Every feature in Hot Local Business

One record per customer with calls, texts, emails, appointments, payments and notes on a single timeline.

Saved, filterable views of contacts by tag, source, activity, custom field or date.

Label contacts with color-coded tags grouped into categories.

Import contacts and deals from CSV files or other CRMs with field mapping.

Add custom fields and arrange the contact details page around how your team works.

Visual sales pipelines with drag-and-drop stages for every quote, job or deal.

Forecast expected revenue from open opportunities by stage and probability.

Track business customers as companies, link their contacts and enrich records automatically.

Create your own record types, such as properties, vehicles or service contracts, with their own fields.

Assign tasks with due dates to team members and track work to completion.

The Max Digital Edge team configures pipelines, fields, tags and smart lists for your services.

Planned: score each contact by opens, clicks, replies, bookings and other activity of your choice.

Planned: find and merge duplicate contact records while keeping the history from each one.

Planned: tag, edit, email, delete or add many contacts, opportunities and records to a workflow at once.

Planned: share files from a contact record with private, expiring or login-protected links and notify the contact.

SMS, email, calls, web chat, Facebook, Instagram, WhatsApp and more in one inbox.

Save filtered inbox views by channel, assignee, status or tag.

A chat widget for your site that turns visitors into text conversations.

Add the chat widget to Wix, Squarespace, Shopify, Duda, Weebly or a custom site.

Reply to Facebook Messenger and Instagram direct messages from the inbox.

Reusable text and email snippets with personalization fields.

Set response time targets and track SLA performance across the team.

Sync your Google or Outlook mailbox so emails appear in the inbox and on contact records.

Planned: give each user a saved email signature with contact details, links, images and custom values.

Buy local or toll-free numbers for calls and texts, managed inside Hot Local Business.

Port your existing business number in and track the request.

Make and receive calls in the browser with a built-in softphone.

Record calls and get searchable transcripts.

Build phone menus and routing flows for inbound calls.

Route inbound calls differently during and after business hours.

Ring several users at once or in sequence for inbound calls.

Assign tracking numbers to ads and pages to see which source made the phone ring.

Give callers on-screen scripts and record call outcomes with custom dispositions.

Automatically text callers when a call is missed.

Voice integrity, branded caller ID registration and spam likely remediation.

AI agents that answer calls, take messages, answer questions and book appointments.

Design Voice AI conversations step by step with a visual flow builder.

Have Voice AI place outbound calls with compliance checks.

Transfer a Voice AI call to a team member when needed.

Call logs, transcripts, summaries and performance reports for every AI call.

The Max Digital Edge team configures your Voice AI agent, call flow and booking rules.

Planned: set custom voicemail greetings and leave pre-recorded voicemail messages with one click.

Planned: connect SIP desk phones to your business numbers for the front desk or the shop.

Planned: verify your own number and use it as caller ID for outbound calls.

Planned: reduce inbound spam calls with number intelligence, blocking and routing rules.

Planned: embed a Voice AI agent on your website so visitors could talk to it from the page.

Planned: auto-translated Voice AI greetings in the agent language, with translated call transcripts and summaries.

An improvement to outbound calling: calls now show your closest local number, and each contact keeps seeing the same number on repeat calls.

Booking widgets you can embed on your site or share as a link.

Distribute bookings across staff by availability or priority.

Let customers pick a service, then see times for the right staff.

Calendars for classes and group sessions with seat limits.

Collect a full payment or deposit when an appointment is booked.

Book repeating appointments on a set schedule.

Two-way sync with Google, Outlook and iCloud, plus automatic Zoom, Meet or Teams links.

Accept bookings from your Google listing.

Email, SMS and in-app notifications for bookings, changes and reminders.

Weekly hours, date-specific hours, buffers and online cancellation and reschedule rules.

Attach custom forms to calendars to collect job details at booking.

Planned: track treatment rooms, bays and equipment so bookings would only land on free resources.

Planned: list rental items, take bookings and payments, and block out dates when items are unavailable.

Planned: set cancellation and reschedule windows and send single-use booking links that would expire after one booking.

Planned: host video meetings with screen sharing directly from booked appointments.

Drag-and-drop builder for multi-page websites with templates.

