Services
Our services leverage our platform and tools to streamline your customer interactions and marketing. Below is a list of key services we provide, explained in plain language. Each service description covers what it is, how it works, and the benefits to you as a business owner or team member.
CRM & Pipeline Tracking
What it is: We set up and organize your CRM (Customer Relationship Management) system and sales pipeline stages so you can track every deal from start to finish.
How it works: We customize the CRM to hold all your customer and lead info in one place – contacts with their names, numbers, emails, notes, and the history of interactions. Then we build a sales pipeline tailored to your process. For example, stages could be “New Lead – Contact Made – Demo Scheduled – Proposal Sent – Won/Lost”. Each lead or opportunity moves along these stages as they progress. In CRM, this is visualized in a Kanban-style board or list, so at any moment you can see how many deals are at each stage. We integrate the communications too: the CRM logs calls, emails, chats as mentioned, giving you a full activity timeline per contact. And we set up pipeline value tracking – when you mark a deal as won and input the sale amount, the system can report your total sales, conversion rates, etc., often broken down by source or campaign. If you have multiple salespeople, we ensure each can manage and update their leads in the same system, and you (the owner/manager) can monitor the overall pipeline.
Benefit: This provides organization and clarity for your sales process. Instead of leads written on notepads or spreadsheets, nothing is forgotten or duplicated because every prospect is in the CRM with a next action. You can tell at a glance how many hot prospects you have and what needs follow-up. The pipeline tracking also lets you forecast revenue – e.g., “We have 10 deals in ‘Proposal Sent’ worth $50k potential.” By having all team members use it, you standardize your sales workflow and can identify bottlenecks (maybe a lot of leads stall at “Demo Scheduled”; that insight is valuable). Furthermore, since the CRM ties in with marketing, you get feedback on which channels or campaigns produce the most paying customers. In short, CRM and pipeline tracking helps you turn more leads into customers systematically and gives you data to make informed decisions in sales meetings.
Sales Funnel Creation (Landing Pages & Funnels)
Turn strangers into customers step by step with a custom sales funnel.
What it is: We design and build sales funnels – these are a series of landing pages or steps online that guide a prospect from initial interest to final purchase. It’s like an automated sales journey on your website.
How it works: Using CRM’s drag-and-drop funnel builder, we create the pages you need for your campaign or offer. For example, a simple funnel might start with a landing page that captures a visitor’s attention (with an enticing offer or signup form for something free). When they submit the form, their info goes into the CRM and they might be taken to a thank-you page or an upsell page (stage two of the funnel). We can set up additional steps, such as a scheduling page if the funnel goal is to book an appointment, or a sales page if you’re selling a product directly, followed by a checkout page. Every step is crafted to maximize conversion – with clear calls to action and smooth transitions. Behind the scenes, the funnel is connected to your CRM and email/SMS automation. So if someone enters their email on page one but doesn’t complete a purchase on page two, the system can automatically follow up with a reminder or a special discount. We also integrate tracking (like Facebook Pixel or Google Analytics) so we can measure the performance of each step.
Benefit: Instead of a generic website, you have a focused, high-converting path for turning leads into customers. Sales funnels are proven to improve conversion rates by moving prospects through an “Attention – Interest – Desire – Action” flow. With our service, you get a funnel built for your specific goals – whether that’s getting sign-ups for a webinar, selling a course, or gathering leads for your service business. Plus, since it’s all built on CRM, any leads or sales from the funnel are instantly captured in your CRM for further nurturing. You’ll be able to easily run targeted marketing campaigns knowing that those who click your ads or emails land in a funnel designed to maximize response. In essence, we create an online sales process that works for you 24/7, filtering and persuading visitors step-by-step until they become paying customers, and feeding that data back into your CRM for ongoing marketing.
All-in-One Inbox (Centralized Messaging) - Full marketing and sales activity history
What it is: This service gives you one unified inbox where all customer messages from different channels arrive together. Instead of juggling separate apps for SMS, calls, emails, Facebook Messenger, Instagram DMs, WhatsApp, and even Google chat, you see everything in one place.
