CRM & Lead Management

    Never wonder where
    a lead went again.

    When a lead texts you, messages you on Instagram, emails, or calls — it all lands in one organized thread. You see the full history, you reply from one place, and nothing falls through the cracks.

    Unified Inbox

    All channels, one place

    Sarah K.

    2m

    Hi, do you have availability next week?

    Mike R.

    12m

    Saw your post — can I get a quote?

    jennifer@email.com

    1h

    Following up on my appointment...

    Unknown caller

    3h

    Missed call — transcribed

    Every conversation in one place

    Stop checking five different apps to talk to your customers.

    SMS & Web Chat

    Reply to text messages and live website chats directly from your phone or desktop.

    Social Media DMs

    Connect Facebook and Instagram to reply to social leads without scrolling through your feed.

    Email Integration

    Send and receive emails from the same thread as your texts. Keep the whole history in one place.

    Team Collaboration

    Assign conversations to team members and leave internal notes so everyone stays aligned.

    A lead shouldn't disappear because you couldn't find the message.

    When every conversation lives in one place, you always know where things stand. Here's what that looks like in practice.

    01

    Every channel, one thread

    See the full conversation history.

    A customer texts you on Monday, emails you on Wednesday, and DMs you on Instagram on Friday. In a normal setup, those are three separate conversations in three different apps. In our inbox, it's one thread — you see everything in order.

    • SMS, email, social, and web chat together
    • Full timeline per customer
    • No more switching between apps
    • Reply on the channel they used
    SK

    Sarah K. — Customer Thread

    SMS

    Hi, do you have availability next week?

    Email

    Following up — I'd like to book Tuesday

    Instagram

    Just sent the deposit! Thank you!

    Your pipeline at a glance:

    New Lead3
    Contacted5
    Booked2
    Completed8
    02

    Organize leads by stage

    Know exactly what needs attention.

    Every lead moves through your pipeline — new, contacted, booked, completed. You can see at a glance who's waiting on a reply, who's ready to book, and who needs a follow-up. No more sticky notes or memory.

    03

    Your team stays aligned

    Nobody steps on each other's toes.

    Assign conversations to specific team members, leave internal notes on a thread, and see who's handling what. When someone goes on vacation, you can reassign their conversations in seconds.

    • Assign conversations to team members
    • Internal notes the customer can't see
    • See who's handling each conversation
    • Reassign instantly when needed

    Team Activity

    Everyone on the same page

    Assigned to: Front Desk

    Sarah K. — booking question

    Internal Note

    Mike R. is a repeat customer — priority

    Assigned to: Owner

    Jennifer — high-value quote request

    Your inbox is the command center.

    When a lead comes in from your website, a missed call, or a social DM, it all lands here. From this one place, you can reply, assign, and follow up — without losing track of anything.

    WEBSITE LEAD
    MISSED CALL TEXT
    SOCIAL DM
    UNIFIED INBOX
    FOLLOW-UP
    CUSTOMER

    CRM FAQs

    What business owners want to know before getting started.

    Ready to stop losing track of leads?

    Every conversation in one place, organized and ready for your team.