Build step-by-step funnels and landing pages for offers and campaigns.

Generate pages and sites from a prompt, then edit visually.

Build custom web apps and pages with AI, a code editor and server functions.

Publish blog posts on your site with AI-assisted writing.

Contact, quote request and intake forms with conditional logic.

Multi-step surveys and scored quizzes with result pages.

Spam filters and optional phone verification on forms.

Create QR codes for links, forms and apps, one at a time or in bulk.

Test page variations and split traffic between them.

Connect your own domain or subdomain to sites and funnels.

Page titles, descriptions, schema markup, llms.txt, 301 redirects and a cookie consent banner.

Page views, opt-ins and conversion stats for sites and funnels.

Store colors, fonts, logos and a brand voice for reuse.

The Max Digital Edge team builds your site on Hot Local Business with forms, chat and booking connected.

Planned: buy new domains or transfer existing ones in, then manage DNS, renewals and connections in one place.

Planned: host WordPress sites with a migrator plugin, SSH and file access, and an AI page builder.

Planned: install a pixel to apply suggested title tags, meta descriptions and image alt text to sites hosted elsewhere.

Publish in-person or online events, take RSVPs or ticket orders, and check attendees in with QR codes at in-person events.

Planned: create live, on-demand and recurring webinars with registration forms, funnel pages and automated reminders.

Design emails with drag-and-drop elements, saved blocks and mobile previews.

Send now, schedule, batch send, RSS sends, best time recommendations and resend to unopened.

Send recurring emails with your latest blog posts using reusable feed blocks.

Target campaigns using tags, smart lists and custom field segments.

Test subject lines and content against each other.

Show or hide email content based on contact data and custom fields.

Opens, clicks, bounces, unsubscribes and click maps per campaign.

Automated follow-up email series.

Send from your own authenticated domain with SPF, DKIM and DMARC.

Email health reports, list validation and risk assessment tools.

One-step, two-step or preference center unsubscribe flows.

Planned: add fixed, recurring or per-contact countdown timers to emails and funnel pages.

Planned: save, organize and reuse email templates, or import HTML and templates from other email tools.

Planned: send account email through your own SMTP provider, Google Workspace or Mailgun.

Text customers from your business number and choose sending numbers per conversation.

Send texts to smart lists and segments with personalization.

Saved SMS templates with merge fields.

Send and receive photos and files by MMS.

Guided brand and campaign registration for US business texting.

Opt-out language, sender ID and consent tools.

Connect WhatsApp to send and receive messages in the inbox.

Create and submit WhatsApp message templates for approval.

The Max Digital Edge team prepares and submits your A2P brand and campaign registration.

Planned: send rich business messages with your verified brand name and logo on supported phones.

Planned: place and receive WhatsApp voice calls from the account, including with Voice AI.

Planned: send opted-in promotional messages on Facebook Messenger and WhatsApp, with built-in opt-out handling on Messenger.

Build automations with triggers, actions, waits and branches.

Hundreds of triggers and actions across contacts, calendars, payments, messaging and more.

Describe an automation and have AI draft the workflow.

AI actions that decide paths, detect intent and generate replies.

Pull structured data from emails, messages and images with AI.

End a sequence when a goal is reached or the contact replies.

Randomized splits and if/else branches.

Receive data from and send data to other systems.

Run custom code inside workflows, with AI-assisted code generation.

Detailed logs for every workflow run and enrollment.

The Max Digital Edge team builds follow-up, reminder and review workflows for your business.

Planned: workflow actions for outside AI providers such as OpenRouter and Mistral, alongside built-in AI steps.

Send review requests by SMS, email or WhatsApp with custom messages.

Printable QR codes that link to your review page.

AI-drafted or automatic replies to reviews with drip mode.

Display reviews on your website with customizable widgets.

Track review volume, rating and response metrics with filters.

Compare your reviews against local competitors.

Connect and manage one or more Google Business Profiles.

The Max Digital Edge team sets up review requests, timing and widgets.

Collect video testimonials from customers and choose which ones appear in the review widgets on your site.

Accept cards and wallets through Stripe, PayPal and other providers.

Send payment links by text or email.

Create, send and track invoices with PDF copies.

