The Complete Platform
Every capability your business needs. One platform, one login, one price.
This page is long on purpose. It's the full feature inventory for Adaptation OS — every tool we replace, every capability we include, every AI employee you hire on day one. Every tier unlocks all of this. Tiers differ on user count, setup depth, and support level.
Everything Inside
Sixteen features, native. Zero third-party integrations required.
CRM & Pipeline
AI Phone Receptionist
AI Chat Agent
Workflow Automation
Email + SMS Marketing
Calendar + Booking
Website + Funnels
Reputation Management
70+ Directory Listings
Invoicing + Payments
Branded Mobile App
Content AI
Funnel AI
Workflow AI
2-Way SMS + Voicemail
HIPAA Option (+$297/mo)
AI Employee · Voice
Answer every call, even at 2 AM.
Your AI phone receptionist takes every call, books appointments, captures leads, and transfers to a human when it matters. Never miss another $5,000 lead because you were in a meeting.
- 24/7 call answering with your greeting, your tone, your script
- Real-time appointment booking into your calendar
- Caller info auto-populated in CRM with full transcript
- Smart escalation: transfers to a named human on configurable triggers
- Works with your existing business number — port it or keep it forwarded
Replaces: Grasshopper · OpenPhone · Phone answering services
AI Employee · Chat
Respond in seconds, on every channel.
The AI chat agent replies on your website, SMS, Instagram DM, Facebook Messenger, and WhatsApp — autonomously or in suggestive mode where you approve every reply. Turn 'I'll circle back' into 'already booked.'
- Autopilot mode: AI replies on its own, tuned to your brand voice
- Suggestive mode: AI drafts replies, you approve with one tap (mobile-first)
- Unified inbox: every channel in one conversation thread per contact
- Trained on your FAQs, website content, and knowledge base
- Per-contact toggle: turn AI off for VIPs, keep it on for everyone else
Replaces: Intercom · Drift · Zendesk · Manychat
CRM + Pipeline
Every lead in one place. Every deal on one board.
Drag-and-drop visual pipeline, smart lists that update themselves, custom fields for the data YOUR business cares about. Full contact history across SMS, email, calls, and notes — searchable in under a second.
- Visual kanban with unlimited stages and pipelines
- Smart lists that recompute automatically (no manual filtering)
- Custom fields: text, number, date, dropdown, multi-select
- Tag-based segmentation for campaigns and workflows
- Deal value forecasting + weighted pipeline reporting
- Activity timeline per contact: every touch, every channel
Replaces: HubSpot · Salesforce · Pipedrive · Copper
Workflow Automation
Your follow-up runs while you sleep.
Visual if/then builder. Triggers on anything (new lead, form fill, calendar booking, tag added, stage change, date passed). Actions across every channel. Multi-step sequences with waits, branches, and conditional paths.
- Triggers: 40+ built-in events across CRM, calendar, chat, forms, tags
- Actions: SMS, email, calls, tasks, tag changes, stage moves, webhooks
- Conditional branching: if/then/else with unlimited nesting
- Wait steps: days, hours, specific times, or 'until condition met'
- Error recovery: auto-retry on fail, alert owner on unrecoverable error
- Premium triggers: $0.01/execution on usage-based plans
Replaces: Zapier · Make · n8n · ActiveCampaign automations
Workflow Automation
Visual if/then builder.
Email + SMS Marketing
Campaigns, sequences, and 2-way conversations.
Email marketing that ACTUALLY delivers. Two-way SMS that threads into the CRM. Drip sequences, broadcast campaigns, and segmentation by tag, list, or custom field. Built-in deliverability tools.
- Email: drag-drop builder, templates, A/B testing, deliverability scoring
- SMS: 2-way threaded into CRM, campaigns, sequences, keyword opt-ins
- List segmentation by tag, stage, custom field, last activity date
- Built-in unsubscribe and compliance (CAN-SPAM, TCPA)
- Email deliverability at $0.675/1000 sends (wholesale pass-through)
- SMS at $0.00747/segment (10% below Twilio direct)
Replaces: Mailchimp · ActiveCampaign · Klaviyo · Constant Contact · SimpleTexting
Email + SMS Marketing
Email marketing that ACTUALLY delivers.
Calendar + Booking
Leads book themselves.
