Launchpad
Google My Business Integration: Link GMB for local SEO and reputation management.
Facebook Integration: Connect Facebook Pages for social media management and ad reporting.
Stripe Integration: Connect Stripe for online payments and invoicing.
Mobile App Setup: Instructions for downloading the app for mobile CRM access.
Yext Integration (optional): Manage local business listings.
Leads Overview: Track new leads, prospects, and customers.
Pipeline Value: Visual representation of potential revenue.
Funnel/Conversion Rates: Monitor lead conversion progress.
Tasks Overview: Access upcoming or overdue tasks.
Conversations
SMS/MMS Messaging: Two-way text communication with customers.
Email Integration: Send and receive emails.
Facebook Messenger: Respond to Facebook Page messages.
Phone Calls and Voicemails: Track call history and listen to voicemails.
WhatsApp Integration (if configured): Manage WhatsApp conversations.
Unified Search: Search across all conversation channels.
Calendars
Team Calendars: Group calendars for teams or individuals.
Custom Availability: Set availability and buffer times.
Google/Outlook Sync: Sync with external calendars.
Appointment Reminders: Automated SMS or email reminders for clients.
Round Robin Booking: Auto-assign appointments based on availability.
Custom Booking Links: Shareable links for scheduling.
Contact Management: Add, edit, and organize contacts.
Tags and Smart Lists: Segment contacts using tags and filters.
Activity Timeline: View communication history and activity.
Bulk Actions: Perform actions like sending messages or applying tags in bulk.
Import/Export Contacts: Upload or download contact lists.
Lead Scoring: Assign scores to prioritize high-value leads.
Custom Pipelines: Create tailored pipelines for different processes.
Opportunity Stages: Visualize lead progress through stages.
Drag-and-Drop Interface: Move leads between stages easily.
Pipeline Metrics: Measure conversion rates and deal values.
Win/Loss Analysis: Analyze closed deals.
Invoices: Create and send professional invoices.
Stripe/PayPal Integration: Accept online payments.
Products and Services: Set up products or services with pricing.
Payment Links: Shareable links for payment collection.
Recurring Billing: Subscription-based payment setup.
Marketing
Social Planner: Schedule and manage posts for multiple platforms.
Email Campaigns: Create email sequences or one-off emails.
SMS Campaigns: Send promotional or transactional SMS.
Funnels & Landing Pages: Link marketing efforts to your funnels.
Split Testing: A/B test email and SMS campaigns.
Workflow Builder: Visual drag-and-drop automation setup.
Triggers: Set rules to activate workflows (e.g., form submissions).
Actions: Automate tasks like sending messages, adding tags, or moving opportunities.
Pre-built Templates: Ready-to-use workflows for common tasks.
If/Else Logic: Create conditional automation paths.
Sites
Funnel Builder: Design and launch sales funnels.
Website Builder: Create multi-page websites with templates.
Forms & Surveys: Capture leads with customizable forms and surveys.
Pop-Ups & Sticky Bars: Increase engagement on your website.
Blogging Platform: Publish and manage blog posts.
SEO Settings: Optimize site pages for search engines.
Course Builder: Develop courses with lessons and modules.
Drip Content: Schedule content delivery over time.
Student Portal: Provide login access for students.
Progress Tracking: Monitor student engagement.
Payment Integration: Sell courses directly through Stripe or PayPal.
File Upload: Upload images, videos, and documents.
Storage Limit: Allocated storage for each sub-account.
Media Organization: Categorize files for easy access.
Integration Support: Use assets in emails, websites, or campaigns.
Review Requests: Automate requests for Google or Facebook reviews.
Review Monitoring: Track new reviews in one place.
Review Filters: Automatically handle negative feedback privately.
Customizable Templates: Use pre-made templates for review requests.
Funnel/Website Analytics: Measure traffic, conversions, and sales.
Ad Reporting: Integrate Facebook and Google Ads data.
Call Reporting: Monitor call durations and outcomes.
SMS/Email Metrics: Analyze campaign open and click rates.
Appointment Metrics: Track scheduling and no-show rates.