How it works: Our system pulls messages from all those platforms into a single dashboard. You can read and reply to any message directly from that dashboard – whether it’s a text, an email, or a social media message.
Benefit: You save time and ensure no customer inquiry falls through the cracks. With all conversations centralized, you can respond faster (in real time if needed) and provide consistent communication, which boosts customer satisfaction
Automated Onboarding Sequences
What it is: A hands-off system to welcome and educate new customers or clients through a series of scheduled communications.
How it works: When you close a sale or sign a new client, it’s important to give them a great onboarding experience. We automate that process. For example, the moment a deal is marked “Won” in the pipeline, the system can trigger an onboarding workflow. This could send the client a welcome email immediately (thanking them for choosing you and outlining next steps). A few days later, it might send another message with useful information, like how to get support or tips to get started. We can also schedule tasks for your team, like “Call the client one week after purchase to check in” so that nothing is missed. If your business requires collecting info from the client, we can automate sending a form or scheduling an onboarding call. This sequence is fully customizable – whether it’s a three-part email series, a mix of emails and texts, or even video tutorials spread over the first month. Once set up, every new customer will automatically go through the same polished onboarding funnel.
Benefit: Every client gets a consistent and thorough welcome experience. You won’t have to manually remember to send resources or follow-ups to each new customer – it’s done for you. This ensures no one slips through without proper onboarding, which in turn improves customer satisfaction and reduces confusion or support requests. An automated onboarding sequence can also shorten the time it takes for a client to see value (since they’re promptly shown how to use your product/service effectively). Additionally, it saves your team time; what used to be a series of manual emails or calls for each customer is now mostly automated, freeing you up to focus on more personalized or complex onboarding aspects. In summary, it makes the process quicker, more accurate, and less work-intensive while giving clients a warm, professional welcome.
AI Chatbot & AI Voice Assistant (Automatic Lead Response & Booking)
Never keep a customer waiting – let our AI assistants respond instantly.
What it is: We set up an AI-powered chat bot (for live chat or messaging) and an AI voice assistant (for phone calls) to handle common questions, qualify leads, and even schedule appointments automatically.
How it works: The AI chatbot greets website visitors or messaging contacts and can answer FAQs or guide the conversation toward booking an appointment. It engages the lead in a friendly chat, offers available time slots from your calendar, and books the appointment right inside the system. The chatbot adjusts its questions based on the person’s responses (for example, if someone says they’re interested in Service A, it will ask related questions and skip others). Similarly, the AI voice assistant can answer incoming calls or even call back new leads. Using advanced speech recognition, it can have a natural conversation with callers – gathering their needs and scheduling appointments for them. It can handle the entire booking process over the phone without human help.
Benefit: Every new lead gets an immediate response whether they message you at midnight or call during a busy time. This quick engagement can dramatically increase conversion chances, as the lead never goes cold. The AI assistants work 24/7, so you capture opportunities even outside business hours. They also save your team time by handling repetitive inquiries and scheduling tasks automatically, freeing you up to focus on confirmed appointments and more complex customer needs. In short, you provide prompt, around-the-clock service to potential clients and fill your calendar effortlessly.
Membership Sites & Online Courses
What it is: A combined service where we automate your follow-ups to leads and keep a detailed history of all your interactions.
How it works (Follow-Up Automation): When a new lead comes in – say someone fills out a form or calls but doesn’t book – we set up an automatic sequence of follow-up messages. For example, the moment a prospective client contacts you, the system can send an immediate thank-you/confirmation text. If they haven’t responded or scheduled an appointment, a day later it might send a gentle reminder email, and maybe another text a few days after. We tailor the schedule and content to fit your business (e.g. a 5-step follow-up over two weeks). These can include emails, SMS, or even voicemail drops. The idea is no lead gets forgotten – the system keeps nudging them politely. How it works (Conversation Tracking): Meanwhile, every interaction with a lead or customer is logged in the CRM. The system tracks all communications: calls made, texts sent, emails exchanged, appointments booked – all of it is recorded in the contact’s profile. When you click on a contact, you can see the entire conversation history in one timeline, regardless of channel. You’ll know if and when they were followed up with, what was said, and what their responses were.
