Features

Our Features

Explore our exclusive features and best deals!

Auto-create Service Tiers

Automatically Identify customers based on past spend or future potential using proprietary information & public sources

Educate Your Customers

About how to maintain their home, State & City wide rebate programs, discount offers from suppliers & moreAutomatically Identify customers based on past spend or future potential using proprietary information & public sources

Automate Outreach

Annual maintenance reminders, periodic safety tips, recommendations based on past purchases & more

Weather Alerts

Annual maintenance reminders, periodic safety tips, recommendations based on past purchases & more

Send Exclusive Offers to Your Premium Clients

Holiday based promotional offers, referral programs & more – all at the click of a button

Maintain Brand Recognition

Send ‘Thank You’ gift cards, seasons greetings to stay top of mind – show that you care

Customer Engagement Automation

Deliver the right message, every time.

Easy-to-create custom campaigns
Ready-to-deploy personalization (industry-specific)
Transactional messaging: reminders, follow-ups
Promotional offers: bundles, discounts, seasonal deals
Brand recognition: greetings & seasonal messages

Smart Data & Customer Insights

See your customers more clearly than ever.

Auto-ranking into Platinum, Gold, Silver, Bronze tiers
Predictive customer value analysis
Map view of customers & service area
Complete customer profiles
In-app conversation history
Notes for follow-ups

Smart Campaign Management

AI-powered orchestration for better outcomes.

Conditional flows (based on customer action):
Not opened → resend with new subject
Opened, no action → reminder or incentive
Clicked, no booking → limited-time offer
Exclusive premium offers for Platinum & Gold clients
Automated scheduling & timing optimization
Detailed Campaign Insights – measure open rates, click-throughs and conversions in real time
Deliverability Optimization – advanced email authentication (SPF, DKIM, DMARC) to maximize inbox placement
Security Features – encrypted customer data, GDPR/CCPA compliance, secure integrations

Seamless Integrations

Connect your business in one click.

QuickBooks sync (customers, invoices, history)
CRM integrations for contacts & service history
Fast setup—live in under 30 minutes

Lifecycle & Growth Tools

Engage customers at every stage.

Awareness → educational tips, seasonal checklists
First Service → introductory & bundled offers
Post-Service → thank-you notes, how-to guides, reviews
Dormancy Prevention → automated reminders
Reactivation → win-back campaigns
Loyalty & Advocacy → referrals, appreciation campaigns