Essentials
The all-in-one operating system with the core CRM, automation, communication, and growth tools in one place.
$297/mo
Included highlights
- Full CRM + All Core FeaturesYour contact database, activity history, custom fields, tasks, notes, and the core account tools that keep customer records in one place.
- Help Center & Email SupportAccess self-serve help resources and email-based support for platform questions and setup guidance.
- Unlimited EmployeesAdd the team members who need access to the workspace without charging per seat at this plan level.
- Unlimited Clients & ContactsStore and manage your customer, lead, and prospect records without a hard contact cap in the plan copy.
- Centralized CommunicationBring customer conversations into one inbox across channels like email, SMS, chat, and connected social messaging where configured.
- Virtual Phone SystemUse business phone numbers for calling and texting through the platform. Phone usage remains pay-as-you-go where applicable.
Complete feature map35 total inclusions
Operating foundation
4- Full CRM + All Core FeaturesYour contact database, activity history, custom fields, tasks, notes, and the core account tools that keep customer records in one place.
- Unlimited EmployeesAdd the team members who need access to the workspace without charging per seat at this plan level.
- Unlimited Clients & ContactsStore and manage your customer, lead, and prospect records without a hard contact cap in the plan copy.
- Business ReportingView operational and marketing performance in one place so the team can see pipeline, activity, and campaign signals.
Communication layer
5- Centralized CommunicationBring customer conversations into one inbox across channels like email, SMS, chat, and connected social messaging where configured.
- Virtual Phone SystemUse business phone numbers for calling and texting through the platform. Phone usage remains pay-as-you-go where applicable.
- SMS & Email TemplatesReusable message templates for faster follow-up, reminders, nurture campaigns, and repeat customer communication.
- Missed Call Text BackAutomatically texts a caller after a missed call so leads are not left waiting for a manual callback.
- Pay-As-You-Go Communication ToolsCommunication usage such as SMS, phone, email, and related provider services can create pass-through usage charges.
Web, booking, and conversion
6- Websites & FunnelsBuild landing pages, websites, and funnel flows for lead capture, sales journeys, and campaign-specific experiences.
- Forms & Survey BuilderCreate intake forms, lead forms, questionnaires, and surveys that feed customer data into the CRM.
- Booking Calendar SystemLet prospects or customers book appointments through connected calendars with reminders and workflow follow-up.
- Blogs ManagerPublish and manage blog content for education, SEO, and long-form authority building.
- QR Code BuilderGenerate QR codes that point to forms, pages, reviews, offers, or other trackable destinations.
- Countdown TimersAdd campaign timers to pages or funnels when urgency is appropriate for the offer.
Sales and payments
7- Sales Opportunity PipelinesTrack deals, leads, or operational handoffs through pipeline stages so nothing gets lost between inquiry and close.
- Workflow Automation BuilderCreate rule-based automations triggered by forms, calls, replies, appointments, payments, pipeline movement, and other events.
- Proposals & EstimatesSend professional proposals or estimates and track acceptance as part of the sales process.
- Documents & ContractsSend documents or contracts for customer review and signature where the workflow requires agreement tracking.
- Invoices & PaymentsCreate invoices and collect payment through connected payment workflows.
- Payment LinksSend direct payment links so customers can pay without navigating a full checkout flow.
- Text To PaySend payment links by SMS for faster invoice collection and payment follow-up.
Growth tools
12- Affiliate ManagerTrack affiliate relationships, campaigns, and referred sales when referral partners are part of the growth model.
- Courses & CertificatesHost course-style content, lessons, offers, and completion experiences inside the platform.
- Communities BuilderCreate customer or member communities for ongoing engagement and education.
- Email MarketingSend broadcast or nurture email campaigns to segmented contact lists.
- Social Media Planner
- Memberships & SubscriptionsSell or manage recurring access, memberships, or gated customer experiences.
- Store Builder (E-Commerce)Create simple storefront and product flows for selling services, digital products, or offers.
- Coupons ManagerCreate and manage promotional codes for checkout, offers, or campaign-specific incentives.
- Reputation ManagementMonitor reviews and automate review requests so satisfied customers are prompted to share feedback.
- Trigger LinksTrack when a contact clicks a specific link and use that click to trigger automations or segmentation.
- AI ChatGPT Copywriting SuiteUse AI writing support for drafts such as emails, SMS copy, ad text, and content ideas.
- Pay-As-You-Go AI ToolsAI features outside the unlimited bundle or fair-use coverage may create usage-based AI charges.