Benefit: Follow-up automation means more leads convert because timely, consistent nurturing is happening in the background (no more forgetting to call someone back). You’re essentially “pinging” interested prospects until they engage or opt-out, which dramatically increases your chances of closing a deal. And with every conversation tracked, you and your team have full context at your fingertips. If a lead calls you, you can quickly glance at their history and see, for example, that they got an email yesterday and clicked a link. This context helps you speak to them more effectively. Overall, you’ll never lose a lead due to a lack of follow-up, and you’ll have a clear memory (log) of all communications with each client.
Social Media Management (Posting & Engagement)
What it is: Managing multiple social media accounts is easier with our Social Media Management service. What it is: We handle your business’s posts and interactions on platforms like Facebook, Instagram, Twitter, LinkedIn, TikTok, etc., all through one tool.
How it works: Using our CRM’s Social Planner, we can schedule posts across all your social media profiles from a unified dashboard. This means we prepare your content in advance and the system posts for you on the set dates/times. We can also set up automatic replies to common comments or messages – for example, if someone messages your Facebook page after hours, they get an instant friendly response letting them know you’ll be in touch.
Benefit: Your social media stays active and responsive without you needing to manually post daily. It saves you time (no need to log in everywhere) and keeps your audience engaged with consistent content. Plus, prompt replies (even automated ones) make customers feel heard, improving your online presence
Calendar Management & Online Booking
What it is: We enhance your website with interactive tools that capture leads and connect to the CRM. These include contact forms, a live chat widget, and an online appointment booking calendar.
How it works: We can embed custom forms on your site for inquiries, quote requests, surveys, etc. When a visitor fills out a form, their info goes straight into the CRM and can trigger an immediate follow-up or thank-you message. We also deploy a chat widget – a little chat bubble on your site where visitors can send a message or question. If no one is available to live-chat, the widget can ask for their email/phone and question, then the conversation shifts to text or email so you can reply as soon as you’re able. This way, every chat is captured as a lead even if you’re offline. Additionally, we set up an online booking system: a calendar on your website where clients can pick an available time slot and book an appointment (or consultation) with you. The calendar is synced to avoid double bookings and can send confirmation and reminder messages automatically.
Benefit: Your website becomes a 24/7 lead-generation machine. Visitors can easily reach out or self-schedule without any back-and-forth calls. This convenience can increase the number of leads you get from your site. Every form submission or chat is logged and can kick off an automated Sequences-up (for example, adding them to the CRM and sending a welcome email). The chat widget, in particular, can dramatically boost engagement – it’s like having a virtual assistant on your site ready to greet customers. And online booking means more appointments because clients can lock in a time when it’s convenient for them, even if it’s midnight. All of these tools feed directly into the CRM, so no inquiry is lost and responses can be timely.
Automatic Review Requests (Google & Facebook)
What it is: After you complete a sale or service, our system automatically reaches out to your customer to ask for a review. What it is: An automated process that sends a polite review request via text message or email to your clients, typically directing them to your Google Business profile or Facebook page to leave a star rating and comment.
How it works: We’ll set up a trigger (for example, when an appointment is marked “completed” or an invoice is paid) that within a few hours or days sends a personalized message like, “Thanks for your business! Could you take a moment to review us on Google/Facebook? Here’s the link.” This message can be customized and goes out without you having to remember to send it.
Benefit: You will steadily collect more 5-star reviews on important platforms without any manual outreach. More positive reviews improve your online reputation and local search ranking, attracting new customers. In short, this hands-free system helps turn happy customers into public testimonials, increasing trust for your business. (And if you’re worried about bothering people – we time the messages appropriately and keep them friendly and brief.)
Paid Lead Optimization& Lead Scoring
What it is: A service focused on getting the most out of your paid advertising leads. We analyze and track leads from your paid campaigns (Google Ads, Facebook Ads, etc.) to determine which ones are high-quality and which ad sources are most effective. We also implement lead scoring, which means ranking or rating leads based on their level of engagement or fit.
