Everything you need to win and keep customers.

Get local or toll-free numbers for your business that ring on a phone, a computer, or the app. A plumber can give out one business number and keep their personal mobile private. Calls and texts on your numbers are paid from your wallet.

When you miss a call, the caller gets a text from you within moments. A dentist in the middle of a filling can let the phone ring, knowing the caller already has a reply and a way to book. Each text is paid from your wallet.

Make and take business calls from a browser, a desktop app, or the mobile app. A consultant can take a client call from the laptop at the office and the next one from a phone on the train. Call minutes are paid from your wallet.

Phone menus send callers to the right person, and working hours decide what happens after closing. A clinic can send new patients to reception, billing questions to the office, and share calls in turns across the front desk team.

Calls can be recorded automatically so you can listen back later. A salon owner can use recordings to train new staff on bookings, or settle a disagreement about what was agreed. Recording is paid from your wallet.

A nationwide number lets you look national rather than local in 10 countries, including the UK, France, and Japan. A consultant with clients across a country can give them one number to call. Each number is paid from your wallet.

You can move your existing US business number into the CRM, so customers keep calling the number they already know. Our team handles the transfer request with you so nothing on your cards, van, or website needs to change.

Calls are turned into text you can search and read. A practice manager can find the call where a patient asked about a payment plan without listening to an hour of recordings. Transcripts are paid from your wallet.

Pass a live call to a teammate on their app, browser, or desk phone without giving out anyone's personal number. A receptionist can send a caller straight to the plumber who did their job.

When you call out, the customer sees a local number instead of an unfamiliar one. People are more likely to answer a number from their own area, which helps when you return enquiries. Each call is paid from your wallet.

The power dialer calls through a list one number after another, so staff spend their time talking, not dialling. A clinic can work through its list of patients overdue for a check-up in one session. Calls are paid from your wallet.

When a new lead fills in a form, the CRM rings your staff and connects them to the lead within seconds. A roofer can be talking to a homeowner while they still have the quote form open. Calls are paid from your wallet.

Leave a recorded voicemail without the customer's phone ringing. A salon can let regular clients know about a cancellation slot without interrupting their day. Each drop is paid from your wallet.

Give each ad, flyer, or listing its own number and see which one made the phone ring. A plumber can compare the van signage with the online ads and spend more on what works. Tracking numbers and their calls are paid from your wallet.

Turn a WhatsApp chat into a voice call in 1 tap, on the web or in the app. A clinic that serves customers who prefer WhatsApp can talk to them there. WhatsApp is an optional add-on with its own monthly price.

Keep the handset on your front desk and connect it to your business line. Reception staff use the phone they know, and every call still shows up in the CRM.

US carriers ask businesses to register before they will deliver their texts reliably. We help you complete the registration so your reminders and replies reach customers. The registration fees are paid from your wallet.

Show staff what to say on screen while a call is live. A new receptionist at a dental practice can follow the booking script and ask every question the practice needs.

After each call, staff choose how it went, such as booked, call back later, or not interested. The CRM then starts the right follow-up, like sending a booking link or setting a reminder to try again.

Before a transferred call connects, your teammate hears a short message saying who is calling and why. A plumber picking up on a job site knows it is an emergency leak before saying hello.

Anyone whose call you miss gets a WhatsApp message from you straight away. It suits businesses whose customers live on WhatsApp, such as a salon with many international clients. WhatsApp is an optional add-on with its own monthly price.

Build a full website by dragging sections into place and typing over the text. A salon can add a new treatment page in an afternoon without waiting on a developer. Changes go live when you press publish.

A funnel is a short run of pages that walks a visitor toward one action, like booking a consultation or buying a package. A consultant can offer a paid strategy session with an add-on workbook at checkout. Split tests show which version of a page gets more people through.

Publish articles that answer the questions your customers ask, with author names and search keywords on each post. AI can write a first draft for you to edit, which helps a busy owner keep posting. A plumber might publish a short guide on what to do when a pipe bursts.

Sell products from your own site with a catalog, a cart, and a short checkout. A salon can sell the hair care products it uses in the chair, and a clinic can sell aftercare kits. Orders land in your account next to the customer's other history.

Point the domain you already own at your new site, or buy a new one from inside your account. A dental practice can run its main site on its usual address and a campaign page on a second one. We handle the settings so pages load on the right address.

Start from a ready design for a website or funnel instead of a blank page. New templates are added to the library often, so there is usually a layout close to what you need. You swap in your own words, photos, and colors.

Pages carry the hidden details that help search engines and AI tools understand who you are and what you offer. That includes your business type, opening hours, and services, set out in a form those tools can read. A short file also helps AI assistants read your site correctly, and simple animations make key sections stand out.

Make a QR code for any page and print it on a flyer, a van, or a reception desk sign. Customers can also save a pass to Apple Wallet or Google Wallet, like a loyalty card for a salon. Scans take people straight to the page you chose.

Make a digital business card with your photo, colors, and links to your website and booking page, and share it by QR code. A realtor at an open house can let visitors scan the card and save their details to their phone in 1 tap.

Link an existing online store, or sell branded goods through a print-on-demand partner who prints and ships each order. A gym or salon can sell branded shirts and mugs without buying stock up front. Orders and customers still show up in your account.

