Powerful features for modern agents
Current capabilities for managed intake, approved follow-up, shared history, and basic reporting.
Speed-to-Lead
Queue approved outreach promptly after an eligible lead is captured.
- Lead capture from configured sources
- Queued automated responses
- Source-aware team and fixed-user routing
- Quiet-hours controls
Unified Inbox
Review supported channel history in one workspace.
- Threaded conversations across channels
- SMS and email conversation history
- Lead tagging and assignment
- Provider delivery status where available
Automation Engine
Run approved linear follow-up under human and compliance controls.
- Editable follow-up sequences
- Time-delay and trigger-based sequences
- Pause, resume, and stop controls
- Opt-out and reply-based stopping
Booking links
Include a configured external booking link in approved follow-up.
- Share a configured booking link
- Include booking links in follow-up sequences
- Keep appointment calls to action consistent
- Manage the link from tenant settings
Smart Reporting
Review defined lead, provider-state, reply, and pipeline metrics.
- Response time tracking
- Lead-stage counts
- Lead source counts
- Agent-scoped overview metrics
Template Library
Never write the same message twice.
- Dynamic variable insertion
- Reusable SMS and email content
- Sequence-level message steps
- Centralized editing for administrators
Ready to see it in action?
Apply for a supervised paid pilot and review the exact service scope before checkout.