Pipelines: Manage lead lifecycle from initial contact to purchase (New Lead, Responded Lead, Appointment No Show, Appointment Booked, Nurture, Purchased, Unsubscribed).

Workflows: Automate lead handling through triggers and actions, such as tagging, assigning tasks, and sending communications (emails, SMS, etc.).

New Lead Workflow: Captures new leads from form submissions, assigns tags, notifies staff, and sends a series of follow-up messages.

Appointment Management: Automates appointment-related workflows, including booking confirmations, reminders, and re-engagement for no-shows.

Nurture Workflow: Targets leads that have not responded in a while with re-engagement efforts through emails and SMS to drive conversions.

Purchased Workflow: Handles post-purchase stages, updating opportunity status, and notifying staff about new customers.

Unsubscribed Workflow: Manages leads who opt out of communication by disabling channels and updating their status.

Assets & Forms: Includes customizable values (business info, logos, tracking numbers), forms for lead capture, appointment scheduling, and customer account setup.