If your site is built on WordPress, it can stay on WordPress and run on managed hosting you reach from your account. A clinic that likes its current site keeps it, and drops the separate hosting company. This is an optional add-on with its own monthly price.

A dedicated toolkit tracks where your pages rank for the searches that matter to you and points out problems to fix. A dentist can watch how the practice ranks for local searches over time. This is an optional add-on with its own monthly price.

Show visitors an offer after a set time on the page, or as they are about to leave. A physio clinic might offer a free assessment in exchange for an email address. The people who reply go into your CRM, and automations can follow up with them.

Save your logo, colors, fonts, and the way you like to sound in one place. New pages pick up your look, and AI writing follows your tone. A clinic with 3 locations keeps every page consistent without checking each one by hand.

Each product keeps a count that goes down with every sale. When something sells out, the store stops taking orders for it. You avoid refunding a customer for a product you no longer have.

Charge shipping by weight, region, or product, or show live rates from carriers at checkout. A salon shipping heavy styling kits can charge more for distant regions than for local ones. Customers see the right cost before they pay.

Sell files or private links and deliver them the moment payment clears. A consultant can sell a planning template, and a personal trainer can sell a workout plan. Nobody has to email the file by hand.

Your products can appear in shops on Facebook and Instagram, so people can browse where they already spend time. Stock levels stay in step with your store, so you do not sell the same item twice. A boutique salon can tag products in its posts.

Put contact, booking request, and intake forms on your website, landing pages, or a shared link. When a new patient fills in a dental practice's intake form, a record is created with their answers already on it. Your team can reply straight away instead of copying details from an inbox.

Surveys ask questions over several short steps and can skip questions that do not apply. A kitchen fitter can ask about room size, budget, and timing before booking a site visit. You spend sales calls on people who are a good fit.

Scored quizzes give each visitor a result page based on their answers, and ask for an email to see it. A skin clinic might run a quiz on which facial suits your skin type. Each person who takes it becomes a lead you can follow up with.

Collect a deposit or a full payment inside the form itself. A personal trainer can take payment for a starter block of sessions as part of sign-up. The same checkout also handles free sign-ups, like a waiting list or a free class.

People can save a long form and come back to finish it later. A clinic's detailed medical history form no longer gets abandoned halfway through. You can also set dates when a form opens and closes, which suits course enrolments or seasonal offers.

Each completed form can be turned into a PDF and kept with the customer's record. A consultant can keep a signed engagement questionnaire on file without printing anything. It is easy to share the PDF with a colleague or attach it to a job.

Add one more product to the checkout step of any form. A salon taking a deposit for a cut and color can offer a take-home treatment for a small extra charge. Customers tick a box to add it, and it is charged in the same payment.

Plan posts for Facebook, Instagram, LinkedIn, TikTok, YouTube, and other platforms from one calendar. A salon could sit down on a Sunday and line up the whole month's style tips and offers. Each post goes out at the time you picked.

Load a large batch of posts at once from a spreadsheet instead of typing them one by one. A gym planning a 30-day challenge could fill in a sheet with the text, images, and dates, then upload it in one step. It is handy when someone else writes your posts.

Bring in the posts you published straight on each platform, so your calendar shows the full picture. If a staff member posts a quick photo from their phone, it still appears next to your planned posts. This feature is in early access.

Retry a post that failed to publish, run a poll, and add image descriptions for people using screen readers. If a post to LinkedIn fails because a login expired, you can send it again once it is fixed. These small controls keep your feed tidy.

When someone comments on your post, they get a private message back and are saved as a contact. A dental practice could post a whitening offer and send everyone who comments the booking link. The conversation then carries on in your inbox.

See how many people each post reached and how they responded, platform by platform. A consultant might find that LinkedIn posts bring in far more replies than Instagram ones. That tells you where to spend your time.

See what people are talking about right now, so your posts feel current. A home services company could spot a cold snap in the news and post tips on protecting pipes. It gives you ideas on days you are stuck.

Put your best posts on a repeating schedule so your pages never go quiet. A plumber could reshare a popular post on spotting leaks every few months. It keeps good content working long after you first posted it.

Count how many people click each link you post, split by platform. A salon can see whether the booking link got more clicks on Facebook or Instagram. You learn which posts send people to your website.

Build and run ads on Facebook, Instagram, Google, and LinkedIn from inside your account, next to the leads they bring in. A dental practice could launch a new-patient offer and watch the enquiries arrive on the same screen. You no longer need to jump between ad accounts to check on things.

When someone fills in a lead form on Facebook, Google, LinkedIn, or TikTok, their details go straight into your CRM. A roofing company running a free quote ad can text the lead back within minutes instead of downloading a spreadsheet the next day. Every lead keeps a note of which ad it came from.

Get tips on where to adjust your campaigns and how to keep spending in check across your ads. A salon could see that one ad costs far more per enquiry than another and move budget to the better one. You decide whether to act on each tip.

Describe what you want in plain words, and AI builds or adjusts the campaign for you. A gym owner might ask for a January ad aimed at people near the studio and get a draft campaign to review. This AI help is paid from your wallet.

