Your website. Your marketing. Your customers. Your sales. Your daily work.
Most businesses rely on several different programs to manage these activities. InControl brings them together in one connected platform, making it easier to attract prospective customers, manage opportunities, stay organized, and understand what's working.
And you don't have to set it all up yourself. Your subscription includes personal website creation, initial system configuration, and direct founder support.
Explore What's Included:
1. A Website Built to Earn Trust and Encourage Action
Your website is often the first impression someone has of your business. InControl websites are deliberately structured to establish credibility, showcase your expertise, and make it easy for visitors to take the next step.
Based on 20 years of experience developing websites for local businesses, the design prioritizes trust and conversion opportunities rather than appearance alone.
Features include:
Professionally Built Website
Your initial website is personally created for your business using the information you provide. No need to start with a blank template.
Custom Branding and Design
Add your logo, business colors, photographs, contact information, and other branding details.
Interactive Homepage Sections
Organize your website into customizable sections and slides featuring text, images, videos, and visitor actions.
Personalized Video Presenters
Create engaging presentations using ready-made presenters or a digital version of yourself.
Conversational Digital Receptionist
Give visitors a friendly way to get answers, request pricing, share their information, and explore appointment availability.
Lead Capture Forms
Collect the information you actually need from prospective customers, with configurable fields and follow-up settings.
Appointment Booking
Display selected appointment availability and let visitors reserve supported sessions directly through your website.
Testimonials and Google Reviews
Collect testimonials for review and publication, and guide customers to your Google review page using supported request tools.
Blog and Custom Pages
Publish articles, service information, resources, and other content to help educate prospective customers.
Custom Domain Support
Connect your business's existing domain to its new InControl website.
Website SEO Tools
Manage supported page information, sharing details, image descriptions, sitemaps, and local business structured data.
Website SEO tools help establish a sound technical foundation but do not guarantee search rankings.
2. Video Marketing Without Traditional Video Production
Professional video can help visitors feel more connected to your business, but creating it often requires time, preparation, and equipment.
InControl makes video production more accessible.
Features include:
Ready-Made Video Presenters
Choose from a library of professional presenters to introduce services, explain offers, or welcome website visitors.
Your Own Digital Presenter
Use supported photographs and voice recordings to create a reusable digital version of yourself.
Script-Based Video Creation
Write what you want your presenter to say and generate a video without filming yourself each time.
Background and Appearance Options
Choose supported presentation backgrounds and looks to better match your business branding.
Video and Media Library
Keep generated videos, photographs, and other media assets organized for use across your website and marketing materials.
Marketing Graphics
Create supported branded promotional assets for campaigns and marketing activities.
Video creation is included with standard usage allowances. The current limits include 20 video generations per month, one custom presenter, and separate limits on presenter appearance creation and storage.
3. A Digital Receptionist That Helps Visitors Take Action
Visitors don't always arrive at your website ready to become customers.
They may have questions about services, prices, availability, or what to expect.
InControl's digital receptionist helps them find answers through a conversational website chat experience.
Features include:
Friendly, Conversational Responses
Visitors can ask questions naturally instead of searching through pages or completing a traditional form.
Business-Approved Knowledge
You choose and approve the information your receptionist uses when answering questions.
Guided Pricing Inquiries
Give visitors a comfortable way to request pricing and share relevant information.
Lead Capture
Collect contact details through supported conversations and save qualifying inquiries in your CRM.
Appointment Assistance
Help visitors explore current supported appointment availability and complete bookings.
Conversation History
Review saved conversations and relevant information associated with contacts.
Custom Notifications and Follow-Up
Choose what happens after an inquiry, including supported owner notifications, pipeline placement, and follow-up tasks.
Knowledge Base Management
Review, improve, and approve answers as your business changes.
The digital receptionist operates through website chat. It does not answer telephone calls or provide general two-way customer text messaging.
4. Customer Relationships, All in One Place
A customer is more than a name and email address.
InControl's CRM connects the information you need to understand and manage each relationship.
Features include:
Complete Contact Records
Keep contact information, notes, important dates, appointments, messages, sales information, and applicable customer documents together.
