scheduling
Photo by Fiona Murray-deGraaff on Unsplash Why this update matters to our business Managing appointments and staff availability is one of those tasks that quietly eats away at our day. For us, changing hours for a single date was already annoying. Doing that same change across several dates, services, or
course-creation
Photo by Vitaly Gariev on Unsplash Build a sellable online course that runs itself. This guide walks through every step you need to set up a course and membership site inside your business software, connect it to checkout and funnels, add upsells, and automate enrollments. We focus on simplicity, predictable
CRM
Photo by Juno Jo on Unsplash Why we tested a single platform for everything We run a growing business and, like many owners, we were tired of juggling multiple tools. Sales leads landed in different places. Forms lived on several platforms. Conversations happened by email, text, and chat and often
affiliate-management
Photo by Vitaly Gariev on Unsplash Why this change matters for growing businesses As a business owner managing referrals and affiliate relationships, we run into one simple but costly problem: a contact ends up linked to the wrong affiliate. That can mean missed commissions, confusing reporting, broken automations, and frustrated
sales-pipeline
Photo by Roman Synkevych on Unsplash We run a growing business and keeping our sales pipeline readable is essential. When deals, follow-ups, and priorities blend together, it becomes easy to miss the opportunities that matter. Smart tags let us add color, context, and rules to opportunity cards so we see
voice-ai
Photo by SEO Galaxy on Unsplash We needed a simpler way to convert website and funnel traffic into qualified prospects. Traditional contact forms and typed chat widgets create friction. Adding a voice AI agent as a widget on our site cut that friction and made it easier for people to
prospecting-analytics
Photo by ZBRA Marketing on Unsplash We recently started using an analytics dashboard that tracks prospecting activity at the sub-account level. For businesses with multiple locations, departments, or product lines, having visibility into each unit’s lead generation performance is a game changer. The dashboard gives us clear metrics, recent
site-analytics
Photo by Luke Chesser on Unsplash As business owners, our decisions depend on clear signals, not guesswork. One of the simplest and most useful signals is how long people actually stay on a page. Our business software now surfaces average time on page and median time on page across funnels,
workflow-ai
Photo by Zulfugar Karimov on Unsplash We reorganized AI actions inside workflows to make things clearer and faster. The changes group related features together, give actions clearer names, and upgrade the AI model that powers them. The result is more reliable outputs and less overhead for teams that use AI
calendar-settings
Photo by Estée Janssens on Unsplash What changed We added support for user-created custom values in the calendar selector. Previously the selector only showed predefined fields. Now you can pick values you created yourself when setting up email and SMS templates, meeting locations, appointment titles, and other text-based settings. How
conversation-ai
Photo by GoodNotes 5 on Unsplash Managing appointments across several services and calendars can quickly become chaotic as we grow. We moved from juggling spreadsheets and separate booking tools to using a conversation-driven booking assistant inside our business software. The result: fewer misbookings, less back-and-forth, and a booking flow that
social-media
Photo by Mariia Shalabaieva on Unsplash Overview Managing social content across multiple channels is one of the biggest time drains for growing businesses. We needed a simple way to publish, schedule, and preview posts from one central place—without juggling logins or losing track of approvals. By linking our social