Everything You Need,
All In One Place.
Explore the complete feature set of the Automated Sales Machine ecosystem. Search for any specific tool, integration, or capability below.
Explore the Platform Architecture
Click through the interactive menu below to see exactly how Automated Sales Machine is structured and discover real-world use cases for every feature.
Guided Onboarding & Setup Checklists
What it does
Step-by-step checklists to get your Automated Sales Machine account fully operational.
Real-World Use Case
"A new user follows the checklist to connect their domain, set up their phone number, and integrate their calendar without missing any steps."
Dashboard (The Command Center)
•Opportunity Overviews
High-level metrics for funnel performance, total pipeline value, and conversion rates.
•Internal Task Management
Create to-do lists, assign tasks to specific employees, and set deadlines attached to specific client profiles.
•Lead Source Tracking
Visual charts showing exactly which channels are generating the most leads.
•Ad Data Sync
High-level Google and Facebook Ad spend and ROI metrics directly on the home screen.
Conversations (The Unified Inbox)
•WhatsApp Integration
Direct 2-way messaging via WhatsApp Business inside the CRM.
•Instagram Direct Messages (DMs)
Read and reply to IG DMs.
•Facebook Messenger
Full integration for FB page messages.
•Google Business Profile Chat
Direct integration with Google Search/Maps messaging.
•Missed Call Text-Back
A built-in, highly sought-after feature that automatically texts back a lead the second a business misses their phone call.
•Omnichannel Feed
A single, continuous communication timeline for each contact that consolidates all channels, including Email and SMS/MMS.
•Conversation Tools
Custom inbox filters, internal team chat (@mentions), snippets, and templates for quick replies.
Calendars (Booking Engine)
•Unassigned
Standard 1-on-1 booking for a single user.
•Round Robin
Distributes appointments equally among a sales team to ensure fair lead distribution.
•Class Booking
Allows multiple people to book the same time slot (e.g., webinars, group fitness).
•Collective
Requires multiple specific staff members to be available at the exact same time.
•Calendar Features
Two-way sync with Google, Outlook, and Apple calendars. Custom intake forms required upon booking. Pre-payment requirements. Multi-Day Rentals engine.
Contacts (The CRM Database)
•Smart Lists
Dynamically updating, saved contact filters based on specific behaviors, tags, or pipeline stages.
•360-Degree Contact Profiles
Logs every page visited, email opened, link clicked, and appointment booked.
•Custom Values & Custom Fields
Create deeply personalized campaigns using dynamic data specific to the user or the business.
•Bulk Actions
Select thousands of contacts to add/remove tags, push into workflows, or send mass email/SMS blasts.
Custom Objects (Advanced Database Architecture)
•Build Your Own Database
Create brand-new record types beyond just 'People' or 'Companies' (e.g., 'Properties' for real estate, 'Vehicles' for dealerships, 'Pets' for vets).
•Object-Specific Fields
Create custom data fields specifically for those objects (e.g., a 'Vehicle' object gets a VIN number field).
•Associations
Link one contact to multiple custom objects (e.g., one owner linked to three different vehicles) without duplicating contact profiles.
Opportunities (Pipelines)
•Kanban Boards
Visual drag-and-drop lead management across your sales cycle.
•Unlimited Custom Pipelines
Create distinct pipelines for different products, services, or internal departments.
•Opportunity Cards
Track lead name, assigned monetary value, probability of closing, and the assigned sales rep.
•Round-Robin Lead Routing
Automatically distribute incoming leads equally (or by weight) among sales team members.
Payments & E-Commerce
•E-Commerce Storefronts
Sell physical products, manage inventory, and handle variants (sizes, colors).
•Coupons & Discounts
Generate promotional codes (percentage or fixed amount) for checkouts.
•Order Bumps & 1-Click Upsells
Advanced checkout features to increase Average Order Value (AOV).
•Invoices & Subscriptions
Send branded, itemized invoices for one-time payments or recurring retainers.
•Text-to-Pay
Generate secure Stripe/PayPal payment links sent directly via SMS.
•Native Video Hosting
Upload videos directly to funnels, websites, and courses without paying for Vimeo, Wistia, or dealing with YouTube ads.
•Merchant Integrations
Natively connect with leading payment gateways including Stripe, PayPal, Authorize.net, NMI, Klarna, and Apple/Google Pay for secure processing.
Marketing
•Social Media Planner
Schedule and auto-post content to Facebook, Instagram, LinkedIn, TikTok, X (Twitter), and Google My Business.
•Email Campaigns
Advanced drag-and-drop builder for broadcast newsletters and A/B testing.
•Affiliate Manager
Create your own affiliate programs, generate custom tracking links for partners, and track commission payouts.
•Trigger Links
Trackable URLs that, when clicked by a lead, automatically fire off specific background automations (like applying a tag or sending an email).
Automation (Workflows)
•Advanced Visual Builder
Infinite canvas, node-based automation mapping.
•Triggers (50+)
Start automations based on form submissions, tags, appointments, email opens, or custom dates.
•Actions (70+)
Send communications, update pipelines, assign tasks, process payments, and calculate math operations within custom fields.
•Advanced Logic
If/Else conditional routing, random split testing (50/50 traffic splits), and specific time windows.
•Drip-Mode Mass Outreach
Intelligently paces and spreads out bulk SMS/Email blasts over time to protect deliverability and avoid spam filters.
