Complete Feature Overview
120+ Features Across
17 Capability Areas
Everything you need to run your business—from AI-powered task management to complete real estate transaction systems, all in one modular platform.
AI Mission Control
- AI Hot List with intelligent task prioritization
- Performance insights with daily check-ins
- Wellness tracking and productivity analytics
- Smart scheduling suggestions based on capacity
- AI-powered task recommendations
- Predictive workload balancing
Smart Task Management
- Hierarchical parent/child task relationships
- AI-driven priority recommendations
- Dependency tracking and blocking tasks
- Task templates for recurring workflows
- Team assignment with role-based permissions
- Automated notifications and reminders
Time Tracking & Billing
- Built-in time tracking on tasks and projects
- Billable vs non-billable hours
- Automated invoice generation
- Time reports by project, client, or team member
- Rate management per user or project
- Integration with accounting systems
Daily Planner
- Intelligent daily planning with capacity management
- Visual time blocking and scheduling
- Integration with task priorities
- Energy level and focus time optimization
- Calendar sync with Google Calendar
- Meeting conflict detection and resolution
Content Studio
- AI-powered document categorization and tagging
- Version control with full revision history
- Expiration tracking with automated alerts
- Semantic search with natural language queries
- Document approval workflows
- Rich text editor with collaboration
Project Management
- Project hierarchy with tasks and milestones
- Team collaboration with role-based permissions
- Visual timeline tracking and Gantt charts
- Budget management and cost tracking
- Project templates for recurring work
- Discussion threads tied to projects
Prime Flow
- Performance & revenue intelligence dashboard
- 5-5-2 scoring system for business health
- Prime Bot AI agent for insights and actions
- KPI Registry with real-time tracking
- Next Best Actions engine
- Task library with automated workflows
Chat Assistant
- AI-powered conversational assistant
- Platform-wide help and guidance
- Task creation via natural language
- Knowledge base query integration
- Context-aware recommendations
- Multi-module command support
Notes
- Rich-text editor with continuous autosave
- Nested page tree with drag-and-drop
- Wiki-style page links and backlinks
- Version history with one-click restore
- AI assist to continue, summarize, improve
- Tags, covers, icons, and note-to-task
Podcast Studio
- Generate AI audio episodes from your content
- Source from books, SOPs, courses, documents
- Monthly financial review episodes
- Scheduled recurring episode generation
- Approve, organize, and folder episodes
- Public share links, embeds, transcripts
Media Library
- Upload public image and video assets
- Nested folders with create, rename, delete
- Per-folder visibility and template scope
- File tagging, descriptions, and renaming
- Custom thumbnails and in-place replacement
- Search, download, and grid browsing
Onboarding
- SOP-driven onboarding step sequences
- Per-step checklists with required-item gating
- Progress bars and completion tracking
- Embedded YouTube, Vimeo, and native video
- Role-filtered assignment of onboarding flows
- Multiple concurrent programs per user
SOP Templates & Instances
- Reusable SOP templates with automated task generation
- Active SOP instances tied to contacts/transactions
- Industry-specific milestone templates
- Document templates with dynamic merge fields
- Approval requirement configuration
- Automated workflow progression
Milestone Templates
- Pre-built templates for Real Estate transactions
- Mortgage loan pipeline milestones
- Custom milestone creation for any industry
- Automatic task generation per milestone
- Deadline tracking and alerts
- Visual progress tracking
Approval Workflows
- Multi-stage document review chains
- Configurable approval hierarchies
- Automated routing based on rules
- Digital signature integration
- Audit trail for all approvals
- Email notifications at each stage
ServiceFlow
- Field service dispatch scheduling
- Technician assignment and routing
- Visual dispatch board with drag-and-drop
- Job status tracking in real time
- Route optimization suggestions
- Service area management
Contact Management
- Unified contact records across all modules
- Full communication history tracking
- Contact types: Lead, Client, Vendor, Partner
- Custom fields and categorization
- Import/export with CSV
