The full surface

Everything your marketing system needs, connected by AI.

Each module is generated from your BrandProfile and stays in sync with it. No empty templates, no disconnected tools — one operating system, one source of truth, one approval queue.

Request Early Access → See How It Works

01 / 09 · CRM & CONTACTS

CRM & Contacts

Organize leads, customers, opportunities, and segments based on your briefing and business goals. The pipeline reflects how your business actually converts — not a generic template.

Pipeline auto-generated from BrandProfile

Segments tuned to your offer & audience

Lifecycle stages with default triggers

Tags, scores, and custom fields

List hygiene drafts & merge suggestions

Export & import — CSV, API

02 / 09 · FUNNELS & PAGES

Funnels & Landing Pages

Campaign-specific pages, lead capture flows, and offer-focused funnels — pre-wired to your CRM with conversion tracking out of the gate.

Offer-matched landing pages

Multi-step funnel builder

A/B test framework, agent-suggested variants

Forms with conditional logic

Conversion events & goal tracking

Custom domains & SSL

03 / 09 · WORKFLOWS

Workflows & Automations

Nurture, reactivation, missed-call, review, appointment, and follow-up sequences — generated and reviewable. Branch, wait, retry, route — visually edited.

Visual node canvas

Triggers · forms, events, dates, webhooks

Branching & conditions

Sample data overlay for debugging

Activation rules tied to approvals

Workflow versioning & rollback

04 / 09 · EMAIL & SMS

Email & SMS Campaigns

Messages that match your tone, audience, offer, and customer journey — without sounding like a template. Sender authentication and deliverability handled.

Tone-locked drafts from BrandProfile

Segment-aware copy variation

DKIM / SPF / DMARC setup guidance

SMS shortlinks, branded sender ID

Quiet hours & jurisdiction rules

Reply routing into CRM

05 / 09 · SOCIAL PLANNER

Social Planner

Your business strategy translated into a practical social calendar — 4 weeks at a time, posted only after approval. Channel-aware, format-aware, brand-aware.

4-week rolling calendar

Multi-channel · IG · LinkedIn · Google · FB

Format-specific drafts (carousel, reel, post)

Caption + hashtag drafting

Publishing windows & quiet days

Reuse top posts as templates

06 / 09 · REPUTATION

Reputation Management

Trigger review requests after the right moment, monitor incoming reviews, and let the agent draft replies — that you approve before they post.

Post-visit / job-done triggers

Multi-platform requests (Google, Yelp, &c.)

Reply drafts with brand tone

Negative review alerting

Sentiment trends in reporting

Auto-archive resolved threads

07 / 09 · APPOINTMENTS

Appointments & Calendars

Lead capture, reminders, confirmations, and follow-up sequences. Bookings flow straight into the right pipeline stage.

Online booking pages

Multi-staff availability

Auto reminders · email & SMS

Confirmation & rescheduling flows

Pipeline-aware stage transitions

Google & iCal sync

08 / 09 · REPORTING

Reporting & Optimization

Performance reviewed in plain language. Weekly digest, daily loops, and ad-hoc agent suggestions queued for your approval.

Weekly performance digest

Funnel + campaign + content dashboards

Agent-suggested improvements

Per-client roll-up for agencies

Exportable reports · CSV, PDF

Custom KPI panels

09 / 09 · AGENCY TOOLS

Agency Tools

Multi-tenant workspaces, white-label, reusable setup bundles, per-client approval portals, and cascading governance.

Multi-tenant client workspaces

White-label branding & domain

Reusable setup snapshots

Per-client approval portals

Role-based permissions

Credit wallets & agency reporting

See it running

One source of truth. One approval queue. One operating system.

Request access to walk through your own briefing and see what gets built on day one.

Request Early Access → See How It Works