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The Full Platform

Every tool your sales pipeline actually needs

From AI voice calls to CRM pipelines and payment collection — every feature is purpose-built to turn leads into closed revenue, faster.

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AI Voice Agent SMS Automation CRM & Pipeline Workflow Engine Email Campaigns Integrations Payments
AI Voice Agent

Calls new leads in under 60 seconds

An AI voice agent powered by ElevenLabs and Vapi calls every new lead the moment they come in. It qualifies them, handles objections, and books them into your calendar — without a human lifting a finger.

✓
Natural conversation AI Built on ElevenLabs voice synthesis — sounds professional, responds naturally, handles follow-up questions in real time.
✓
Lead scoring on every call Scores each lead by intent, budget fit, and urgency. CRM updated automatically after every call with full notes.
✓
Direct calendar booking Connects to Google Calendar or any calendar system. Qualified leads are booked into available slots during the call.
✓
TCPA-compliant calling Quiet hours enforced, opt-out honored immediately, all calls logged with timestamps for full compliance audit trail.
AI Voice Agent — Active Call
AI Agent (Aria)Hi, this is Aria from Lead2Cash — I saw you were interested in automating your sales follow-up. Quick question: are you currently managing leads manually or through a CRM?
LeadMostly manually at the moment. We're a small team and it's getting out of hand.
AI Agent (Aria)Completely understand — that's exactly the problem we solve. Based on what you've shared, I think there's a great fit here. I can book you in with our team for a 20-minute call — does Thursday or Friday work better for you?
LeadThursday works. Morning if possible.
AI Agent (Aria)Perfect — I've got you booked for Thursday at 10am. You'll receive a calendar invite and confirmation SMS in just a moment. Looking forward to it!
SMS & Call Automation

Follow up instantly, automatically, every time

Two-way SMS automation keeps leads warm between touchpoints. Powered by Twilio, it handles confirmations, reminders, re-engagement campaigns, and more.

✓
Two-way SMS conversations Leads can reply and the system responds intelligently. Escalates to a human when needed.
✓
Appointment reminders & confirmations Automatic reminders 24h and 1h before meetings. Drastically reduces no-shows.
✓
Quiet hours & opt-out enforcement TCPA-compliant: no messages outside 8am–9pm. Opt-outs honored instantly and permanently.
✓
Full Twilio infrastructure Built on enterprise-grade Twilio for 99.95% delivery reliability. All messages logged with delivery receipts.
SMS Conversation Flow
Hi James! Aria from Lead2Cash just booked you for Thursday 10am. Reply YES to confirm ✓
Thu 9:42am · Delivered ✓
YES confirmed 👍
Thu 9:44am
Perfect! Calendar invite sent. See you Thursday 🎯
⏰ Reminder: Your call is tomorrow at 10am. Reply RESCHEDULE if needed.
Wed 10:00am · Auto-sent
All good, see you then!
CRM & Pipeline

See every deal, at every stage

A structured CRM built on GoHighLevel with custom pipeline stages, full communication history, role-based access, and real-time reporting dashboards.

✓
Custom pipeline stages Design your sales stages. Drag and drop deals through New Lead → Qualified → Meeting Booked → Proposal → Closed.
✓
Full communication logging Every call, SMS, and email automatically logged against the contact record. Complete timeline on every lead.
✓
Role-based access controls Assign permissions by role. Sales reps see their pipeline; managers see everything. Secure and scalable.
✓
Reporting & revenue dashboards Live views of conversion rates, revenue forecasts, lead velocity, and team performance — all in one dashboard.
Pipeline View
New
Marcus R.
Apex Realty
Lisa T.
FinTech Group
Qualified
Sara L.
BluePeak
Meeting
James D.
TechLaunch
Closed ✓
Raj P.
InnovateCo
Emma S.
GrowthHQ
This Month
Leads Captured 47
Meetings Booked 31
Deals Closed 18 ✓
Workflow Automation Engine

Your sales process, running itself

Build complex multi-step automations with a visual drag-and-drop editor. Trigger actions based on lead behavior, time delays, or CRM stage changes — no code needed.

✓
Visual automation builder Drag-and-drop workflow builder. Build multi-step sequences without writing a single line of code.
✓
Behavior-based triggers Trigger workflows when a lead opens an email, replies to SMS, misses an appointment, or changes pipeline stage.
✓
Multi-channel sequences Mix SMS, calls, emails, and internal notifications in a single workflow that runs exactly on schedule.
✓
Conditional branching Set if/then conditions. Different paths for hot leads vs cold leads. Smart automation that adapts.
Example Workflow: New Lead Received
🎯
Trigger: New Lead CapturedFrom web form, ad, or CRM import
↓
🤖
AI Voice Call (0–60 seconds)Qualify lead with natural conversation
↓
💬
SMS Confirmation SentBooking confirmation + calendar invite
↓
📊
CRM Updated AutomaticallyLead scored, stage set, notes added
↓
⏰
24h Reminder SMS QueuedReduces no-shows by up to 60%
↓
✓
Meeting Confirmed — Team NotifiedInternal alert with lead summary sent to sales team
Email Campaign Management

Branded emails that actually get opened

Powered by SendGrid, our email campaign tools handle everything from one-time broadcasts to complex multi-step drip sequences with smart personalization and deliverability tracking.

📬
Drip Campaigns
Multi-step nurture sequences that fire based on lead behavior, timing, and pipeline stage. Keeps leads warm automatically.
🎨
Branded Templates
Professional email templates built to your brand guidelines. Every email looks like it came from your best marketing team.
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Deliverability Analytics
Track open rates, click rates, bounces, and unsubscribes in real time. Optimize sequences based on what's actually working.
🧠
Smart Personalization
Dynamic fields pull from CRM data — lead name, company, last interaction, deal stage. Every email feels 1:1.
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Re-Engagement Flows
Automatic win-back sequences for cold leads. Identify and re-engage leads who went silent before they leave for good.
✅
CAN-SPAM Compliant
Proper sender identification, physical address, and one-click unsubscribe built into every email template by default.
Integrations

Works with the tools you already use

Native integrations with the most popular sales, CRM, calendar, and payment platforms. Zero disruption to your existing workflow.

🏗️
GoHighLevel
Core CRM and automation platform. The backbone of every pipeline we build.
CRM · Automations
📞
Twilio
Enterprise SMS and voice telephony. Powers all AI calls and text messaging.
SMS · Voice
🎙️
ElevenLabs
Realistic AI voice synthesis for qualification calls that sound human.
AI Voice
🤖
Vapi
AI call handling layer that manages conversation flow and real-time responses.
Call Logic
📧
SendGrid
Reliable transactional and campaign email delivery at scale.
Email Delivery
📅
Google Calendar
Direct calendar booking during AI calls. Syncs in real time.
Scheduling
💳
Stripe
Subscription billing, one-time payments, and invoicing built in.
Payments
📊
Analytics
Google Analytics, conversion tracking, and custom reporting dashboards.
Reporting
Payments & Proposals

Close the deal and collect payment in one flow

Integrated proposals, e-signatures, and Stripe payment processing mean your team can go from qualified lead to signed contract without leaving the platform.

📄
Branded Proposals
Generate professional proposals from templates with one click. Automatically populated with lead and deal data from the CRM.
✍️
E-Signature
Send contracts for digital signature directly from the platform. Legally binding, instant, and tracked with timestamps.
💳
Stripe Payment Collection
One-time and recurring payment links powered by Stripe. Collect deposits, subscriptions, or full payments seamlessly.
📊
Revenue Tracking
Revenue automatically synced to CRM and reporting dashboards. See exactly what each lead source and campaign is generating.
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