Pipeline Stages: Tracks lead status from New Lead to Unsubscribed, including stages for appointments, nurturing, and completed purchases.

Lead Intake Workflow: Automatically tags, assigns, and organizes new leads from forms and social media ads into the pipeline.

New Lead Follow-up: Sends automated texts and emails over 14 days to engage unresponsive leads before moving them to Nurture.

Responded Lead Workflow: Reminds staff to book appointments for leads who respond; moves stale leads to Nurture if no action.

Nurture Workflow: Engages stale leads with follow-ups over several weeks, moving re-engaged leads back to active stages.

Appointment Workflows: Confirms and reminds leads of upcoming appointments; manages no-show or canceled appointments to rebook.

Purchased Workflow: Updates pipeline and notifies staff when a lead converts to a customer, tracking purchase value.

Assets and Forms: Supports lead management with customizable forms, funnels, appointment links, and promotional details (e.g., discount offers).