Your AI-driven CRM runs the sale — and because it's all one system, the deal never leaves the room: the AI books it, your webinar warms it, e-Sign closes it. No bolt-on stack, no handoffs, no extra tools to buy.
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The Thinking CRM Live
A pre-wired pipeline, contacts, and a "Work the list" queue — plus an AI rep that thinks and acts for you. No workflow builders: tell it your goal and it runs the follow-up, calls, texts, and booking.
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Your AI sales rep Live
Meet Arianna. She drafts and runs first touches, reactivation, and blasts against your live pipeline — and nothing sends until you approve it in the Approvals inbox. You stay in control; she does the busywork.
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AI List Builder New
Out of leads? Describe your ideal customer in plain English and build a targeted, skip-traced list in minutes — full contact info, per-phone DNC & TCPA compliance flags, and roof / HVAC / solar propensity scores — imported straight into your pipeline, priced per record. The compliance flags are baked in, so the AI knows exactly how it may work each lead from the first touch.
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Website builder New
Spin up a hosted, mobile-ready site for your business — solar, HVAC, and more — with lead-capture forms that drop straight into your CRM pipeline behind a built-in TCPA opt-in, so every lead arrives consented and ready for the AI to work. No separate site tool, no re-keying leads.
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AI Support Desk Pro
Support is built in, not bolted on. Every inbound — email, the 888 line, web chat, SMS, or your own branded help page — becomes a ticket your AI support agent answers. At first it drafts each reply for your approval; as you approve, it learns your answers and earns the confidence to handle most tickets on its own — you set how sure it must be before it sends — escalating to a human only when it truly needs one.
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Phone, SMS & AI voice Live
Enterprise-grade voice and messaging built into the CRM. Every paid plan includes a dedicated local number and a toll-free 888 line; calls and texts are pay-as-you-go with a monthly credit included, and live AI calling is on.
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Follow-up workflows Live
Set-and-forget sequences — delay, channel, message — that run on their own with no per-step AI cost, and pause the instant a lead replies. Build one from a plain-English goal in a couple of minutes.
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e-Sign Included
The natural close of the pipeline the AI builds. Upload any document — PDF, image, or text — place fields for each signer, and collect a legally-binding signature; the contract's already in the CRM, so it's one click, done.
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Webinar System Included
For teams that sell from the stage: live, interactive webinars with chat, Q&A, live polls, reactions, and YouTube streaming — one registration link, and a presenter console you drive on the fly.
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AI Presenter Studio New
Turn a slide deck into an AI-narrated presentation — import your PowerPoint speaker notes, add a headshot, and choose a free browser voice or a natural cloned voice. Presenting live to your webinar room is coming next. Nobody else has this.
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Email & broadcasts Live
Segment blasts and behavior-based follow-ups — drafted by AI and sent on your approval, instead of a flowchart you have to build and babysit.
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White-label & resell Agency
Put your own logo and brand name on the entire portal, so your clients see your brand, not ours. Broader sub-account reseller tooling is on the Agency roadmap.
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Addons marketplace Pro
Extend your toolbox with vetted modules — vertical tools, integrations, and AI upgrades — installed in a click. Genesis, for solar teams, adds design, proposal, and e-sign with multiple EPC and financing partners plugged in. Available on Pro and Agency.
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Developer API Pro
Programmatic access to your workspace — build integrations, connect Zapier/Make, or power your own addons. Create a key, authenticate with a Bearer token, and call the versioned API. Live on Pro and Agency.
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