- Duplicate detection and merging
Sales Pipelines
- Visual drag-and-drop pipeline management
- Multiple pipelines for different products
- Automated deal progression rules
- Win/loss analysis and forecasting
- Pipeline analytics and conversion rates
- Custom stages per pipeline
Opportunities
- Deal tracking with probability scoring
- Revenue forecasting and projections
- AI-powered lead scoring
- Proposal management and templates
- Automated follow-up reminders
- Integration with pipelines and contacts
Communication Hub
- Unified inbox for emails, SMS, and calls
- Social media message integration
- Conversation threading by contact
- Email templates and snippets
- Scheduled sending and follow-ups
- Communication analytics
Customer Portals
- Convert any contact into a secure portal
- Client-facing document sharing and signing
- Portal billing and payment processing
- Portal equity dashboard for stakeholders
- Admin portal management and customization
- Branded mobile-responsive portal experience
GoHighLevel Integration
- Two-way contact sync
- Opportunity synchronization
- Webhook automation
- Campaign data integration
- Custom field mapping
- Real-time data updates
Companies
- Business relationship management
- Subsidiary and parent company tracking
- Linked contacts and tickets per company
- Company notes and activity history
- Custom fields and categorization
- Company-level pipeline tracking
Follow-Up Dashboard
- Centralized follow-ups across 18 communication types
- List and pipeline board views
- Overdue, today, and upcoming tabs
- Bulk follow-up actions
- Follow-up templates and automation
- Performance metrics per team member
Calendar & Scheduling
- Appointment calendar with day/week/month views
- Public booking links for clients
- Availability settings and buffer times
- Team calendar overlay
- Recurring appointment support
- Calendar sync with Google and Outlook
Lead Farming
- Property-based lead sourcing
- Credit allocation and usage tracking
- Saved searches with automated alerts
- Import history and lead tracking
- PrintGenie direct mail integration
- Geographic and demographic filtering
Email Parsing
- AI-powered email data extraction
- Configurable parsing templates
- Field mapping to CRM records
- Parsing statistics and accuracy tracking
- GoHighLevel integration for parsed leads
- Automated contact creation from emails
Bulk Import
- Multi-step CSV import wizard
- Auto-detection of column types
- Intelligent column mapping
- Duplicate detection and merge options
- Progress tracking with error reporting
- Import history and rollback support
Contracts
- Agreement KPI dashboard with expiry alerts
- Full lifecycle from draft to terminated
- Reusable clause library with search
- Clauses, pricing, and version history
- Approval routing and execution tracking
- Agreement types and permission controls
SalesFlow
- AI next-best-action per contact
- Sales intelligence and contact enrichment
- Fit scorecard with category rating
- Conversation state and engagement history
- AI message composer with contact memory
- Organization-wide sales contact list
Facebook/Meta Integration
- Facebook Lead Ads automatic sync
- Instagram Lead Forms integration
- Meta Pixel tracking and analytics
- Messenger integration for conversations
- Audience sync for retargeting
- Campaign performance tracking
Social Media Hub
- Unified social media dashboard
- Multi-platform post management
- Social engagement tracking
- Content calendar and scheduling
- Social listening and mentions
- Performance analytics across platforms
Ad Management
- Facebook/Instagram ad creation
- Campaign budget management
- Audience targeting tools
- Ad performance analytics
- ROI tracking and optimization
- Creative asset management
Email Marketing
- Email campaign creation
- Automated email sequences
- Email template library
- Open and click tracking
- A/B testing for emails
- List segmentation
MarketFlow
- Marketing campaign orchestration
- Lead flow management and routing
- Multi-channel campaign tracking
- Campaign ROI analytics
- Automated nurture sequences
- Lead scoring and qualification
Blog & Content Management
- Full blog platform with rich text editor
- Category and tag organization
- Author profiles and multi-author support
- SEO metadata and Open Graph settings
- Public blog with custom org branding
- Content scheduling and draft management
AI Marketing Suite
- AI-powered marketing content generation
- Campaign copy and creative suggestions
- Audience targeting recommendations
- Marketing performance predictions
- Multi-channel content adaptation
