Features

CRM and Pipeline Management

Lead Management: Tracks and organizes leads and clients, managing relationships and progress.

Sales Pipeline: Customizable pipeline stages to visualize and track the sales process.

Client Accounts: Manages multiple client accounts under one dashboard, ideal for agencies handling multiple clients.

Marketing Automation

Email Marketing: Email builder, templates, and automation for drip campaigns, newsletters, and more.

SMS Marketing: Integrated SMS marketing for communication and campaigns.

Voicemail Drops: Send pre-recorded voicemails directly to leads' phones without ringing.

Funnel and Website Builder

Landing Page Builder: Drag-and-drop editor to create customized landing pages.

Sales Funnels: Design and launch sales funnels for lead generation and nurturing.

Website Builder: Full website builder, including hosting, to create and manage client websites.

Appointment Scheduling and Calendar Management

Calendar Booking: Customizable calendar system for scheduling appointments with reminders.

Integration with Google Calendar: Synchronize appointments, making it easy for teams and clients to manage schedules.

Automated Reminders: SMS or email reminders to reduce no-shows and improve conversion.

Reputation Management

Review Requests: Automated review requests sent to clients on Google, Facebook, and other platforms.

Review Monitoring: Track online reviews, respond to feedback, and manage brand reputation.

Social Proof Widget: Displays recent positive reviews on websites to boost trust and credibility.

Reporting and Analytics

Detailed Reporting: Reports on campaign performance, including email, SMS, and ad metrics.

Call Tracking: Logs and records calls for analysis and team training.

Ad Analytics: Track the effectiveness of Facebook, Google, and other ad campaigns.

Membership and Course Platform

Online Courses: Hosts and manages online courses with a built-in course builder.

Membership Areas: Provides gated, subscription-based content for clients who sell information products.

User Management: Track and manage members, course progress, and completion rates.

Integrations and API

Zapier Integration: Connects with thousands of apps for enhanced functionality.

API Access: For advanced users to create custom integrations.

Third-Party Integrations: Works with tools like QuickBooks, Stripe, and Twilio for payment and communication.

White-Labeling and Agency Features

Custom Branding: Allows agencies to brand the platform with their own logos, colors, and domains.

Client Reporting: Generate automated reports for clients.

Sub-Accounts: Manage multiple client accounts from a single dashboard.

Frequently Asked Questions

What is a CRM and how does it help my business?

A CRM (Customer Relationship Management) system helps you organize leads, manage customer interactions, and streamline your sales process — all from one platform.

Can I automate follow-ups with the CRM?

Yes, the CRM allows you to automate follow-up emails, texts, and task reminders so you can stay engaged with leads without manual effort.

Does the CRM support pipeline management?

Absolutely. You can create custom sales pipelines to track leads through every stage, making it easy to prioritize and convert them effectively.

Is it easy to track customer activity and communication history?

Yes, the CRM logs every interaction—calls, messages, emails, and notes—so your team always has full context when engaging with leads or clients.

5. Can I integrate the CRM with my existing tools?

Our CRM supports a wide range of integrations, allowing you to connect with tools like email platforms, calendars, and third-party apps to streamline your workflow.

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Cloudzfy

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