Tools That Do the Work for You

Full contact profiles with name, company, address, phone, email, links, notes, tags, and status. Prev/Next navigation, street-view map preview, profile photo lookup, and complete edit history.

Move contacts through custom status stages — New, Active, Pending, Appointment, Lost — and monitor your active pipeline count in real time from the dashboard.

Monthly calendar with per-contact task assignment, daily/weekly/monthly task breakdown, live weather widget, and overdue task alerts. Never miss a follow-up.

Check WhatsApp numbers, send messages and files, run broadcast campaigns to filtered lists, and let an AI bot handle replies — all logged automatically to contact notes.

An AI bot that chats with your WhatsApp contacts for you — with a configurable personality, tone, and reply style. It knows the time of day, speaks their language, and can follow up automatically.

Send emails to contacts directly from the CRM using any email account you own. Connect multiple senders, pick a default, and every email you send is automatically saved to the contact's history.

Auto-queues contacts for outbound calls — pending tasks, new contacts, scraped leads, and CSV imports — so your team works through every lead without manual sorting.

Fill in the gaps on any contact with one click — find verified work emails, phone numbers, job titles, and company details automatically, without ever leaving the CRM.

Import contacts from any CSV with smart dedup — merge, skip, or overwrite existing records. Export your full list or any filtered segment to CSV instantly. Undo last import from the dashboard.

Automatically detects duplicate contacts by name and email. Review pairs side-by-side and merge them with a single click, combining phones, emails, and addresses intelligently.

Generate a full contact and pipeline report as a PDF in one click. Download it directly or send it by email — no truncation, no limits.

See exactly how your pipeline is performing — contacts by stage, active deals, and a full website analytics dashboard showing where your visitors come from and how they found you.

Upload and organize files per user. Assign documents, contracts, and media to contacts or lists and access them from anywhere in the CRM.

Write and manage all your blog posts and landing pages in one place. Each post gets a live readability score and keyword focus so you know it's optimized before you publish.

Scan any webpage and instantly see what's hurting your search rankings — missing tags, broken redirects, thin content, and more — with a full report you can act on right away.

Keep your PR efforts organized in one place. Track every outlet you're targeting, manage your pitches from first draft to published story, and set follow-up reminders so nothing goes cold.

An AI chat assistant embedded on your site that answers visitor questions, captures leads, and remembers past conversations — with full voice support so visitors can speak instead of type.

See the property at a contact's address without opening another tab. A live street-level view loads automatically on every contact — so you always know exactly where you're going.