Business systems
A ready-made setup for each line of work
We build each system once, test it, and install it in your account. Your plan sets how many we install for you.
Every system has the same four parts
Pipelines
One to three pipelines with the stages already named in order.
Fields
The custom fields that line of work needs on a contact.
Written automations
Follow-up texts and emails, task reminders and the “not now” check-in. Installed off.
Form routing
Your Contact Us form sends each kind of lead into the right pipeline.
Every plan
Core
- Your business settings, used inside every message
- Settings for a second business
- Relationship, lead-source and text-consent fields
- Contact Us form, routed to a pipeline
- Discovery call booking calendar
- Consulting Clients pipeline
- New-lead follow-up and “not now” check-in
Real estate
Wholesale
- Seller Leads pipeline: new lead to closed, not now or dead
- Buyers pipeline
- Lenders pipeline: new lender to funded a deal
- Property fields and lender fields (loan types, amounts, rates, areas)
- New-lead follow-up for sellers, buyers and lenders
- “Not now” check-in for sellers
- Contact Us form sends sellers to Seller Leads
Education
Education & Team
- Student Journey pipeline: event registered to enrolled
- Team pipeline: invited to active
- Team role field: partner, affiliate, staff, other
- “Not now” check-in on Student Journey
More systems are in the works. We will list them here when they are built and tested.