The Inbox is your central communication hub where you can manage all incoming messages and conversations.
What you can do:
View all conversations in one centralized location
Filter conversations by status: "My Inbox", "All Open", "All", and "Completed"
See conversation previews with phone numbers and message snippets
Select conversations to view detailed message threads
Track form submissions and welcome messages
Manage customer communications efficiently
Key Features:
Real-time message notifications
Conversation status tracking
Easy filtering and organization
Integrated phone number display
The Tasks section helps you stay organized and manage your to-do items effectively.
What you can do:
Create new tasks with the "Add Task" button
View all tasks with detailed information, including:
Task ID and name
Status (To-Do, In Progress, Completed)
Priority levels (High, Medium, Low)
Assigned team members
Due dates and creation timestamps
Filter tasks by status: All Tasks, To-Do, In Progress, Completed
Track task completion and manage workflows
Task Creation Features:
Add task titles and descriptions with rich text formatting
Assign tasks to specific contacts
Set priority levels and status
Schedule due dates and times
Add detailed notes and context
Your comprehensive contact management system for leads, customers, and prospects.
What you can do:
Manage contacts with detailed profiles
Search contacts by name, email, or phone number
Filter by Source, Stage, and Status
View contact information including:
Names and contact details
Lead stages and status
Creation and update timestamps
Source tracking (Manual, Form, etc.)
Contact Management Features:
Add new contacts with detailed information
Organize contacts by stages (Lead, Customer, etc.)
Track contact sources and lifecycle
Store comprehensive contact details including:
Personal information (name, email, phone)
Demographics (date of birth, gender)
Address information
Lifetime value tracking
Streamline your appointment scheduling and management process.
What you can do:
View all appointments with comprehensive details
Filter by locations, services, providers, and dates
Track appointment information including:
Patient/client names and IDs
Clinic locations
Service types
Provider assignments
Appointment status (Completed, Pending)
Payment status
Appointment types (In-Person, etc.)
Appointment Scheduling Features:
Create new appointments with detailed booking information
Set appointment dates and times
Assign specific providers and locations
Select services and appointment types
Add notes and special instructions
Track appointment sources (Public, Chatbot, Calendar, etc.)
The Marketing section is your complete digital marketing toolkit with multiple specialized subsections.
Manage marketing campaigns with status tracking
View campaign performance (Completed, Scheduled, In Progress, Failed)
Track campaign modules
Monitor creation and update dates
Import and create new campaigns
Access pre-built templates
Organize templates by type: Email, SMS, Consents
Filter by modules
View template status and last update information
Create custom templates for various marketing needs
Choose from professional template designs
Preview templates before selection
Create high-converting landing pages for different services
Manage different forms
Track form creation and updates
Access forms
Share and preview forms easily
Monitor online reputation across multiple platforms
Track Net Promoter Scores for different locations
View reviews from:
Facebook and Google
Yelp and Demandforce
Manage multiple business locations
Access location-specific analytics and sharing options
Advanced engagement tools include:
Self-Assessment: Interactive customer evaluation tools
Chatbot: Automated customer service and lead qualification
Cliffhanger Configuration: Advanced setup and customization options
Manage all your digital assets and social media presence.
Organize files and folders efficiently
Search files by ID and name
Manage tags for better organization
Upload and categorize various file types
Access the folders you create
Post List: Central hub for all social media content
Media File Manager: Organize social media assets
Post Calendar: Schedule and plan content
Media Library: Store and access marketing materials
Manage social media campaigns across platforms
Schedule posts and track engagement
Streamline your business processes with automated workflows.
What you can do:
Manage automation triggers across different categories:
Lead: Automate lead-nurturing processes
Customer: Customer retention workflows
Review Forms: Automated review collection
Appointment: Appointment-related automations
Automation Features:
Track automation status (Active/Inactive)
Monitor creation dates and updates
Export automation data
Add new triggers and workflows
Manage automations by source and type
Comprehensive analytics and reporting dashboard.
Contact Insights: Track lead generation and conversion
ChatBot leads, Form leads, Landing Page leads
Manual leads and Self-Assessment leads
Performance comparisons with previous periods
Marketing Engagement Report: Campaign performance analytics
Appointments Report: Scheduling and booking analytics
Website Scorecard: Website performance metrics
Website Analytics: Traffic and engagement data
Paid Media Analytics: Advertisement performance
Syndication Analytics: Content distribution metrics
Key Metrics Tracked:
Total new leads
Lead source breakdown and trends
Period-over-period performance comparisons
Visual charts and graphs for easy analysis
Start with Contacts: Import or add your existing contacts to begin building your database
Set Up Templates: Customize email and SMS templates for your business
Create Forms: Build lead capture forms for your website
Configure Automations: Set up automated workflows to save time
Monitor Reports: Regularly check your analytics to optimize performance
Each section includes intuitive navigation and helpful buttons like "Add", "Import", "Preview", and "Share" to guide you through common tasks. The platform is designed to grow with your business, providing scalable solutions for customer management, marketing, and analytics.