The Profit Lifter™ dashboard is your central hub for business insights, providing a real-time overview of sales, marketing performance, customer interactions, and team activities. It offers customizable widgets, quick-access reports, and actionable data to help you make informed decisions at a glance. With AI-driven analytics and workflow shortcuts, you can streamline operations and stay on top of key metrics without digging through multiple tools.

Profit Lifter™ provides a robust contact management system that allows you to organize leads, customers, and business relationships with ease. You can create Personal and Global Smart Lists, automatically segmenting contacts based on behavior, tags, lead status, or other criteria.

Individual & Company Profiles

Manage contacts at both the individual and company level, ensuring seamless tracking of business relationships. Easily switch between personal and organizational views to maintain context in conversations and sales processes.

Custom Fields

Tailor your CRM to your business needs with Custom Fields, allowing you to store unique data points beyond standard contact information. Whether tracking customer preferences, contract terms, or internal notes, these fields provide a personalized and structured way to manage contacts efficiently.

Profit Lifter™ provides customizable sales and support pipelines, enabling businesses to track opportunities and streamline workflows effortlessly.

- Customizable Sales Pipelines – Build and manage multiple sales pipelines tailored to your business processes. Track leads from initial contact to closed deals, automate follow-ups, and get real-time insights into your sales performance. Each stage is fully customizable, ensuring your pipeline aligns with your sales cycle.

- Customizable Support Pipelines – Optimize your customer service with structured support pipelines. Track and manage support tickets, service requests, and customer inquiries efficiently. Automate escalations, assign tasks to team members, and ensure no issue falls through the cracks.

With visual drag-and-drop functionality, automation triggers, and AI-powered insights, Opportunity Pipelines in Profit Lifter™ help you stay organized and accelerate revenue growth.

Profit Lifter™ offers a comprehensive calendar and scheduling system designed to simplify appointment management, streamline team coordination, and automate bookings. Whether you’re scheduling client meetings, managing team availability, or booking services, the platform provides flexible solutions tailored to your business needs.

Personal Booking – Enable individuals to manage their own schedules with dedicated booking links for clients, reducing back-and-forth scheduling.

Round Robin – Automatically distribute appointments among team members based on availability, ensuring balanced workloads and faster response times.

Class Booking (Single Host) – Schedule and manage group sessions, training, or webinars with a single designated host. Ideal for coaching, workshops, or educational programs.

Collective Booking (Multiple Hosts) – Allow multiple team members to be booked for the same appointment, perfect for consultations or collaborative meetings.

Event Calendar – Display upcoming events, webinars, or appointments in a public-facing or internal calendar, keeping attendees informed.

Service Booking – Offer customers an easy way to book services directly from your website, complete with automated confirmations and reminders.

Service Menu – List all available services with descriptions, pricing, and booking options to create a seamless customer experience.

Equipment Rental – Manage and schedule equipment rentals alongside service appointments, ensuring availability and preventing double-booking.

With automated reminders, calendar sync (Google, Outlook, etc.), and AI-powered scheduling, Profit Lifter™ makes booking effortless for both businesses and clients.

Profit Lifter™ includes a built-in task management system that helps you stay organized and keep track of daily to-dos, follow-ups, and project deadlines. Easily create, assign, and prioritize tasks for yourself or your team, ensuring that nothing falls through the cracks.

With automated reminders, due dates, and status tracking, you can streamline workflows and boost productivity. Tasks can be linked directly to contacts, deals, or support tickets, providing full visibility into ongoing actions and progress. Whether managing client follow-ups or internal projects, the Task List keeps everything in one place for maximum efficiency.

Profit Lifter™ includes a fully integrated phone system, allowing businesses to manage calls, SMS, and compliance directly within the platform. Whether you're handling inbound sales, customer support, or SMS marketing, the system ensures seamless communication and regulatory compliance.

Purchase Phone Numbers – Secure local, toll-free, or international numbers directly from the platform for branding and professional communication.

A2P 10DLC Registration – Ensure compliance with carrier regulations for business messaging, increasing SMS deliverability and reducing filtering risks.

SMS & Number Pools – Send and receive SMS messages, automate text follow-ups, and manage high-volume messaging with number pools for scalability.

Verified Caller ID – Establish trust and improve answer rates with verified business caller ID, reducing the likelihood of being flagged as spam.

Call Recording – Record calls for training, compliance, and quality assurance, with easy access to playback and storage.

Analytics & Reporting – Gain insights into call volume, response times, missed calls, and engagement metrics, helping you optimize communication strategies.

With AI-assisted call tracking, automation, and workflow triggers, the Profit Lifter™ phone system ensures your business stays connected, efficient, and compliant.

