What Every Feature Does
A detailed look at every feature in each Viper Consulting plan. Each plan includes everything in the plan before it.
Tier 1: Starter
The core AI-powered CRM to capture, organize, follow up with and get paid by every customer.
Core CRM & Contact Management
A centralized database that captures, tracks, and stores all customer details, communication history, and tags.
This is the foundational relational database. It logs custom fields (e.g., birthdates, purchase history, lead source), maintains a chronological audit trail of every interaction, and applies static or dynamic tags. These tags allow you to instantly segment your list for highly targeted, manual, or automated broadcast campaigns.
Unified Two-Way Inbox
Consolidates SMS, email, Facebook Messenger, Instagram DMs, and website chat into a single stream so you can respond from one place.
A centralized API aggregator that merges incoming webhooks from SMS networks, SMTP/IMAP email servers, Meta Graph APIs (Facebook/Instagram), and your website chat widget. It maintains thread continuity, allowing an agent to see a customer's email history and reply via SMS within the exact same chronological interface.
Visual Sales Pipelines
Custom drag-and-drop deal boards to track prospects across each stage of your sales process.
A kanban-style graphical user interface where deal cards represent revenue opportunities. Users define custom milestones (e.g., Lead In, Quote Sent, Negotiation). Dragging a card between columns can automatically trigger back-end events, update projected revenue forecasting, and track sales velocity.
Calendar Booking System
Automated scheduling tools that sync with Google/Outlook calendars to let leads book appointments without back-and-forth emails.
A direct, two-way sync engine utilizing OAuth to connect with Google Calendar or Microsoft Outlook. It respects busy slots, handles time-zone conversions automatically, enforces buffer times between sessions, and triggers automated confirmation/reminder sequences to minimize no-shows.
Missed-Call Text Back
Instantly sends an automated SMS to any missed caller to keep potential leads engaged before they call a competitor.
A telephony routing trigger. When an inbound call to your tracking number goes unanswered, the system instantly catches the "no-answer" webhook status and executes a high-priority SMS action. This texts the caller a customizable hook to capture intent before they bounce to a competitor.
Automated Review Request Campaigns
Automated SMS and email triggers sent after a job or purchase to prompt clients to leave a Google review.
A post-fulfillment communication loop. Triggered by a manual pipeline move or an integrated POS invoice completion, the system sends a timed text or email containing a direct, deep-linked Google review URL, lowering the friction for customers to leave feedback.
Core Follow-Up Automations
Appointment confirmations and reminders, instant speed-to-lead replies and automatic quote follow-up, set up and running from day one.
Pre-built, event-triggered sequences we install and test for you: a confirmation plus reminders 24 hours and 2 hours before every appointment, an instant text and email reply to every new form or chat lead, and a timed series of check-ins on every open quote or estimate until the customer books or says no.
Lead Forms & Website Chat Widget
Branded lead-capture forms and a chat widget for your website that drop every inquiry straight into your CRM and inbox.
Embeddable forms and surveys with custom fields, plus a website chat widget that captures name, phone and email before the conversation starts. Every submission creates or updates the contact, tags the lead source and starts your follow-up automations instantly.
Invoices & Text-to-Pay
Send invoices and payment links by text or email and get paid faster, with payments logged on the customer record.
Connected to your Stripe account. Create one-off or recurring invoices and estimates, text a secure payment link the customer can pay from their phone, and see paid, due and overdue status on each contact. Payment reminders can run automatically.
Tier 2: Growth & Automation
Includes everything in Starter, plus:
Funnel & Website Builders
Drag-and-drop page creation tools to host custom landing pages, sales funnels, and full websites.
A visual HTML5/CSS3 WYSIWYG editor. It hosts custom landing pages and multi-step sales funnels optimized for conversions. It features built-in element blocks (e.g., video players, checkout forms, countdown timers) and manages global styling, SSL certificates, and custom domain mapping.
Social Media Planner
A multi-account content scheduler to draft, plan, and auto-post content across Facebook, Instagram, LinkedIn, and TikTok.
A multi-platform scheduling dashboard integrated with OAuth APIs for major social networks. It includes a visual content calendar, a centralized media asset library, and automation to queue, preview, and natively publish multimedia posts across multiple accounts simultaneously.
Advanced Multi-Channel Workflows
Complex automated triggers combining conditional logic (if/then branches), webhooks, emails, and SMS follow-ups.
A node-based automation builder. It uses event-driven architecture to execute workflows based on triggers (e.g., Form Submitted, Tag Added). It handles complex conditional "if/then" branching logic, delays, and outbound webhooks to sync data with external third-party software.
Google Business Profile Call & Lead Capture
Calls and website or booking clicks from your Google Business Profile listing are tracked and routed straight into your CRM and unified inbox.
Google retired the Business Profile chat feature on July 31, 2024, so we capture the channels Google still offers. Your listing's phone number is set up as a tracking number, so every call from Google Search and Maps is logged against the contact with Google Business Profile as the source, and any missed call fires Missed-Call Text Back instantly. The website and booking links on your listing carry tracking parameters, so leads who click through land in your pipeline tagged as Google Business Profile leads for instant desktop or mobile follow-up.
AI-Assisted Review Auto-Responders
Generative AI that writes context-aware, professional replies to incoming customer reviews.
A generative AI integration using natural language processing (NLP). When a new Google review lands, the system parses the sentiment and specific text, instantly drafting a context-aware response that acknowledges the specific feedback for your team to approve or auto-publish.
Email & SMS Campaigns and Newsletters
Design and schedule promotional emails, newsletters and text blasts to any segment of your customer list.
A drag-and-drop email designer with templates, plus bulk SMS. Send to tagged segments (for example past customers, VIPs or a service type), schedule sends, and track opens, clicks, replies and unsubscribes. Opt-out handling and quiet hours are built in.
