Everything Your Business Needs

Every single one. Your site looks sharp on phones, tablets, desktops - whatever your customers are using. And let’s be honest, most of them are on their phone.

Yes. Your site runs on enterprise-grade cloud infrastructure with CDN support, fast load times, and free SSL.

Nope. Unlimited contacts on every plan. Whether you have 50 customers or 50,000, you’re covered.

Yes. Every lead in your pipeline can have a dollar value attached so you always know what’s on the table and what’s closing.

SMS, email, Facebook Messenger, Instagram DMs, WhatsApp, and Google Business messages. Every conversation, one screen. No more app-switching.

Two-way sync. If it’s on your Google or Outlook calendar, it’s blocked on your booking page. No double-bookings, no awkward calls.

Yes. Facebook, Instagram, LinkedIn, X, TikTok, and Pinterest - write it once, post it everywhere. Done for the week in 20 minutes.

They land in your CRM instantly as a new contact in the pipeline we already built for your business. A notification hits your inbox and your automated follow-up kicks in - before you even see the submission.

Yes - and you can cancel that subscription while you’re at it. Emails, SMS, drip campaigns, and follow-ups all go out from one place.

Yes - but it depends on how your workflow is set up. If you know your way around automations, you can build it yourself in Digital Heart. If not, we offer a done-for-you service where we build the exact automation you need. We’ll hop on a call, scope it out, and give you an estimate. Most of the time it’s quick and painless.

Yes. Text and images. Need a social post with a caption and a visual? The AI handles both. 500 words per month included.

Yes. Google and Meta ad spend, lead data, and cost-per-lead - all visible without logging into another platform.

Yes. Reviews, messages, updates - manage your GBP without leaving your dashboard.

Automatically. Once Meta is connected, every lead from your Facebook ads lands straight in your CRM and can trigger a follow-up instantly.

Yes. Business accounts can schedule and auto-publish directly through the social planner. No reminders, no manual posting.

Yes. 24/7, even at 2am when you’re asleep. They pick a time, it hits your calendar, and they get a confirmation. No phone tag.

Instantly. Email alert, SMS, dashboard notification, or all three. You’ll never miss a lead again.

Nope. That’s the whole point. The automations do the heavy lifting and the dashboard is built for business owners, not IT departments. And if you ever get stuck, we’ll hop on a call and walk you through it.

A pipeline is how you see where every lead and customer stands. Think of it like a board with columns - each column is a stage. For example, a plumber’s pipeline might look like: New Lead → Quoted → Booked → Job Complete → Paid. When someone fills out your form, they show up in the first column. As the relationship progresses, you drag them to the next stage - or the system does it for you. You can see your entire business at a glance: how many leads came in this week, how many are waiting on a quote, how many jobs are booked. Every contact has a dollar value so you always know what’s on the table. You can have one pipeline or ten - whatever matches how your business actually works.

A workflow is the builder. This is where you create the rules that make things happen without you lifting a finger. A workflow starts with a trigger - something that kicks it off - and then runs a series of actions. For example: “When a new contact is added to my pipeline → wait 1 minute → send a welcome text → wait 5 minutes → send a welcome email → wait 1 day → send a follow-up email if they haven’t replied.” That entire sequence runs on its own. You set it up once and it works 24/7. Workflows can be simple (one trigger, one action) or complex (multiple branches, conditions, delays, and decisions). You don’t need to know code - it’s all drag and drop.

Automations is the umbrella term for everything that runs without you doing it manually. Workflows are how you build automations. The automation is the result - the thing that actually happens. Common automations our clients use:

• Instant follow-up: Lead fills out form → gets a text and email within 60 seconds
• Booking reminders: Appointment booked → reminder text the day before and 1 hour before
• No-show recovery: Missed appointment → automatic text offering to rebook
• Review requests: Job marked complete → review request sent the next morning
• Re-engagement: Contact goes quiet for 30 days → “checking in” email sequence fires
• Welcome sequence: New client → 3-part email series explaining your services

A pipeline shows you where people are. A workflow moves them through it and handles communication along the way. The automation is what your customer experiences - the text they get at 11pm, the reminder before their appointment, the review request after the job. You see the pipeline. Your customer feels the automation. The workflow is the engine connecting both.

Every plan comes with at least one pipeline and one automation already built for your business type. If you want more, you can build them yourself or we’ll do it for you - just tell us what you need and we’ll scope it out.