Our recommended all-in-one platform
One platform to capture, nurture, close & scale
CRM, funnels, websites, automation, AI, email, SMS, calendars, social media, reputation and payments — everything connected in one system we set up and run for you.
No credit card required · Cancel anytime
Replaces your tool patchwork
All-in-one
Everything your business needs, finally connected
Stop duct-taping ten subscriptions together. Every tool shares the same contacts, conversations and data.
CRM & Smart Pipelines
Track every lead, deal and touchpoint in one place with unlimited contacts and custom pipelines.
Unified Conversations
Email, SMS, WhatsApp, social DMs and calls in a single inbox your whole team can work from.
Workflows & Automation
Drag-and-drop automations that follow up, nurture and book — while you sleep.
Websites & Funnels
High-converting pages, funnels and blogs with a fast visual builder and hosting included.
Forms & Surveys
Capture leads anywhere with unlimited forms, surveys and quizzes that sync straight to the CRM.
Calendars & Scheduling
Booking links, round-robin calendars, reminders and no-show recovery built in.
Email Marketing
Campaigns, newsletters and drip sequences with templates and deliverability tools.
SMS & Calling
Two-way texting, power dialer, call tracking and voicemail drops from one number.
Social Planner
Plan, schedule and publish to every social channel from a single calendar.
Reputation Management
Automated review requests, monitoring and responses for Google and Facebook.
Ads & Attribution
Connect Google and Meta ads and see exactly which campaigns produce revenue.
Reporting & Dashboards
Real-time dashboards for pipeline, attribution, calls and team performance.
AI built in
Your unfair advantage
AI employees that work 24/7 across every channel — trained on your business.
Conversation AI
Answers leads and customers instantly on chat, SMS and social — and books them into your calendar.
Voice AI
AI receptionists that answer every call, qualify callers and schedule appointments.
Content & Funnel AI
Generates pages, emails, ads and posts in your voice in seconds.
AI Assistant
Ask anything about your pipeline, campaigns or customers and get answers with next steps.
Grow revenue
Close more business without more admin
From first click to paid invoice, the whole journey lives in one place.
Deal won
Automated welcome sequence started
Status: Paid
- Onboarding form sent
- Review request scheduled
- Upsell campaign queued
Courses & memberships
Build and sell unlimited courses with video hosting, progress tracking and certificates.
Communities
Private groups and client communities that keep people engaged and subscribed.
Mobile & client portal
Your clients get a branded app and portal to message, book and pay.
Deliver & retain
Courses, memberships & communities included
Sell digital products and keep customers engaged without paying for another platform.
For agencies
Run your whole agency — or resell it as your own
Built for agencies that want to scale clients and recurring revenue.
Unlimited sub-accounts
One login for every client account, with snapshots and permissions.
Snapshots & templates
Clone entire builds — funnels, automations, pipelines — to new accounts in minutes.
SaaS mode
Resell the platform as your own software with your pricing and your brand.
API & webhooks
Connect anything with a full API, webhooks and marketplace integrations.
Roles & permissions
Granular access for team members, clients and contractors.
White label branding
Your logo, your domain, your colors — on web, email and mobile.
The math
One login instead of ten subscriptions
The average business pays for 8–12 disconnected tools. Here's what consolidation looks like.
| Capability | Patchwork of tools | All-in-one platform |
|---|---|---|
| CRM & pipelines | HubSpot, Pipedrive | Included |
| Email marketing | Mailchimp, ActiveCampaign | Included |
| Funnels & websites | ClickFunnels, WordPress | Included |
| Calendars | Calendly | Included |
| SMS & calling | Twilio add-ons, Aircall | Included |
| Automation | Zapier | Included |
| Courses & memberships | Kajabi, Teachable | Included |
| Reviews & reputation | Birdeye, Podium | Included |
| AI chat & voice | Separate AI tools | Included |
| Typical monthly cost | $500–$1,500+ | One flat plan |
Questions
Frequently asked questions
Is this a Fernroot product?
No — it's the all-in-one platform we recommend, implement and manage for our clients. We set everything up, migrate your data and run it with you, so you get the software and the team behind it.
Can you migrate my existing data?
Yes. We migrate contacts, pipelines, automations, calendars and templates from your current tools as part of onboarding.
Does it replace my website?
It can — funnels, pages, blogs and hosting are built in. If you prefer to keep your current site, forms, calendars and chat widgets embed into it in minutes.
Is there a free trial?
Yes, the platform offers a free trial with no credit card required. Click any button on this page to start.
Do I need technical skills?
No. The builder is drag-and-drop, and as a Fernroot client our team configures and manages the platform for you.
Can I cancel anytime?
Yes. Plans are month-to-month and you can cancel from your account at any time.
Does Fernroot provide technical support?
Yes. As a Fernroot client you get dedicated technical support for setup, migrations, troubleshooting, and ongoing optimization of your platform. Our team is on hand whenever you need help.
Get started
Ready to run everything from one login?
Start your free trial today — or book a call and we'll show you around the platform first.