Pipeline Stages: Tracks lead journey from initial contact to conversion or unsubscribe (New Lead, Responded, Appointment Booked, No Show, Nurture, Purchased, Unsubscribed).

Lead Organization Workflow: Adds tags, assigns users, creates opportunities, and routes new leads based on their source.

Automated Follow-ups: Sends SMS and emails over 14 days to engage leads and encourage responses or appointments.

Appointment Management: Automates confirmation and reminder messages, updates status, and moves missed appointments to Nurture.

Nurture Workflow: Re-engages stale leads with periodic follow-ups and tags for unresponsive or re-engaged contacts.

Conversion Tracking: Updates purchase value, tags converted leads as "Purchased," and notifies staff on successful conversions.

Customizable Assets and Forms: Includes agency info, brand assets, tracking links, and customizable forms for leads, bookings, and quick account setup.

Funnel Pages: Opt-in page for lead capture, booking page for scheduling appointments, and a thank you page with appointment confirmation.