Everything your business needs. Nothing it does not.
CRM, pipeline, live chat, session recordings, invoicing, email campaigns, booking pages, phone system, and automations. One platform. One login. One bill.
Sell
Full customer profiles with custom fields, tags, segmentation, activity timelines, and smart search across every interaction.
Visual deal boards with drag-and-drop stages. Track every opportunity from first touch to closed-won with weighted probability forecasting.
Generate professional proposals and invoices. Accept payments online with Stripe. Automatic follow-ups on overdue balances.
Public booking pages that sync with your calendar. Clients self-schedule, get automatic reminders, and show up.
Engage
Embed on your website in one line of code. Capture leads, answer questions, and convert visitors while they are still browsing.
Beautiful emails with templates, segmentation, open/click tracking, and A/B testing. Integrated with your contact list.
Make and receive calls from inside the app. Call recording, voicemail, caller ID, and call tracking with no separate phone bill.
Trigger emails, tasks, and deal updates automatically. Build multi-step sequences that run while you sleep.
Understand
Watch exactly how visitors use your website. See every click, scroll, and hesitation. Find conversion killers in minutes.
Visualize where visitors click, scroll, and drop off. Desktop and mobile views. Data-driven design decisions.
Revenue, contacts, deals, conversion rates, and traffic -- all in one view. Period comparisons and sparkline trends.
See active shopping carts in real time. Trigger recovery emails automatically. Know exactly how much revenue you are leaving on the table.
Scale
Run multiple businesses from one account. Each gets its own contacts, pipeline, inbox, and analytics. Switch with one click.
Drag-and-drop forms with conditional logic, embedded widgets, webhooks, and submission analytics. No code required.
Monitor reviews across platforms. Request reviews via email and SMS. Respond to feedback from one dashboard.
REST API with webhook support. Connect to Shopify, Google, Clover, and any tool with an API. No middleware needed.
Ready to consolidate your stack?
Replace 5-8 tools with one platform that actually works together. Start free. No credit card required.