The platform
One platform for the whole customer journey.
From the first click to the fifth referral: capture, nurture, close, evangelize, and reactivate, all in one login.
Five stages, one system. Pick a stage to go deeper.
Capture
Get more leads in the door
Attract the right people, turn interest into leads and keep your pipeline full.
- CRM
- Websites, funnels & landing pages
- Chat widget with Conversation AI
- Missed-call text-back
Website chat
Hi! Questions about a deep clean?
Yes, do you cover my area?
Continue by text →
Texts · (555) 014-8148
We do! Conversation AI here. Want Tuesday 2pm?
That works.
Lead saved to CRM
Nurture
Build relationships that convert
The tools you need to follow up, stay relevant and build trust.
- One conversation stream: SMS, Messenger, IG DM, WhatsApp & livechat
- Sales pipelines
- Workflows & automations
- Appointment reminders
Do you have anything Friday?
Friday 11am works. Want me to hold it?
Yes please, and can I add a second room?
Added. You're on for Friday 11am.
Booked: Fri 11am
Close
Close deals with less back-and-forth
Remove friction and turn conversations into paying customers.
- Estimates & proposals
- Invoicing & payment integrations
- Text-2-Pay & Tap-2-Pay
- Order forms with upsells
Estimate #218
Gutter cleaning and repair
Total $480£380.00
Invoice #1042
Created from the estimate
Cleaning $300£240
Repair $180£140
Paid by Text-2-Pay
Evangelize
Create fans, not just customers
Everything you need to turn happy customers into reviews, referrals and buzz.
- Reputation management
- Automated review requests
- AI review reply
- Affiliate manager for referrals
Review request · automatic
Thanks again, Dana! Mind leaving a quick review? It takes 20 seconds.
Posted to Google
Reputation +42 this month
4.9
Fast, tidy, fair price.
AI draft: "Thank you, Dana! We loved working on your kitchen..."
Reactivate
Get back on their radar
Re-engage past leads and customers with timely messages that drive repeat sales.
- Broadcast campaigns: email, SMS, WhatsApp & Messenger
- Smart lists & segmentation
- Birthday & seasonal campaigns
- Database reactivation templates
Broadcast composer
Spring is here: book your tune-up and save 15% through March.
Schedule broadcast
Last send
Delivered1,206
Opened58%
Replies212
Sample data
AI Employee · on Growth & Pro plans
Every stage gets smarter with an AI Employee.
Meet the AI EmployeeYour first week
Set up with you, not dumped on you.
Tell us about your business
Right after signup, a short onboarding form: business name, domain, and what you do.
Tech Setup call: 1 hour, 1-on-1 on Zoom
We handle the technical stuff with you: text-messaging registration (A2P), your domain and custom email, webchat widget install, social media connections, calendars, phone setup, and your custom values.
Training call: 1 hour, 1-on-1 on Zoom
We roll up our sleeves and show you how to use the system in real life. No tech overload, just the daily tools, habits, and features you'll actually use, tailored to your setup.
You keep everything
Both calls are recorded and sent to you with a summary. And we check in at 30, 60, and 90 days to make sure it stuck. Plus lifetime access to our full course library and training videos, so you can go deeper whenever you want. From there: live chat & Zoom support plus bi-weekly live office hours.
Included free on every plan. Competitors charge $500£400–$3,000£2,400 for this.
How onboarding worksSee all five stages working together.
No form. No sales call unless you want one.