How it works: First, we integrate your ad sources and tracking into the CRM. Each new lead is tagged with where it came from (Google ad, Facebook ad, etc.). As those leads move through your sales pipeline, we gather data on outcomes – e.g., which leads converted to sales and how much revenue was generated. CRM can produce reports showing how many leads and how much sales each marketing channel brings in . Using these insights, we continually tweak your campaigns: putting more budget into the sources that yield profitable customers, and adjusting or cutting those that don’t. For lead scoring, we set up criteria (like opening emails, clicking links, visiting key pages, or demographic info) and the system assigns points to leads. For example, a lead who clicks your pricing page and replies to a text might be scored as “hot.” The CRM can then highlight these high-scoring leads or move them to a priority follow-up sequence.
Benefit: You end up spending money more wisely on marketing. Our tracking will show you your ROI per channel – so if, say, Facebook leads produce 2x more sales than Google, you’ll know to focus there. Optimizing in this way lowers your customer acquisition cost. Lead scoring helps your sales team focus on the most interested prospects first, so they close deals faster. Overall, you get more quality leads and higher conversion rates without necessarily increasing ad spend – it’s about being smart with data. This service basically turns your CRM into a compass that points you to the best opportunities and marketing decisions.
Reputation Management (Monitoring & Responding to Reviews)
What it is: Stay on top of your online reviews and build a great reputation. What it is: A service that tracks your reviews across the web (like on Google, Facebook, Amazon, eBay, Yelp, Apple App Store, Google Play etc.) and helps you manage them.
How it works: All your incoming reviews are pulled into a dashboard where you can see what people are saying about your business. We’ll set up alerts so you know when a new review comes in. From the same dashboard, you (or we, if you prefer) can respond to each review. For positive reviews, we might thank the customer; for negative ones, we can address the issue and show excellent customer service in the reply. The platform makes this easy by centralizing the review feeds and even allowing responses directly (for certain platforms) or reminding you to respond.
Benefit: You maintain a positive brand image effortlessly. Quick responses to reviews – especially negative ones – show customers that you care and can turn a bad situation into a good one. Monitoring reviews also give you valuable feedback about your business. Overall, this service helps you improve customer satisfaction and attract more clients (since most people check ratings online before choosing a service). You’ll never be in the dark about your online reputation.
Contact Center Services (Integrated Phone System)
What it is: Set up a mini call-center for your business without the overhead. What it is: We provide a phone communication system fully integrated with the CRM – like having a contact center at your fingertips. This includes features like a business phone line, call routing, voicemail drops, and call logging/recording, all managed through CRM.
How it works: We uses Twilio integration to power phone calls. We will help you get a dedicated business number (or port your existing one) into the platform. You can make and receive calls through the CRM app (on desktop or mobile). All inbound calls can be configured: for example, during business hours it rings your team, after hours it goes to voicemail or to an automated attendant. We can set up an IVR (“press 1 for sales, 2 for support”) if needed, or have calls simultaneously ring multiple team members. Every call (in or out) gets logged under the contact’s record in the CRM, and you can choose to record calls for quality or training purposes . Missed calls can trigger an automatic text back like “Sorry we missed you, how can we help?” so no caller is ignored. We also facilitate outbound call campaigns – if you have a list of leads to dial, you can call through the CRM and track the results (and even drop pre-recorded voicemails to save time).
Benefit: This gives you a professional phone system without needing expensive call center hardware. Your team can effectively handle calls from anywhere and still have all call details captured. Integration with the CRM means if John Doe calls, you instantly see his profile and history before you answer – very handy for personalized service. The outcome is faster response to inquiries, improved customer experience on calls, and better record-keeping (since every call is noted). By analyzing the call logs and recordings, we can also help you improve phone scripts and follow-up processes. In short, you can deliver big-company communication service as a small business, keeping clients happy and connected.
Database Reactivation Campaigns (Re-engage Old Leads)
What it is: “Database reactivation” means reaching out to contacts who showed interest in your business in the past but haven’t been active recently. Think of old leads or former customers who never purchased or who you haven’t heard from in a while. We run campaigns to re-engage these dormant contacts.
