Everything you need to look like a major local player, even if you're a team of one.
"When you are out in the field running jobs or sitting in consultations, your phone is the lifeblood of your business. But you can’t constantly stare at it while working. The hard truth is that every time a customer calls you and hits a voicemail, they click back to Google and call the next business down the street. You aren't losing leads because your work is bad; you're losing them because you're busy.
The Solo plan acts as your invisible, 24/7 digital assistant. It unifies your entire communication footprint into one neat timeline, opens up a full suite of marketing tools you can run yourself, and captures leads on autopilot. It gives a single operator the massive infrastructure of a multi-million dollar business."
📥 The Centralized Conversations Inbox
What it is: A single, clean message stream that pulls together Facebook messages, Instagram direct messages, Google Business Profile chats, SMS text threads, and emails.
The Benefit to You: You no longer have to hop between five different apps on your phone just to track a single customer conversation. If a client starts talking to you on Facebook and then shifts to text, the whole story is saved right there in chronological order. You can reply instantly from one dashboard.
📞 Two-Way Calling & Texting Framework
What it is: A dedicated business communication portal built directly into your dashboard and smartphone app (Phone provisioning is self-performed directly in your settings).
The Benefit to You: Keep your personal cell phone number completely private. You can make professional outbound calls, answer incoming business lines, and send texts from a dedicated business profile. Everything is recorded and tracked inside the client's file automatically.
⚡ Instant Missed-Call Text-Back
What it is: An automated emergency text-response trigger that you can easily toggle on for your business numbers.
The Benefit to You: If your phone line is busy or goes unanswered because you are pinned down on a job, the system instantly texts the caller back: "Hey, sorry we missed you! We're out on a job right now, but how can we help you out today?" This immediately stops them from jumping right back to Google to call your competitor, locking them into a text conversation with you instead.
💬 Standard Web Chat Lead Widget
What it is: A sleek, friendly chat bubble that floats in the bottom corner of your website.
The Benefit to You: Instead of forcing web visitors to fill out a clunky, multi-page contact form, they can type a quick question into the chat. The widget instantly routes that message straight to your phone as a text message, turning cold website traffic into a live, real-time lead conversation within seconds.
📅 Smart Calendar & Booking Integration
What it is: A digital appointment scheduler that links straight to your existing Google or Outlook calendars.
The Benefit to You: Eliminate the painful back-and-forth of playing phone tag just to schedule an estimate, service call, or consultation. Send clients a secure link where they can pick an open slot that works for them. The system adds it to your book and texts them confirmations automatically.
🌐 Complete Website & Landing Page Builders
What it is: Unrestricted self-service access to our fast, drag-and-drop website, landing page, and sales funnel creation engine.
The Benefit to You: You don't need to pay a web developer thousands of dollars to build an online presence. You can self-perform and build custom landing pages for seasonal specials, launch clean service estimate forms, or design your company's core website pages inside your dashboard with zero coding required.
📣 Social Media Management Planner
What it is: A centralized social control room that connects directly to your business profiles on Facebook, Instagram, LinkedIn, and Google.
The Benefit to You: Stop logging into four different social networks every week to post updates. You can write, upload images, and schedule a whole month's worth of local company updates, project photos, and customer reviews in a single afternoon. The system automatically pushes them out on the exact days you choose.
🚀 Mass Email Broadcasting Engine
What it is: A secure, high-deliverability email marketing engine built to communicate with lists of contacts simultaneously.
The Benefit to You: Shake out hidden revenue whenever your dispatch board or calendar is slow. You can build and send beautiful email newsletters, seasonal prep reminders, or promotional offers to your database instantly to book slots.
🗂️ Visual Sales Stage Tracker (Pipelines)
What it is: A digital Kanban board that lays out your active customer jobs as visual cards moving left to right.
The Benefit to You: See your entire business health at a glance. Know exactly who is a "New Lead," who is "Awaiting Estimate," and who has "Invoiced." You can easily manage and move these cards yourself so no customer falls through the cracks.
📇 Centralized Customer Relationship Manager (CRM)
What it is: A clean digital filing cabinet to house, track, and manage your localized customer profiles.
The Benefit to You: Click on any customer’s name to instantly view their phone number, email address, past appointment dates, past text messages, and internal staff notes. It completely replaces messy paper folders and legal pads with permanent, searchable records.
📋 Online Form & Intake Builder
What it is: A digital form creator used to capture specific intake information, project details, or client questionnaires.
The Benefit to You: Have clients fill out project specs or intake details online before you ever show up. The data routes cleanly into their profile so you are fully prepared before you walk through the door.
💳 Text-To-Pay & Invoicing Links
What it is: A point-of-sale invoicing tool that generates secure digital payment links instantly.
The Benefit to You: Stop chasing down checks or waiting weeks on invoices. Generate and text a professional, secure payment link directly to the customer's phone the moment a job is completed, letting them pay instantly via credit card or Apple Pay.
Clear Account Limits
"To keep this plan as affordable as possible for single operators, we place hard caps on team size and database volume. If your team expands past these numbers, you can easily shift into our higher plans with a single click right from your settings."
Team Capacity: Maximum of 3 individual user logins.
Database Capacity: Up to 500 active client/contact profiles.
Fulfillment Boundary: This plan is strictly Do-It-Yourself (DIY). You have 100% unrestricted access to use all the software tools listed above, but all page building, template setups, phone provisioning, and social media scheduling are self-performed by you or your team inside your dashboard. It does not include done-for-you agency fulfillment or automated lead injections.
Transparent Utility Wallet Text
How your messaging wallet works:
"We don't force you into expensive, bloated 'unlimited plans' that charge you for features you never use. Instead, your phone lines, text messages, and automated emails operate exactly like a prepaid utility. You manage your balance directly inside your account, and it slowly chips away by pennies only when your system actively makes a call or sends a text.
For example, making an outbound phone call costs just $0.042 per minute, answering an inbound phone call costs $0.0255 per minute, and sending or receiving a text message costs $0.0249. To put that in perspective, a simple $10 deposit into your account wallet gives you roughly 240 minutes of outbound talk time, 390 minutes of inbound talk time, or about 400 text messages.
For a typical small business handling standard daily customer bookings, a basic $10 balance stretches across hundreds of interactions."