Create a sales process that works hard so
you don’t have to

Build deeper customer relationships, speed up the sales process, and accelerate your growth.

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how it works

Making sales
simpler than ever

step 1

Seize Opportunities

Automatically create contact records for people who interact with your business through online forms.

step 2

Make Better Decisions

Get a clear sense of where leads are in the sales process, so you can focus on those most likely to convert.

step 3

Speed Up Sales

Use our checkout pages, invoicing, and text-to-pay links to sell online and receive payments faster.

sales pipeline

Close more deals
with less work

Build a sales pipeline designed to increase your sales revenue and boost your profits.

Use automated tasks and follow-up reminders to close more sales.

Get updates in real time about your leads, so you always know what’s happening.

Never miss a sale again. Keep everything organized, whether you’re going solo or have a team.

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contact management

Turn your contacts into opportunities

Automatically add a contact anytime anyone reaches out to your business online to create more opportunities for sales.

Grow your list effortlessly with each new contact.

Store customer notes, tasks, appointments, and messages in one place for easy access.

Stay organized and manage your customer relationships more efficiently.
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invoicing

Make it easy for customers to pay you

Create and send invoices in just 30 seconds.
Seamlessly set up recurring invoices & allow your customers to auto-pay
Avoid late customer payments with automatic reminders and notifications.
Eliminate the need for other invoicing software and save money.
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text 2 pay

Get paid faster

Send secure branded payment links via text, making paying instantly easy for your customers.

Allow customers to pay quickly with their information and speed up the transaction process.

Use our mobile app to generate payment links on-the-go and receive payments within minutes.

Improve customer happiness with seamless payment experiences that reduce friction and encourage repeat business.

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online checkouts

Easily sell online

Set up customizable checkout forms so you can start selling online in just minutes.

Offer subscriptions or one-time payments options to customers.

Increase order values with instant, one-click upsells.

Use discount codes and promotions directly on your checkout page to boost sales and attract new customers.

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reputation management

Boost your brand’s
reputation

Earn trust and attract more business with a higher number of fresh, positive reviews.

Make it easy for customers to leave reviews with automated text or email requests.
Improve your Google ranking and online presence with consistent 5-star reviews.
Build a strong online reputation that draws in new customers automatically.
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reporting & analytics

Make impactful
business decisions

Get valuable insights and key data to help you make smarter business decisions.

Quickly find out what’s working well in your business and what needs to be improved.

Discover new opportunities with our comprehensive reporting and analytics dashboards.

Customize reports to monitor key performance indicators (KPIs) that matter most to your business, so you can stay focused on growth.

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Cutting edge tech

Take your sales to the next level

With our comprehensive suite of  automation & engagement tools, capturing and converting leads is now easier than ever.

Ready to see how it’s done?

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Make sales on the go with our mobile app

Get notifications on your phone in real-time

Chat with your leads & customers on the go

Book appointments in seconds

Easily collect payments from anywhere