Sales & Management

Text to Pay

Sales & Management

Tired of trying to send invoices to clients only to have them land in their spam folder or never get paid..? With Text to pay, you can generate payment links directly for your clients and shoot it to them in a text. Simple!

Calendar

Sales & Management

Avoid the back and forth with clients and leads by creating a team or personal calendar that integrates directly with your Google Calendar! Our Zoom integration allows you to automatically add a zoom meeting to your meetings as well to ensure you and your guest easily know where you'll virtually meet.

Opportunities

Sales & Management

Opportunities and pipelines allow you to easily track and project your sales numbers and other useful sales information. Create unlimited pipelines and stages to keep track of your customers and leads!

CRM

Sales & Management

Customer Retention Management, or CRM, allows you to keep every scrap of information about your clients all in one place! From specific personal information to tasks to conversations and files, you can keep your customer information organized and easy to manage!