Profit Lifter™ provides a fully integrated payment system that streamlines invoicing, contracts, online sales, and financial transactions. Whether you're sending estimates, managing product inventory, or accepting online payments, the platform ensures a smooth, professional experience for both businesses and customers.

Estimates & Invoices – Create and send professional estimates that clients can approve instantly, then convert them into invoices with a single click. Automate payment reminders and track invoice statuses in real time.

Documents & Contracts eSign – Generate legally binding digital contracts and collect electronic signatures directly within the platform, streamlining client agreements and compliance.

Website Payment Forms – Accept payments online through customizable payment forms that integrate with your website.

Upsell & Bump Offers – Increase revenue with one-click upsells and bump offers, allowing customers to add additional products or services during checkout.

Products & Collections – Sell digital and physical products, organize them into collections, and create a seamless eCommerce experience within the platform.

Inventory Management – Track and manage product inventory, ensuring availability and preventing overselling.

Reviews – Automate customer review requests for purchased products, boosting credibility and social proof.

Coupons & Discounts – Offer coupons, promo codes, and special discounts, driving customer engagement and repeat purchases.

Compatible with Most Merchant Accounts – The system integrates with leading payment processors (Stripe, PayPal, Square, and others), ensuring businesses can accept payments securely and efficiently.

With built-in automation, reporting, and AI-powered insights, Profit Lifter™ simplifies payment processing while helping businesses maximize sales and customer satisfaction.

Profit Lifter™ provides a comprehensive suite of marketing tools designed to streamline content creation, automate outreach, and maximize customer engagement. Whether managing social media, running email campaigns, or tracking affiliate sales, businesses can leverage powerful automation and AI-driven insights to drive results.

Social Media Planner – Schedule, manage, and automate social media posts across multiple platforms from a single dashboard. Plan campaigns in advance, track engagement, and maintain a consistent online presence.

Email Marketing – Create and send targeted email campaigns, automate follow-ups, and track engagement to optimize conversions.

Email Campaigns – Set up automated and broadcast email sequences with advanced personalization for lead nurturing and promotions.

Email Templates – Access a library of pre-built email templates or create custom designs for sales, onboarding, and marketing.

Email & SMS Snippets – Use quick pre-written email and SMS snippets for fast responses, ensuring a consistent and professional tone in sales and customer service.

Countdown Timers – Add urgency to marketing campaigns with built-in countdown timers for emails, landing pages, and promotions. Perfect for time-sensitive offers and product launches.

Trigger Links – Track customer interactions with trackable links, triggering automated workflows, email sequences, or notifications based on user engagement.

Affiliate Manager – Manage and track affiliate partners with built-in referral tracking, commission payouts, and performance analytics. Automate partner onboarding and monitor conversions effortlessly.

With AI-powered automation and deep analytics, Profit Lifter™ enables businesses to market smarter, automate engagement, and maximize ROI across multiple channels.

Profit Lifter™ offers powerful automation capabilities to streamline operations, nurture leads, and optimize business workflows. With intelligent triggers, AI-driven segmentation, and real-time monitoring, businesses can save time and enhance efficiency.

Workflows – Automate tasks, emails, SMS, follow-ups, and customer journeys with fully customizable workflows. Set conditions, triggers, and actions to create seamless business processes that run on autopilot.

Review List for Broken Automations – Get real-time alerts and reports for any failed or broken automations, ensuring workflows run smoothly without interruptions.

Tags – Organize and segment contacts dynamically using tags, allowing for targeted marketing, lead tracking, and personalized automation.

Lead Scoring – Assign custom lead scores based on engagement, behavior, and activity, helping sales teams prioritize the most promising prospects.

Custom Values – Store and use dynamic data fields within automation sequences, allowing for personalized messages, calculations, and workflow conditions.

Custom Objects – Expand the CRM’s flexibility with custom objects, enabling businesses to track unique data types beyond standard contact and deal records.

With AI-enhanced automation, workflow tracking, and intelligent lead prioritization, Profit Lifter™ ensures businesses operate more efficiently while maximizing conversion opportunities.

Website & Funnel Builder

Profit Lifter™ provides a powerful website and funnel builder designed to help businesses generate leads, close sales, and automate their online presence. With built-in AI, pre-designed templates, and advanced customization options, businesses can create high-converting pages without technical expertise.

Sales Funnels

- Templates – Choose from pre-built, high-converting sales funnel templates tailored for different industries and goals.

- AI Funnel Builder – Automatically generate sales funnels using AI, streamlining the setup process and optimizing for conversions.

Websites

- Templates – Launch a professional website quickly with fully customizable templates designed for business growth.

- eCommerce Stores – Build and manage an online store with product pages, shopping carts, checkout options, and inventory tracking.

Webinars - Host live or automated webinars directly from your website, integrating registration, reminders, and engagement tools to maximize attendance.

