Product suite Planned
One connected platform for website performance, customer communication, and growth.
Know whether your website is working, understand where leads come from, respond to inquiries, and keep improving how you appear in search. Our planned tools are designed to bring that work into one connected workflow.
01 / Product Planned
Website Testing & Monitoring Tools
Know what is happening before a problem costs you a lead.
A site can look fine while a form stops delivering messages, a service page returns an error, or key content becomes difficult to find. Planned checks will bring availability, page errors, broken links, loading issues, and mobile usability into one clear view.
Content reviews are planned to cover page titles, descriptions, headings, internal links, structured data, and how clearly a page answers common questions. Findings will be grouped by priority, with the affected pages, the reason each issue matters, and a recommended next step.
Planned daily emails will summarize uptime and new critical issues. Monthly client reports will bring together health trends, completed fixes, open recommendations, and SEO work, with recipients and schedules tied to the right website.
What is planned
- Uptime, page error, and broken link checks
- Basic performance and mobile usability reviews
- SEO, AEO, content, and heading audits
- Prioritized findings with recommended actions
- Daily status emails and monthly client reports
Example: If a contact form fails, the issue is flagged with the affected page and a clear follow-up action.
02 / Product Planned
AI Auto Answering Machine
Capture useful details when your team cannot answer a call.
This planned Twilio-connected system will use a greeting and conversation flow tailored to each business. Clients will be able to define operating hours, common questions, the details to collect, and when a call should be routed to a person or marked urgent.
A real estate team, for example, may ask whether someone wants to buy or sell, their preferred location, budget, and timeline. A service business may ask about the service needed, address, urgency, and callback time.
After a call, the planned workflow will organize answers into a lead record and notify the right team member. Authorized staff will be able to review a concise summary and, where recording is enabled, the recording.
What is planned
- Twilio-connected incoming call handling
- Client-specific greetings and questions
- Business hours and call-routing settings
- Caller answers and AI-assisted summaries
- Lead creation, notifications, and optional recordings
Example: A missed call about an urgent repair becomes a lead with the caller’s address, concern, and requested callback time.
03 / Product Planned
Lead Management & Broadcasting
Keep every inquiry organized and follow up with the right message.
Leads may arrive through forms, calls, and campaigns. The planned lead workspace will show contact details, source, conversation history, owner, status, and next action in one place so staff can spot new inquiries and missed follow-ups.
Planned email and SMS campaign tools will support audience selection, templates, scheduling, delivery results, contact preferences, opt-outs, and appropriate sending controls. A real estate team might prepare a property update for people interested in a particular area.
For Facebook community groups, the planned workflow is for drafting and approval. Automatic group publishing is not promised; posting will depend on the available integration and group permissions.
What is planned
- Lead capture, assignment, and status tracking
- Follow-up reminders and next actions
- Email and SMS campaign planning
- Audience selection, templates, and results
- Contact preferences and opt-out controls
- Community post drafting and approval
Example: A new form inquiry is assigned to a team member, with a reminder to respond and the original source attached.
04 / Product Planned
Personalized CRM
Give each team the context to continue the conversation.
The planned CRM will combine contacts, leads, calls, messages, and follow-ups in a view tailored to each client. Teams will see what a customer asked for, who owns the next step, and whether a response is overdue.
A contact profile is planned to bring together website inquiries, SMS and email activity, call history, answering-machine responses, notes, and tasks. Where recording is enabled, authorized staff will be able to find it alongside the call summary.
Custom lead stages, fields, assignments, and follow-up processes will support different business workflows. Managers will have a practical view of incoming leads, team activity, missed follow-ups, and call reports.
What is planned
- Unified contact and lead records
- Website, call, SMS, and email history
- Custom stages and business-specific fields
- Assignments, notes, and follow-up tasks
- Call summaries and recordings where enabled
Example: Before returning a call, a team member can see the customer’s earlier form inquiry and the next action already agreed.
05 / Product Planned
SEO Management & Optimization
Plan and review search visibility across sites and locations.
This planned workspace will help teams review titles, descriptions, headings, internal links, and pages needing updates across multiple client sites. Bulk checks will help identify missing or repeated metadata and track completed work.
For large location programs, AI may assist with first drafts, followed by location-specific details, duplicate-content checks, editorial review, and approval before publishing. The intended workflow is designed for projects that may contain 30,000–50,000 local pages while keeping quality and site performance in view.
Indexing information will be shown where connected data is available. No page is guaranteed to rank, be indexed, or increase traffic: results depend on usefulness, technical health, competition, and continued review.
What is planned
- Multi-site SEO workspaces
- Title, description, heading, and link reviews
- AI-assisted local drafts with editorial approval
- Bulk metadata and quality checks
- Content and indexing visibility where data is available
Example: An editor reviews a batch of local pages for repeated titles and missing local details before approval.
How the tools work together Planned
From first visit to a clearer client report.
A customer finds a local service page and calls with a question. Monitoring helps keep that page working; answering collects the details; lead management and the CRM give the team context to follow up. Reporting brings website health, lead activity, and completed work together.
- Website visit
- Inquiry or call
- Lead record
- Team follow-up
- Client report
Let's talk
Get a clearer view of your website and your customers.
Whether you manage one website or many locations, talk to our team about your current workflow and which planned tools would fit your business.
Request a Demo