Custom Contact Fields
Create appropriate fields to capture the information that matters to your business.
Consultation Notes
Record discussions, customer requirements, and other important details.
Contact Categories and Attribution
Organize contacts by sources, channels, relationships, sales stages, and relevant classifications.
Contact Search and Filters
Find customers using supported profile information, categories, and document identifiers.
Contact Import and Export
Bring existing contact data into InControl and export supported contact information when needed.
Duplicate Contact Management
Identify and review possible duplicate records to keep customer data more organized.
Team Collaboration
Let authorized team members work within a shared business workspace using their own sign-ins.
Optional Client Information Tools
Enable supported attendance, client goals, or additional client information features when appropriate for your business.
You don't have to use every feature. The CRM can be customized around the way you work.
5. A Sales Pipeline That Keeps Opportunities Moving
Generating a lead is only the beginning.
The real opportunity comes from staying in touch, answering questions, scheduling consultations, and helping interested prospects take the next step.
InControl gives you a clear view of that process.
Features include:
Customizable Sales Pipeline
Create and organize stages that reflect your actual sales process.
Visual Opportunity Tracking
See where contacts stand and move them through the pipeline as their status changes.
Automatic Lead Placement
Configure supported inquiry flows to add new contacts to an appropriate pipeline stage.
Follow-Up Reminders
Create tasks to remind yourself when a prospect needs a call, email, consultation, or quote.
Lead Notifications
Receive supported email or text alerts when new inquiries require attention, depending on your settings.
Won and Lost Outcomes
Record sales outcomes to better understand which opportunities become customers.
Sales History and Context
Review relevant notes, inquiries, messages, and customer information before following up.
Leads Without Follow-Up
Identify opportunities that don't have a next action scheduled.
InControl supports a personal sales process rather than requiring you to rely on generic, recurring automated sales messages.
6. A Dashboard That Helps You Know What to Do Today
Imagine starting your workday without having to remember every commitment, appointment, or customer who needs attention.
InControl brings important activities together in one customizable dashboard.
Features include:
Today's Tasks
See what needs to be completed today.
Overdue and Upcoming Work
Identify overdue items and upcoming responsibilities.
Follow-Up Reminders
Keep sales opportunities and customer commitments visible.
Custom Task Folders
Organize activities into categories such as sales, marketing, administration, or finances.
Recurring Tasks
Set up supported repeating responsibilities.
Business Goals
Create and track goals related to revenue, active customers, or specific business milestones.
Goal Progress
Review progress toward the objectives you've established.
Customizable Widgets
Arrange relevant dashboard components to match your preferred workflow.
Quick Actions
Add supported contacts, tasks, and goals without navigating through multiple screens.
The goal is simple: open InControl, understand what needs attention, and get on with your day.
7. Appointments, Scheduling, and Daily Operations
Whether your business offers consultations, individual appointments, or group sessions, InControl provides tools to organize your schedule and connect relevant appointments to customer records.
Features include:
Public Appointment Availability
Define supported appointment windows that visitors can book.
Private Appointments
Schedule agreed customer appointments that aren't publicly bookable.
Group Sessions
Create recurring group offerings and manage applicable reservations.
Appointment Notifications
Configure available owner alerts for supported bookings.
Schedule Exceptions
Manage changes to individual scheduled occurrences.
Calendar Views
Review tasks and relevant appointments using day, week, month, or list views.
Customer-Linked Activities
Keep relevant tasks and appointments connected to customer information.
Optional Attendance Tracking
Use supported check-in tools to record visits when appropriate for your business.
Optional Loyalty and Referral Features
Enable applicable customer rewards and referral activities where useful.
InControl is not a full dispatching, route-optimization, or specialized field-service management system.
8. Marketing Tools That Connect to Your Sales Process
Marketing is more useful when you can understand what happens after someone responds.
InControl includes tools that help you create campaigns, capture opportunities, and connect marketing activity to customer records.
Features include:
Marketing Campaigns
Create supported offers, campaign content, forms, and visitor actions.
Campaign Playbooks
Use available editable marketing materials and guided campaign starters.