•Premium Webhooks
Natively catch or send data payloads to external software without needing third-party tools like Zapier.
Sites (Front-End Builders & Hosting)
•Funnels
Multi-step sales funnels optimized for high conversion rates.
•Websites
Multi-page digital storefronts with global headers/footers and a native blog engine.
•Managed WordPress Hosting
Host and manage WordPress sites directly inside the sub-account (often sold as an add-on).
•Forms & Surveys
Drag-and-drop builders with conditional logic (show or hide specific questions based on the user's previous answers) and file upload capabilities.
•URL Redirects
Manage 301 redirects easily for SEO preservation when migrating sites.
•Media Library Management
A centralized hub to store, organize, and host all business images, PDFs, and videos.
•Universal Embeds
Generate embed codes for unlimited calendars, lead forms, surveys, webchat widgets, and live review feeds to place on any external website or CMS.
Client Portal & Communities
•Native Communities
Build interactive, Skool-style or Facebook-style groups directly inside the platform.
•Paid & Free Tiers
Monetize community access with recurring subscriptions.
•Discussion Boards & Leaderboards
Gamify the community experience for members.
•Course Builder (LMS)
Host unlimited video courses, build graded assessments, and manage students.
•Quizzes & Assessments
Test student knowledge directly within the course modules.
•Automated Certificates
Automatically generate and email personalized PDF completion certificates when a user finishes a course.
•Drip Content
Release course modules over a scheduled period rather than all at once.
•Native Live Streaming
Go live directly inside your Community portal for group coaching calls; the video automatically saves as evergreen content when finished.
Reputation (Reviews & Local SEO)
•Review Dashboard
Track and manage Google, Facebook, and custom platform reviews in one place.
•Automated Requests
Trigger customized review invite sequences via email and SMS when a project is marked complete.
•Dispute Management
Flag fake or malicious reviews directly to Google from your CRM.
•Local SEO Heatmaps
Run visual audits to see exactly how a business ranks on Google Maps across specific local neighborhoods compared to competitors.
Proposals & Estimates
•Document Builder
Create highly professional proposals, estimates, and contracts.
•Native E-Signatures
Send documents for legally binding electronic signatures (replaces DocuSign or PandaDoc).
•Multi-Step Approvals
Route documents to different team members or clients for signature collection.
Advanced Phone & Email Architecture
•Dedicated Email Domains
Full control over DMARC, DKIM, and SPF records for maximum inbox deliverability.
•Interactive Voice Response (IVR)
Build automated phone menus (e.g., 'Press 1 for Sales, Press 2 for Support').
•Ring Groups & Routing
Route incoming calls to multiple team members simultaneously or in a specific order.
•Call Recording & Whisper Messages
Record calls for training and play automated audio notes to your reps right before a call connects.
•Ringless Voicemails
Drop pre-recorded audio files directly into a prospect's voicemail box without ringing their phone.
AI Studio & Tools (The AI Workforce)
•Conversation AI (Booking Bot)
AI-powered chatbots that can naturally converse with leads via SMS/Webchat/Social DMs and book appointments directly to the calendar.
•Content AI
Built-in AI to generate social media captions, blog posts, email copy, and website text.
•Image AI
Generate custom images for websites, social posts, and emails directly inside the platform.
•Review AI
Automatically draft and send contextual, intelligent responses to Google and Facebook reviews.
•Workflow AI
Advanced AI logic inside automations (e.g., automatically categorized intent, sentiment analysis of customer replies).
•Agent Studio
Build autonomous, prompt-driven AI employees trained strictly on your custom PDFs, URLs, and FAQs.
•Voice AI
24/7 human-sounding AI phone receptionists that can handle inbound calls, execute outbound calls, and natively speak to website visitors via a browser microphone.
•Vision Bot (Image Recognition AI)
The AI can visually analyze photos texted or chatted by customers (like a broken product or error screen) and respond based on what it sees.
•Funnel/Website AI
Prompt-to-page generation that builds layouts, writes copy, and automatically generates technical SEO Schema Markup in the background.
The Mobile App
•Full CRM Access
Manage the inbox, pipelines, and calendars on the go (iOS and Android).
•Tap-to-Pay
Turn your smartphone into a mobile payment terminal by tapping a customer's physical credit card against your device.
•AI Business Card Scanner
Snap a photo of a physical business card to instantly extract the data and create a perfectly formatted CRM profile.
Reporting & Analytics
•Ad Reporting
Deep dive into Google Ads and Facebook Ads campaign performance, CPC, and attribution.
•Call & Agent Reporting
Track total calls, missed calls, average call duration, and individual sales rep performance.
Integrations & Sub-Account Settings
•Granular User Permissions
Restrict what certain team members can see or do (e.g., hide financial data, restrict deletion rights).
•Native Integrations
Direct API syncs with Shopify, QuickBooks Online, Slack, Zoom, Google Meet, Facebook Lead Ads, TikTok Lead Gen, and more.
•App Marketplace
Access to dozens of specialized, verified third-party integrations built specifically for the ASM ecosystem.
•Developer API & Webhooks
Full REST API and premium webhooks to build custom integrations and push/pull CRM data programmatically.
•MCP Server
Model Context Protocol (MCP) server integration to securely expose your ASM data to external AI assistants and LLMs.