How It Helps Your Agency

Agency Management Made Simple

  • Simple, Flexible & Free to Use for Agencies
  • Unified Work Space for Tasks, Notes & Chat
  • Call Tracking, Recording & Sentiment Analysis
  • Audio to Text Transcription
  • Create Custom Templates to Automate Team Workflows
  • Custom Reporting with Agency Logo & Branding
  • PCI & HIPPA Compliance & Certification

A Cloud-Based Omnichannel Marketing Platform

An infinitely flexible software that combines data, marketing, communications, and analytics, all in one place.

Landing Pages

Phone

Email

Messages

Digital Display

Forms

Voice

All Communications in One Tool with Unmatched Automation

  • Forms
  • Phone Calls
  • Text Messages
  • Email Marketing
  • Web Chats
  • Auto Responders for each Funnel
  • All Channels Tied Directly to Your Custom CRM
  • Closed Loop Reporting & Integration into Quickbooks
  • Designed Specifically for Agencies
  • Attach Your Website Forms to Get Leads Automatically
  • Send & Receive Emails Directly from CRM
  • Send Proposals and Quotes Directly from the CRM
  • Time Stamps & Read-Statuses for all Emails within CRM
  • Organize All Customer Data with Detailed Filters & Reporting
  • PPC Bid & Budget Management
  • URL Alerts & Reporting

Integrations for All Your Needs

Ideal CRM for SMB’s/Startups. It is compatible with Zapier, so you can configure external integrations as needed.

Sales Tools & Custom Reports

  • Automatically Populates Address Book with Your Database Info
  • Tracks & Logs all Interactions of Leads
  • Automatic Reminders on Specific Leads from Machine Learned Data
  • Keyword, Landing Page, & Search Term Reports
  • Landing Funnel, Sales Funnel, Campaign & Ad Group Reports
  • Live Data per Day, Week, Month, & Year