One platform for the whole customer journey.
From the first click to the fifth referral. Capture, nurture, close, evangelize, and reactivate, all in one login.
Five stages, one system. Pick a stage to go deeper.
Every customer interaction moves through this lifecycle. Click any stage to explore the tools and workflows powering it.
Get more leads in the door
Attract the right people, turn interest into leads and keep your pipeline full.
- CRM
- Websites, funnels & landing pages
- Chat widget with Conversation AI
- Missed-call text-back
Build relationships that convert
The tools you need to follow up, stay relevant and build trust.
- One conversation stream: SMS, Messenger, IG DM, WhatsApp & livechat
- Sales pipelines
- Workflows & automations
- Appointment reminders
Close deals with less back-and-forth
Remove friction and turn conversations into paying customers.
- Estimates & proposals
- Invoicing & payment integrations
- Text-2-Pay & Tap-2-Pay
- Order forms with upsells
"Hi Michael, thank you for working with us! Would you mind leaving a quick Google review?"
"Incredible service, prompt communication, and flawless work!"
"Thank you so much Sarah! Our team loved working on your project and we appreciate the kind words!"
Create fans, not just customers
Everything you need to turn happy customers into reviews, referrals and buzz.
- Reputation management
- Automated review requests
- AI review reply
- Affiliate manager for referrals
Get back on their radar
Re-engage past leads and customers with timely messages that drive repeat sales.
- Broadcast campaigns: email, SMS, WhatsApp & Messenger
- Smart lists & segmentation
- Birthday & seasonal campaigns
- Database reactivation templates
"Hi David, are you still looking to update your systems this month?"
Every stage gets smarter with an AI Employee.
Meet the AI EmployeeSet up with you, not dumped on you.
Tell us about your business
Right after signup, a short onboarding form. Business name, domain, and what you do.
Tech Setup call. 1 hour, 1-on-1 on Zoom.
We handle the technical stuff with you: text-messaging registration (A2P), your domain and custom email, webchat widget install, social media connections, calendars, phone setup, and your custom values.
Training call. 1 hour, 1-on-1 on Zoom.
We roll up our sleeves and show you how to use the system in real life. No tech overload. Just the daily tools, habits, and features you will actually use, tailored to your setup.
You keep everything
Both calls are recorded and sent to you with a summary. And we check in at 30, 60, and 90 days to make sure it stuck. Plus lifetime access to our full course library and training videos, so you can go deeper whenever you want. From there: 24/7 live chat and Zoom support plus bi-weekly live office hours.
Included free on every plan. Competitors charge $500 to $3,000 for this.
“The team at Scotify Solutions was super helpful, understanding and patient as they led me through the onboarding process and use of this incredible CRM.”
“Scotify Solutions has been so helpful to me. Someone is always available with answering questions. It is definitely a sophisticated platform for the serious business person.”
“It is great being able to have all my sales and marketing efforts in one place. Over the years I have used all different kinds of systems, built my own, pieced together systems by hand, but when using Scotify Solutions I found that everything is there. I used to be afraid to use an all-in-one solution, but now that I am where I am in business, it is not nearly as scary. I know it is a huge benefit and I am learning more every day.”