- Brand voice and tone consistency
Transaction Management
- Buyer/seller transaction tracking
- Full lifecycle management
- Configurable milestone workflows
- Document management per transaction
- Commission tracking and splits
- Transaction timelines and alerts
IDX-Flow (MLS Integration)
- Property search with MLS data
- Lead capture from property inquiries
- Automated lead follow-ups
- Property detail integration
- Open house management
- Listing alerts and notifications
Property Valuation
- Home valuation API integration
- Valuation history tracking
- Comprehensive property reports
- Comparable property analysis (CMA)
- Market trend data
- Automated valuation updates
Home Valuation Portal
- Public-facing valuation tool
- Lead generation from valuations
- Detailed property reports
- Neighborhood statistics
- School district information
- Market insights and trends
Agent Management
- Agent performance metrics
- Commission calculations and tracking
- Team hierarchy and assignments
- Transaction assignment rules
- Agent productivity analytics
- Training and onboarding tracking
Mortgage LOS
- Full loan pipeline management
- Borrower information tracking
- Quick Call Calculator for instant estimates
- AI Mapper for intelligent data extraction
- Webhook Manager for LOS integrations
- TRID/RESPA compliance monitoring
Buyer Portal
- Dedicated portal for home buyers
- Property viewing and favorites
- Offer submission and tracking
- Document sharing and signing
- Transaction timeline visibility
- Secure messaging with agent
InvestorFlow
- Investment property analysis tools
- Portfolio tracking and management
- Deal comparison side-by-side
- ROI and cash flow calculations
- Cap rate and NOI analysis
- Investment opportunity scoring
RE Deal Flow & Insights
- Real estate deal analytics dashboard
- Vector insights for market trends
- Deal scoring and prioritization
- Market trend analysis by region
- Comparable deal tracking
- AI-powered deal recommendations
Offer Review (Agent Assistant)
- AI-assisted offer comparison and analysis
- Side-by-side offer evaluation
- Automated terms and conditions parsing
- Seller net sheet calculations
- Offer strength scoring and ranking
- Shareable review reports for clients
Open House Genie
- Branded consumer app for open house listings
- QR code generation for signs and flyers
- Buyer registration and activity tracking
- Lead capture and inquiry notifications
- Engagement analytics and visit monitoring
- App branding and configuration settings
CRE Portfolio Management
- Commercial property and unit tracking
- Occupancy rate monitoring and vacancy alerts
- Building specs, types, and status management
- Suite, bay, and space unit configuration
- Portfolio-wide KPI dashboard
- Development pipeline tracking
CRE Lease Management
- Full lease lifecycle from draft to active
- Tenant profile and prospect management
- Lease expiration monitoring and alerts
- Rent tracking and lease term management
- 90-day expiring lease dashboard
- Active vs expiring lease analytics
Broker Flow
- Agency rollup across child organizations
- Transactions, IDX, usage, and recruiting tabs
- Child organization filtering
- Month selector for period comparison
- Configurable metric tile grid
- Scoped to agency-type organizations
Threaded Discussions
- Reddit-style threaded conversations
- Context-aware discussions on any record
- Rich media support (images, videos, files)
- Mentions and notifications
- Reactions and emoji support
- Real-time updates
Real-time Notifications
- Live updates for discussion activity
- Task assignment notifications
- Document approval alerts
- Meeting reminders
- Pipeline stage changes
- Customizable notification preferences
Team Collaboration
- Team workspaces and channels
- Project-based collaboration
- File sharing and co-editing
- Comment threads on documents
- Activity feeds per project
- @mentions and task assignments
Community Forums
- Community discussion boards
- Topic-based forums and categories
- Member engagement and reputation tracking
- Moderation tools and content flagging
- Threaded replies and reactions
- Searchable community knowledge base
Support Center
- Multi-channel ticket system
- Email-to-ticket conversion (Mailgun)
- Web form submissions
- In-app support requests
- Ticket routing and assignment
- SLA tracking and alerts
Help Admin
- Full administrative control
- Agent performance metrics
- Response time monitoring
- Ticket resolution tracking
- Customer satisfaction scores
- Support analytics dashboard
Ideas Hub
- Feature request submission
