15 focused features
Powerful features to
grow your business.
Everything you need to capture, manage, and convert leads — in one simple platform. No bloat, no learning curve.
Ayesha Khan
ayesha@email.com
QualifiedActivity Timeline
Email opened
Welcome sequence #1
Today, 10:32 AM
SMS sent
Booking confirmation
Yesterday, 3:15 PM
Note added
Interested in 2BR units
Yesterday, 2:00 PM
Stage changed
New → Contacted
Apr 2, 9:45 AM
Lead captured
Facebook Lead Ad
Apr 1, 11:20 AM
Every detail about every lead — in one place
Click any contact to see their full profile: activity timeline, notes, tags, bookings, tasks, emails, and messages. Everything your team needs to close the deal.
Import contacts from CSV, VCF, or your phone. Lead scoring helps you prioritize the hottest leads. Duplicate detection keeps your database clean.
- CSV, VCF, and phone contacts import
- Lead scoring and tagging
- Custom fields and notes
- Duplicate detection
- Bulk update and bulk delete
Sources
Today
12
new leads
Ayesha Khan
Facebook Lead Ad
David Chen
Instagram Lead Ad
Maria Lopez
Facebook Lead Ad
Ali Raza
Instagram Lead Ad
Capture every lead from Facebook & Instagram
Connect your Facebook and Instagram lead ad campaigns directly to Raabto. When someone fills out your lead form, their information flows into your CRM instantly — no CSV downloads, no copy-paste, no middleware.
Works with both Facebook Lead Ads and Instagram Lead Ads. Set it up once and every new lead lands in your pipeline automatically.
- Instant lead capture
- No manual exports
- Works with all ad formats
- Real-time notifications
Form preview
Recent submissions
John Peterson
john@email.com
10:32 AM
Sana Malik
sana@email.com
9:15 AM
Tom Wilson
tom@email.com
Yesterday
Turn your website into a lead machine
Embed Raabto forms on your website or connect your existing contact forms. Every submission is captured, tagged, and added to your pipeline.
Auto-response sequences can trigger immediately when a new website lead comes in. No more checking email for form submissions.
- Custom form builder
- Connect existing forms
- Auto-tagging by source
- Auto-response sequences for new leads
- Webhook support for custom integrations
Sequences
Active
847
in sequences
New Lead
Trigger
Welcome Email
Sent — 98% open rate
Wait 2 days
Delay
Follow-up Email
Sent — 67% open rate
Check-in Call
Task assigned
Never miss a follow-up again
Compose emails with AI assist or use templates. Set up multi-step drip sequences that trigger automatically when new leads come in — welcome emails, check-ins, appointment reminders, all on autopilot.
Send bulk emails, schedule sends for later, and let daily automation process every drip step. Bounce and complaint handling protects your sender reputation.
- AI-powered email compose
- Multi-step drip sequences
- Bulk email sends
- Scheduled sends
- Auto-enroll contacts in sequences
- Bounce and complaint handling
SMS Conversations
David Chen
Is the property still available?
Tom Wilson
Can you send me the address?
Sarah Miller
Thanks for the info!
David Chen
SMS · Twilio
Reach leads via text message
Not every lead checks email. Send SMS via Twilio directly from Raabto. See delivery status, track replies, and keep every conversation in a chat-style timeline.
Send bulk SMS, track delivery status, and see the full conversation history per contact.
- SMS via Twilio
- Bulk SMS sends
- Delivery status tracking
- Chat-style conversation history
Ayesha Khan
Thanks, see you Thursday!
Maria Lopez
Booking confirmed ✓
Raj Patel
Got the confirmation, thanks!
Ayesha Khan
WhatsApp · Online
📋 Booking Confirmation
Your showing is confirmed for Thursday at 2:00 PM — 45 Oak Street, Unit 12.
WhatsApp Cloud API messaging
Send WhatsApp messages via the official Cloud API directly from Raabto. Custom templates for booking confirmations, showing reminders, and follow-ups — all tracked in a chat-style timeline.
See delivery status, track replies, and keep the full conversation history per contact.
- WhatsApp Cloud API messages
- Custom templates for confirmations
- Delivery status tracking
- Chat-style conversation history
Ayesha Khan
12 min call · Today 2:15 PM
Transcript
Discussed property viewing at 123 Main St. Client interested in 3-bedroom units. Prefers weekend viewings. Budget range 500-600K...
✦AI Summary
Client looking for 3BR property, $500-600K budget. Prefers weekend viewings. Schedule showing for Saturday.
Log calls and let AI do the notes
Log every call directly from a contact's profile. Speech-to-text transcription captures what was said, and AI summarization gives you the key points in seconds.
No more scribbling notes during a call. Focus on the conversation and let Raabto handle the rest.
- Call logging per contact
- Speech-to-text transcription
- AI-powered call summaries
- Full call history on contact timeline
Sarah M.
FBAli R.
IGDavid C.
WebPriya S.
FBTom W.
