Lead Engine

One-time implementation required · Usage billed separately

Install Lead Capture

We add the webchat widget and booking calendar to your website so visitors can engage and book instantly.

Build Your Pipeline

Your sales pipeline is configured with stages and automations that match how your team works.

Automate Follow-Up

Reminders and follow-up sequences run automatically so every booked appointment shows up.

Missed-call text back, CRM & unified inbox, 2-way SMS, mobile app, listings & reputation management, automated review requests, review widget, review monitoring, automation & workflows, brand & marketing assets, forms, analytics and sites — plus the lead-capture and booking tools below.

• Automated missed-call text back
• Smart CRM & unified inbox with Contacts & Conversations, Custom Objects, Smartlists, Tags and Opportunities
• Built-in phone and email system tied to each contact
• 2-way SMS texting & mobile app access
• Listings & GBP optimization, automated review requests & review widget
• Review monitoring with Reviews AI-assisted responses
• Automation, campaigns, triggers and workflows
• Brand boards, snippets, trigger links and countdown timers
• Forms, analytics, domains, websites and private integrations

Engage website visitors while their interest is high. Conversations can continue through SMS after they leave your site, so context is never lost.

• Real-time chat on your website
• Conversations continue by SMS after visitors leave
• Captures visitor info straight into your CRM
• Never lose a website lead to a silent form again

Organize every opportunity in a visual pipeline so you always know where each lead stands and what happens next.

• Visual stages from new lead to closed job
• Drag-and-drop to move opportunities forward
• See your whole pipeline at a glance
• Automations trigger as leads move between stages

Let customers book available time slots directly from your website, with calendars synced to your team's availability.

• Customers self-book from your website 24/7
• Calendars synced to your team's availability
• Reduces back-and-forth scheduling calls
• Customizable booking pages and time slots

Reduce no-shows with automatic reminders sent to customers ahead of their scheduled appointment.

• Automatic SMS and email reminders
• Customizable timing before the appointment
• Confirmation requests to lock in attendance
• Fewer wasted slots and better route planning

Ask AI, Content AI and Conversation AI help your team respond faster, draft better messages and keep every inquiry moving — without replacing the human touch.

• Ask AI answers questions inside your system
• Content AI helps draft messages and follow-ups
• Conversation AI assists with chat and SMS replies
• Reviews AI continues to assist with review responses

Build dedicated landing experiences and capture structured information. Funnels guide visitors toward booking, surveys gather feedback, webinars host live sessions, and stores support simple product sales.

• Funnels to guide visitors toward a booking or offer
• Surveys to collect structured customer feedback
• Webinars for live or recorded sessions
• Stores for simple product or service sales

Send invoices and payment links directly from the same system that captures and follows up on your leads, so billing stays connected to the conversation.

• Create and send invoices from one place
• Payment links for quick, no-fuss checkout
• Payments Core connects your processor
• Billing tied to the same CRM and pipeline

Understand what's working with a full reporting suite — appointments, calls, attribution, ad performance and a local marketing audit — all in one dashboard.

• Appointment and call reports
• Attribution report to see where leads come from
• FB Ads and Google Ads reports
• Local marketing audit and custom reports

How quickly can I get started with Lead Engine?

Is there a setup or implementation fee?

Are phone calls and text messages included?

Can I upgrade to a higher package later?