1. CRM & Customer Management

Your entire business, organised.

Unlimited contacts and companies

Full communication history on every profile

Custom fields for tailored data collection

Smart segmentation (lists, tags, filters)

Visual pipelines to track enquiries, sales, onboarding, or service delivery

Drag-and-drop deal stages

Linked contacts for families, teams, organisations

A clear overview of every customer, every step of the journey.

2. Unified Inbox (All Messages in One Place)

Stay on top of every enquiry without checking 10 different apps.

Email

SMS/MMS

Phone calls

Facebook Messenger

Instagram DMs

WhatsApp

Google Business Messages

Website Chat

Includes quick replies, call tracking, missed-call text-back, voicemail drops, and team assignment.
Nothing gets lost. No one gets forgotten.

3. Automation & Smart Workflows

Let the system handle the repetitive tasks.

Visual drag-and-drop automation builder

Automated follow-ups via email/SMS

Internal task and reminder automation

Automatic tagging, pipeline updates, contact ownership changes

Conditional logic, delays, and behaviour-based triggers

Full end-to-end nurture sequences

If you do it more than twice, it can be automated.

4. Email Marketing & Newsletters

Look professional and stay consistent.

Drag-and-drop email builder

Beautiful, modern templates

Personalised dynamic content

Broadcasts and automated campaigns

Email performance dashboard (opens, clicks, bounces, unsubscribes)

Reusable content blocks

Perfect for newsletters, promotions, nurture sequences, and launches.

5. SMS, Phone & WhatsApp Tools

Fast communication that customers actually respond to.

Two-way SMS/MMS

Make & receive calls in-platform

Call recording and tracking

Missed call text-back

WhatsApp integration into your inbox

Text-to-Pay links for instant mobile payments

Everything logged automatically inside the CRM.

6. Landing Pages, Funnels & Checkout Pages

Build high-converting pages with zero tech headaches.

Drag-and-drop page and funnel builder

Lead capture pages, sales pages, thank-you pages

One-page promos and booking pages

Checkout forms, order bumps, one-click upsells

A/B split testing

Funnel analytics

AI-assisted content generation

Create any campaign quickly — from seasonal offers to full sales funnels.

7. Full Website Builder

Your website, built inside the same system as your CRM and marketing.

Multi-page website builder

Custom headers, footers, menus

SEO-friendly layouts

Blog-ready structure

Custom domain support with automatic SSL

Built-in website chat

Fast, mobile-first design

Your entire online presence, all in one place.

8. Blogging Platform

SEO made simple.

Publish articles directly on your website

Categories, tags, featured images

SEO metadata (titles, descriptions, URLs)

Clean, modern layouts

Easy editing and scheduling

Great for improving Google rankings and building trust.

9. Online Booking & Calendars

A full scheduling system to reduce admin and no-shows.

Unlimited calendars

Bookings synced with Google or Outlook

Custom booking forms

Automated confirmations & reminders

Deposits or full payments at booking

Zoom/Google Meet links created automatically

Round-robin/team distribution

Group sessions and events

Ideal for consultations, sessions, onboarding, and service appointments.

10. Forms, Surveys & Quizzes

Capture exactly what you need, wherever you need it.

Custom forms

Multi-step surveys & quizzes

Conditional logic

Embed on websites or emails

Automatic CRM and workflow updates

Redirect options and personalised thank-you screens

Use for enquiries, onboarding, applications, assessments, feedback and more.

11. Courses, Memberships & Communities

Your own online learning and community space.

Host unlimited courses

Modules, lessons, videos, downloads

Drip schedules & progress tracking

Completion certificates

Private membership areas

Paid or free access

Community discussion boards

Member-to-member messaging

Perfect for onboarding, training, paid programs, or private client hubs.

12. Social Media Scheduler

Plan and publish all your content from one calendar.

Facebook

Instagram

TikTok

LinkedIn

YouTube

Pinterest

Google Business Profile

Platform-native previews

Post analytics

Stay consistent without jumping between apps.

13. Built-In Ads Manager (Facebook & Instagram)

Run ads without the overwhelm.

Create and publish ad campaigns

Pre-made templates for ad copy & design

Audience targeting

Leads fed directly into the CRM

Clear performance dashboards

Everything connected to your automations and follow-up systems.

14. Analytics & Reporting

Clear insight into what’s working — and what isn’t.

Funnel analytics

Email campaign stats

Booking performance

Call tracking

Social media analytics

Custom report creator

Scheduled report delivery

Data you can actually understand and act on.

15. Reputation Management

Grow your reviews with less effort.

Automated review requests via SMS/email

Google & Facebook review monitoring

Reply to reviews inside the platform

Review links & QR codes

Spam review detection

Review performance trends

Build trust and improve your local SEO automatically.

16. AI-Assisted Tools

Save time and elevate your customer experience.

AI voice assistant that answers missed calls

AI appointment booking

AI-generated content for pages, emails, and blogs

AI review response suggestions

AI chat for website visitors

Smart optimisation suggestions

AI that supports you — not replaces you.

17. Mobile App

Run your business on the go.

Access contacts and pipelines

Respond to messages

Make calls

Manage bookings

Send invoices and contracts

Instant notifications

Your business in your pocket.

18. Business Audit & Lead Insights Tool

Perfect for understanding where you stand online.

Automatic online presence audits

Checks website, SEO, social media, listings, reviews

Easy-to-read improvement recommendations

Great for planning future improvements and priorities

A simple way to see what’s working and what needs attention.

Everything Working Together

Instead of multiple disconnected tools, the My Biz Platform gives you:

One login

One system

One clear view of your entire business

CRM, marketing, communications, automations, booking, funnels, website, reviews, AI — all connected and working together so you can grow without chaos.