Features 16–30 (includes all Silver features)
Sales, follow-up, and automation that actually increases revenue — not just organization.
Includes all 15 Silver features plus these 15 advanced sales engine automations.
Leads are contacted across multiple channels automatically.
Example: Home Remodeling
"Day 0 → SMS, Day 1 → Email, Day 3 → Voicemail drop."
Result: If they ignore one channel, another one catches them.
Automation adapts based on human behavior.
Example: Real Estate Broker
"Lead replies 'Yes, call me.' All follow-ups stop, and lead moves to 'Hot Lead'."
Result: No awkward spam.
Automatically identify serious buyers vs casual browsers.
Example: Software Company
"Opens emails (+5), clicks booking link (+10), replies to SMS (+20)."
Result: Sales team focuses only on high-scoring leads.
Conditional workflows based on real-world scenarios.
Example: Agency
"If lead opens email but doesn't book → Send reminder. If doesn't open → Switch messaging style."
Result: Automations feel human, not robotic.
Deals move stages automatically based on actions.
Example: Marketing Agency
"Books call → 'Discovery Scheduled', Attends call → 'Proposal Sent', Signs → 'Closed Won'."
Result: No manual dragging cards ever again.
Automatically reschedule missed appointments.
Example: Salon
"Client misses appointment → 'No worries! Want to reschedule for later this week?'"
Result: Lost appointments turn into recovered revenue.
Filter good leads from bad ones automatically.
Example: Business Coach
"Asks: Monthly revenue? Timeline? Budget? Low-quality get educational content, high-quality get booked."
Result: Higher quality appointments.
Auto-fill missing contact details.
Example: B2B Agency
"Enriches leads with: Company size, website, industry."
Result: Sales walks into calls fully prepared.
Get alerted when leads show buying intent.
Example: Sales Team
"Alert: 'John opened your proposal email 3 times.'"
Result: Perfect moment to follow up.
Simple reports without dashboards.
Example: Local Contractor
"Every Monday: Leads received, Appointments booked, Deals closed."
Result: Clear business visibility without logging in.
Chase proposals automatically—without sounding desperate.
Example: Web Agency
"If not opened in 48h: 'Just checking if you had a chance to review the proposal.'"
Result: Increased proposal close rate.
Pipeline revenue updates automatically.
Example: Solar Installer
"Selects system size and payment plan → Deal value updates instantly."
Result: Owner sees true projected revenue.
Create tasks for your team automatically.
Example: Property Management
"New signed tenant → task for onboarding, Move-out request → task for inspection."
Result: No manual reminders needed.
Leads go to the correct branch or salesperson.
Example: Franchise Gym
"NYC leads → NYC manager, LA leads → LA manager."
Result: Zero confusion, zero delays.
Messages change based on CRM data.
Example: Dentist
"Sends: 'Hi Mike, your Invisalign consultation is booked for Tuesday.'"
Result: Feels 1:1, but fully automated.
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"Sales, follow-ups, admin, and reporting — fully automated."