How it works
One record. Every channel. The whole history.
01 · Inbox
Stop switching apps to answer the same person
A prospect DMs you on Instagram, emails a follow-up question, then asks something on your website chat. Everywhere else that is three apps and three fragments. Here it is one thread on one contact, so whoever replies can see everything that came before it.
- Instagram DMs, Facebook Messenger, live chat and email in one inbox
- Every channel on the same thread, in order
- Assign conversations to team members
- Saved reply snippets for the questions you get daily
- Read, unread and starred states
- No per-message charge on any of these channels
02 · Record
The contact record that actually has everything in it
Open a contact and the whole history is there: pages visited, forms filled, emails opened, links clicked, products bought, invoices paid, lessons completed, calls booked and every message on every channel. Not because we sync it — because it never lived anywhere else.
- Full activity timeline per contact
- Purchase and payment history
- Course progress and completions
- Appointments booked, attended and missed
- Unlimited tags and custom fields
- Notes, tasks and file attachments
03 · Pipeline
Pipelines, smart lists and where the money is
Track opportunities on a drag-and-drop board with your own stages and values. Build smart lists that keep themselves current — everyone who opened the last email but hasn't bought, everyone stalled at proposal for a fortnight. Attribution reporting shows which channel produced the revenue, not just the click.
- Drag-and-drop pipelines with custom stages
- Multiple pipelines for different offers
- Deal values and forecast totals
- Smart lists that update themselves
- Attribution reporting by source and campaign
- Automations that fire on stage changes
