Pipeline Stages: Tracks lead status, from New Lead to Unsubscribed, including stages for appointment scheduling, nurturing, and purchase.

Lead Capture & Organization: Automates lead capture from forms (FB Ads, Google, etc.), tags leads, assigns users, and creates new opportunities.

New Lead Workflow: Sends automated emails and SMS within 14 days to engage leads; if no response, moves them to Nurture.

Responded Lead Workflow: Notifies staff to book appointments, and if no appointment is booked within 14 days, moves leads to Nurture.

Nurture Workflow: Re-engages stale leads with follow-up messages (SMS, email), and moves re-engaged leads back to active stages.

Appointment & Follow-up Workflows: Confirms appointments, sends reminders, and manages no-shows by rebooking appointments.

Purchase Workflow: Updates the opportunity when a lead becomes a customer, removes previous tags, and notifies staff.

Unsubscribed Workflow: Automatically disables communication for leads who opt-out and updates their pipeline status.