- Community voting system
- Status tracking (Planned, In Progress, Complete)
- Discussion and comments
- Admin prioritization tools
- Roadmap planning integration
Knowledge Base
- Self-service articles and FAQs
- Categorized help content
- Search functionality
- Article versioning
- User feedback on articles
- Analytics on article usage
Custom Dashboards
- Drag-and-drop dashboard builder
- Multiple chart types (bar, line, pie, radar)
- Real-time data updates
- Filter and drill-down capabilities
- Shareable dashboard links
- Export to PDF/Excel
Performance Insights
- Team performance analytics
- Individual productivity metrics
- Daily check-in tracking
- Wellness and burnout indicators
- Goal tracking and achievement
- Capacity utilization reports
CRM Analytics
- Sales pipeline analytics
- Conversion rate tracking
- Revenue forecasting
- Lead source analysis
- Deal velocity metrics
- Win/loss analysis
Telecom Analytics
- Industry-specific KPIs with v2 engine
- Call center performance dashboards
- Customer acquisition cost tracking
- Churn analysis and retention metrics
- Dashboard management and custom views
- Custom telecom reports and exports
Attribution Analytics
- Multi-touch attribution tracking
- Lead source ROI analysis
- Campaign attribution modeling
- Conversion path visualization
- First-touch and last-touch attribution
- Custom attribution windows
Voice Analytics
- Live on-call and team status panels
- Per-rep leaderboard with talk time
- Call outcome and disposition breakdown
- Activity heatmap by hour of day
- Utilization tied to time-clock entries
- Phone number health monitoring
Course Creation
- Interactive course builder
- Multimedia content support
- Module and lesson organization
- Progress tracking per learner
- Certificate generation
- Course templates
SCORM Support
- Full SCORM 1.2 compliance
- SCORM 2004 support
- E-learning package import
- Completion tracking
- Quiz and assessment integration
- xAPI (Tin Can) support
Assessments & Certifications
- Quiz creation with multiple question types
- Automated grading
- Certification upon completion
- Certificate templates
- Expiration tracking for certifications
- Compliance reporting
Training Compliance
- Regulatory compliance tracking
- Mandatory training assignments
- Completion deadline monitoring
- Audit trail and reports
- Automated reminders
- Compliance dashboard
AI Studio
- AI-powered course generation
- Automated lesson planning and structure
- Content suggestions from existing materials
- Smart content outline generation
- Learning objective alignment
- One-click course publishing
Test Studio
- Standalone quiz and assessment builder
- Multiple question types with rich media
- AI-powered question generation
- Question bank management and reuse
- Grading rubrics and scoring rules
- Test analytics and performance reports
Patient Profiles
- Complete patient records with demographics and clinical history
- Health goals, consent tracking, and intake forms
- Patient status management (active, inactive, discharged)
- Integration with CRM contacts for patient onboarding
- Patient search and filtering with status views
- Tabbed patient detail pages across all health modules
Blood Panel Analytics
- Lab result uploads with 16+ panel types
- 5-tier biomarker interpretation engine
- AI-powered blood panel analysis reports
- Biomarker flagging (normal, low, high, critical)
- Panel lifecycle tracking from draft to finalized
- Biomarker management and admin configuration
Diagnostics & Imaging
- MRI, CT scan, X-ray, and ultrasound order tracking
- DEXA, mammogram, echocardiogram, and PET support
- Genetic testing and specialty lab orders
- Order status tracking from ordered to read
- Result tracking with facility and location info
- Notes and annotations on diagnostic results
Medical EMR
- SOAP notes and clinical documentation
- ICD-10-CM and CPT code search with typeahead
- Multiple note types (SOAP, Progress, Telehealth, Intake)
- Provider signature and note locking with amendments
- Encounter date and status management
- Clinical shortcut templates for faster documentation
Wellness Tracking
- Daily vitals, mood, sleep, and stress check-ins
- 7-day and 30-day trend charts and analytics
- Symptom frequency heatmap visualization
- Lab marker correlation insights
- Weight, blood pressure, and heart rate monitoring
- Energy and wellness metrics over time
Nutrition
- USDA food database search for meal logging
- Daily macro tracking with calorie and protein targets
- 11 dietary protocols (Keto, AIP, Mediterranean, etc.)
