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The all-in-one business growth platform

Everything you need to grow in one place: 53+ tools to capture, nurture and close leads, earn reviews and bring customers back, all connected and set up for you.

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Capture

Get more leads in the door

Attract the right people, turn interest into leads and keep your pipeline full.

  • CRM
  • Voice AI
  • Forms, surveys and quizzes
  • Websites, funnels and landing pages
  • Webinar funnels
  • Chat widget and Conversation AI
  • Call tracking
  • Inbound SMS and social DMs
  • Social planner
  • Missed-call text back
  • AI business card scanner
  • QR codes
  • Prospecting tool
  • Ad manager for Google, Facebook and Instagram

Nurture

Build relationships that convert

Follow up, stay relevant and build trust without anyone remembering to do it.

  • Conversation AI
  • One inbox for SMS, email, Messenger, Instagram, WhatsApp and live chat
  • Sales pipelines
  • Workflows and automations
  • Calendars
  • Text snippets
  • Appointment reminders
  • Ringless voicemail
  • Mobile app with video messages
  • Automated outbound call connect

Close

Close deals with less back-and-forth

Remove friction and turn conversations into paying customers.

  • Lead scoring
  • Estimates and proposals
  • Invoicing
  • Payment integrations
  • Paid calendars
  • Order forms, upsells and downsells
  • Memberships and courses
  • One-click upsell funnels
  • Text-to-pay
  • Tap-to-pay
  • Gift cards
  • Loyalty programs

Reviews

Create fans, not just customers

Turn happy customers into reviews, referrals and word of mouth.

  • Reputation management
  • Automated review requests
  • AI review replies
  • Website review widgets
  • Video review capture and widgets
  • Affiliate and referral tracking
  • Auto-post reviews to social
  • Communities
  • Loyalty programs

Reactivate

Get back on their radar

Re-engage past leads and customers with timely messages that drive repeat sales.

  • Email, SMS, WhatsApp and Messenger broadcasts
  • Smart lists and segmentation
  • Birthday campaigns
  • Seasonal campaigns
  • Database reactivation templates
  • Newsletter automation
  • Content AI
  • Loyalty programs

Run your business from your pocket

The Ideally mobile app comes with every plan at no extra cost. Answer leads, check your calendar and get paid from anywhere, on iPhone and Android.

  • Every conversationTexts, calls, emails, DMs and chats in one inbox, with replies from your phone.
  • Instant notificationsKnow the moment a new lead, booking or payment comes in.
  • Calendar on the goSee today’s appointments, book new ones and reschedule in a tap.
  • Contacts and pipelinesLook up any customer and move deals forward between jobs.
  • Take paymentsSend text-to-pay links and accept tap-to-pay in person.
  • Video messagesRecord a quick personal video and send it by text or email.
  • Scan business cardsSnap a card and the contact lands in your CRM.
  • Call and text from your business numberKeep your personal number private.

See it with your own business

Book a live walkthrough. We will show you exactly how Ideally would capture, follow up and book your leads.

  • Pick a time that works for you
  • A clear plan for your business
  • No contracts. Cancel anytime.

Rather talk now? Call our AI agent at 888-505-4757.

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Platform questions

Still unsure? Book a call and ask us anything.

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Is everything included in one login?

Yes. Every feature runs inside Ideally, so your website, CRM, inbox, calendars, payments, reviews and campaigns share the same contacts and data.

Do I have to set it all up myself?

No. We set it up for you, connect your accounts, and build the automations around how your business works.

Is there a mobile app?

Yes. The Ideally mobile app is included with every plan for iPhone and Android.