Unified contact and messaging hub — engage customers and prospects from one place

Automated task scheduling — create recurring tasks by contact, group, or campaign

Smart follow-up alerts — stay on top of sales, service, and collections

Dynamic lead routing — assign leads by source, user, or workflow rules

Integrated notes, tasks, and messaging — manage all actions from a single timeline

End-to-end sales activity tracking — from first contact to final delivery

Document and stipulation collection — upload credit apps and docs straight into the CRM

Built-in text messaging — two-way texting with history per contact

In-app credit pulls — access credit bureaus right from the CRM

360° customer history — deals, services, payments, and messages in one view

CRM tied to every business process — deals, service, website, BHPH, reporting

Instant web-to-CRM capture — credit apps and web leads auto-load into contact records

Workflow automation — trigger task sequences across departments

Send contracts and forms — deliver via email or text in seconds

Multi-day sales and service calendar — daily, 3-day, and 5-day snapshots

Flexible scheduling views — filter by team, location, or user

Customizable task filtering — show calls, texts, service, or appointments

Rollover past-due tasks — never miss a follow-up opportunity

Personalized mass messaging — automate holidays, birthdays, reminders

Professional Message Helper — build polished messages with ease

Centralized staff oversight — manage task lists per user or per location

Asset management for media — organize forms, videos, and images by customer

Workplan control by team — assign, review, and measure productivity

Mobile-first communication tools — collect docs and message on the go

Secure message and document history — archive every interaction automatically