Keep leads, customers, conversations and activity organized in one central system.

• Customer contact records

• Notes and conversation history

• Calls, texts and email activity

• Appointments and form submissions

• Tasks and follow-up reminders

• Access from your computer or mobile app

See exactly where every prospective customer stands.

• Organize new leads by stage

• Track estimates and opportunities

• Move leads through your sales process

• Identify customers who need follow-up

• View the potential value of open opportunities

Use a dedicated local number for business calls and text messages without sharing your personal cellphone number.

• Local business phone number

• Calls forwarded to your cellphone

• Calling through the mobile app

• Two-way business texting

• Call and message history

• Separate business and personal communication

Phone-number rental, calling, texting, carrier registration and premium features are billed separately based on usage. Not covered on the $77 Barclay Mountain Monthly Plan.

When you miss a call, the system can immediately send the caller a text message.

• Responds automatically to missed calls

• Lets callers know you received their call

• Encourages them to share what they need

• Helps prevent leads from calling a competitor

• Allows you to continue the conversation by text

Respond to new leads quickly—even when you are busy working.

• Immediate confirmation after a form submission

• Automatic email or text responses

• Follow-up reminders

• Notifications for your team

• Custom messages based on the customer’s action

Reduce forgotten appointments and unnecessary scheduling work.

• Automatic appointment confirmations

• Email and text reminders

• Rescheduling information

• Internal appointment notifications

• Follow-up messages after appointments

Communicate with customers about services, promotions and important updates.

• Create customer lists

• Send email campaigns

• Send text campaigns

• Schedule messages in advance

• Track basic campaign activity

Your business creates and sends its own campaigns under the Self-Managed plan. Email and text usage charges are billed separately.

Make it easier for satisfied customers to share their experience.

• Send review requests by email or text

• Provide a direct link to your Google review page

• Schedule follow-up reminders

• Track sent review requests

• Receive notifications about new reviews

Create and manage estimates and invoices directly through your business system.

• Create professional estimates

• Email or text estimates to customers

• Convert accepted estimates into invoices

• Track paid and unpaid invoices

• Send payment reminders

• Create recurring invoices when needed

Give customers a convenient way to pay estimates and invoices online.

• Accept credit and debit cards

• Send secure payment links

• Track completed payments

• Send customer receipts

• Connect payments to invoices

Payment-processing fees are charged separately by the connected payment provider.

Automate repetitive tasks so leads and customers receive timely communication.

Examples include:

• Responding to new website leads

• Sending missed-call text messages

• Delivering appointment reminders

• Assigning follow-up tasks

• Requesting customer reviews

• Reminding customers about unpaid invoices

• Following up with inactive leads

Manage important customer activity when you’re away from your computer.

• View new leads

• Call and text using your business number

• Check conversations

• Manage contacts

• View appointments

• Receive lead notifications

We’ll connect the essential tools and show you how to use your new system.

• Initial account configuration

• Essential workflow setup

• Phone and calendar connection assistance

• Personalized training session

• Step-by-step instructions

• Ongoing email support

We provide the system, connect the essential tools and show you how everything works. Your business operates the system from day to day.

Your business is responsible for:

• Responding to customers

• Managing contacts and leads

• Creating and scheduling social posts

• Sending marketing campaigns

• Creating estimates and invoices

• Updating business information