Pipeline Stages: Organize leads through stages like New Lead, Responded Lead, Appointment Booked, No Show, Nurture, Purchased, and Unsubscribed, with distinct actions at each stage.

Automated Lead Capture & Tagging: Capture lead details via forms (FB Ads, Google, Event Registration) and automatically assign tags (e.g., New Lead, FB Lead) and assign them to relevant workflows.

Follow-Up Sequences: Multiple touchpoints (SMS, email) are set over days or weeks to engage unresponsive leads, aiming for a response or appointment booking. Leads not engaging are moved to the Nurture stage.

Appointment Management: Automated reminders and follow-ups for booked appointments, with notifications to staff and users, ensuring timely re-engagement for no-shows and cancellations.

Nurture & Re-Engagement: Leads that don't respond initially are placed in the Nurture stage, with a set sequence of SMS and emails. Re-engaged leads are moved to the "Responded" stage for further follow-up.

Purchasing & Conversion Tracking: Once a lead becomes a customer, the system updates the opportunity with the purchase value, removes old tags, and notifies staff of the new customer.

Unsubscribe Management: If a lead opts out, the system sets a Do Not Disturb (DND) status across channels and removes them from all active workflows, marking them as unsubscribed.

Funnel Customization & Assets: Personalized assets such as business logos, service area, and discount offers are integrated into the funnel at various stages (Opt-in Page, Booking Page, Confirmation).