Pipeline
Drag a deal from stage to stage, and the move can start an automation. Each column totals its open deals, so won and lost drop out of the number.
The product
The screens, and what each is for.
A lead becomes a contact, and from that contact you reply, book, quote, run the job, and bill it. These are the screens for each of those steps.
Screen by screen
What each one is for.
Inbox
Texts, email, and chat on one thread, on the contact they came from. Anyone on the team can pick it up and reply with a saved template.
Calendar and booking
A public booking page shows your real openings in the customer's time zone. A confirmation, reminders, a calendar invite, and a reschedule link go out on their own.
Automations
A form, a tag, a booking, or a message starts it, then a wait, a branch, a text, an email, or a task. Quiet hours you set hold every message until they end.
Social posts
Write once for Facebook, Instagram, and Google Business. Send a post for approval by link, or make approval a rule for the business.
Business Cell Phone
A US business number that goes where you go.
One plan for your phone: a real US number for calls and texts, and data that works in the country you are in.
- Traffic exits locally, not through a US server, so pages load like a local SIM
17 connections
The accounts it works with.
Each one is connected from settings, to the business you have open.
Google Business Profile
Posts to your listing, and your reviews with their replies.
YouTube
How it works
From lead to paid.
Get the lead in
Import a CSV, put a form on your site, or add them by hand. Each one becomes a contact with a thread.
Reply, book, and quote
Texts and email come into one inbox. You book the visit on the calendar and send the estimate from the same contact.
See the screens before you pay.
The tour needs no sign-up. A workspace asks for a card.
