Everything you need

One platform.
Fourteen powerful tools.

Stop juggling subscriptions. Scale ONE combines sales, marketing, automation, AI and customer comms into a single workspace — all included, no add-ons.

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01 — Core

CRM

The single source of truth for every contact, deal and conversation. Built to scale from solo founder to growing sales team.

Unified contact database

Every email, call, SMS and meeting captured against the right contact automatically.

Custom fields & tags

Model your business properly — segment by industry, deal size, lifecycle stage or anything else.

Activity timeline

See every touchpoint at a glance. No more "what did we last talk about?" moments.

Smart lists

Dynamic segments that update themselves as contacts move through your funnel.

02 — Sales

Sales Pipelines

Drag-and-drop deals through visual stages. Know where every opportunity stands and what's blocking it.

Multiple pipelines

Separate pipelines for new business, renewals, upsells — or per product line.

Stage automations

Trigger emails, tasks and notifications when deals move stages. Zero manual admin.

Forecasting

Weighted forecasts that account for stage probability. See your month before it happens.

Win/loss analysis

Tag why deals close or die. Use the patterns to coach the team.

03 — Marketing

Marketing Automation

Build powerful automated workflows: email campaigns, SMS follow-ups, voicemail drops, appointment reminders and nurture sequences.

Drag-and-drop builder

Visual workflow builder. No code, no integrations, no headaches.

Trigger-based flows

Fire automations on form fills, page visits, deal stage changes or custom events.

Multi-channel sequences

Mix email, SMS and voicemail in one sequence with smart delays.

A/B testing

Test subject lines, send times, copy variants — pick winners automatically.

04 — Channels

Email Marketing

Unlimited sends. Beautiful templates. Deliverability tooling baked in.

Visual editor

Drag-and-drop email builder with mobile previews and dark-mode support.

Behavioural triggers

Send based on opens, clicks, link behaviour or product activity.

Domain authentication

SPF, DKIM and DMARC setup guidance so your emails actually land.

Engagement scoring

Auto-suppress disengaged contacts to protect sender reputation.

05 — Channels

SMS

Reach prospects where they actually read messages — 95% open rate, often within 3 minutes.

Two-way SMS

Send and receive in the same inbox as your email and chat conversations.

Templates & merge tags

Personalise at scale with contact data. Sound human without being one.

Compliance built-in

Opt-in / opt-out handling, quiet hours, and audit trails.

SMS automations

Trigger texts based on workflow events or scheduled sends.

06 — Channels

WhatsApp

Meet customers on their preferred channel. Conversations flow into the same unified inbox.

WhatsApp Business API

Native integration with WhatsApp Business — green tick verified.

Template messages

Pre-approved templates for proactive outreach and notifications.

Rich media

Send images, PDFs, location and quick-reply buttons.

Routing rules

Auto-assign conversations to the right rep based on intent, region or product.

07 — Capture

Forms & Funnels

Build landing pages and forms in minutes. No developer. No separate page builder. No extra subscription.

Drag-and-drop pages

Pre-built funnels for lead gen, webinar registration, product launches and more.

Multi-step forms

Conditional fields, progressive profiling, and conversion-optimised layouts.

Mobile-first

Every template responsive out of the box. Looks right on every device.

Conversion tracking

See drop-off by step. Fix what's not converting.

08 — Scheduling

Booking Calendars

Let prospects book themselves into your diary. Synced with Google & Outlook. Reminders included.

Round-robin assignment

Spread bookings fairly across your team — or by region, product or specialty.

Buffer time & rules

Block prep time, set max bookings per day, exclude weekends or holidays.

Automated reminders

Email and SMS reminders cut no-shows dramatically.

Embed anywhere

Drop the booking widget on any page on any site.

09 — Growth

Reputation Management

Turn happy customers into 5-star Google reviews — automatically.

Auto-request reviews

Trigger review requests after deals close, jobs complete or invoices are paid.

Multi-platform

Google, Facebook, Trustpilot — let customers choose where to leave their review.

Reply from inbox

Respond to reviews from the same inbox you use for everything else.

Sentiment alerts

Negative review? You'll know immediately so you can put it right.

10 — Insight

Analytics

Real dashboards on real performance — pipeline, ROMI, team activity, campaign results.

Live dashboards

See pipeline value, win rate, average deal size and velocity in real time.

Campaign attribution

Track which campaigns produce which deals. Spend smarter.

Funnel metrics

Visualise stage-by-stage conversion and identify bottlenecks.

Custom views

Build dashboards per team, per product or per goal.

11 — Insight

Reporting

Scheduled reports delivered to inboxes. Branded exports. CSV downloads for the data team.

Scheduled emails

Weekly and monthly reports auto-sent to stakeholders.

Custom reports

Build any report from any object with drag-and-drop fields.

White-label exports

Branded PDFs for client reporting if you're an agency.

API access

Pull data into your BI tool of choice — Looker, Tableau, Power BI.

12 — Automation

Workflows

If-this-then-that for your entire business. Automate anything that happens twice.

Visual builder

Branching logic, delays, conditions and actions — all drag-and-drop.

Cross-channel actions

One workflow that emails, texts, updates CRM, books meetings and posts to Slack.

Webhook support

Trigger external systems or accept inbound webhooks from any tool.

Pre-built recipes

Drop-in templates for the most common B2B sales workflows.

13 — AI

AI Features

AI that earns its keep — chatbots, smart replies, content generation and conversation summarisation.

AI chatbot

Trained on your business. Books meetings, answers questions, qualifies leads 24/7.

Smart reply suggestions

Faster, on-brand replies suggested by AI inside your unified inbox.

Content generation

Draft emails, SMS, landing page copy — edit, don't write from scratch.

Conversation summaries

AI summaries on long threads so you catch up in seconds.

14 — Team

Team Management

Unlimited users. Roles, permissions, territories and performance — all in one place.

Role-based access

Show reps only what they need. Protect sensitive data without slowing them down.

Territory management

Assign leads by region, industry or product. Round-robin or rules-based.

Leaderboards

Daily, weekly and monthly rankings to fuel friendly competition.

Activity feeds

See what every rep is doing — calls, emails, deals progressed.

Try it for yourself

See Scale ONE in action.

Book a 20-minute demo. We'll tailor the walkthrough to your business.

Request a Demo