for $1000+ worth of features
Free onboarding
A quick and organized overview of important statistics. Get insight on your opportunities and their conversion rate, easily view the effectiveness of your funnels, check your Google business profile and get insight on both your Google and Facebook advertisements.
Decrease time spent finding, reading and answering all your mails, messages and calls with an all in one inbox. Find unread and unanswered messages easily which improves both conversion rate and reputation.
Staying organized is the key to success. The simple calendar has lots of utility. that helps streamline your scheduling and optimize time management. Automate appointment booking and sending reminders, integrate payments for paid appointments by connecting Stripe and by connecting the calendar with your personal Google calendar you can ensure that there will be no conflicts.
A good contact database is important for every company. Check, update, import and export your contacts with the click of a button or add people to an automation or workflows. Having it all in one place allows for a clear view on company growth and changes in your loyal customer database.
Use pipelines to see how far leads progressed in your funnels giving you information on what stage of your pipeline to improve and showing where you lose customers. A clear overview of (missed) revenue is made using the data of your pipelines which improves income awareness, company expenses and losses
Both single time and recurring invoices can be made, sent and viewed from one location. To optimize invoice sending create templates for invoices, documents, contracts. Visible from the same page are company transactions, products, subscriptions, orders and coupons
Marketing
Whether you want to post a social media message across multiple different social media account or want to run an email campaign at a large scale it can all be done from the marketing tab. Send templates to save time or use trigger links to get informed when it is clicked.
Automation is the biggest time saver for every company, especially for smaller businesses. Repetitive tasks can be automated using workflows improving time efficiency. Use AI to automate social media reactions to comments, let AI suggest reactions to Google reviews and by enabling missed call text back or Whatsapp back you won't miss out on clients who's phone call you missed.
The Memberships section allows you to create your own custom membership site. You can customize the domain, welcome email, create offers and much more. Great for helping customers with education on maintenance, learning them about possible risks or showing how they can do some tasks by themselves.
In reputation tab you are given important metrics regarding your reputation management. You can see your invite goals, reviews left, and even the quality of those reviews. You are also able to send a review request manually to any user in your CRM directly from this section.
The Reporting dashboard is a feature of your system that allows you to easily pull reports and review data and metrics for a variety of predetermined reportable features. The system is capable of providing data and graphs for Google Ads, Facebook Ads, Attribution, Call Reporting, Agent Reporting, and Appointments.
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