Get Pricing Campaigns
Create an approachable way for visitors to request pricing and become leads.
Trackable Links
Create tracked links for marketing materials and selected destinations.
Lead Source Attribution
Preserve supported information about where contacts originally came from.
Branded Marketing Assets
Create and organize available campaign graphics and presenter videos.
Email Messaging
Compose personalized customer emails using supported templates, contact information, and formatting tools.
Scheduled Emails
Prepare an email and schedule a deliberate, one-time future send.
Testimonial Collection
Invite customers to submit feedback for owner review and possible publication.
Google Review Requests
Direct customers to the business's Google review page using supported request tools.
Customer Referral Tools
Use available referral capture and tracking options when appropriate.
Email sending requires a configured sender and eligible recipients. InControl does not currently provide general customer SMS conversations or unrestricted recurring email automation.
9. Estimates, Invoices, and Customer Billing Documents
Keep important customer sales documents connected to the people and opportunities they belong to.
InControl includes tools for creating and managing common business documents.
Features include:
Professional Estimates and Quotes
Prepare and maintain quotes for prospective customers.
Customer Invoices
Create invoices with supported line items and payment details.
Receipts
Prepare receipts and record applicable payments.
Related Documents
Keep connected quotes, invoices, and receipts together when they belong to the same sale or order.
Partial Payments
Record supported deposits, partial payments, and allocations.
PDF Documents
Preview and download applicable customer documents.
Document Emails
Prepare and send documents using configured email tools.
Document Follow-Up Tasks
Create reminders for selected document-related activities.
Optional Connected Stripe History
Where configured, view supported customer payment history from a business's own Stripe account.
Creating an invoice in InControl does not automatically charge the customer. Connected Stripe payment information is read-only, and InControl is not a replacement for a complete accounting system.
10. Analytics That Help You Understand What's Working
You shouldn't have to be a data analyst to understand your business.
InControl brings supported marketing, lead, sales, and revenue information into straightforward reports designed to help you make informed decisions.
Features include:
Lead Reporting
See how many leads have been recorded and explore their available sources.
Marketing Attribution
Review supported campaign, source, channel, and trackable-link information.
Sales Funnel
See how opportunities move through your customized pipeline.
Close Rate
Review the proportion of closed sales opportunities recorded as won.
Revenue Reporting
Review applicable manually recorded and connected payment information.
Revenue per Lead
Understand relevant recorded revenue in relation to closed opportunities using InControl's defined calculation.
Customer Value Metrics
Explore supported measures such as customer lifetime value and average customer lifespan.
Marketing Trends
Review recorded lead and revenue activity over time.
Trackable Link Performance
See available clicks, attributed leads, and recorded sales outcomes associated with tracked links.
Actionable Reporting Guidance
Use understandable summaries and available recommendations to identify areas worth reviewing.
Analytics depend on accurate customer records, attribution, and connected data. InControl clearly identifies partial or unavailable information rather than inventing results.
11. Personal Setup. Personal Support.
One of the biggest differences with InControl isn't a software feature.
It's the experience of getting started.
Your subscription includes personal setup by the person who built the platform.
Here's what that means:
We Build Your Website
You supply information about your business, and we'll create your initial conversion-focused website.
We Prepare Your Video Presentations
We'll help prepare your initial presenter content using appropriate business information and available media.
We Configure Your Digital Receptionist
We'll establish the initial approved knowledge and supported inquiry settings.
We Connect Your Sales Process
We'll configure essential contact, pipeline, notification, and follow-up settings based on your business needs.
We Help You Get Started
You'll receive guidance on using the system's key everyday functions.
You Can Contact the Founder Directly
When you need help, have a question, or want to suggest an improvement, you can reach Lynn Coffey personally.
InControl combines a comprehensive business platform with the personal attention of someone who has worked directly with local business owners for more than 20 years.
12. Everything Included. One Subscription.
Ready to Put Your Business InControl?
From building trust with a prospective customer to following up on an inquiry, managing daily responsibilities, and understanding your marketing results, InControl is designed to bring your business together.
And we'll personally help you get started.