CRM Complete Features List

The CRM includes all the features you need for your sales and marketing needs. Listed below are the major automation capabilities, which truly differentiate this CRM from any other. Any features with a * has an additional usage or subscription fee.

• Dashboard Basic
• CRM
• CRM Mobile App
• Sales Management (Opportunities & Pipelines)
• Social Media Scheduling
• Reputation Management
• Online Booking
• Forms
• Surveys
• Automation
• Websites & Website Analytics
• Funnels & Funnel Analytics
• Blogs
• WordPress Hosting*
• URL Redirects
• eCommerce Website
• eCommerce Store Management
• Payment Links
• Invoices & Recurring Invoices
• Integrate with 3rd Party Payment Processors (Stripe, Authorize.Net, NMI, Square, PayPal)
• Estimates
• Contracts & eSignature
• Coupon Codes
• Email Marketing
• Marketing Automation
• Text Marketing*
• WhatsApp*
• Business Phone & Two-way Texting*
• Content & Image AI*
• Conversation AI*
• Workflow AI*
• Review AI*
• Online Courses
• Communities & Memberships
• Certificate Generation & Delivery
• Client Portal
• Generic Client Mobile App (Courses, Communities & Memberships)
• Branded Client Mobile App (Courses, Communities & Memberships)*
• Affiliate Management
• Task Management
• Brand Boards
• Chat Widget (functional on any website platform)
• Countdown Timer
• QR Code Generator & QR Code Analytics
• Media Storage
• Private Integrations
• Developer API
• Ad Lead Forms Integrations with LinkedIn, Facebook, and TikTok
• Ads Manager *
• Contact Scoring
• Purchase Domains*
• Eliza AI ChatBot*
• Quiz* coming soon!

Automation capabilities within the CRM are extensive and not limited to this list:

• Inbound Webhook
• Outbound Webhook*
• Google Docs Integration*
• Premium Tasks* aka Zapier Replacement
• Triggers (Any submission from Forms, Surveys, Appointments, Dates, and more)
• Actions (update Contact Fields, send communications, grant or revoke access, and more)