Contact Management
Full CRUD with multi-tenant isolation, custom fields, and import/export.
Contact typesCustom fieldsImport/exportDeduplication
contactscrmmanagement
Lead Management
Embeddable lead forms, scoring, auto-qualification, UTM tracking.
Lead formsLead scoringAuto-qualificationUTM tracking
leadsformsscoring
Deal Pipeline
Visual pipeline with customizable stages, probability, and forecasting.
Visual pipelineCustom stagesProbabilityForecasting
dealspipelinesales
Proposal & Estimate System
Proposals, estimates, public client portal, AI sales chat.
ProposalsClient portalAI chatE-signatures
proposalsestimatesquotes
Email Campaigns
Campaign templates, personalization, engagement tracking, two-way threading.
TemplatesPersonalizationTrackingThreading
emailcampaignsmarketing
Drip Sequences
Automated email sequences with triggers and conditional logic.
AutomationTriggersConditional logicStop conditions
dripsequencesautomation
SMS Campaigns
SMS messaging with delivery tracking and two-way communication.
SMS messagingDelivery trackingTwo-way SMSTemplates
smstextmessaging
Social Media Management
Account management, AI content generation, scheduling, engagement tracking.
Multi-platformAI contentSchedulingAnalytics
socialmediaposting
A/B Testing
Subject line testing, content variants, statistical significance.
Subject testingContent variantsStatisticsWinner selection
abtestingoptimization
Analytics & Reporting
Campaign performance, lead source analytics, ROI tracking, custom reports.
PerformanceLead sourcesROICustom reports
analyticsreportingmetrics
Customer Segmentation
Tag-based, source-based, custom field-based, and dynamic segments.
Tag segmentsDynamic segmentsFiltersAudiences
segmentationsegmentstargeting
Survey System
AI-powered survey generation with response analysis and sentiment detection.
AI generationMultiple fieldsAnalysisSentiment
surveysfeedbackforms
Forms & Landing Pages
Drag-and-drop builder, template library, conversion tracking.
Page builderTemplatesConversion trackingSEO
formslandingpages