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Platform · CRM & inbox

Every conversation. Every channel. One thread.

Instagram DMs, Facebook Messenger, live chat and email land in the same inbox, attached to the same contact record as their purchases, their course progress and their booked calls. This is the feature nobody else in the category has.

Included on every paid plan · unlimited contacts on the record

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
Conversations: every channel in one thread per person, the contact beside it
Every channel in a single thread per person, the contact record beside it

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
Contacts with tags, stages and a search
Contacts with tags, stages, smart lists and custom fields

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
The pipeline board with deals by stage
The pipeline: your own stages, deals dragged between them

Everything included

Everything in CRM and the inbox

CRM, inbox and pipelines are included on every paid plan.

  • Unified inbox across channels
  • Instagram DM integration
  • Facebook Messenger integration
  • Live chat widget
  • Email in the same thread
  • Web form submissions in the inbox
  • Conversation assignment to team members
  • Saved reply snippets
  • Read, unread and starred states
  • Internal notes on conversations
  • Contact records with full timeline
  • Purchase and payment history on the record
  • Course progress on the record
  • Appointment history on the record
  • Page-visit and click history
  • Email open and click history
  • Unlimited tags
  • Unlimited custom fields
  • Notes, tasks and reminders
  • File attachments on contacts
  • Smart lists and saved segments
  • Bulk actions on segments
  • CSV import with field mapping
  • CSV export — your data, always
  • Duplicate detection and merging
  • Sales pipelines and opportunities
  • Multiple pipelines
  • Custom pipeline stages
  • Deal values and forecasting
  • Stage-change automations
  • Attribution reporting
  • Conversion and revenue reporting
  • AI-drafted replies
  • Custom objects for non-standard data
  • Conversation AI for first-line replies
  • Custom reports
  • API and webhook access
  • Ten team seats

The maths

What a CRM and an inbox normally cost

HubSpot Starter$20/mo
Intercom Essential$39/mo
Social inbox tool$29/mo
Same job, on OpusFunnelIncluded at $79

And none of those three know that the person messaging finished module four of your course last Tuesday.

Questions

Common questions

Which channels come into the unified inbox?

Email, website forms and social messages and comments from your connected accounts, which carry no per-message charge, plus SMS and WhatsApp, which are metered per use.

Are SMS and WhatsApp in the inbox?

Yes. Texts and WhatsApp messages land in Conversations beside email, on the contact's record, and the inbox assistant drafts a reply to each. They are metered per use from a balance you top up rather than folded into the plan price, so a busy month does not change the plan: SMS $0.02 a segment, WhatsApp per message. More on SMS, WhatsApp and voice.

Is this a real CRM or a contact list?

A real one: pipelines with custom stages, deal values, smart lists, custom fields, tasks and attribution reporting. What it is not is an enterprise sales CRM — if you need territory management and complex quota hierarchies, Salesforce exists.

How many contacts can I store?

Each plan has a published contact allowance, and contacts above it are billed rather than blocked. Kajabi Basic caps at 2,500 and Simvoly's top plan at 2,500 — worth comparing against the plan you're considering.

Can I export my data?

Yes, any time, by CSV. Your contacts are yours. We think a platform that makes leaving hard is telling you something about its confidence in staying.

Can my team use it?

Yes — two seats from the free plan, ten on the $79 Launch plan, with conversation assignment and internal notes. ClickFunnels gives you two seats at $97.

One inbox. One record. One login.

Instagram, Messenger, chat and email in the same thread — from $79 a month.

14-day free trial, card required · renews monthly, cancel anytime · no platform fee on paid plans