Contacts & CRM
Every lead in one record: source, tags, files, full message history and every appointment they booked.
Platform
Everything between “new lead” and “booked meeting”.
Lead Convert replaces the pile of tools most teams stitch together — capture, inbox, calling, follow-up, booking and billing all read from the same contact record.
Pipelines
Drag deals through stages your team actually uses. Stage changes can fire messages automatically.
Unified inbox
SMS, WhatsApp, email, Facebook Messenger and Instagram DMs land in one thread per person.
Phone system
Buy numbers in-app, call from the browser softphone, and keep call logs on the contact record.
Automations
New lead, stage moved, no reply — trigger templated SMS and email with merge tags and quiet hours.
Calendar & booking
Share booking links with your real availability, send reminders, and let people reschedule themselves.
Meta Lead Ads
Connect your own Facebook, pull Pages and forms, and route each form into the right pipeline stage.
Invoices
Branded invoices with sequential numbering, card payment links, automatic receipts and reminders.
AI reply drafts
Suggested replies written from your own FAQ knowledge base — your team approves before anything sends.
Reporting
Pipeline value, ad spend from connected ad accounts, and response performance in one place.
Roles & modules
Turn modules on or off per workspace, gate them by plan, and keep an audit trail of every change.
Want to see it on your own pipeline?
We will walk through your lead sources and set the first automation up with you.