Pipeline Stages: Tracks leads from New Lead to Purchased and Unsubscribed.

Lead Workflows: Automates lead intake, assigning tags, opportunities, and workflows based on lead source.

Follow-Up Automations: Sequences of emails/SMS tailored to each pipeline stage (e.g., New Lead, Nurture, No Show).

Nurture Path: Unresponsive leads are automatically re-engaged with nurture campaigns.

Appointment Management: Systematized follow-ups for booked, canceled, or missed appointments, including reminders and status updates.

Purchase Tracking: Updates opportunity value, marks sales as "WON," and notifies staff on customer conversion.

Custom Forms and Assets: Branded assets, customizable lead forms, and booking links enhance personalization.

Opt-in Funnel: Includes a booking page, calendar integration, and thank you page to optimize lead capture and engagement.