# Stack features

Nine tools that share one contact record. Everything below is included in the $97/month plan; optional paid add-ons are listed at the end.

## 01. CRM: See every contact and conversation on one record

See the full history of each customer in one place: messages, calls, deals, bookings and payments. Your whole team works from the same page.

- Unlimited contacts and users
- Custom fields, tags and smart lists
- Multiple sales pipelines
- Tasks, notes and reminders
- Unified inbox for SMS, email and social DMs
- Mobile app for iOS and Android

## 02. Email & SMS: Campaigns that go out on time, to the right people

Build emails with a drag-and-drop editor, send texts in bulk, and segment by anything you track on a contact.

- Drag-and-drop email builder
- SMS and email broadcasts
- Scheduled and drip campaigns
- Segmentation by tag or field
- Open, click and reply tracking
- Email verification

## 03. Automations: Follow-up that runs without you

Once you set the triggers and actions, Stack texts new leads, moves deals, assigns tasks and sends reminders on its own.

- Visual workflow builder
- Triggers from forms, tags, bookings and payments
- If/else branches and wait steps
- Internal notifications and task assignment
- Premium actions and webhooks
- Ready-made workflow templates

## 04. Sites & funnels: Build websites, funnels and courses in one place

Launch pages without a developer, and every form you publish sends leads straight into your CRM.

- Websites and landing pages
- Funnels with split testing
- Forms and surveys
- Membership sites and online courses
- Online communities
- Custom domains

## 05. Calendars: Booking that fills itself in

You can drop your third-party scheduler. Clients book from your site or a link, and Stack handles the reminders and follow-up.

- Personal, team and round-robin calendars
- Google and Outlook sync
- Automatic email and SMS reminders
- Booking pages and embeds
- No-show follow-up
- Buffer times and availability rules

## 06. Payments: Send estimates, contracts and invoices from the deal

Quote a job, get it signed and get paid without leaving the contact record.

- Estimates and invoices
- Contracts with digital signatures
- Recurring billing
- Text-to-pay links
- Products and price lists
- Payment tracking by contact

## 07. Social planner: Plan a month of posts in one sitting

Schedule posts across your social accounts from one calendar and keep a steady presence without logging in everywhere.

- Facebook, Instagram, LinkedIn and Google Business
- Content calendar view
- Bulk scheduling
- Post previews per platform

## 08. Reviews: Get more reviews and answer them faster

Ask happy customers for reviews automatically and reply to all of them from one place.

- Automated review requests
- Review inbox across platforms
- Review widgets for your site
- 3rd-party listing management

## 09. Reporting: Know what’s working without a spreadsheet

Dashboards show where leads come from, how fast your team responds and what your pipeline is worth.

- Custom dashboards
- Pipeline and revenue reports
- Ad and attribution reporting
- Call and appointment reports

## Optional add-ons

None of these are required to run your business on Stack; they can be switched on from inside your account.

- **Workflow Pro** ($14.99/mo): Includes 10,000 premium workflow executions a month. Extra executions bill at the standard rate.
- **Branded client portal** ($79/mo): Give clients a login under your own brand to see invoices, bookings, courses and messages.
- **AI Employee** ($127/mo): An assistant that can answer routine messages and help your team with day-to-day tasks.
- **Listings (Yext)** ($49/mo): Keep your business name, address and hours consistent across directories and maps.
- **WhatsApp** ($29.99/mo): Send and receive WhatsApp messages in the same inbox as your texts and emails.
- **Dedicated IP** ($88.50/mo): Send email from your own IP address to protect your sender reputation at higher volumes.

Try all of it free for 14 days: https://stackapp.co/pricing/