Automation

Create popup forms and gather leads from your website.

Allow customers to opt-in to your email and SMS marketing.

Collect new contact data by adding custom forms to your pages.

Create stunning email and landing page templates using our intuitive editor.

All the ways to opt in a phone number for texting.

Learn how you can start a to-do plan on a date in the future.

Learn the the daily, weekly, and monthly views to manage your schedule, appointments, and to-dos.

All about your monthly newsletter.

Use the Birthday Assistant to help you remember client birthdays or anniversaries.

Use the Agenda Assistant to get reminders of Appointments and To-Dos.

Set up triggers to initiate Workflows based on specific events.