Modules

Everything in the box, listed.

33 modules across 6 suites, grouped the way a service business actually evaluates software. This is the page for when the question stops being “what does it do” and becomes “is that specific thing in there”.

In the box33 modules · 6 suites
Unified inbox
AI text assistant
Missed-call recovery
A2P-ready messaging
Call menu & voicemail
Team chat
Contacts / leads / patients
Pipelines & statuses
Custom fields
Forms & intake
Self-service portal
Online booking widget
Availability engine
Appointment lifecycle
E-prescribing
Workflow library
Invoices & pay-links
Packages & memberships
Payment reminders
Insurance & treatment support
Bulk SMS & campaigns
Reputation management
Analytics suite
Social & Creative Intelligence
Listings catalogue
Recall & reactivation
Roles & permissions
Multi-site routing
Compliance toolkit
AI Operator
Response-time rules
Multi-language
API & integrations
Unified inbox
AI text assistant
Missed-call recovery
A2P-ready messaging
Call menu & voicemail
Team chat
Contacts / leads / patients
Pipelines & statuses
Custom fields
Forms & intake
Self-service portal
Online booking widget
Availability engine
Appointment lifecycle
E-prescribing
Workflow library
Invoices & pay-links
Packages & memberships
Payment reminders
Insurance & treatment support
Bulk SMS & campaigns
Reputation management
Analytics suite
Social & Creative Intelligence
Listings catalogue
Recall & reactivation
Roles & permissions
Multi-site routing
Compliance toolkit
AI Operator
Response-time rules
Multi-language
API & integrations

Included on the plan that carries them — not sold back one at a time.

Front desk & communication

Capture every inbound message, missed call, booking request, and follow-up in one place.

6 modules

Unified inbox

SMS, email, WhatsApp, and voice logs live on one contact thread so staff never lose context.

SMSEmailWhatsAppVoice

AI text assistant

Drafts and sends replies to inbound SMS and WhatsApp messages, answers common questions, and books or updates appointments — phone calls are handled separately by call routing and voicemail.

SMSWhatsAppBooking actions

Missed-call recovery

Trigger an instant text-back and create a task when a call is missed.

Auto SMSTaskRouting

A2P-ready messaging

Brand registration, opt-out handling, quiet hours, and approved templates are already wired in.

TrustHubSTOP handlingQuiet hours

Call menu & voicemail

A menu you write routes the caller — the office, a specific agent, or a message. Voicemail lands on the contact with a notification and a recording the team can play back.

IVRVoicemailRouting

Team chat

Internal threads beside the customer ones, so the question about a booking is not asked in a different app.

InternalPer site

CRM & records

One system of record for every lead, patient, client, or customer across all sites.

5 modules

Contacts / leads / patients

Timeline, notes, tags, family links, balances, forms, and channel history on a single record.

TimelineTagsCustom fields

Pipelines & statuses

Track each relationship from inquiry to close with drag-and-drop stages and automated state changes.

PipelinesStagesAutomation

Custom fields

Add the fields your business actually records — on contacts, appointments or invoices — without waiting for a release.

Per businessReportable

Forms & intake

Send intake, consent, quote, or lead-capture forms by link and attach submissions back to the record.

Public formsConditional logicPortal-ready

Self-service portal

Share a secure link so customers can view bookings, invoices, and forms without a password account.

Portal linkInvoicesAppointments

Scheduling & service delivery

Move from first inquiry to booked service without retyping data or chasing confirmations.

5 modules

Online booking widget

Accept self-bookings on your website, branded landing pages, or direct links.

EmbeddableBrandingMulti-site

Availability engine

Staff schedules, lunch breaks, time-off, conflict prevention, and booking windows are handled centrally.

SchedulesBlocksConflict prevention

Appointment lifecycle

Confirm, reschedule, check in, complete, no-show, and recall from the same workflow.

RemindersStatusesRecall

E-prescribing

Write and send a prescription from the appointment itself, for practices licensed to do it — no second system, no re-keying the patient.

ClinicalFrom the visit

Workflow library

Install proven playbooks for reminders, no-show recovery, review asks, and overdue invoices.

8 playbooksVertical defaults1-click install

Billing & revenue

Quote, invoice, collect, and follow up without a second billing stack.

4 modules

Invoices & pay-links

Create an invoice and send a Stripe pay-link by SMS or email in seconds.

StripePay by linkSame-day collection

Packages & memberships

Sell recurring packages, service bundles, and discounted plans from inside the workspace.

SubscriptionsBundlesDiscount plans

Payment reminders

Automate overdue nudges, receipts, and thank-you messages with live status tracking.

AutomationEmailSMS

Insurance & treatment support

For healthcare/dental teams, keep pricing, insurance fields, and presentation flows close to the record.

InsuranceTreatment plansQuotes

Growth & retention

Keep your pipeline full with campaigns, reviews, analytics, and repeat-business workflows.

6 modules

Bulk SMS & campaigns

Send targeted email and SMS campaigns with merge tags and audience filters.

CampaignsSegmentationTemplates

Reputation management

Request reviews after completed work, monitor responses, and route unhappy feedback privately.

Google reviewsAuto-askRouting

Analytics suite

Track lead sources, bookings, billing, campaign results, and response speed from one dashboard.

GA4Search ConsoleGoogle Ads

Social & Creative Intelligence

Publish to Facebook and Instagram, then research what to say next: your customers' own words, competitor boards, briefs and storyboards, and which creative produced a booking.

MetaBriefsAttribution

Listings catalogue

Properties, services or inventory imported from a spreadsheet and attached to enquiries, quotes and campaigns.

CSV importPer site

Recall & reactivation

Bring back inactive contacts with timed reminders, follow-ups, and one-click booking links.

RecallReactivationTemplates

Operations, security & admin

Run one location or many with governance, role control, and compliance visible to leadership.

7 modules

Roles & permissions

Control exactly what each user can access. Enforcement happens server-side, not just in the UI.

RBACOwner controlsServer-side

Multi-site routing

Each location gets its own inbox, number, staff, and analytics while owners keep the rolled-up view.

SitesNumbersConsolidated reporting

Compliance toolkit

Audit log, consent handling, right-to-delete, export flows, and messaging safeguards are built in.

Audit logGDPRHIPAA/TCPA aware

AI Operator

Ask the workspace a question in plain language — who has not been called back, what is unpaid — and it answers, then previews any change before making it.

AskPreviewUndo

Response-time rules

A clock on every new enquiry, form and unpaid invoice, with a threshold that escalates instead of quietly passing.

SLAEscalation

Multi-language

Staff and customer-facing surfaces in the language the business actually works in.

Per userPer site

API & integrations

Connect Google Calendar, QuickBooks, webhooks, and your own stack when operations need to extend further.

API keysWebhooksIntegrations