APIs, webhooks, custom values, user management, and the agency/white-label layer.
Per-account schema extension and templated tokens.
Custom Fields extend the contact (and other objects) with account-specific data. Custom Values are reusable tokens (like merge fields for business info) that can be dropped into templates so one change propagates everywhere.
Dashboards for pipeline, marketing, and revenue.
Pre-built and custom dashboards aggregating pipeline, marketing, communication, reputation, and revenue data. Includes call, message, and conversion reporting, plus customizable widgets and exportable reports.
Programmatic access and event-driven integration.
A REST API and webhook system to read/write contacts, opportunities, appointments, messages, and more, and to receive real-time events. Used to sync with external systems and build custom automations.
Roles, teams, and per-account access control.
Manage users and teams within a sub-account, with roles controlling access to features and data. Agency-level users can manage multiple sub-accounts. Permissions scope who sees and does what.
Manage many sub-accounts and resell under your brand.
The agency layer: manage many sub-accounts (locations/clients) from one dashboard, push templates and snapshots, white-label the platform with your domain and branding, and resell with SaaS mode and rebilling.