The platform
Everything your marketing touches, in one login.
Every client gets their own all-in-one platform: the CRM, every call and text and chat in one inbox, the AI tools, the social media planner, booking, and the reporting. We run it. Your whole team can see it.
Included with every plan. No extra software to buy.
What lives in the platform
One place, one login, one set of numbers. The parts your team touches most are on top.
CRM and pipeline
Every prospect and client, where they came from, where they are, and what happens next.
- Contacts with full history: calls, texts, emails, chats, bookings
- Pipeline stages you define, from inquiry to signed client
- Tags and lists for cross-sell, renewal, and reactivation campaigns
One inbox for every conversation
Calls, texts, website chats, and emails in a single thread per person, so no one asks "did anyone reply?"
- Transcripts and summaries from the AI receptionist
- Two-way texting your team can step into
- Assignment so the right person owns each conversation
The AI tools
The AI Phone Receptionist, AI Text Assistant, and AI Website Chat live here, with every conversation logged.
- Scripts and handoff rules you approved
- Follow-up sequences you can read and pause
- How the AI tools work
Calendar and booking
Consultations booked by the AI, by the website, or by your team, all onto the same calendars.
- Per-person and round-robin calendars for teams
- Confirmations and reminders sent automatically
- Syncs with the calendars you already use
Social media planner
Posts drafted, scheduled, and approved in one calendar across your profiles.
- You approve; we publish
- A cadence fit to your profession, not a content treadmill
Reviews and reputation
Review requests, monitoring, and responses, managed from the same place.
- Requests sent automatically after the work
- Responses drafted for your approval
Landing pages and funnels
Campaign pages and intake forms built inside the platform, so every lead lands in the pipeline with its source attached.
- Built for plans that include ads
- Consent language handled on every form
Reporting dashboard
Calls answered, texts sent, consultations booked, reviews earned, campaign performance, and where each new client came from.
- The same numbers we walk through on your monthly report
- Visible to you any day of the month
We run it. You can see all of it.
Most agencies keep the tools in their own accounts and send you a PDF. Here, the platform is yours to log into whenever you want, and we do the running.
No black box
Every conversation, sequence, and campaign is visible in your account, not summarized for you after the fact.
TransparencyNo extra software
The platform is included with every plan. Nothing to license, nothing to integrate before we can start.
IncludedYour data stays yours
Contacts, conversations, and history export any time. Leaving is as easy as staying; we keep clients by performing.
Ownership
Common questions
Does this replace our management system or practice software?
No. It runs marketing, intake, and follow-up. Your agency management system, practice software, or transaction platform keeps doing what it does; the platform sits beside it and feeds it booked consultations.
Do we have to use it ourselves?
Only as much as you want. Some firms log in daily to work the inbox and pipeline; others never open it and read the monthly report. Either way, we run it.
Who owns the accounts and the data?
You do. Your platform account, your ad accounts, and your business profiles are yours, and everything in the platform exports if you ever leave.
Can my whole team have access?
Yes. Users, calendars, and conversation assignment are set up per person during onboarding, and multi-office routing is part of the Enterprise plan.
See the platform with your firm's numbers in it
A 30-minute call. We show you the dashboard, the inbox, and the pipeline as they would look for your firm.