How it works: We start by identifying a list of your cold or inactive leads (for example, people who inquired 6+ months ago but didn’t convert, or lapsed customers). Then we send them a friendly, targeted message (it could be an email, a text, or a series of both). The message might be an update, a special limited-time offer, a “we miss you” note with a discount, or anything likely to spark their interest. This can be automated via a workflow – for instance, a bulk email to all contacts tagged as “Cold Lead” offering a new service or free check-up. We can also stagger a sequence: if they don’t respond to the first message, the system can send a follow-up a few days later.
Benefit: It’s a way to generate new business without spending on new ads, by tapping into your existing contact list. Often, a simple reminder or offer is enough to convert some of those old leads into paying customers. This campaign can quickly boost your revenue from people you already had in your system. And because it’s automated, it requires minimal effort from you – we handle the setup and the messages go out on schedule.
Email & SMS Marketing Campaigns
What it is: A service for designing and sending out bulk email newsletters and SMS/text message blasts to your contacts for promotions, updates, or announcements.
How it works: We use built-in marketing campaign tools to create professional emails and text messages. For email, we can design templates with your branding, add images or links, and craft engaging copy for things like monthly newsletters, special offers, or product announcements. For SMS, we write concise, clear messages suitable for phones (e.g. a promo code or event reminder). We then select the target audience from your CRM – it could be all customers, a specific segment (like leads from last quarter, or clients who bought a certain product), or a smart list based on tags/filters. The system sends out emails and texts to those contacts and tracks delivery and engagement. We can schedule campaigns ahead of time or set them to recur.
Benefit: You can reach hundreds or thousands of customers instantly with important information. Email campaigns help nurture leads and keep your business on people’s radar (which can increase repeat sales). SMS has a very high open rate, so it virtually guarantees your message will be seen quickly.b Using both channels ensures a wide reach – some folks respond better to emails, others to texts. Because it’s all done through the CRM, we also get analytics: who opened the email, who clicked the link, whose number bounced, etc. This data helps refine future campaigns for better results. Ultimately, regular communication via email/SMS marketing drives engagement and sales by informing your audience of what’s new or reminding them of the value you offer, all with minimal manual effort once the campaign is set up
Quotes, Contracts & Payments in One Place
Send professional quotes, contracts, and invoices directly from your CRM. No need for separate apps or paperwork – everything is built into one platform for easy management.
Use built-in digital signature fields so clients can sign contracts online instantly. Right after signing, they can pay you through trusted gateways like Stripe, PayPal, and more in just a few clicks.
Offer flexible payment options: let customers pay a deposit (partial upfront payment) or set up automatic recurring payments for ongoing services – all handled seamlessly by the system.
Close deals faster and keep every transaction organized in one system for easy tracking. Impress your clients with a smooth, modern experience from initial quote to final payment.
Email & SMS Marketing Campaigns
What it is: A service for designing and sending out bulk email newsletters and SMS/text message blasts to your contacts for promotions, updates, or announcements.
How it works: We use built-in marketing campaign tools to create professional emails and text messages. For email, we can design templates with your branding, add images or links, and craft engaging copy for things like monthly newsletters, special offers, or product announcements. For SMS, we write concise, clear messages suitable for phones (e.g. a promo code or event reminder). We then select the target audience from your CRM – it could be all customers, a specific segment (like leads from last quarter, or clients who bought a certain product), or a smart list based on tags/filters. The system sends out the emails and texts to those contacts and tracks delivery and engagement. We can schedule campaigns ahead of time or set them to recur.
Benefit: You can reach hundreds or thousands of customers instantly
with important information. Email campaigns help nurture leads and keep your business on people’s radar (which can increase repeat sales). SMS has a very high open rate, so it virtually guarantees your message will be seen quickly . Using both channels ensures a wide reach – some folks respond better to emails, others to texts. Because it’s all done through the CRM, we also get analytics: who opened the email, who clicked the link, whose number bounced, etc. This data helps refine future campaigns for better results. Ultimately, regular communication via email/SMS marketing drives engagement and sales by informing your audience of what’s new or reminding them of the value you offer, all with minimal manual effort once the campaign is set up
Quick Links
Home
Help Center
Book a Demo
Connect
© {{location.name}} {{right_now.year}}
All Rights Reserved