Tell your ad platforms which leads went on to become paying customers. When a plumber marks a quote as won, that result goes back to the ad platform, which can then look for more people like that customer. Your ads learn from real sales, not just clicks.

Every conversation with a customer sits in one thread, whether they texted, emailed, called, or messaged you on social media. A salon receptionist can reply to a text about a booking and see the Instagram message the same client sent last week. Texts, calls, and emails sent from the inbox are paid from your wallet.

A chat bubble on your website lets visitors ask a question without picking up the phone. Their name and number are saved as a new contact, so a plumber can follow up on an evening enquiry first thing the next day.

Messages from Facebook, Instagram, TikTok, and Google arrive in the same inbox as your texts and email. A clinic can answer a question sent through its Google profile without logging in to another app.

Save the answers you give most often, like opening hours, directions, or how to prepare for an appointment. Your team sends them in 2 clicks and edits them to suit the customer.

Record a short video on your phone or computer and send it to a customer from the conversation. A consultant can walk a new client through a proposal, or a builder can show a homeowner the job before it starts.

The spam filter catches junk chats before they reach your team. Staff spend their time on real customers instead of clearing out bots and sales pitches.

You write the consent wording website visitors see before they agree to receive texts. A dental practice can use wording its own advisers have approved.

Leave a note on a conversation that only your team can see, and tag a colleague to pull them in. A front desk can hand a billing question to the practice manager without the customer being passed around.

Set how quickly you want messages answered and get an alert when a reply is running late. Reports show how your team is doing over time, so a busy salon can see which days need more cover.

Reply to comments on Threads, Bluesky, and community posts from the same screen as your other messages. A personal trainer can answer questions under a post without opening each app.

Files shared in a conversation open only after the person signs in, so they never sit on a public link. A consultant can send a signed contract or a clinic a treatment plan this way. This feature is in early access.

Send a text or a photo to a customer from their contact record, and their reply comes back to the same thread. A plumber can text a photo of the part that failed, and a salon can send a picture of last visit's color before the next booking. Each text is paid from your wallet.

Send and receive email from the first day without signing up for a separate email service. A consultant can email a proposal from the client's record and see the reply in the same history. Each email is paid from your wallet.

Build good-looking emails by dragging in images, text, and buttons, or start from a ready-made template. A dental practice can keep one branded layout for check-up reminders and reuse it every month.

Send one message to your whole list, or to a group you pick, by email, text, WhatsApp, or Messenger. A salon might announce open slots for next week to everyone who has not booked in 2 months. Each message in a broadcast is paid from your wallet.

Talk to customers on WhatsApp from the same inbox you use for texts and email, and let your automations send WhatsApp messages too. It suits businesses whose customers prefer WhatsApp, such as a clinic with many overseas patients. WhatsApp is an optional add-on with its own monthly price.

Mobile carriers in the US charge a small fee on each text a business sends, and that fee is passed through rather than hidden. You see it alongside your other usage, so a text reminder campaign has no surprise costs later. The fees are paid from your wallet.

Send email from your own web address, such as your practice name, instead of a shared one. Inbox providers trust mail that comes from a domain you own, so more of your appointment reminders and invoices get seen.

Send your email from a server that only your business uses, so other senders cannot drag down your reputation. It makes sense once you send a lot of email, such as a busy clinic group with a large monthly newsletter. It is an optional add-on with a separate monthly price.

Ask AI to write and lay out an email in your brand's voice, then edit it before it goes out. A salon can describe a weekend offer and get a draft with a countdown timer to the end of the sale. The AI writes in your business's name, and you decide what gets sent.

Send a short run of follow-up emails that read as one conversation and stop as soon as the person writes back. A consultant can follow up on a sent quote 3 times without ever chasing someone who already replied. This feature is in early access.

Small changes to the wording are made automatically so each email in a send is not an exact copy. Inbox providers are wary of identical mail sent in bulk, so this helps a large reminder or promotion reach more inboxes.

Plan a regular newsletter and schedule it ahead, so customers keep hearing from you between visits. A dental practice might send seasonal care tips each month and stay front of mind for the next check-up.

Write 2 subject lines for the same email and send each to part of your list to see which gets opened more. A plumber testing a winter boiler service offer learns which wording customers respond to and uses it next time.

See whether your email is being delivered, opened, or bounced, all on one screen. Our team checks it as part of your ongoing account health checks and fixes delivery problems when they appear.

WhatsApp asks businesses to get message templates approved before sending them, and AI drafts them for you in the right format. A clinic can describe a reminder it wants to send and get a template written to WhatsApp's rules. It comes with the optional WhatsApp add-on, which has its own monthly price.

Reach people by their WhatsApp username and send messages with tap-to-answer buttons and short lists. A salon can send a reminder with buttons to confirm or reschedule, which is quicker for the client than typing. It comes with the optional WhatsApp add-on, which has its own monthly price.

Send texts that show your business name and logo, with cards and buttons customers can tap. A clinic could send an appointment card with a button to get directions, from the inbox or an automation. This feature is in early access.

Answer Facebook Messenger, Instagram, and Google messages from the same inbox as your texts and email. A salon that gets booking questions on Instagram can reply from the desk without picking up a phone.

