Know who you are working with
Keep contacts, notes, sources and activity together. Search your records and use tags and custom fields to organize the details that matter.
Contact and lead managementLoading...
Features
Explore contact management, saved audiences, email campaigns, lead follow-up, estimates and customer intelligence. See the workflows and available plans.
Keep contacts, notes, sources and activity together. Search your records and use tags and custom fields to organize the details that matter.
Contact and lead managementCapture website inquiries, assign ownership and track follow-up tasks. Let the team know when a new opportunity needs attention.
Owner SMS alerts on Growth; configured workflows on ProBuild saved audiences from customer filters, prepare an email campaign and preview the message before it goes out.
Campaigns and saved audiences on Pro and aboveTrack progress through pipeline stages. Send branded estimates and give customers a clear link to review and accept them.
Estimates on Growth; saved templates on ProBring recorded engagement into focus with customer profiles, AI-generated summaries and audience insights.
Customer Intelligence through managed onboardingOrganize records with your fields and stages, then add the workflows and specialized connections your operation needs.
Options vary by plan; specialized setup is assistedSee the steps, the available plans and the details to consider when setting up each feature.
Publishers and venue operators get a profile: the synopsis, the recorded-activity score, and the topics and stances the model inferred from that history.
An audience report counts profiles that have a synopsis, ranks inferred topics, and saves an explorer audience from list fields.
Editors approve an issue, then read opens, clicks, bottom-image loads, poll votes, replies and recorded-activity tiers without treating them as proof of a human reader.
A venue operator sees import problems, an expired booking hold on the assisted connection, and visits and spend after a send, including the party on the visit.
Service businesses capture the submission, alert the owner, and move the card. Calling the customer is still a person. A first reply runs only if a Pro workflow is configured.
Growth includes estimates. A customer opens the link, the record marks Viewed, Accept moves the card, and a deposit leaves the remaining balance when Stripe Connect is connected.
A supporting control for every plan that sends: import attestation, address classification, suppressions, preferences, outbound pause, quiet hours and STOP.