Features
Every tool you need to find, win and keep customers
SaaSVisionary replaces a stack of disconnected apps with one workspace. Each feature below shares the same contacts, automations and reporting.
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Capture
Capture every lead
Turn calls, forms, chats and visits into contacts, automatically.
AI Receptionist
An AI voice agent that answers, books and routes calls 24/7.
Learn moreCall Tracking
Tracking numbers that tie every call to its ad and revenue.
Learn moreFind Leads
Search business data, dedupe it and import only new prospects.
Learn moreLanding Pages & Funnels
Build, test and publish pages that feed your CRM directly.
Learn moreForms & Quizzes
Forms, surveys and quizzes that write straight into your CRM.
Learn moreLocal Directories
Launch and monetize a local business directory on your domain.
Learn moreSpeed to Lead
Call new leads within seconds of the form, not hours later.
Learn moreWebsite Visitors
Live visitors, heat maps and session replay tied to contacts.
Learn moreNurture
Nurture and follow up
Keep conversations moving across every channel without extra work.
Cold Email
Sender pools, warmup ramps and domain checks for outbound email.
Learn moreDesign Studio
Create social graphics, flyers and headers inside your CRM.
Learn moreOne Inbox
SMS, email, WhatsApp and social DMs in one thread per contact.
Learn moreSocial Planner
Schedule Facebook and Instagram posts and capture Meta leads.
Learn moreWorkflow Automation
Visual workflows that text, email, call and update your CRM.
Learn moreClose
Close and get paid
Book, propose, sign and collect payment in the same workspace.
Booking Pages
Online scheduling with calendar sync, round robin and deposits.
Learn moreCall Intelligence
AI call analysis, deal health scores and call-based forecasts.
Learn moreGet Paid
Invoices, text-to-pay, deposits and payment plans on your Stripe.
Learn moreOnline Store
A branded storefront where every order lands on a CRM contact.
Learn moreBusiness Phone System
Softphone, desk phones and IVR, built into your CRM.
Learn morePower Dialer
Call queues, predictive dialing and outcomes that trigger follow-up.
Learn moreQuotes & Proposals
Estimates and proposals with e-signature, linked to invoices.
Learn moreRingless Voicemail
Voicemail drops and voice broadcasts with compliance checks.
Learn moreGrow
Turn customers into fans
Reviews, referrals, courses and communities that compound growth.
Affiliate Program
Tracked partner links, commissions and payouts on your checkout.
Learn morePaid Community
Member spaces, levels and leaderboards on top of your CRM.
Learn moreReview Requests
Ask for reviews automatically the moment a job is done.
Learn moreCourses & Memberships
Build, sell and track online courses with students in your CRM.
Learn moreHelp Desk
Tickets, SLAs and CSAT on the same record as each customer.
Learn moreReactivate
Win customers back
Wake up your database and bring past buyers back.
Platform
Platform, AI & developers
CRM, AI employees, API and MCP to run the whole business.
AI Employees
Named AI coworkers with duties, permissions and an approvals inbox.
Learn moreBrowser Agent
A Chrome extension add-on that extracts data and fills forms after you approve the plan.
Learn moreCustom CRM
Custom objects, smart segments and a report builder shaped to your business.
Learn moreMCP Server & API
Let Claude and other AI agents operate your CRM through a built-in MCP server.
Learn moreSell Snapshots
Package a proven workspace setup to reuse, share or sell as a template on the marketplace.
Learn moreWordPress Hosting
Launch and manage client WordPress sites on your own DigitalOcean servers.
Learn moreIndustry apps
Industry apps
Specialized tools for restaurants, studios and storefronts.
Put every lead, call and payment in one place
Try the plan you choose free for 14 days. Switch plans or cancel any time from your billing settings.
- 14-day free trial
- No contract
- Unlimited contacts