Everything from the Essentials plan, plus powerful tools to automate lead capture, follow-up, and sales workflows — so you can scale without the busywork.

This plan is designed for growing teams that need more structure, visibility, and speed when handling incoming leads and moving them through the sales pipeline.

Features include:

• All Essentials tools for messaging, reviews, and contact management.

• Lead capture forms to collect prospect information directly from your website or landing pages.

• Ready-to-use SMS and email templates for faster, consistent follow-ups.

• Pipeline tracking to visualize every stage of your sales process, from new lead to closed deal.

• Trigger links to simplify scheduling, payments, or next steps with a single click.

• Invoices that integrate with your conversations, so you can send and collect payments without leaving your CRM.

• Basic campaign sequences to automate outreach and nurture workflows.

• Contact segmentation to organize and target leads based on tags, interests, or status — so no one falls through the cracks.

Who it’s for: Perfect for small but growing businesses and teams ready to work smarter. Organize your leads, respond faster, and automate repetitive tasks — so you can focus on closing deals and serving your customers.

More structure, more speed, and a lot less manual effort.