Text customers who live in other countries, priced at that country's own rate. A consultant with clients abroad can send the same reminders they send at home. Each text is paid from your wallet.

Let customers pick a time and book themselves, whether they want one person, any free team member, a class, or a service. A salon can run one calendar per stylist and a group calendar for its color workshops.

Remind customers about their visit by text, email, or WhatsApp at the times you choose. A dental practice can send a reminder 2 days ahead and another on the morning, so fewer patients forget. Each text and email is paid from your wallet.

Connect each staff member's Google or Outlook calendar so bookings and busy times flow both ways. If a consultant blocks out a personal appointment on their phone, that time stops showing as free to customers.

Take a payment or save a card when someone books, so people who make a booking take it seriously. A salon can ask for a deposit on long color appointments and keep the card on file for late cancellations.

List your services with prices, staff, and categories so customers choose the right appointment from the start. A clinic can group treatments by type, so a patient booking a check-up does not land in a surgery slot.

Offer 30, 60, or 90 minute slots from the same calendar and let the customer pick. A consultant can offer a short intro call and a longer working session without setting up two calendars.

Give each staff member a booking link of their own to put in emails and on social media. A client who always sees the same stylist can book with her directly.

Rent out rooms, equipment, or vehicles by the hour or by the month, with a deposit taken at booking. A clinic could rent its spare treatment room to visiting practitioners on set days.

Customers can move or cancel a booking themselves from the link in their confirmation. Your front desk spends less time on the phone, and the freed-up slot opens for someone else.

Ask follow-up questions on the booking form that change based on the customer's earlier answers. A plumber can ask what kind of problem it is and only ask about water heater age when the answer is a water heater.

Send confirmations and reminders in the language your customers speak. A clinic that serves Spanish-speaking patients can send them booking messages in Spanish.

Hold appointments over video calls that are built in, so you do not need a separate video tool. A consultant's booking confirmation includes the meeting link, and the call is ready at the booked time.

Run ticketed or free events, in person, online, or both, and check people in at the door. A salon could host a paid styling evening and scan tickets as guests arrive. This feature is in early access.

Build a sign-up page and a replay page for your webinar, and each sign-up is saved as a contact. A consultant can run a monthly webinar and follow up with everyone who registered.

Book a client's weekly or monthly visits all at once and take payment for each one. A physiotherapy patient on a 6 week plan can be booked in a single step instead of 6.

Every open deal sits on one board, grouped by where it is, with its value on the card. A plumber can see every quote waiting on a reply and drag a card to the next column once the customer books. The total at the top of each column shows how much work is in play.

Each kind of work can have its own board with its own steps. A dental practice might keep one board for implant consultations and another for routine new patients, since the steps are not the same. Your team only sees the boards that matter to them.

Save the filters you check often so you can open them in one click. A consultant might keep a view of proposals with no movement in 14 days and work through it every Monday. Tags let you group deals in the way your business already talks about them.

Deal cards ask for extra details only when an earlier answer makes them relevant. If a salon marks a booking as a bridal party, fields for party size and the wedding date appear, and they stay hidden on every other deal. Your team fills in less and still captures what matters.

Every deal has one named person responsible for moving it forward. Others can follow a deal to get updates without owning it, so a practice manager can keep an eye on large treatment plans. When someone is away, you can see at a glance which deals need covering.

Send a quote straight from the deal and let the customer accept it online. Once they say yes, it becomes an invoice without anyone retyping the line items. A roofer can quote on Tuesday and have the deposit invoice out the same afternoon.

Lay out what should happen after something happens, step by step, with waits in between. When a new enquiry comes in, a salon can send a text, wait a day, send an email, and then create a call task if there is still no reply. Each step can use text, email, calls, or tasks, so one automation covers every channel.

Common jobs every service business needs come ready to switch on. A missed-call journey texts the caller back, a review journey asks happy customers for a review, and a win-back journey reaches people who have not booked in a while. We adjust the wording and timing to your business before they go live.

Start from a finished automation instead of a blank page. A dental practice can use the birthday recipe to send a greeting, or a seasonal recipe to remind patients about a check-up before the year ends. Each recipe can be edited to match your tone and offers.

Automations can run on companies, jobs, renewals, or any other record you track, not only on people. A cleaning company can start a checklist when a new commercial contract is added. A consultant can start a renewal sequence when a client's agreement is close to ending.

Many popular business apps are available as ready steps inside the builder. You can send details to the tools you already use without paying for a separate connector service. We set up the links your business needs during setup.

Advanced steps handle the jobs the standard steps cannot, like adding a row to Google Sheets, running a small piece of custom code, or reformatting a phone number or date. A trades business might log every finished job to a shared sheet for the bookkeeper. Each run of an advanced step is paid from your wallet.

An automation can start when a certain email arrives in your inbox. When a booking platform or supplier emails you a confirmation, the automation can create the job and alert the right person. Nobody has to read the email and copy the details across.

Before an automation goes live, the builder checks it for missing steps and settings that would stop it working. You fix the problem first instead of finding out from an unhappy customer. We also run this check when we build or change automations for you.

