MICRO CRM
Run your entire customer journey from one workspace - contacts, pipelines, conversations, calendars, automations, forms, and payments.
Capture, Nurture, Convert
Every lead enters one connected pipeline. Trigger follow-up sequences, reminders, and conversion actions the moment someone fills a form, sends a message, or books.
Automation Builder
Build no-code workflows across lead capture, nurture, appointment reminders, missed-call text back, reactivation campaigns, and post-sale follow-up.
Opportunity Pipelines
Manage deals with drag-and-drop stages, task assignments, stage automation, and pipeline-value visibility across every rep and location.
One Inbox. Every Conversation.
Email, SMS, calls, social DMs, and messaging channels in one conversation view tied to the contact timeline so your team responds faster and closes cleaner.
Built For Revenue Performance
Core outcomes teams track after centralizing CRM and automation.
Faster Follow-Up
Teams respond faster to inbound leads with automated assignment and conversation routing.
Higher Appointment Rates
Calendar workflows and reminder automation improve show rates and booked calls.
Lower Lead Leakage
Unified pipeline visibility helps teams catch stalled deals before they disappear.
REPLACE YOUR PATCHWORK TOOL STACK.
CRM, pipelines, automation, inbox, calendars, forms, reputation, and billing in one connected system built for agencies and local operators.
CRM & Contacts
Unified contact database with custom fields, tags, and activity timelines. Every interaction tracked automatically.
Pipeline Management
Visual drag-and-drop pipelines with automated stage transitions, deal tracking, and revenue forecasting.
Email Marketing
Drip campaigns, broadcast blasts, and AI-written one-to-one emails. All with deliverability tools built in.
SMS & MMS
Two-way text conversations, bulk SMS campaigns, and automated follow-ups. TCPA-compliant by default.
Website & Funnel Builder
Drag-and-drop pages, landing pages, and full funnels with built-in forms, booking, and payment collection.
Appointment Scheduling
Round-robin booking, automated reminders via email and SMS, and Google/Outlook calendar sync.
Unified Inbox
Email, SMS, social DMs, and WhatsApp in one inbox. Reply without switching tabs. AI-sorted by intent.
Conversational AI
AI chatbots that book appointments, answer questions, and qualify leads across every channel—24/7.
Workflow Automation
Visual workflow builder that connects every trigger to every action—across the entire platform.
Invoicing & Payments
Send invoices, collect payments, recurring billing, and track revenue—without a separate billing tool.
Course & Memberships
Build and sell courses, host memberships, and drip content—inside the same platform you run your business on.
Reputation Management
Automated review requests, Google/Facebook monitoring, and response templates. Protect your reputation.
Surveys & Forms
Custom forms and surveys that feed into your CRM. Collect data, qualify leads, trigger automations.
Social Media Planner
Schedule and publish across Instagram, Facebook, LinkedIn. Plan your content calendar in one place.
Affiliate Manager
Run your own referral program. Track affiliates, manage commissions, and pay out—all inside.
Multi-Location
Manage unlimited locations, sub-accounts, and brands. Built for agencies and franchises.
...and everything else you're currently paying 12 different subscriptions for.
READY TO CENTRALIZE REVENUE OPS?
Launch Micro CRM and run lead capture, pipeline management, and follow-up from one operating system.