Unlimited calendars (discovery call, paid consult, service appointment). Round-robin, collective scheduling, team buffers. Automated SMS + email reminders. No-show rescue with one-click rebook links.
- Unlimited calendars per user, per team, per location
- Round-robin, collective, and weighted distribution
- Buffer times, daily caps, working hours, time zone handling
- Automated reminders: SMS + email at configurable intervals
- No-show rescue: one-click rebook link, auto re-engagement workflow
- Embed anywhere: iframe, inline, or native via the AI agents
Replaces: Calendly · Acuity · Cal.com · SavvyCal
Calendar + Booking
Unlimited calendars (discovery call, paid consult, service appointment).
Website + Funnel Builder
Launch pages in minutes, not weeks.
Drag-and-drop page builder with 200+ templates. Forms that dump straight into the CRM. Payment links that post to Stripe. Membership areas, course hosting, and quiz funnels — native, no plugins.
- Drag-drop builder with 200+ template starting points
- Forms, surveys, quizzes — direct CRM contact creation
- Payment links and Stripe checkout pages
- Membership sites and course hosting (native, no Kajabi required)
- Blog publishing with SEO metadata, sitemap, and schema
- Custom domains, SSL, global CDN — all handled
Replaces: Wix · Squarespace · ClickFunnels · Leadpages · Kajabi
Website + Funnel Builder
Drag-and-drop page builder with 200+ templates.
Reputation Management
5-star reviews on autopilot.
Send review requests by SMS + email after every appointment. AI replies to reviews (positive AND negative). Dashboard monitoring across Google, Facebook, Yelp. Negative review interception to private channel before public.
- Automated review request: SMS + email, configurable delay after appointment
- Google review link generation (direct-to-write URL)
- AI review response in your tone — autopilot or suggestive mode
- Monitoring across Google, Facebook, Yelp with inline reply
- Negative review interception: bad ratings route to private inbox first
Replaces: Podium · BirdEye · Grade.us · NiceJob
70+ Directory Listings
Your business listed everywhere — automatically.
Sync your business info (name, address, phone, hours) across 70+ directories in one click. Google, Yelp, Apple Maps, Bing, Facebook, Yellow Pages, Foursquare, and 63 more. NAP consistency = better local SEO.
- 70+ directory syncs from one dashboard
- NAP consistency (Name, Address, Phone) — critical local SEO signal
- Update once, propagates everywhere in 24 hours
- Pricing: $30/mo or $150/6mo or $300/yr per location
- Monitoring: see which directories are live, pending, or flagged
Replaces: Yext · Moz Local · Uberall · BrightLocal
70+ Directory Listings
Sync your business info (name, address, phone, hours) across 70+ directories in one click.
Invoicing + Payments
Get paid faster, with less friction.
Stripe-powered invoicing, payment links, subscription billing, and one-time charges. Quote-to-cash in one place — proposal, signature, invoice, payment, receipt.
- Invoicing with line items, tax, discounts, deposits
- Payment links: share a URL, get paid (no login required)
- Subscription billing with auto-retry on failed cards
- Stripe connected at account level — your money, your stripe dashboard
- Payment received → auto-tag → auto-workflow (e.g., send receipt, create task)
Replaces: FreshBooks · Square Invoices · Bill.com · separate Stripe
Invoicing + Payments
Stripe-powered invoicing, payment links, subscription billing, and one-time charges.
Branded Mobile App
Your business in your pocket.
Full CRM on iOS and Android, white-labeled with YOUR logo and colors. Approve AI replies from mobile. Answer calls, respond to messages, move deals, check calendar — from anywhere.
- iOS + Android, native apps (not wrapped web)
- White-labeled: your logo, your colors, your name
- AI reply approval from mobile (Suggestive mode)
- Full CRM: contacts, pipelines, calendar, conversations
- Push notifications for new leads, missed calls, new reviews
Replaces: Three separate apps: CRM mobile, SMS app, review app
Branded Mobile App
Full CRM on iOS and Android, white-labeled with YOUR logo and colors.
One Platform. One Price. Every Feature.
Still reading? Time to see it running.
Book a 30-minute demo and watch every feature above respond in real time. Or sign up self-serve and have the platform ready in 5 minutes. Either way, one bill, one login, one team of humans in Phoenix supporting you.