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.
No contracts · Unlimited users & contacts · Cancel anytime
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
Every stage gets smarter with an AI Employee.
Meet the AI EmployeeYour first week
Set up with you, not dumped on you.
- 1Tell us about your businessRight after signup, a short onboarding form: business name, domain, and what you do.
- 2Tech Setup call: 1 hour, 1-on-1 on ZoomWe 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.
- 3Training call: 1 hour, 1-on-1 on ZoomWe 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.
- 4You keep everythingBoth 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.
See all five stages working together.
Capture, nurture, close, evangelize and reactivate, in one login.
No contracts · Unlimited users & contacts · Cancel anytime