02 · Keeping conversations connected
Know what needs your attention.
Contact details, messages, follow-up, and reporting help you see where a conversation stands. These tools support the work between the first inquiry and the next time you speak.
All-in-One CRM
Keeps contact details, inquiries, conversation history, and the lead pipeline together so you can see what has happened and what needs attention. You can find the details you need before answering.
The Greeter
Unified Inbox
Brings supported text, email, website chat, and connected social messages into one place. You can follow the conversation across those channels and respond with the context available.
Connected channels
Follow-Up & Campaign Automation
Sends configured texts and emails about inquiries, appointments, or an agreed campaign. Timing, audience, permissions, and opt-outs are part of the setup, so communication follows the purpose the person agreed to.
Scope varies
Old-Lead Reactivation
Can follow up on earlier quotes or inquiries where the person’s permissions and your contact policy allow it. The audience and message are agreed with you first, and requests not to be contacted are honored.
By agreement
Monthly Performance Report
Shows recorded activity such as calls handled, inquiries received, and appointments booked. Where connected records support it, reporting can include attributable revenue. Estimates are clearly identified.
Monthly reporting
Integrations
Connects supported calendars and other tools with your system. Compatibility, permissions, and the work required are reviewed before setup. Premium integrations are included in Concierge within the agreed scope.
Scope varies