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Every busy day has a place to start. Missed calls, appointment changes, and follow-ups can pile up fast. Explore the tools below and start with the task you’d most like to take off your plate. BoffinScout participates in affiliate programs and may earn a commission when you sign up through our links at no extra cost to you.
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HighLevel
HighLevel brings a lot of small-business tasks into one place. It has features for keeping track of customers and conversations, following up on missed calls, managing appointments, invoices, collecting information, building web pages, and planning messages and social posts. You can also use it to organize sales opportunities, request and track reviews, and add chat to a website. Think of it as a set of business tools you can tailor to your needs.
- **Texts back missed calls:** If a customer calls your number while you’re busy, you can set up a friendly text to auto send. The customer can reply or follow the next step you include.
- **Helps customers pay:** With HighLevel you can create an invoice or payment link to send by text or email, or schedule reminder messages.
- **Makes booking easier:** Share a link so customers can see your available times and book one that works for them. You can also set up appointment reminders.
- **Welcomes website visitors after hours:** Add a chat box that can collect a visitor’s contact details while you’re away. You can also set up the chat answer some questions.
- **Asks customers for reviews:** Set up a text or email inviting customers to share an honest review. You can send requests yourself or set them to send automatically after a job is marked complete.
- **Keeps messages in one place:** Bring messages from services you link—such as text messages and website chats—onto one screen.
- **Keeps customer details together:** Save contact details, notes, job and invoice status, and past messages in a customer’s file.
- **Shows where jobs stand:** Use a board to move jobs through steps you choose, such as “new request,” “estimate sent,” "job complete," or “appointment booked.”
- **Sends updates to customers:** Prepare a seasonal reminder, holiday greeting, or special offer for a selected group of customers.
- **Collects information with forms:** Make a form customers can fill out on your website or through a link you send them. They can use it to describe the service they need or share other details.
- **Builds website pages:** Create pages where customers can find your hours, services, and contact information.
- **Plans social media posts:** Write posts ahead of time and schedule them to post to social media accounts you’ve linked.
- **Sets up repeat invoices:** Arrange for invoices to go out on a regular schedule and charge cards automatically.

Make
Make acts as a complete, all-in-one digital helper that can manage your entire computer workload, from basic administrative chores to advanced decision-making. Instead of just passing a note from one app to another, it handles everything—organizing your office records, reviewing files, sorting information by your business rules, and even drafting intelligent responses for you.
Eliminates repetitive data typing: Securely links thousands of everyday programs—like your email, calendars, spreadsheets, and accounting systems—so details type themselves across your systems instantly.
Builds workflows visually: Let you map out your tasks on a clean screen using simple, draggable circles and connecting lines, with absolutely no coding required.
Works on a custom timer: Automates tasks based on specific schedules, whether you want an action to happen every five minutes, at a specific hour daily, or as a weekly recap every Friday afternoon.
Sends automatic notifications: Delivers immediate updates via text message, email, or internal office chats the exact second a new lead arrives, an order drops, or a payment goes through.
Files away your documents: Safely picks up incoming email attachments, online receipts, or customer uploads and saves them directly into organized backup folders on your cloud storage.
Sorting, Filtering, and Fixing Data
Follows your business guidelines: Uses smart filters so actions only happen under the exact conditions you choose, such as sending a past-due notice only if an invoice is over 30 days old.
Forks tasks into multiple paths: Directs your information down different routes depending on what it says—like routing customer questions to support, but routing direct sales inquiries straight to your phone.
Fixes messy handwriting and text: Automatically cleans up incoming information as it moves, like standardizing phone numbers, fixing capitalization, or reformatting dates so your records stay neat.
Performs math and calculations: Acts as a built-in calculator to count items, add up invoice subtotals, or calculate date deadlines automatically before saving the final numbers.
Holds onto records in a mini-database: Features a small, built-in digital filing cabinet where you can store lists, track scores, or keep temporary logs safely inside Make itself without needing an external spreadsheet.
Advanced AI & Brainpower Tasks
Deploys smart assistant workers: Creates autonomous AI assistants that can read through lengthy business documents, write detailed summaries, and answer questions for you on autopilot.
Builds systems using plain language: Includes a conversational assistant named Maia that lets you build, update, or troubleshoot your automations simply by typing out what you want in plain, conversational English.
Reads and understands images: Uses advanced vision capabilities to scan uploaded photos, recognize objects, read written receipts, or classify files automatically.
Safety, Monitoring, and Growth
Gives you a birds-eye view: Provides a clean visual live-map where you can watch your information move in real time and see exactly how your automated office is running.
Catches and reports mistakes: Monitors your work constantly and alerts you instantly if a program crashes or a password needs updating, keeping your business running without interruption.
Keeps your information under lock and key: Uses high-grade bank security and strict compliance standards to ensure your customer data, passwords, and private company records are kept fully protected.
Adapts for advanced programmers: Includes hidden, optional spaces where tech professionals or developers can insert custom scripts (like JavaScript or Python) to handle hyper-specific corporate tasks when your business scales up.


AWeber
Grow an email list with signup forms and landing pages. Send newsletters and set up automatic welcome emails.
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