Schedule repeating invoices with automatic card charges.

Send estimates with attachments that convert to invoices.

Recurring billing with pause, resume, modify and failed payment retries.

Product catalog with prices, variants and targeted coupons.

Sell, send and redeem gift cards with tracking.

Checkout forms with order bumps and one-click upsells.

Ecommerce store with shipping, local pickup, abandoned checkout and Google Merchant Center.

Sync payments with QuickBooks, Xero and Wave.

Referral campaigns with commissions and payouts.

Planned: let customers pay invoices, order forms and checkouts with Apple Pay or Google Pay.

Connect your Shopify store to sync orders, contacts and payments.

Planned: sync your product catalog to Facebook and Instagram shops.

Planned: set shipping rates, delivery zones and local pickup, and connect Shippo or ShipStation for fulfillment.

Planned: connect Printful or Printify to sell branded merchandise made and shipped per order.

Group countries and states into named zones and set your own tax rates. A zone rate applies only when it is attached to both the product and the zone, and automatic tax takes priority when it is on.

Build courses and membership areas with lessons, videos and quizzes.

Passwordless access links for members.

Issue certificates with optional expiry and reminders.

Sell courses individually or bundled into offers.

Move existing courses into Hot Local Business.

Unified portal for courses, communities, bookings and files.

Private community spaces with posts, channels and members.

Gamification for community engagement.

Host live sessions with recordings and noise cancellation.

Direct messages between community members.

Build and send announcements to members.

Workflow triggers for posts, comments, requests and events, plus automated group access.

Posts and comments that contain words, phrases or domains you block are held until an admin reviews them.

Schedule posts to Facebook, Instagram, Google, LinkedIn, TikTok and more.

View and reply to comments on your posts.

Trigger workflows when someone comments on a post.

Create and manage Google search and demand gen campaigns.

Create Meta campaigns and lead forms inside the account.

Pull leads from Facebook, Instagram, Google, LinkedIn and TikTok lead forms.

Send conversion events to Meta and Google.

Planned: create LinkedIn ad campaigns and review their statistics from the account.

Reply to TikTok messages and comments, automate responses, and capture TikTok lead ads.

Build dashboards with widgets and custom metrics.

First and last touch attribution for leads and sales.

Call volume, answer rate and source reports.

Google and Facebook ad performance in one report.

Pipeline velocity, win rate and revenue performance.

Capture submissions from forms on sites outside the platform.

Automated reports on website, listings, reviews and social presence.

iOS and Android app for conversations, contacts, calendar, payments and calls.

Make and receive business calls in the app.

Unified appointment screen in the app.

Collect payments and view payment history from the app.

Suggestive mode drafts replies in the app.

Desktop app for Windows and Mac.

A branded mobile app for your customers to access courses, communities and bookings.

AI that replies to texts, chats, social and WhatsApp messages using your knowledge base.

Conversation AI books, cancels and reschedules appointments across calendars.

Multiple knowledge bases built from your website, files and FAQs.

Hand conversations to a person based on rules or intent.

AI follows up when a lead stops replying.

An in-app assistant that answers questions and builds items such as workflows and funnels.

AI writing for emails, posts, blogs and messages.

Build custom multi-step AI agents with tools, skills and knowledge.

Dashboards and logs for every AI action.

The Max Digital Edge team trains and configures Conversation AI for your services.

Advanced API access is included with an active Max Digital Edge membership. Details are coming soon.

TypeScript and JavaScript SDK with OAuth 2.0.

Connect external AI agents to your account through MCP.

Install apps that extend the platform.

Connect thousands of apps through Zapier.

Workflow actions for Slack, Asana, ClickUp, Notion, Google Sheets and more.

Workflow actions and triggers for field service software such as Housecall Pro.

Max Digital Edge developers build integrations and tools on top of Hot Local Business.

Control what each user can see and do.

Authenticator app login protection.

Business details, authorized representative and compliance info.

Central storage for images, videos and files.

Usage wallet with auto recharge and a billing dashboard.

The Max Digital Edge team guides setup and moves your data over.

Planned: choose how each user would be alerted about new messages, chats, tasks, appointments and reviews.

Turn features on or off across many business accounts at once from the accounts list.