WebMaria L.
IGSee your entire pipeline at a glance
A visual kanban board where you drag leads through stages: New, Contacted, Nurturing, Active, Won, or Lost. Track win rate and conversion at every stage.
Filter by source, date, team member, or status. Find any lead in seconds.
- Drag-and-drop kanban board
- Stages: New → Contacted → Nurturing → Active → Won/Lost
- Win rate and conversion tracking
- Advanced filters
- Bulk actions
April 2026
Mon
Tue
Wed
Thu
Fri
Sat
Sun
7
8
9
10
11
12
13
Upcoming
Property Viewing
Ayesha Khan
Apr 8, 2:00 PM
Follow-up Call
David Chen
Apr 10, 10:00 AM
Team Meeting
All team
Apr 11, 9:00 AM
Schedule appointments without the back-and-forth
Book meetings, property viewings, or calls directly from a contact's profile. See all upcoming appointments in month, week, or day views.
Two-way Google Calendar sync keeps everything in one place. Each booking is linked to the contact and shows up on your dashboard.
- Month, week, and day calendar views
- Google Calendar two-way sync
- Book directly from contact profile
- Upcoming bookings dashboard widget
- Team scheduling visibility
Filter
Pending
4
tasks due
Call back Ayesha Khan
Send listing to David
Update Maria's profile
Follow up on viewing
Send welcome email
Stay on top of every follow-up
Create tasks for yourself or assign them to team members. Set due dates, priorities, and link tasks to specific contacts.
See all pending tasks on your dashboard. Overdue task notifications make sure nothing slips through.
- Task assignment to team members
- Due dates and priorities
- Linked to contacts
- Dashboard task widget
- Overdue task notifications
Leads
2,847
+12%
Converted
684
+8%
Revenue
$94K
+23%
Leads by source
Leads
Contact
Qualify
Won
Know exactly what's working
See where your leads come from, which channels convert best, and how your team is performing. Track new leads, deals won and lost, win rate, and contact growth over time.
Break down analytics by source, lead type, pipeline stage, or business. Export reports and contact lists for your team or clients.
- Lead sources breakdown
- Conversion funnel and win rate
- Contact growth chart (6 months)
- Pipeline stage breakdown
- Export reports and contact lists
- Import contacts from CSV
Hi David, thanks for reaching out about our services. I wanted to follow up on the property you viewed last weekend and see if you had any questions...
AI Suggestion
Add a clear next step: “Would you like to schedule a second viewing this weekend? I have Saturday at 2 PM available.”
AI that actually helps you sell
Raabto's AI features are built into the tools you already use. Compose emails, generate drip sequences, and summarize calls — all with one click.
Smart setup nudges check what you haven't configured yet and remind you daily. Personalized onboarding helps you get up and running fast.
- AI email compose and refinement
- AI sequence generation
- AI call transcription and summaries
- Smart setup nudges
- Personalized onboarding checklist
Today
4 newNew lead from Facebook
Maria Lopez submitted a lead ad form
Overdue task
Call David Chen — due yesterday
Upcoming booking
Viewing with Ali Raza at 3 PM
Morning Brief
3 new leads, 1 task due, 2 bookings today
Never miss what matters
In-app notification center keeps you on top of overdue tasks, follow-up reminders, new leads, and bookings. Badge counts on the nav bar so you always know what needs attention.
Push notifications on web and iOS keep you informed even when you're not in the app. Morning Brief daily digest on your dashboard summarizes what happened overnight.
- In-app notification center
- Web and iOS push notifications
- Morning Brief daily digest
- New lead alerts
- Overdue task and follow-up reminders
Members
Umer Farooq
Admin
Zainab Ali
Member
Jason Lee
Member
Sara Ahmed
Viewer
Activity
Umer moved lead to Won
5m ago
Zainab sent follow-up email
12m ago
Jason added new lead
1h ago
Work together, stay in control
Invite team members with Admin or User roles. Admins manage everything, Users handle leads — everyone gets the access they need with plan-based user limits.
Activity logs show who did what and when. Full transparency across your team.
- Admin and User roles
- Activity logs and audit trail
- Team assignment
- Plan-based user limits
- Real-time push notifications
Lead Ads connected
Calendar two-way sync
Twilio
SMS messaging
Business messaging
SMTP
Custom email server
Webhooks
Custom lead sources
This Month
Connect the tools you already use
Raabto connects with the services your business depends on. Set up your own SMTP or Amazon SES for email, Twilio for SMS, WhatsApp, Facebook for lead ads, and Google Calendar for bookings.
Webhooks and website form embeds let you capture leads from any source. Usage tracking shows exactly how many emails, SMS, and AI credits you've used.
- SMTP and Amazon SES email
- Twilio SMS
- Facebook Lead Ads
- Google Calendar
- Webhooks and website forms
- Usage dashboard with monthly history
Ready to see it in action?
Book a free demo with our team. We'll walk you through every feature and show you how Raabto fits your workflow.