Unlimited pipelines
Customizable pipeline stages
Drag-and-drop sales pipeline
Opportunity tracking
Contact management
Smart lists (dynamic filtering of contacts)
Tags & custom fields
Task management & notes
Contact activity timelines
Call recording and logging
Built-in appointment tracking
Two-way SMS/MMS messaging
Two-way email
Power dialer
Missed call text back automation
Voicemail drops
Call tracking & call forwarding
Built-in phone system (Twilio integration)
Facebook Messenger integration
Instagram DM integration
Google My Business messaging
WhatsApp integration (via API or third party)
Unified conversation inbox (SMS, email, social DMs)
Unlimited calendars
Calendar groups
Round-robin booking
Appointment reminders (SMS/email)
Rescheduling & cancellation links
Google & Outlook calendar sync
Appointment funnels
Zoom integration
Unlimited campaigns
Drag-and-drop email builder
HTML editor for advanced email design
Email templates
SMS templates
Drip campaigns
Smart sending (time zone, logic-based)
SMTP integration or use GHL mail service
Built-in email warmup (for deliverability)
Link tracking and click reporting
Visual workflow builder
Multi-channel sequences (email, SMS, voicemail, calls, DMs)
Conditional logic (if/then/else branching)
Webhooks
Wait steps & delays
Triggers based on actions (visits, form fills, replies, purchases)
AI trigger assistant
Workflow templates
Internal notifications to team (email/SMS/in-app)
Auto-tagging & CRM updates via automation
Triggers from third-party apps via Zapier
Funnel builder (similar to ClickFunnels)
Website builder with drag-and-drop
Funnel templates
Split testing (A/B testing)
Dynamic text replacement
Sticky checkout carts
1-click upsells/downsells
Order bumps
Membership site integration with funnels
SEO settings per page (title, meta, schema)
Custom forms (drag-and-drop builder)
Conditional logic in forms
Multi-step forms
Embedded surveys
Chat widget for websites
Survey scoring
Form/survey automations
Lead capture with auto-assignment
Google review requests via SMS/email
Review monitoring (Google My Business, Facebook)
Auto-request after appointment
Negative review filtering
Review funnel system
Review widgets for websites
AI email and SMS writing assistant
AI-powered worxkflows and suggestions
Smart AI triggers
ChatGPT integrations for automated replies
AI funnel writing assistant (Beta)
AI-powered review response tool
Funnel analytics
Appointment analytics
Ad reporting (Google & Facebook)
Email/SMS deliverability reports
Call reports
Revenue tracking dashboards
Conversion rate tracking
Custom dashboards (Beta)
Sales rep performance tracking
Attribution tracking (UTM, first/last click)
Mobile CRM
Inbox access (SMS/email/DMs)
Call, SMS, email clients from app
Appointment and calendar view
Push notifications for leads
Mobile pipeline updates
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Frequently Asked Questions
We use Go High Level, but we are opening to leveraging your CRM, so you don't have to switch your current setup. We support all mortgage marketing CRM such as Total Expert, Surefire, Bonzo, etc.
We can migrate your existing contacts and layer on our marketing automations or build this out in your CRM.
Nope — we earn your business month after month.
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