Platform Features
Every tool in the platform, grouped by the job it does, from the ad campaign that brings the lead in to the phone call that closes it. All of it configured for you before you log in for the first time.
Custom-built landing pages designed to create curiosity, not disclose your brand. We remove product names and logos so your lead's first impression is about the idea, not the company. Available in English, Spanish, and other languages.
Multilingual
Pool your team's ad budget and let the system distribute leads automatically. Assign team members to campaigns, set their lead weight based on budget contribution, and pause or remove members in seconds. Leads never fall through the cracks.
Campaign Bucket
Every team member gets their own unique URL, mywebsite.com/michael, that routes leads directly to them. Create unlimited campaign links for ads, events, and influencer partnerships. Every link and website includes a downloadable QR code, ready to print.
After a lead opts in, show them the right video for the right campaign. Working with an influencer? The thank-you page plays their message. Running multiple ad angles? Each campaign link shows a different video. Fully configurable per campaign.
When a lead opts in a second time because they haven't heard back, the system detects the duplicate, finds the existing contact, and moves them to a dedicated Re-Opt-In status with its own autoresponder. No double-counting, no confusion, no missed opportunities.
Organize contacts your own way, Friends & Family, Networking, City-based lists, whatever fits. Filter your view instantly. Admins can monitor pipeline health across the entire organization while each rep manages their own contacts independently.
Open a contact, click Call, and the calling window opens with the number already loaded and ready to dial. No handset, no keypad, no copying numbers between screens. It runs in the browser, so it works from whatever computer your rep happens to be sitting at.
Click to CallProspects see your business line on their screen, not your personal cell, and there is no personal number for them to hold on to once you have stopped working the lead. Calls, texts and voicemails live on the contact record, not on somebody's phone, so a contact can be handed to another rep without handing over your number with it.
Calls are transcribed live, line by line, and the transcript is saved right on the contact, labelled so you can see who said what and in what order. Stop taking notes while you talk. Six weeks later you will still know exactly what was said.
Live TranscriptionOne click turns a transcript into four headings a busy person can read in fifteen seconds: what happened, the key points, what each side committed to, and the single next action. Written in English or Spanish depending on the rep, and generated once so a summary never changes underneath you.
AI-PoweredAttempts are logged: when it started, how long it lasted, and how it ended, completed, busy, no answer, canceled or failed. The whole history sits on the contact next to the texts and emails, so anyone picking that lead up can see what has already been tried.
Score a call the moment it ends. A quick rating on the call row tells you at a glance which conversations were worth having, and which leads deserve another attempt.
Build a library of voicemails filed under the pipeline status each one belongs to. Record straight from your microphone in the browser or upload a WAV or MP3 you already have. Drag them into the order you want them offered in, and stop re-recording the same message forty times a week.
Record or UploadPair every recording with a text message. When a call goes to voicemail, pick a recording from the calling window: your lead hears your voice, and the matching text, with their first name and your booking link already filled in, lands on their phone. Leave the delay at none and the text goes out the moment the recording finishes; set one and it arrives up to five minutes later, while they are still holding the phone. That is two touches in the time it takes to click once.
Voice + SMS TogetherReplies come straight back into the same thread, attached to the contact rather than to anybody's personal phone. Find a contact fast, attach an image from your media library, drop in an emoji, or hide a thread you are done with.
Save the messages you send over and over, then drop one into the composer with a click. Every template can carry placeholders, the contact's first and last name, your name, your email, your text number, your booking and meeting links, and they are filled in with the real values at the moment you use it.
Reusable & PersonalizedNot sure what to say? Pick a tone, friendly, professional, persuasive, excited, helpful, caring, funny, urgent, inspirational or exclusive, and the AI drafts the message from the history you already have with that contact and the stage they are sitting at in your pipeline.
10 TonesNot sure what to say? The AI reviews your full message history with a contact and suggests four options, including psychological conversation-starters designed to get a reply. WhatsApp is fully integrated for Spanish-speaking and international markets.
WhatsApp · AI SuggestionsSet up autoresponders for every pipeline status and let the system do the follow-up for you. Send personalized emails, text messages, image texts, or short video messages (up to 30 seconds) automatically. Text messages achieve a 95% open rate within five minutes; add an image or video and you're pushing 97–98%. Configure reply triggers so when a contact responds, the system moves them forward in the pipeline and fires the next message automatically.
SMS · Email · Video MMSTell the AI what to write: the topic, the tone, compliance restrictions, which website to reference, and who the audience is. Click Generate, the system writes all your emails and texts for you. Then copy them across campaigns with one click.
AI-PoweredBroadcast a message to any segment of your list in minutes. Filter by campaign, pipeline status, and personal group. AI generates multiple message options based on a brief prompt. Personalize every message automatically with the recipient's name. Emails included at no extra cost.
The same idea on the email side. Keep a library of the emails your team actually needs, load one into a message or a broadcast, and send it without rewriting it or hunting for the last person who got it right.
Set automatic tasks for every pipeline stage: "Make first phone call," with a script for when they answer and a voicemail script if they don't. The system adds tasks to each rep's calendar automatically. When the contact moves to a new stage, old tasks clear and new ones take over. You're duplicating yourself at scale.
Team Duplication
Visualize every lead across every stage with a Kanban-style flow view. Drag contacts from one status to the next, the system automatically engages the right autoresponders. Toggle autoresponders off to reorganize freely, then turn them back on.
No Calendly. No third-party tools. Each team member has a fully configured booking page, time slots, buffers, daily limits, automated reminders. Campaign thank-you pages can display the assigned rep's calendar so the lead books directly after opting in.
Send leads a guided, interactive presentation built specifically for your products. It opens with a video, walks the prospect through product categories, and displays the corresponding products based on their selections. Newer team members use it on calls; experienced closers use it to seal the deal.
Book a free demo and we'll walk through the features that matter for your team, configured live, not a generic tour.
Book Your Free DemoTell us a little about yourself and your team. We'll reach out to schedule your personalized demo.