Analytics - Track website performance, visitor behavior, and conversion rates with detailed analytics to refine your marketing strategy.

Blogs - Create and manage a blog to drive organic traffic, establish thought leadership, and improve SEO rankings.

Forms, Surveys & Quizzes

- Forms – Collect leads and customer data through fully customizable online forms.

- Surveys – Gather customer insights and feedback with interactive surveys.

- Quizzes – Engage visitors with AI-powered quizzes to personalize offers and segment leads.

Chat Widget & AI Chatbot

- SMS / Email – Engage visitors with automated SMS and email responses.

- Live Chat – Provide real-time customer support and sales assistance.

- AI Chatbot Available – Automate responses and lead qualification with an intelligent AI chatbot.

- WhatsApp – Seamlessly integrate WhatsApp messaging for global communication.

QR Codes - Generate custom QR codes for marketing materials, linking directly to landing pages, promotions, or business contact details.

Domain Purchases & Management - Buy, manage, and assign domains directly within Profit Lifter™, eliminating the need for third-party domain providers.

URL Redirects - Easily create and manage URL redirects to optimize SEO, marketing campaigns, and site navigation.

With AI-powered automation, built-in analytics, and seamless integrations, Profit Lifter™ makes it simple to create, optimize, and manage websites and sales funnels for any business.

Profit Lifter™ offers a comprehensive membership and client portal system, allowing businesses to provide exclusive content, build communities, and monetize digital products with ease. Whether you're delivering courses, managing affiliates, or creating a private client hub, the platform provides a seamless experience.

- Client Portal – Give customers secure access to personalized content, resources, documents, and support tools all in one place. Ideal for coaching programs, service-based businesses, and exclusive memberships.

- Courses (Paid & Free) – Create, host, and sell online courses with structured modules, quizzes, and progress tracking. Offer both free and paid learning options, with full automation for enrollments and certifications.

- Communities – Foster engagement with private online communities, allowing members to interact, share insights, and stay connected with your brand. Perfect for mastermind groups, networking spaces, and VIP memberships.

- Affiliate Portal – Manage affiliates and referral programs effortlessly with built-in tracking, automated commission payouts, and marketing resource distribution.

With built-in automation, payment processing, and AI-powered engagement tools, Profit Lifter™ makes it easy to manage membership experiences while driving customer loyalty and revenue growth.

Profit Lifter™ provides secure and organized media storage, allowing businesses to manage and access all their digital assets in one place. Whether you're storing marketing materials, course content, or downloadable resources, the platform ensures seamless integration with your CRM, website, and automation workflows.

- Images – Upload, store, and manage high-quality images for websites, emails, social media, and marketing campaigns. Easily access assets for quick content creation.

- Videos – Host and embed videos directly within your website, funnels, courses, and marketing materials, eliminating the need for third-party hosting services.

- Downloads – Provide ebooks, guides, templates, and other digital downloads to leads and customers, with controlled access and automated delivery options.

With AI-powered organization, unlimited storage potential, and seamless integration across your business operations, Profit Lifter™ ensures that your media assets are always accessible and easy to use.

Profit Lifter™ includes a powerful reputation management system that helps businesses collect, manage, and showcase customer reviews to build trust and credibility. With automation and seamless integrations, you can improve your online presence effortlessly.

- Automated Review Requests – Automatically request reviews from customers via email and SMS after a purchase, appointment, or service completion. Set up reminders to increase response rates.

- Review Management – Monitor, respond to, and manage customer reviews from a single dashboard. Get notified of new feedback and take action to maintain a strong online reputation.

- Connects with Google, Facebook, and 3rd Party Review Sites

– Sync with platforms like Google My Business, Facebook, and industry-specific review sites to centralize reputation management.

- Website Widget – Display positive reviews directly on your website with a customizable review widget, helping to boost credibility and conversions.

With AI-powered sentiment analysis, automation, and review tracking, Profit Lifter™ makes it easy to manage your reputation while building customer trust and loyalty.

The Profit Lifter™ Mobile App gives businesses the power to manage their operations on the go, ensuring they stay connected and productive from anywhere. Available on both Android and Apple devices, the app provides seamless access to essential CRM features, automation, and communication tools.

- Full CRM Access – Manage contacts, view pipelines, and track sales progress in real time.

- Appointment & Task Management – Schedule meetings, track tasks, and stay on top of daily to-dos.

- Messaging & Calls – Send SMS, respond to emails, and make calls directly from the app.

- Push Notifications – Get instant alerts for new leads, appointments, and customer interactions.

- Automation & Workflows – Trigger workflows and manage automations without needing a desktop.

With a user-friendly interface, real-time updates, and full integration with the Profit Lifter™ ecosystem, the mobile app ensures business owners and teams can stay efficient and responsive—anytime, anywhere.