Rebooking, Referral & Win-Back Programs
Automated programs that bring customers back, reward referrals and reactivate people who haven't bought in a while.
Industry-specific sequences we build for you: rebooking reminders at the right interval for your service, a referral ask with a trackable link after happy experiences, and win-back offers for customers who have gone quiet for 60 to 180 days.
Tier 3: Scale & AI Enterprise
Includes everything in Growth & Automation, plus:
24/7 Conversational AI Lead Booking Bots
Smart AI chat agents that actively converse with incoming leads over SMS or webchat to answer questions and book appointments directly on your calendar.
An autonomous conversational AI agent trained on your business data, FAQs, and booking links. It handles conversational intent over SMS or live chat, qualifies the lead through natural dialogue, and directly updates your calendar by writing a booking slot via the API.
Voice AI Agents
Interactive voice AI capable of making or receiving phone calls to qualify leads and handle routine customer inquiries.
A conversational LLM paired with low-latency text-to-speech (TTS) and speech-to-text (STT) streaming. Operating over VoIP networks, it fields inbound customer service calls or places outbound calls to leads who have opted in to be contacted, understanding context and speaking naturally to qualify leads or route tickets.
Multi-Location Management
A single master interface to manage, switch between, and deploy settings across multiple physical business locations.
A parent-child dashboard architecture. It allows corporate teams or franchise owners to toggle between separate location accounts with a single click. It enables global settings deployment, copying workflows, funnels, and blast campaigns across dozens of locations simultaneously.
Custom Reporting & Call Attribution
Tailored dashboards showing which ads, calls and campaigns produce leads, bookings and revenue.
An analytics visualization suite that aggregates database events. It generates graphs tracking multi-touch sales attribution, inbound/outbound call durations, pipeline conversion rates, and marketing ROI by cross-referencing ad spend with closed CRM deals.
Lead Scoring
Automatically scores every lead by engagement and fit so your team calls the hottest prospects first.
Points are added or removed as contacts open emails, click links, reply, book, visit pricing pages or go quiet. Scores sort your pipeline and can trigger alerts or workflows when a lead crosses a threshold.
Client Portal, Memberships & Courses
Host members-only content, online courses and a branded client portal for your customers.
A hosted membership area with lessons, video, downloads and drip release, sold as one-time or recurring offers through your payment account. Customers log in to a branded portal to access their content and purchases.
Higher Usage Credit Allowance
Each month includes 2,000 text segments, 10,000 emails and 500 calling minutes before usage rates apply.
A monthly allowance that covers the carrier costs of heavier texting, email and calling. Each month includes 2,000 SMS segments, 10,000 email sends and 500 voice minutes; usage beyond that, and AI usage, is billed at our posted rates. Unused allowance does not roll over.
Priority Support & Quarterly Strategy Call
Your requests jump the queue, and every quarter we review results with you and plan the next 90 days.
Priority handling for support requests, plus a quarterly business review call with a one-page results report: leads, bookings, revenue by source, and the campaigns and changes we recommend next.
Tier 4: Done-For-You Local SEO Dominance
Includes everything in Scale & AI Enterprise, plus:
Hands-Free Google Business Profile Optimization
Fully automated AI tool that writes, geotags, drips, and publishes optimized updates and photos directly to Google Business Profiles.
An autonomous programmatic scheduling tool. It regularly generates keyword-rich local updates, adds location data (geotags) to your images, and drips content to keep your profile consistently active. Google has not confirmed that photo geotags affect rankings; the main benefit is a steady stream of fresh, relevant local posts and photos on your profile.
Negative Review Monitoring & Appeals Management
Automated monitoring that detects negative or policy-violating reviews (3 stars or below) and manages the flag-and-appeal process with Google on your behalf.
A monitoring workflow watches your business listing. The moment a review of 1 to 3 stars lands, our team is alerted and the review is checked against Google's prohibited and restricted content policies. Where a review appears to violate policy (for example spam, fake engagement, conflicts of interest or off-topic content), we file the report through Google's Reviews Management Tool and follow up with an appeal if needed. Google makes the final decision on whether a review is removed.
Local Photo Boost Workflows
Automated customer workflows that gather location-tagged photo uploads from clients to keep fresh, authentic local photos flowing to your Google Business Profile.
A post-purchase automation that leverages customer mobile devices. It incentivizes buyers to take a picture of the finished work or product via a custom portal. Uploaded native image files keep the GPS coordinates the phone recorded, and these real customer photos show prospects genuine, recent local work on your profile. Google has not said it uses photo location data for ranking.
Citation Sync (60+ Directories)
One-click distribution tool that publishes and locks consistent Business Name, Address, and Phone (NAP) data across major directory platforms.
An API aggregation engine (partnered with networks like Yext). It broadcasts your Name, Address, and Phone number (NAP data) to over 60 authoritative directories, claims available profiles, and keeps your listing data locked while the service is active to prevent erratic, automated overrides.
Dedicated Monthly Local SEO Management
Ongoing hands-off oversight monitoring local map pack rankings, audit scores, and profile health on behalf of the client.
A premium service layer combining advanced algorithm tracking with expert human curation. A dedicated analyst reviews your map-pack heatmaps, audits local competitor movements, fine-tunes directory listings, and provides comprehensive monthly growth strategies.
Monthly Local Ranking Report
A plain-English monthly report on where you rank on Google Maps and Search for your key services and service areas.
Tracks your position for your main keywords across your service area, compares you with nearby competitors, and shows changes in profile views, calls, direction requests and website clicks from Google, with the next month's action plan.
Questions about a feature? Call 1-800-455-5691 or email sales@viperconsulting.ai.