- AI-powered meal plan generator with 7-day plans
- Weight management panel with trend tracking
- Micronutrient summary linked to blood panel deficiencies
Health Appointments
- Patient appointment scheduling and management
- Public booking links for patient self-scheduling
- Team calendar overlay for provider availability
- Recurring appointment support for ongoing care
- Integrated with CRM calendar infrastructure
- Buffer times and availability settings per provider
Fitness & Exercise
Coming Soon
- Exercise library with muscle groups and coaching cues
- Workout session logging (sets, reps, weight, RPE)
- Multi-week progressive program builder
- Volume and progression charts over time
- Program assignment to patients
- Progressive overload tracking and analytics
Coaching & Goals
Coming Soon
- SMART goal builder with milestones
- Coaching session note templates
- Action item assignment with due dates
- Progress scoring from wellness, labs, and goals
- Coach dashboard with all active clients
- Health outcome tracking and reporting
NightDesk
- 90-day rate calendar with staleness badges
- Comp set management and RPI ranking
- Pace grid and forecast rollup
- Implied occupancy and storm dilution modeling
- Export to CSV, XLSX, and PDF
- Property onboarding wizard and alerts
Website Builder
- AI-powered website creation
- Next-gen code builder with live preview
- Drag-and-drop interface with components
- Responsive design templates
- SEO optimization tools
- Custom domain and org website support
Funnel Builder
- Marketing funnel creation
- Multi-step workflow design
- Conversion tracking
- A/B testing capabilities
- Analytics integration
- Lead capture forms
Form Builder
- Custom form creation
- Conditional logic and branching
- Field validation rules
- Multi-page forms
- Form analytics
- Integration with contacts/leads
Survey Builder
- Advanced question types
- Survey branching logic
- Anonymous responses
- Survey analytics and reports
- Export to CSV/Excel
- Email survey distribution
Chart of Accounts
- Customizable account structure
- Multi-currency support
- Account categories and types
- Account reconciliation
- Opening balances
- Fiscal year management
Invoicing
- Professional invoice creation
- Recurring invoice setup
- Payment tracking
- Late payment reminders
- Invoice templates
- Client payment portal
Expense Tracking
- Receipt capture and storage
- Expense categorization
- Mileage tracking
- Vendor management
- Expense reports
- Budget vs actual analysis
Financial Reports
- Profit & Loss statements
- Balance Sheet
- Cash Flow statements
- Budget reports
- Custom financial reports
- Export to Excel/PDF
Commission Management
- Automated commission calculations
- Split commissions
- Commission reports per agent
- Payment tracking
- Commission tiers and rules
- Historical commission data
Sales & Purchasing
- Sales order creation and tracking
- Purchase order management
- Procurement workflow automation
- Vendor billing and payments
- Order approval chains
- Order-to-invoice conversion
Inventory Management
- Stock tracking with real-time levels
- Reorder points and auto-alerts
- Warehouse and location management
- Inventory valuation methods (FIFO/LIFO)
- Stock transfer between locations
- Barcode and SKU management
Equity Management
- Equity tracking and cap table
- Vesting schedule management
- Stakeholder reporting and visibility
- Equity round tracking
- Dilution modeling
- Shareholder communications
GoHighLevel
- Full CRM synchronization
- Two-way contact sync
- Opportunity sync
- Webhook automation
- Campaign integration
- Custom field mapping
IDX Broker
- MLS property listings
- Property detail integration
- Open house scheduling
- Lead capture automation
- Search widget embedding
- Listing update webhooks
Google Calendar
- Two-way calendar sync
- Event creation and updates
- Meeting conflict detection
- Availability checking
- Multiple calendar support
- Timezone handling
Zoom
- Meeting scheduling
- Recording access
- Participant tracking
- Meeting room management
- Webinar integration
- Calendar integration
Mailgun
- Enterprise email delivery
- Email parsing (support tickets)
- Email tracking and analytics
