Everything you need to run a business
One workspace. Modular pricing. Turn on the tools you need today, add more as you grow.
Sales
Outreach
Multi-step email sequences that convert.
- Drag-and-drop sequences
- AI-personalized opens
- Auto follow-ups & A/B test
Lead Scoring
AI ranks your hottest leads.
- Behavior + firmographic signals
- Real-time score updates
- Threshold alerts in inbox
Proposals
Send, sign, and close.
- Reusable templates
- Inline e-signature
- View tracking & reminders
Forecasting
Know what'll close, when.
- Weighted pipeline forecast
- Monthly & quarterly views
- Reps vs. quota
Win/Loss
Learn from every closed deal.
- Reasons captured at close
- Trend analysis
- Competitor mentions
AI
AI Chatbots
24/7 support on your site.
- Embed on any site or WordPress
- Live agent takeover
- Per-bot rate limits
Voice Agent
AI that picks up the phone.
- Inbound & outbound calls
- Natural human-sounding voice
- Books meetings end-to-end
Meeting Prep
Walk in ready every time.
- AI brief 30 min before call
- Recent activity summary
- Suggested talking points
Document Q&A
Ask questions of your docs.
- Upload PDFs, docs, sheets
- Cited answers
- Team-wide knowledge base
Workflow
Bookings
Public booking pages.
- Custom-branded pages
- Round-robin routing
- Buffers & limits
Tasks
Kanban for everything.
- Drag-and-drop boards
- Linked to deals & contacts
- Due dates & reminders
Approvals
Multi-step sign-offs.
- Custom approval chains
- Inline comments
- Audit trail
SOPs
Document how the work gets done.
- Step-by-step playbooks
- Versioning
- Embed videos & images
Automations
No-code triggers across your stack.
- Visual trigger builder
- 200+ actions
- Conditional branches
Meeting Notes
Recordings, recaps, action items.
- Auto-join Zoom/Meet/Teams
- AI summary & action items
- Searchable transcripts
Insights
Reports
Custom dashboards.
- Drag-and-drop charts
- Scheduled email reports
- Cross-module data
Weekly Digest
AI-written team brief.
- Hand-written feel
- What changed, what to do next
- Per-recipient personalization
Team Performance
Spot stars, coach the rest.
- Activity & outcome scorecards
- Leaderboards
- 1:1 prep summaries
Customer Health
Catch churn before it happens.
- Health score per account
- Risk signals & alerts
- Renewal forecast
Engagement
Surveys
NPS, CSAT & custom forms.
- NPS, CSAT, CES presets
- Email & in-app delivery
- Auto-tag responses
Customer Portal
A login for your customers.
- Custom-branded portal
- Invoices, files, requests
- Self-serve updates
Help Center
A public knowledge base.
- SEO-friendly articles
- Categories & search
- Public or gated
Content Studio
Generate, schedule, publish.
- AI drafts in your voice
- Calendar view
- Publish to social/blog
Marketing
Social Scheduler
Plan & post everywhere.
- Multi-account scheduling
- Best-time suggestions
- Engagement inbox
Landing Pages
Beautiful pages in minutes.
- Visual builder
- AI section rewriting
- Custom domains
Email Campaigns
Send to lists at scale.
- Segments from CRM
- Drag-and-drop builder
- Open & click tracking
Referrals
Customers bring customers.
- Unique links per advocate
- Reward tiers
- Auto-payouts to wallet
Money
Invoicing
Bill clients in one click.
- Branded PDF invoices
- Auto-reminders
- Multi-currency
Customer Subscriptions
Recurring revenue without code.
- Plans & trials
- Auto-renewals
- Dunning emails
Bookkeeping
Receipts → books, automatically.
- Receipt OCR
- Smart categorization
- QuickBooks sync
Setup
Integrations
Connect the rest of your stack.
- Slack, Gmail, Stripe & more
- Two-way sync
- Granular scopes
Billing & Credits
Manage your BizBudPro spend.
- Plans & invoices
- Credit usage
- Payment methods