Reminders can start from any date you keep on file, not only from a booking. A boiler engineer can remind customers when their annual service is due, and a salon can mark a client's anniversary with an offer. The dates come from the customer record, so each person gets the message at the right time.

Links in your texts and emails show who clicked them. If someone opens your teeth whitening offer but does not book, an automation can follow up a day later or flag them for a call. Your team spends time on the people who have shown interest.

Send a one-off invoice after a job, or set one to repeat every month for ongoing work. Each invoice uses your own layout, logo, and payment terms. A consultant can bill a monthly retainer without creating it again each time.

Send a payment link by text and let the customer pay from their phone. A plumber can text the bill before leaving the driveway, with no card reader needed. The texts are paid from your wallet.

Take contactless card and phone payments on the mobile app, right at the job. A mobile hairdresser or a locksmith can get paid before leaving, without carrying separate hardware. The payment is recorded against the customer straight away.

Send a quote the customer can accept and pay on the spot. A roofer can send an estimate after a site visit, and the customer can approve it and pay the deposit from the same page. You stop waiting on a phone call to confirm.

Bill customers on a fixed schedule for memberships, plans, or ongoing services. If a card fails, the payment is tried again automatically. A dental practice can run a monthly care plan without chasing each payment by hand.

Connect the card processor you use and take payments everywhere in your account, from invoices to your online store. If you already have one, you can usually keep it. Your processor charges its own fees, separate from your plan.

Create a link for a set amount and drop it into a text, an email, or a web page. A salon can share a deposit link when a client books a long color appointment. The client pays in a few taps and the deposit shows on their record.

Set tax zones for the regions you sell in so each invoice adds the right tax. A business that works across several regions no longer works it out by hand on each bill. Your accountant still advises on which rates apply to you.

Invoices go to your accounting software automatically, so your books match without anyone retyping them. A trades business can raise the invoice on site and have it show up in the books without a second entry. Your bookkeeper spends less time on data entry.

Create discount codes for offers and promotions. When someone starts a checkout and leaves before paying, a reminder can bring them back to finish. A clinic selling treatment packages online can recover orders that would otherwise be lost.

Customers can split a larger booking or order into smaller payments through a pay-later provider. A cosmetic clinic can offer this on a higher-priced treatment course so more people can say yes. Customers can also pay invoices with a tap using the wallet on their phone.

Add a late fee to invoices that go past their due date. Customers who save a card can be charged automatically on the due date. A cleaning company with regular clients gets paid on time without sending reminders.

Add a card processing fee to the customer's payment instead of absorbing it yourself. You choose whether to use it and where it applies. A trades business on tight margins keeps more of each job.

Send a review request by text or email after every appointment or job, without lifting a finger. When a plumber marks a job as done, the customer gets a short message with a link to leave a review. Every customer gets the same request, and messages are paid from your wallet.

See new reviews from the sites your customers use in a single list, instead of checking each one. A salon owner can scan the morning's reviews from one screen and decide which to answer first. You find out about a poor review while there is still time to put it right.

AI drafts a reply to each new review in the tone you choose, so no review goes unanswered. A dental practice can have warm thank-you replies ready for every 5-star review and a careful draft for anything critical. Each draft is paid from your wallet.

Show your best reviews on your website so visitors see what real customers say. A consultant could place a row of recent reviews right above the booking button. The widget updates as new reviews come in.

Ask customers to record a short video about their experience and show it on your site. A gym could collect clips from members after their first 3 months. Video lets a new customer see and hear a real person.

Turn good reviews into social posts automatically, so your pages stay busy between your own posts. When a salon gets a glowing review, it can appear on Instagram and Facebook as a styled post. New customers see praise in their own feed, in your customers' own words.

Keep your name, address, phone number, and hours the same across online directories. When a clinic moves or changes its opening hours, the update goes out to the listings in one go. This is an optional add-on with its own monthly price.

Change your Google business hours, details, and photos from inside your account. A plumber can add holiday hours or new job photos without logging in somewhere else. It saves hunting for another password.

Sell gift cards that people can spend online, when they book, or at your front desk. A spa could sell them in the weeks before the holidays and see the money arrive before a single treatment is booked. Each card's balance is tracked, so redeeming it takes a moment.

Bring customers back with timed offers, gift cards, and reminders when it has been a while since their last visit. A barber could send a message 4 weeks after each haircut with a link to book again. Campaigns run on their own once they are set up.

Send an offer on each customer's birthday or ahead of busy seasons, without remembering to do it. A salon might send a birthday treat each month and a spring offer before wedding season. Texts and emails sent this way are paid from your wallet.

Give each partner a personal referral link, track the business it brings in, and work out what you owe them. A dental practice could give a local gym a link to share with members and see every new patient it sends. Partners log in to their own page to see their referrals and earnings.

Set commissions the way that suits you, including splitting them between partners and paying per sale. A consultant could pay a set amount for each booked discovery call and a share of any signed project. Commissions can come from forms, surveys, and bookings as well as sales.

Sell video courses, or give them away, and release lessons on a schedule so students move at a steady pace. A personal trainer could sell a 6-week home workout plan that opens one new week every Monday. You can see how far each student has got and who has stopped watching.