- Bounce handling
- Unsubscribe management
- Email validation
Social Media Ads
- Campaign management (Qoretx)
- Ad performance tracking
- Budget monitoring
- Audience targeting
- Creative asset management
- ROI analytics
OpenAI Integration
- GPT-4 powered features
- Document analysis and summarization
- AI task prioritization
- Natural language search
- Content generation
- Sentiment analysis
Email Automation
- Email-to-task automation
- Automatic email parsing
- Email signature management
- Email threading by contact
- Attachment handling and storage
- Smart email categorization
Realtor.com
- Lead sync from Realtor.com listings
- Automated follow-up sequences
- Lead routing to agents
- Listing performance tracking
- Contact enrichment from leads
- Source attribution tracking
Plai (AI Ads)
- AI-powered ad creation
- Automated campaign optimization
- Cross-platform ad management
- Budget allocation suggestions
- Creative performance analytics
- Audience targeting with AI
Progressive Web App
- Install on any device
- Offline access with sync
- Native-like experience
- Auto-updates
- App shortcuts
- Works on iOS and Android
Push Notifications
- Real-time alerts (coming soon)
- Works when app is closed
- Notification preferences
- Action buttons in notifications
- Badge counts
- Sound and vibration control
Offline Sync
- Work without internet
- Automatic data synchronization
- Conflict resolution
- Queue pending actions
- Local storage management
- Sync status indicators
Enterprise Security
- Row Level Security (RLS)
- Database-level permissions
- Encrypted data storage
- Secure API endpoints
- Two-factor authentication
- Session management
HIPAA/GLBA Compliance
- No database views policy
- Complete audit trails
- Data encryption at rest
- Encrypted data in transit
- Access logging
- Compliance reporting
Multi-Schema Isolation
- Complete data segregation
- Vertical-specific schemas
- Module-level isolation
- Cross-schema security
- Foreign key enforcement
- Schema-level permissions
Audit Logging
- All database access tracked
- User action logs
- API request logging
- Change history
- Compliance reports
- Security incident tracking
Role-Based Access Control
- Fine-grained permissions
- Per-module access control
- Custom role creation
- Permission inheritance
- Organization-level overrides
- Dynamic permission checking
Data Privacy & Compliance
- GDPR compliance tools
- CCPA data request handling
- Data retention policy management
- User data export functionality
- Data deletion request processing
- Privacy audit logging
Multi-Organization
- Unlimited organizations
- Complete data isolation
- Organization switching
- Separate billing per org
- Custom branding per org
- Independent module configuration
Agency Hierarchy
- Parent-child organization structure
- Unlimited hierarchy depth
- Cascading permissions
- Aggregate reporting across children
- Bulk management tools
- White-label capabilities
Super Admin
- System-wide access
- Cross-organization visibility
- Platform configuration
- User management
- Module administration
- System health monitoring
White-Label
- Custom branding per agency
- Logo and color customization
- Custom domain support
- Branded client portals
- Email template branding
- Mobile app branding
Module Generator
- AI-powered module creation
- 7-step wizard interface
- Schema design assistance
- Security policy generation
- UI component scaffolding
- Complete implementation guide
Migration System
- SQL migration management
- Schema version tracking
- Rollback capabilities
- Migration validation
- Automated deployment
- Migration history
Schema Health Audit
- Database integrity verification
- RLS policy checking
- Foreign key validation
- Index optimization suggestions
- Security gap identification
- Performance recommendations
API Framework
- RESTful APIs for all features
- GraphQL support (planned)
- API documentation
- Rate limiting
- API key management
- Webhook system
Edge Functions
- Serverless function deployment
- Webhook processing
- Background job execution
- External API proxies
- Automated scaling
- Function logging and monitoring
120+
Features
17
Capability Areas
17+
Integrations
9+
Industry Verticals