Lead Capture & Tagging: New leads are captured through forms (FB Ads, Google, Events) and tagged based on the source.

Automated Follow-ups: New leads receive SMS and email reminders at various intervals to prompt a response or appointment booking.

Nurture Workflow: Leads who don’t respond within 14 days are tagged as “Unresponsive” and entered into a nurturing process with follow-up SMS and emails.

Appointment Management: Leads who book appointments receive automated reminders, and missed appointments trigger re-engagement workflows.

Re-engagement for Stale Leads: Leads who re-engage are moved back to the Responded Lead or Appointment stages.

Customer Conversion: When a lead purchases, the opportunity is marked as "Won," and a customer tag is added.

Unsubscribe Management: Leads who opt-out are tagged as “Unsubscribed,” and communication is halted.

Customizable Forms & Funnels: Forms are tailored for lead generation, appointment scheduling, and promotions, with customizable assets like logos, images, and discount offers.