Give your clients a private space to talk with you and with each other. A gym could run a members' group for posts, voice notes, and event dates, with you able to remove anything that breaks the rules. It keeps people connected to your business between visits.

Give each customer one login where they find their courses, invoices, files, bookings, and referral links. A consultant can share reports and let clients pay and book the next call in the same place. It cuts down on emails asking where to find things.

Hand out a certificate or badge when someone finishes a course or reaches a goal. Each one carries a QR code, so an employer or client can scan it and check it is real. A salon training junior stylists could use this to mark each completed module.

Run live classes inside a course, so group programs happen in the same place as the recorded lessons. A nutrition coach could hold a weekly live check-in for everyone on a 12-week program. This feature is in early access.

Post announcements to your students, tag and filter lessons, and see where each person is in the course. If a dental practice trains new front-desk staff with a short course, the manager can see who has finished which lesson. It helps you spot who needs a nudge.

Put your client portal into a phone app that shows your business name and logo. Clients tap your icon to watch lessons, join the community, and see their bookings. This is an optional add-on with its own monthly price.

Members earn points and badges for taking part in your community and courses, and the most active show on a leaderboard. A fitness studio could use it to keep a members' challenge lively over a month. The points are for activity in the group and are not a spending reward.

Add quizzes and assignments to lessons and grade them, so you can tell whether students took the lesson in. A beauty academy could ask trainees to upload photos of their work for review. Results sit with each student's progress.

List your community or course in a public directory so new people can find it and join. A yoga teacher could list a free beginners' group that leads people towards paid classes. You choose what to list and what stays private.

Describe the course you want to teach and AI drafts the outline, lessons, and quizzes, then helps you set drip dates and prices. A fitness coach can turn a few notes into a 6-week program and edit each lesson before it goes live. AI use is paid from your wallet.

AI answers your phone in your business's name, asks the questions you would ask, and books the visit. If a caller needs a person, such as a dental patient in pain, it transfers the call to your team. Call time is paid from your wallet.

AI replies to texts, emails, website chats, and social messages within seconds, day or night. A plumber who gets a message at 11 at night can have the job details collected and a visit booked before morning, with a person taking over when needed. Each AI reply is paid from your wallet.

AI writes replies to your Google and Facebook reviews, and you choose whether it posts them or saves them for you to approve. A salon with many new reviews each week can thank every customer by name without writing each reply. AI use is paid from your wallet.

Describe what you need and AI drafts social posts, blog articles, and emails, and can create images to go with them. A consultant can turn a few notes into a month of posts and edit them before they go out. AI use is paid from your wallet.

Type or speak a question inside your account and get an answer, such as how many new leads came in this week. You can also ask it to do things, like add a note to a contact or move a deal forward. Each request is paid from your wallet.

When a message comes in, AI drafts a reply in the background so it is ready when your team opens the conversation. Staff send it as it is, change the wording, or write their own, and nothing goes out without a person choosing to send it. Each draft is paid from your wallet.

Connect your own WhatsApp number and text your AI assistant the way you would text a colleague. A plumber between jobs can ask for the next customer's address or move a quote to won without opening the app. Use is paid from your wallet.

Pay for AI only when you use it, or move to a monthly plan once you know how much you use. A small salon testing AI chat might start pay as you go, while a busy clinic might want a plan. Pay-as-you-go use is paid from your wallet.

Get a fixed number of AI chats, call minutes, and helper runs each month, so your AI spending is easier to plan. It suits a practice that relies on the AI receptionist every day. It is an optional add-on with a separate monthly price.

Decide which hours AI answers and on which channels, such as only after closing time or only on website chat. A dental practice might have the front desk handle calls by day and let AI pick up evenings and weekends.

Try out the AI with practice chats and test calls, and adjust its answers before it talks to a real customer. Before going live, a salon can check how it answers questions about prices, parking, and cancellations.

Visitors can tap the chat bubble on your website and talk to the AI out loud instead of typing. It helps someone on their phone ask a quick question, like whether you service their area. Talk time is paid from your wallet.

Describe the website or landing page you want and AI builds a first version you can then edit. A consultant launching a new workshop can get a sign-up page drafted from a short description. AI use is paid from your wallet.

Add new sections to a page by describing them, right inside the normal website builder. A clinic can ask for a section listing its treatments and then adjust the wording. This costs nothing extra.

Describe what should happen in plain words, and AI builds the automation for you to review. A salon might write, "when someone books a color appointment, send care tips the day before," and get a working draft to check.

Add AI to your automations to summarise a message, translate it, sort leads, read an uploaded photo, or create an image. A plumber's automation could read a photo of a leaking pipe and tag the job as urgent for the team. Each AI step is paid from your wallet.

Build an AI helper that works through several steps, using your tools and what it knows about your business. A consultancy could have one gather a new lead's details, check the calendar, and send a tailored follow-up. Each run is paid from your wallet.

Describe a routine admin job in plain English and an AI helper does it in the background. A clinic might have one tidy up contact details or flag patients who are due a check-up. It is an optional add-on with a separate monthly price.

Give the AI your services, prices, opening hours, and policies so its answers match how you work. When a caller asks whether a dental practice takes walk-ins, the AI answers from your facts and passes anything it is unsure of to your team.

