Every feature. Every workflow.

Multi-channel unified interface for SMS, email, and call logs with inbound/outbound filtering and AI/user message source toggling.

AI-generated personalized SMS response sent automatically to new leads within seconds.

Four curated SMS or email reply options generated from conversation context, plus a full-draft longer response option.

Send SMS or email to leads directly from the lead detail view with compliance checking.

Receive inbound email from leads through SendGrid Inbound Parse webhook.

Automatic English-to-Spanish/French/Portuguese translation with language detection.

Reads every inbound message for sentiment, urgency, and buying signals.

Kanban board with five stages (New, Contacted, Booked, Closing, Funded) with drag-and-drop.

Sortable, filterable list of all leads with Hot, Warm, New, Booked, Close Ready, Saved, Follow-up, Renewal, Cold, and Dead filters.

Bulk import with flexible column mapping, deduplication, and phone number normalization.

Add a single lead manually via modal form.

Search businesses by industry and location; scrape email/phone from websites; save and re-run searches.

Complete history of all actions on a lead.

Chronological view of all SMS, email, and call interactions per lead.

AI-prioritized suggestions for what the broker should do right now.

Download full lead list for external analysis.

One-click calling via Twilio with choice of provisioned phone number.

Automatically send auto-text or auto-voicemail drop after no answer.

Upload and manage up to 5 custom recordings; set default for auto-drop.

Auto-send SMS reply to lead who called but couldn't reach the broker.

Automatic lead creation and SMS notification on Twilio inbound webhooks.

Manual SMS send with optional note-taking from detail panel.

Scores 0–100 with HOT/WARM/COLD tier and reasoning on entry.

Ongoing re-scoring using engagement signals and historical close patterns.

Visual badge showing sentiment of last inbound message.

Generate SMS or email drafts from user-defined scenarios.

Quick-send with smart field substitution.

Autonomous multi-turn bot that qualifies, answers FAQs, handles objections, and books.

Master kill switch so AI drafts stay as suggestions until the broker approves.

Shareable Cal.com link auto-sent via personalized SMS.

Automatically send booking link 30 seconds after a HOT-tier lead enters.

Broker-confirmed appointments auto-send a confirmation SMS with date and time.

24-hour and 1-hour pre-appointment reminders sent automatically.

Monthly calendar with counts by status.

Chronological list grouped by status with lead details.

Show rate percentage across all appointments.

365-day drip alternating SMS and email with configurable cadence.

Display upcoming template messages, themes, and send schedule per lead.

Manually enroll or remove leads from the sequence.

Background job processing pending messages every 60 seconds.

Enrolled count, messages sent, engagement, completion.

Mark appointments for no-show detection.

Automatic detection when a booked time passes without check-in.

2 to 3 touch SMS and email re-engagement.

Manually trigger recovery on demand.

Tracked appointments, no-shows, recovered, win-back rate.

Auto-send referral-ask SMS when a deal is marked closed.

Manually log referrals with name, phone, email, business.

Mark converted referrals and auto-send thank-you.

Requests, recordings, conversions, conversion rate.

Trigger request sequence for MCA docs.

Accept from leads via SMS link or manual upload.

Auto-generate still-needed list and follow-up requests.

AI extraction of balances, deposits, NSFs, MCA burden from PDFs and images.

Approval decision, amount, factor rate, risk grade, rationale.

Send completed package to external underwriting email.

Active collections, completed submissions, time to close.

Store funding amount, factor rate, term, payback, daily payment, commission.

Save and compare competing scenarios side-by-side.

All calculations retrievable for audit or re-quote.

Totals by status and tier, messages, booking rate, show rate, close rate, pipeline value.

Real-time counts by status.

Booked, completed, no-show, show rate percentage.

SMS and email by day, week, month.

Counts of qualifications, suggestions, drafts, replies, weekly reports.

Multi-agent ranking by metric.

Org-level view across all agents.

Real-time list of strongest buying-signal leads.

Org-wide analytics with agent and team breakdown.

Multiple teams or locations in one org.

Create teams, add or remove agents with roles.

Round-robin or manual assignment.

Per-agent pipeline, KPIs, activity.

Track calls, SMSes, closes for accountability.

Find dormant leads at 30, 60, 90+ days and re-engage.

Monthly expenses by category with recurring option.

Paying clients and partners by name, tier, monthly fee, start date.

Per-client profit and loss with revenue, direct expenses, margin.

Aggregated P&L, monthly trends, expense breakdown.

Monthly category roll-up with YTD totals.

Display service tiers and pricing for client proposals.

Add or remove numbers with reason tracking.

Capture STOP keyword and manual opt-outs.

Document source for TCPA.

Block sends to DNC and opt-out numbers before dispatch.

Counts of opt-outs, opt-ins, DNC entries, blocked messages.

Display name, company, timezone, language, avatar.

Add and verify personal email for notifications and resets.

Dedicated Twilio number with area code preference.

Current tier with renewal or cancellation date.

Monthly messages, AI operations, leads processed.

Custom SMS and email templates with drag-reorder and smart placeholders.

Professional, Friendly, Urgent Closer, Educational.

Fine-tune delay (instant to 15 minutes) and opt-in or out.

Master and granular toggles for every automation.

Upload and manage docs via Supabase Storage.

Stripe Customer Portal for payment method and invoices.

Guided setup: phone, email, profile, automation preferences.

JWT-based email and password auth with reset and logout.

Checkout session for Individual plan at $697 per month.

Feature-access gating based on subscription state.

Process Stripe events for payment, subscription, and invoice failures.

Warning banner on payment failure or overdue.

Direct link to Stripe self-service portal.