How It Helps Your Clients
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
Just 3 Lines of Code
Makes Your Clients Websites Generate 10X More Conversions
A simple and flexible marketing optimizer that combines data, marketing, communications, and analytics, all in one place.
Optimization Reports
Phone Tracking
Email Automation
Texting
360 Marketing Automation
Web Forms
Voice Recording
All Conversions in One App with Simple Marketing Automations
- 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
Call Tracking
Know which marketing channel your calls are coming from. Record, transcribe and analyze call sentiment.
Forms & Emails
Capture website form submissions directly into your CRM, and track where they came from.
SMS & Web Chat
Add web chat to your website, and capture lead data. Communicate with your customers via text messaging.
Call Requests
Secret weapon in getting more customers. Allow them to request a call from you!
Data-driven automation, marketing, and optimizations proven to significantly increase sales through your funnels.
Capturing all of your lead and client data in one central and easy to use CRM system. Easy to use API or Zapier integration to sync all of your conversions into your customer database/CRM
Track Conversions Back To Their Source
Every potential customer comes from somewhere. You have many different marketing channels, but which one did they follow? Was it your ad on Google? On Facebook? Organic search results on Bing?
You need to know. You need conversion tracking, on every possible channel.
Get More Conversions
When you know which marketing channel your conversions come from, you know which marketing channels to focus your efforts on.
Improve Lead Quality
When you know which leads result in sales, and which channel they came from, you know which channels result in quality leads.
Identify and Fix Poor Marketing Channels
Likewise, you know which marketing channels are performing poorly. You can channel performance, fix what needs to be fixed, or abandon poor marketing channels.
Close More Sales
When you improve your lead quality, you get a clearer picture of your target audience. Better audience targeting leads to more sales, and better ROI.
See What We Can Do For You!
Focus On The Keywords That Produce Sales
If it doesn’t make dollars, it doesn’t make sense. That is our underlying theory. Identify and focus on the keywords that produce sales, not just conversions.
Block Keywords That Waste Money
Most keywords bring in junk traffic. Easy way to identify the keywords that produce quality conversions and block the junk.
Optimize Keywords With Highest ROI
Track from click to sales and lifetime value of your customers. Even if you have a long sales cycle.
Optimize Revenue With Complete Conversion Tracking
The more information you collect, the better the system works. Conversions become leads, leads become sales, sales become data for improving your marketing channel ROI.
Track Your Sales Back To Their Source
Close the loop and use your data to your competitive advantage. Funnel Optimization in real time.