Set up a booking calendar by describing it, such as 45 minute consultations on weekdays with no bookings after 4pm. When a time slot will not open, it tells you why, so you are not left guessing.

Describe the invoice look you want and AI lays it out with your logo and colors. A plumber can have a clean, branded invoice ready without hiring a designer.

Describe a completion certificate for your online course and AI designs it for you. A salon that trains junior stylists can give each one a branded certificate at the end. This feature is in early access.

Connect the AI assistant you already use so it can work in your account on contacts, calendars, and deals. A consultant could ask their assistant to find a free slot next week and book a client into it.

AI is charged at one flat rate per unit, so you can see what each conversation or task cost. That makes your AI spending easy to check against the work it did. Your AI use comes out of your wallet.

Every customer gets one profile with their history, notes, tasks, and tags in the same place. When a patient rings a dental practice, the receptionist sees their last visit, open tasks, and every message before saying hello.

You never pay more because your customer list grows or you hire someone new. A salon can give every stylist and the front desk their own login, and keep years of past clients on file.

Tasks turn "I'll call them back" into a follow-up with a name and a due date. A plumber can set a task to check in a week after a boiler repair and see it on the phone app while out on a job.

Smart lists save a filter, so the right people are always one click away. A clinic might keep a list of patients due for a check-up this month and send them a single reminder.

Your contacts and their history come across from the CRM you use today, without you exporting files by hand. Our team runs the move as part of your setup and checks the records arrived complete.

Custom fields let you record the details your business cares about, not just names and numbers. A consultant might track contract renewal dates, while a salon notes hair type and preferred stylist. Saved text for common notes saves your team retyping the same thing.

Colored tags make a busy contact list easy to read at a glance. You can group tags into categories, such as service type or lead source, so a plumber can spot every emergency callout in red. This feature is in early access.

People are linked to the company they work for, and the company record is created for you from their email address. A consultant working with 3 people at one firm sees all of them, and every conversation, under that firm's name.

Custom records track the things you look after, not only the people you serve. A vet can keep a record for each pet, a garage for each vehicle, and an insurance broker for each policy, each linked to its owner.

Saved lists work for companies and custom records too, not just people. A garage can list every vehicle with an inspection due next month and plan its reminder calls from there.

Lead scoring adds points when someone opens an email, books a call, or visits your pricing page. Your team then calls the people most likely to buy first, instead of working down the list in the order leads arrived.

You can add or update contacts in bulk by uploading a spreadsheet. A salon that kept its client list in a spreadsheet can bring every name, number, and note in at once, and update them later the same way.

The CRM finds contacts that appear twice and merges them into one record. That way a customer who filled in 2 forms with the same email gets one reminder, not two, and their history stays in one place.

You choose which fields and panels each view shows, so each role sees what it needs. The front desk at a clinic might see appointments and contact details first, while the practice manager sees payments and notes.

Email checks confirm an address is real before you send to it. Fewer bounced emails keeps your sending reputation healthy, so your messages keep landing in inboxes. Each check is paid from your wallet.

Phone number checks confirm a number works and can look up the caller's name. A plumber can clean up a list of old leads before a call day and skip the dead numbers. Each lookup is paid from your wallet.

Take a photo of a business card and AI creates the contact for you. A consultant at a trade show can scan a stack of cards on the way home instead of typing them in the next morning.

Prospect finder searches for local businesses, runs marketing checks on them, and adds the ones you choose as leads. It suits owners who sell to other businesses, such as a bookkeeper looking for new clients in their town.

A heatmap shows where your business appears in local search across a grid on the map. A dentist can see whether they show up for patients on the other side of town, or only near the practice.

Send proposals, quotes, and contracts that customers can sign online, with several signers when a deal needs them. A builder can send a job agreement to both homeowners and see when each one has signed.

Store your logos, photos, and files in one library and use them in emails, pages, and messages. A salon keeps its price list and before and after photos there, ready for any campaign.

Linked records connect family members, companies, deals, and jobs to each other. A family dental practice can link parents and children, so one call covers everyone's appointments.

Batch sends message or update thousands of contacts in timed groups rather than all at once. A clinic can send a holiday hours notice to its whole list in stages and check the log afterwards to see every run.

Put the numbers you care about together on one screen, from new leads to sales to bookings. A salon owner could open a dashboard each morning showing yesterday's bookings, takings, and missed calls. You choose what goes on it and can make a different one for each manager.

Build a report on any field you keep, to answer questions that matter to your business. A plumber could ask how many boiler jobs came from each town last quarter. Save the report and it updates by itself.

See where every lead first found you and what brought them back before they booked. A dental practice could learn that most new patients first saw a Google ad but booked after a reminder email. That shows you which marketing earns its keep.

Review how calls went and how many turned into bookings, by staff member or by day. A clinic manager could see that afternoon calls are often missed and move staff to cover them. It gives you real examples to coach from.

See what each person on your team did, from calls made to messages sent and deals moved. A consultant running a small sales team can check that every new lead got a follow-up. It keeps everyone accountable without micromanaging.

Show your Google and Facebook ad results next to the revenue in your account. A gym owner can see how much a campaign cost and how many paying members it brought in. It answers whether an ad was worth it.

