What is
Automate Business IQ ™ ?
Automate Business IQ™ is the all-in-one platform designed to help businesses streamline operations, enhance customer engagement, and drive revenue—without the need for multiple disconnected tools.
Whether you’re a small or medium size business, a service provider, wholesaler/distributor, manufacturer, or just about any industry, Automate Business IQ™ brings together everything you need to manage and scale your business in one powerful solution, on one platform with endless possibilities.
Streamline Your Business Operations
Enhance Customer Engagement
Drive Revenue
Growth
Key Features
of Automate Business IQ ™
AI-Powered Voice, Conversation, & Chatbots
- Engage leads with intelligent chatbots
- Automate responses across multiple communication channels
- Convert conversations into booked appointments and sales
CRM & Lead Management
- Contact & lead management
- Custom fields for contacts/opportunities
- Smart lists (dynamic filtering)
- Sales pipelines with stage tracking
- Opportunity tagging & notes
- Activity tracking & audit logs
Calendars & Appointment Booking
- Custom booking calendars
- Round robin or specific team booking
- Appointment reminders (email/text/VM)
- Calendar sync (Google, Outlook)
- Booking links with funnel/page integration
Marketing Automation
- Workflow builder with visual automation
- Multi-channel triggers: SMS, email, call, voicemail, FB messages
- Time delays, conditions, and if/then branching
- Automated lead nurturing sequences
- Internal team notifications
Reputation Management
- Google & Facebook review integrations
- Review funnel pages
- Real-time review alerts
- Centralized review dashboard
Phone, Voicemail, & Call Tracking
- 2-way call/text from inside the platform
- Call tracking with recording
- Voicemail drops (manual or automated)
- Power dialer
- Missed-call text-back automation
Funnels, Websites, & Landing Pages
- Drag-and-drop funnel builder
- Website builder with multi-page support
- Pre-built funnel and website templates
- A/B testing for pages
- Custom domains & SSL
- Sticky headers, timers, & pop-ups
Forms, Surveys, & Data Capture
- Drag-and-drop form builder
- Conditional logic & custom field mapping
- Multi-step survey builder
- Inline forms, popups, and sticky bars
- Auto-assign contacts from form fills
Chat & Communication Tools
- Website chat widget
- Facebook Messenger integration
- Instagram DMs integration
- Google Business Messages
- Unified conversations inbox (email, SMS, call, social)
Email & SMS Marketing
- Email builder (drag-and-drop & HTML)
- Email templates & campaign scheduling
- SMS templates and bulk texting
- 2-way texting inside CRM
- Email & SMS drip campaigns
- Email validation and deliverability tools
Payments & Invoicing
- Send invoices and collect payments seamlessly
- Integrate with Stripe, PayPal & other payment gateways
- Automate subscriptions, one-time and recurring payments
- Branded invoicing
- Payment links by email and SMS
Dashboards & Reporting
- Lead source reporting
- Pipeline & opportunity value reporting
- Email/SMS/call campaign metrics
- Appointment and revenue tracking
- Custom dashboards per client/account
Memberships & Online Courses
- Membership portal builder
- Course and lesson hosting
- Video, text, and downloadable content
- Member access control & drip content
- Integrated Stripe payments
Affiliate & Referral Tracking
- Custom affiliate program setup
- Commission tracking
- Unique affiliate links
- Affiliate dashboard
- Referral tracking workflows
Mobile App
- Branded mobile app available
- 2-way messaging
- Appointment management
- Pipeline management
- Push notifications
Integrations & APIs
- Webhooks & custom API access
- SMTP & Mailgun/SendGrid support
- Facebook Ads + Google Ads integration
- Google My Business sync
- Stripe, Square, Google Meet, Zoom, & QuickBooks
Ready to Transform the Way You Work?
Let’s build smarter, faster, and more efficient systems to grow your business with confidence.
