Capture and Manage New Leads Effortlessly
- Instant Lead Capture: Automatically collect and organize new leads from your website, forms, or social media.
- Smarter Lead Tagging: Categorize leads based on their interests and readiness to buy.
- Priority Lead Scoring: Know exactly which leads are hot and ready to close.
- Lead Enrichment (Advanced): Instantly pull extra data like company size, social media links, and more — no manual research needed.
Simplify Scheduling and Meetings
- Instant Calendar Bookings: Let prospects book calls directly onto your calendar without back-and-forth emails.
- Automatic Meeting Setup: Instantly create Zoom or Teams meeting links and send them to your clients.
- Rescheduling Made Easy: Clients can reschedule themselves without needing your help.
- Smart Time-Zone Handling (Advanced): Book calls across different time zones without confusion.
Streamline Contracts and Agreements
Streamline Contracts and Agreements
- One-Click Contract Sending: Automatically send pre-filled contracts for clients to sign electronically.
- Instant Document Storage: Save signed agreements securely and organize them without lifting a finger.
- Dynamic Contracts (Advanced): Automatically customize contracts based on client details, services, or pricing.
Speed Up Billing and Payments
Deliver a World-Class Onboarding Experience
Streamline Contracts and Agreements
- Automatic Invoice Creation: Generate and send invoices immediately after a client signs up.
- Seamless Payment Collection: Send secure payment links and track payments automatically.
- Payment Status Monitoring: Instantly know who has paid and who needs a reminder.
- Real-Time Payment Verification (Advanced): Confirm payments instantly before granting service access.
Deliver a World-Class Onboarding Experience
Deliver a World-Class Onboarding Experience
Deliver a World-Class Onboarding Experience
- New Client Welcome Kits: Instantly send personalized welcome emails, next steps, and resources.
- Client Portal Setup: Create client dashboards or portal access without manual setup.
- Task Management: Auto-generate onboarding tasks in project management tools like Asana or ClickUp.
- Custom Onboarding Based on Responses (Advanced): Tailor the onboarding experience based on how your client answered intake questions.
Enhance Session Management
Deliver a World-Class Onboarding Experience
Deliver a World-Class Onboarding Experience
- Session Reminders: Automatically send personalized reminders via email or text.
- Attendance Tracking: Monitor completed sessions and spot no-shows automatically.
- Progress Milestones: Celebrate client milestones with automated recognition.
- Smart Content Unlocks (Advanced): Automatically unlock new coaching materials when clients complete sessions or reach goals.
Increase Client Renewals and Upsells
Collect Feedback and Build Social Proof
Collect Feedback and Build Social Proof
- Renewal Reminders: Remind clients to renew before their programs end.
- Upsell Opportunities: Send targeted offers to clients who are ready for the next step.
- Automated Referral Programs: Reward clients who refer others to your business.
- Predictive Renewal Scoring (Advanced): Identify which clients are likely to renew and prioritize your efforts.
Collect Feedback and Build Social Proof
Collect Feedback and Build Social Proof
Collect Feedback and Build Social Proof
- Feedback Surveys: Send simple satisfaction surveys after engagements.
- Testimonial Requests: Automatically ask happy clients for testimonials.
- Automated Review Posting: Share great testimonials on your website or social media.
- Smart Testimonial Targeting (Advanced): Only request testimonials from your happiest clients.
Keep Your Business Clean and Organized
Collect Feedback and Build Social Proof
Keep Your Business Clean and Organized
- Archive Cold Leads: Clean up your contact lists automatically after periods of inactivity.
- Merge Duplicate Records: Keep your CRM neat and avoid confusion.
- Status Updates: Automatically update client status based on their activity.
- Proactive Data Health Checks (Advanced): Regularly audit and fix data issues without needing manual reviews.