The app puts your conversations, calls, deals, and calendar on your phone, for iPhone and Android. A plumber between jobs can reply to a new enquiry, move the quote forward, and check the next booking from the van.

Take a card payment in person with the phone you already carry. A mobile groomer can finish the appointment, charge the client on the spot, and have the payment land in the same record as the booking.

Ask your AI assistant questions by voice or text while you are away from the desk, have it read a file, or set a prompt to run later. A clinic manager might ask it to sum up the day's new enquiries on the walk in. Use is paid from your wallet.

Point your camera at a business card and the details become a contact, so nothing sits in a pocket for a week. You can also record a short personal video, such as a contractor walking a client through a finished job.

Your team uses the app under the Pinn.Media name, with no other brand on the screen. It is an optional add-on with its own monthly price, worth it when you want staff and clients to see one consistent name.

Install a branded desktop app on Mac, Windows, or Linux so the account sits on the front desk computer like any other program. It is an optional add-on with a separate monthly price.

New staff scan a QR code and the right app installs on their phone. It saves the back and forth on a busy first day, when a new stylist or technician needs to be up and running before the first customer arrives.

Every dashboard you use on the web is in the mobile app, with the same filters and date ranges. An owner can check this week's bookings and how the last email campaign did while waiting for a coffee.

Link your Google account, your Facebook page, your card processor, and your accounting software from inside your account. A salon can have Facebook leads arrive as contacts and payments flow through to the books without anyone copying them over.

Add extra apps to your account when you need a job done that the core account does not cover. Some of these apps charge by use, and that use is paid from your wallet, so you only pay when the app is working for you.

One branded connector links your account to thousands of other apps, from job boards to industry booking tools. It is an optional add-on with its own monthly price, useful when a tool you rely on has no built-in link.

When your business runs on a system nothing else links to, our team builds the connection for you. A clinic with its own patient booking system, for example, can have new bookings create contacts and start reminders without double entry.

Let an outside AI assistant you already use look up a customer or update a record in your account. An owner could ask their assistant which quotes are still open this week and get the answer from the live account.

Your account can pass details to another tool the moment something happens, such as a paid invoice or a new booking. A trades business might send every won job to its job management software straight away. Use is paid from your wallet.

Your account starts with automations, pages, and calendars already built for the kind of work you do. A dental practice starts with booking reminders and recall messages in place, and on Grow and Scale our team then adjusts them to match how you work.

Decide what each staff member can see and change, and when our support team is allowed into your account. A receptionist can manage bookings without seeing payment settings, and you stay in control of when we step in.

Your team signs in at a Pinn.Media address, with our logo and colors on every screen. Staff see one name from the first login, which keeps training and support clear.

News about changes shows up as a banner inside your account, where your team will actually see it. When a feature changes how a screen looks, you hear about it in the place you work instead of in a crowded inbox.

Calls, texts, email, and AI all draw from one prepaid wallet at clear rates. You top up once and can see what each kind of use costs, instead of juggling separate bills from separate providers.

Start a trial and sign up online, and your account is created straight away. On Grow and Scale, our team then picks it up for the setup, data move, and training.

Move to a different plan or add extras yourself, whenever the business needs it. If you hire a second location manager or want an add-on for a busy season, you can make the change without waiting on us.

AI use is billed at one flat price per unit, so the cost is easy to check against what you used. It comes out of your wallet like your calls and texts, with no separate AI bill to decode.

An optional add-on with a separate monthly price that gives you a monthly AI allowance, so everyday AI use is covered instead of billed one use at a time. It suits a business on Build or Grow that leans on AI replies all day and wants a steadier monthly cost. Scale already includes AI use.

Your account can sit under a Pinn.Media brand made for your kind of business. A salon sees wording and examples that fit salons, which makes the account feel familiar from day one.

Sales tax on your plan is worked out and added to your bill for you. You get a correct invoice for your records without doing the sum yourself.

Get faster answers from our support team when something urgent comes up. It is an optional add-on with a separate monthly price, for businesses where an hour of downtime on a busy day costs real money.

Our standard setup on Grow and Scale is free on yearly billing. Advanced setup is a larger one-time build for businesses that need more than that, and it is an optional add-on with a separate price.

An optional add-on with a separate monthly price for US practices that handle patient information. It adds the agreement and account controls that kind of work needs. Talk it through with us before you store any patient health information in your account.

US carriers ask businesses to register before their texts are delivered, and this is where that registration and the toll-free checks happen. Our team helps you complete it so appointment reminders reach customers instead of being filtered. The cost of these checks is paid from your wallet.

When a customer replies to stop messages, they are taken off your lists straight away. Every change to their preferences is logged, so you can show when someone opted in or out.

Require strong passwords and a second sign-in step for every staff member. Even if a front desk password is guessed or shared, nobody gets in without the code from that person's phone.

Get clear answers about how your data is stored and protected. If a client or partner asks how you keep their details safe, we help you answer them.

See who changed what in your account, and when. If a booking rule changes or a contact is deleted, you can find out which login did it.

Sign a lost phone or a former employee out of every device in one step. When a technician leaves on a Friday, their access ends that day.