Optimize 360 | Pipeline
Perfect for service providers, consultants, and small businesses ready to move beyond spreadsheets and stop losing deals to disorganization.
What You Get:
Your complete CRM system. Every conversation, deal, and appointment in one place.
- 360° Contact View — See every interaction, purchase, and conversation history instantly. Never repeat yourself or look unprepared.
- Visual Sales Pipeline — Drag-and-drop deals through customizable stages. Spot bottlenecks. Close faster.
- Unified Inbox — Manage SMS, email, Facebook Messenger, and Instagram DMs in one place. Reply fast from anywhere.
- Self-Service Booking — Let customers schedule appointments 24/7. Auto-reminders reduce no-shows. Syncs with Google/Outlook.
- Smart Lead Capture — Forms feed directly into your CRM with automatic follow-ups. Zero manual data entry.
- Advanced Organization — Tag contacts, create custom fields, build smart lists. Send targeted messages that convert.
- Real-Time Reporting — Track pipeline health, contact activity, and appointment trends. Make data-driven decisions.
$65/month
Every package comes ready to expand into other package features, with on-boarding help and setup. Yes! We'll help you get setup during your 30 free trail.
