Your cart is currently empty!
Features
Our Automation Platform Feature List
This is an overview of the main features, it is by no means an exhaustive list.
We provide an integration and development service that includes, consultation, design, configuration, automation feature buildout, user training, and ongoing support. We can also build custom integrations into your other software if required.
We build out our services on a global platform that has 20,000 customers in 107 countries and 343 employees
CRM
Automated contact creation
Automated opportunity creation
Automated audience segmentation
Task management
Auto time and date-stamped notes
Email and phone numbers sent in conversations are added automatically to contact records
Multiple opportunity pipelines
Automated email and message responses
Email and message templates for quick responses
Can be used as a support ticket-tracking system
Messaging
Available channels – Email, Google My Business messages, SMS, Facebook Messenger, Instagram Messenger, TikTok messages, and WhatsApp
All channels can be responded to manually in the central inbox where management can oversee all conversations
We can build automation sequences for any of the above channels
Automation sequences can be triggered by any event on the website or platform.
Multiple channels can be used in the same sequence, for example, email and SMS
Bulk marketing to all or segments of the contact list can be carried out via message or email
Telephone
Users can call contacts in the platform with 1 click
Calls can be recorded and the call player for all calls shown in the contact record including the date and time
Inbound calls can be routed to the user that the contact is assigned to it
Inbound missed calls can have an SMS sent to them to let them know they will be called back soon
Outbound missed calls can have an SMS to let them know we tried to call them and to get in touch
Calendar
Each user gets a calendar and multiple unlimited calendars can be created
They can be standard or group calendars (for example for training classes where multiple attendees are on one event
We can automate appointment reminders or sequences by message and email
We can build website integrations that allow users to book their own appointment and pay for a service if needed, then receive confirmation emails, messages, etc.
Automation
Example – A website form fill creates a new contact and opportunity, the platform sends a welcome email and SMS to make sure the recipient saw it, The contact is segmented by tagging depending on selections they made in the website form, or which website page they came from. Later when a video is watched or a link is clicked it starts a sequence of emails related to the topic of the video. The possibilities are endless, limited only by your imagination.
We can create trackable links to pages and assets so it shows in the contact record when clicked and can trigger automation sequences and user notifications
Analytics
The dashboard shows a pipeline graphic with the value of leads at every stage
Lead source tracking in the contact record
Reporting for Google Analytics
Reporting for Google My Business
Reporting for social paid ads
Reporting for in and outbound calls
Reporting for SMS
Reporting for Facebook and Instagram ads
Reporting for Appointments
Reputation management
Manage Google and Facebook reviews from the platform
Send review request links
Reply to reviews on the platform
Forms and surveys
Build and manage website contact forms
Build and manage survey forms of any complexity
Trigger platform automation and actions when forms are sent
Auto country code adding on phone numbers
Users
The dashboard shows a pipeline graphic with the value of leads at every stage
Platform users are unlimited
Each user can have different access levels to every feature on the platform
User access to contacts can be limited to those assigned to them
Users can have access to multiple business locations
User availability days and times can be set for inbound call routing
Voicemail messages and email signatures can be customized
Payments
Connect Stripe, Paypal, nmi, or authorize.net to the platform to accept payments
Generate payment links which can be emailed or sent by message or both
Pay on mobile is supported including Apple and Google pay
Payment requests can be automated based on website events and checkouts
Invoice payment tracking in the platform
Manage subscriptions and memberships
Manage products
Manage coupons