Social Planner

Content Scheduling:

You can create and schedule social media posts in advance, allowing for consistent and timely content sharing across all social media platforms

Multi-Platform Posting:

Post on multiple social media platforms like Facebook, Instagram, Twitter, and LinkedIn, from one singular dashboard. Making it a one-stop solution for managing social media content

Content Calendar:

View and plan your content using a content calendar, which provides a visual overview of scheduled posts and content distribution

Post Customization:

Utilize tools for customizing and designing social media posts, including adding your images, captions, and links

Automation:

Set up automated posting schedules and content queues to maintain a consistent online presence

Post Analytics:

Use content performance analytics, allowing you to track engagement metrics and understand the effectiveness of your social media posts

Proposals and Estimates Dashboard

Proposal and Estimate Creation:

Use and create customized proposals and estimates tailored to your specific services and offerings

Templates:

Utilize templates for proposals and estimates, making it easier to create professional-looking documents quickly

Document Tracking:

Track the status of your proposals and estimates, including whether they've been viewed, accepted, or declined

Automation:

Implement follow-up actions, such as reminders and notifications for pending proposals and estimates

Collaboration:

Collaborate internally on creating and refining proposals and estimates before sending them to clients

All Reporting

Customizable Dashboards:

Customize your reporting dashboards to display the key metrics and data points that are most relevant to your business goals and objectives

Multi-Channel Reporting:

Utilize data from multiple channels and sources, including email marketing, website analytics, social media, advertising campaigns, and more all from one dashboard

Performance Metrics:

Track performance metrics such as website traffic, conversion rates, lead generation, email open and click-through rates, and other key performance indicators

Conversion Tracking :

Use conversion tracking to help users understand how effectively they convert leads into customers

Lead and Customer Insights:

Access data related to leads and customers, such as demographics, behaviour, and engagement

SMS and Email Campaign Templates

Template Creation:

Create SMS/Email templates, which are pre-written messages that can be customized and used for various SMS or Email marketing campaigns and communications

Customization:

Utilize template personalization by inserting placeholders for contact names, company names, or other dynamic content

Categorization:

categorize SMS and Email templates for easy organization, making it simple to locate and use specific templates for different purposes

Template Library:

Access a virtual library where you can store and manage your SMS templates, ensuring easy access for future use

Customer Surveys

Survey Creation:

Create customized surveys using an intuitive survey builder. This includes adding various types of questions, such as multiple-choice, open-ended, rating scales, and more

Templates:

Utilize survey templates to make it easier to create professional and effective surveys quickly

Survey Distribution:

Distribute surveys through various channels, such as email, SMS, or embedded forms on your business website and landing pages

Data Collection:

Collect various types of data, including customer feedback, opinions, preferences, and more

Reporting and Analytics:

Access reporting and analytics to analyze survey results and gain insights into trends and patterns within your customers

Survey Automation:

Utilize automated actions triggered by survey responses, such as sending follow-up emails or notifications

Marketing Campaign Dashboard

Multi-Channel Marketing:

Create and manage marketing campaigns that span multiple channels, including email, SMS, social media, and more, ensuring a consistent and coherent marketing strategy.

Campaign Creation:

Utilize a campaign builder that allows you to design and customize your marketing campaigns with ease

Marketing Automation:

Utilize marketing automation, enabling you to set up workflows and sequences that trigger specific actions based on user behaviour, such as sending automated follow-up emails or text messages.

Segmentation:

Segment your audience to deliver more targeted and relevant messages, improving the effectiveness of your campaigns.

Drip Campaigns:

Utilize drip campaign functionality, allowing you to send a series of pre-scheduled messages or emails to prospects over time.

CRM Dashboard

Contact Management:

Maintain a comprehensive customer and lead information database, including contact details, interaction history, and lead sources.

Lead Tracking:

Track leads as they progress through landing pages, enabling you to monitor the status of leads and assess conversion opportunities

Lead Scoring:

Utilize lead scoring capabilities, allowing you to prioritize and focus on leads with the highest potential for conversion

Task and Activity Management:

Set tasks, reminders, and appointments to manage customer interactions and follow-up activities

Marketing Forms

Form Builder:

Create customized web forms using a user-friendly, drag-and-drop form builder. This feature allows for easy design and customization of forms to match your business's branding

Lead Generation:

Embed these lead generation forms on your website, landing pages, or even within emails to capture visitor information, such as names, email addresses, phone numbers, and other contact detail

Conditional Logic:

Utilize dynamic forms that adjust based on user responses. This feature enables more interactive and personalized forms

Automation:

Set up automated actions triggered by form submissions, such as sending follow-up emails, assigning leads to specific team members, or initiating automated workflows

Data Security

Utilize pre-set measures to ensure the security and privacy of data collected through forms.

200 FREE SMS & PHONE CREDITS

Free Business Number

UNLIMITED TEAM MEMBERS