Compare all features

CONTACT MANAGEMENT

• Unlimited contact

• Unlimited contact fields

• Create tasks

• Notes

• Documents

• Tags

• Smart lists

• Reporting and analytics

• Click-to-Connect*

CALENDAR INTEGRATION

• Create unlimited calendars

• Customize calendars

• Sync to Google/Outlook

• Smart sync

• Personalized calendar links

• Embed calendars

PIPELINES

• Unlimited pipelines

• Unlimited stages

• Customized opportunities

• Track sales metrics

• View pending vs closed

• View won vs lost

FORMS

• Capture contact info

• Unlimited forms

• Fully customizable

• Create custom fields

• Include text and images

• Sharable

• Embeddable

• Trackable

• Sticky contacts

EMAIL INTEGRATION

• Sync to any major provider

• Custom email domain

• Send and receive inside CRM*

• Email templates

• Email signatures

• Embed trigger links

PHONE INTEGRATION

• A2P compliance

• Local and toll-free numbers*

• Customize phone numbers

• Make and receive calls inside CRM*

• Send and receive SMS inside CRM*

• Automatic missed call text-back

• Voicemail

• Call Forwarding

• Power dialer

WEB FUNNELS (requires owned domain)

• Templates

• Unlimited funnels

• Unlimited steps

• A/B testing

• API integration

• Web-hooks

• Trigger links

WEBSITES (requires owned domain)

• Templates

• Unlimited pages

• API integration

• Web-hooks

• Trigger links

• URL redirects

• Embed custom forms/surveys

SURVEYS

• Unlimited surveys

• Conditional Logic

• Fully customizable

• Create custom fields

• Include text and images

• Sharable

• Embeddable

• Trackable

• Sticky contacts

AUTOMATIONS

• Anything can become automated!

• Customize triggers based on events

• Triggers based on form submissions

• Email and text workflows

• Calendar confirmations & reminders

• Reschedule cancelled meetings

• Reschedule no shows

• Lead nurture

• Update customers

• Task follow up

• Email drips

• SMS campaigns

• Send SMS/email on opt-in

• Internal notifications

INTEGRATIONS*

• Integrate with just about anything

• Google My Business

• Facebook

• Tik Tok

• Instagram

• LinkedIn

• Google

• Outlook

• Slack

MORE

• Reputation management

• Add up to 10 users*

• Assign contacts

• AI integration*

* Feature may incur additional charges.