One workspace for the work that fills your day.
Your leads, conversations, calls and appointments stay connected, so nothing depends on remembering to check a second tool.
Everything you need. Working together.
Keep your leads, conversations, appointments, and daily work connected in one place.
Also included
Your business, in one clear view.
See how your leads, messages, calls, and appointments come together.
Stay connected. Stay in control.
Keep conversations moving, with you in charge.
A business line, ready in 5 minutes.
Set up a number for calling and texting from your workspace. Add as many numbers as you need.
Number and usage charges apply. Unlimited numbers does not mean unlimited free calls or texts.Texting
Keep the conversation going.
AI follows up in your business voice, with every conversation on the lead record.
Calling
Spend more time talking.
Make and receive calls, auto-dial your leads, and keep call history together.
Social media
Stay visible. Have the final say.
Schedule posts and manage engagement. Review and approve content by email before it goes live.
Your business goes with you.
Check leads, keep conversations moving, and see your next appointment between meetings.
- Keep important conversations close.
- Check your pipeline between appointments.
- Open your workspace from your home screen where supported.
Alex Morgan
SMS · (202) 555-0147
Benefits consultation
Tuesday • 10:00 AM Central
Keep each business organized.
If you run more than one business or brand, each can be kept as its own workspace with its own records, so pipelines and conversations stay separate.
- Separate workspaces with their own leads and conversations
- Workspace-level branding and numbers, subject to plan and provider requirements
- Switch between the businesses you manage
Spend more time on the conversations that count.
Bring your leads, follow-up, and appointments together with Benefit Connect.