One record per customer, every deal and follow-up beside it.
- +Contacts and organizations
- +Pipelines, deals and tasks
- +Custom fields and CSV import
- +One timeline per customer
/ Platform
Every lead, every channel, one system that runs it itself.
The operating layer under a business. Capture every lead. Unify it into one contact record. Automate the follow-up. Message from the brand’s own number — not a shared shortcode, not a second tool.
/ The areas
Eight areas. One customer record.
Campaigns and flows sent from your own domain, in your brand.
- +Visual email builder
- +Automations and flows
- +Your verified sending domain
- +Post-send audits
Sequences from your own mailboxes, with replies in one inbox.
- +Multi-step sequences
- +Your own mailboxes
- +Reply detection
- +Email finder
Your look, set once, carried into every email, invoice and post.
- +Brand looks and fonts
- +Estimates, invoices and statements
- +Online payments
- +Several brands per account
Posts and captions drafted in your voice and scheduled from one place.
- +Scheduling
- +Captions in your voice
- +Clips and stills
- +One calendar
Search, reviews and reports that say what to do next.
- +Keyword tracking
- +Reviews and reputation
- +Monthly reports
- +Customer intelligence
An operator on your live data, and your own AI connected to your account.
- +AI operator over SMS
- +AI drafting in the builder
- +MCP for Claude, ChatGPT and Cursor
- +A human on the gate
Every area reachable from your own product, one key per account.
- +REST API
- +Webhooks
- +Scoped keys
- +MCP
Four moves. Capture. Unify. Automate. Converse.
1
contact record — subscriber and CRM contact are the same row
6+
lead surfaces feeding one place — forms, DMs, tickets, signups
0
lines of code to build a live workflow
1:1
every message from the brand’s own number, into one inbox
/ The engine
Lead in. Relationship out. The system does the middle.
01 — Capture
Every lead, every surface
Registrations, web forms, newsletter signups, lead-gen guides, Instagram DMs, support tickets — all land in one place, each tagged by where it came from. No lead lost to a spreadsheet or a second tool.
- Forms & registrations
- Instagram DMs
- Support tickets
02 — Unify
One contact graph per client
A subscriber and a CRM contact are the same record — not two systems that drift. Deduped per business, tagged by source and interest, so “everyone interested in X” is one segment: customers, leads, and everyone in between.
- Deduped per business
- Source & interest tags
- One segment, any cut
03 — Automate
No-code workflows, live in minutes
A trigger — a new lead, a stage change, a date — fires the actions: send an SMS, send an email, tag, update the pipeline, notify the team. Built in a visual builder, scoped to one client. A new signup gets a personalized welcome text within seconds, from the business’s own number.
- Trigger on lead, stage, date
- SMS, email, tag, notify
- Visual, scoped, no code
04 — Converse
From your own number, into one inbox
Messages go out from the client’s own number and brand — SMS and Instagram — not a shared shortcode. Every automated message threads into one inbox; when the customer replies, it lands in the same conversation. Automation that starts a relationship, not a blast. Opt-out handled automatically.
- Your number, your brand
- Replies thread back
- Opt-out handled
/ Same engine
One layer, every vertical.
Not four products. One engine, pointed at four businesses. The trigger changes. The plumbing does not.
Endurance events
New registrant→
Welcome text plus race-day logistics, seconds after signup.
Home services
New inquiry→
Instant reply and a booking nudge before the lead cools.
Retail / hospitality
First purchase→
Onboarding sequence into a loyalty path.
Nonprofits
New donor→
Thank-you now, recurring-gift path after.
/ How it fits
We build it. You run it. This is the part that makes that possible.
The site and the brand get built. Platform is the operating layer underneath — capturing, unifying, automating, conversing — so the business keeps running after the launch, in your hands.
Build
The site, the brand, the surfaces that capture.
Grow
The audience, the campaigns, the demand.
Run
This layer. The system that follows up, itself.
Stop losing leads to the tool between the tools. Put the layer in.
Book a walkthrough→Scope a build on the Lab →Direct — aidan@tegomarketing.com