# Wonderly features explained

### Wonderly Features

Wonderly is organized around four hubs: Marketing, Sales, Client Work, and Communications. Together they cover the full client lifecycle, from generating leads to delivering projects to getting paid. This article covers every feature available across each hub, what it does, and how it fits into your workflow.

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### Marketing Hub

*In the app, Marketing features are found under the "My Business" tab in your sidebar.*

Marketing is where you build your online presence and set up the tools that turn visitors into leads. Everything a potential client interacts with before reaching your team lives here.

[**Business Info**](https://www.wonderly.com/help/marketing-hub/my-business-information)**:** Your core business details used across the platform. This is where you set up your business name, contact information, hours, and service area. The information you enter here is referenced by your Website, Form, AI Phone, and other features throughout Wonderly.

[**Website**](https://www.wonderly.com/help/marketing-hub/website-overview)**:** Your website is generated during onboarding. Wonderly analyzes your existing website to pull your business information, then builds a new site that's structured for conversions and optimized for search engines. You review it, make your edits, and publish. No design or technical experience required.

**Lead Generation Tools**

1. **Form & Scheduling**
   1. [**Form**](https://www.wonderly.com/help/marketing-hub/lead-generation-tools/form-overview)**:** Create and customize a questionnaire that captures and qualifies your leads. Set qualification rules to filter submissions and routing rules to send leads to the right pipeline stage. When a lead passes qualification, they're directed to your scheduling page to book time with you. A record is created in your CRM automatically.
   2. [**Scheduling**](https://www.wonderly.com/help/marketing-hub/lead-generation-tools/client-appointment-scheduling-overview)**:** Leads and clients book time directly through your booking links, no back-and-forth required. If you have a team, appointments are distributed evenly across members automatically. Before each meeting, reminders are sent via email and SMS. If a customer misses a meeting, Wonderly initiates a rescheduling sequence automatically.
2. [**AI Phone**](https://www.wonderly.com/help/marketing-hub/lead-generation-tools/ai-phone-overview)**:** AI Phone handles inbound and outbound calls and texts on behalf of your business. It answers inquiries, responds to texts, and books appointments, all with full customer context and no manual effort. When an appointment is booked, a record is created in your CRM automatically.\
   Outbound communication is triggered by rules you configure. AI Phone handles three scenarios:
   1. **Missing information:** contacts the customer to collect details needed to move work forward
   2. **Appointment scheduling:** reaches out to schedule a meeting with the customer
   3. **Meeting reminders:** sends a reminder before an upcoming appointment

For each scenario, AI Phone calls first. If there's no answer, it follows up with an email and SMS automatically.

[**Ads Manager**](https://www.wonderly.com/help/marketing-hub/ads-manager-overview)**:** Create and manage Instagram and Facebook ad campaigns directly in Wonderly. Leads generated from your ads flow into the same CRM as your form submissions and phone bookings, so every lead source is tracked in one place.

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### Sales

Sales is where you manage every lead from first contact to close. Your pipeline, meetings, notes, quotes, and invoices all live here.

[**CRM**](https://www.wonderly.com/help/sales-hub/crm-overview)**:** Your pipeline is built around companies, contacts, and deals. A company can have multiple contacts and deals, giving you a complete view of every client relationship in one place. Leads enter from form submissions, phone agent bookings, or manual entry, and move through your pipeline stages as work progresses. Automated outreach keeps leads engaged so nothing goes cold while your team is focused on other work.

[**AI Notetaker**](https://www.wonderly.com/help/sales-hub/ai-notetaker-overview)**:** The AI Notetaker joins your meetings, records the conversation, and creates a summary of key points and action items. Notes are saved to the relevant record so your team always knows what was discussed and what needs to happen next.

[**Quotes and Electronic Signatures**](https://www.wonderly.com/help/sales-hub/quotes-and-e-signatures-overview)**:** Create quotes and contracts, then send them for signature without leaving the platform. Everything is tied to the deal record so you can track what's been sent, viewed, and signed in one place.

[**Invoices and Payments**](#user-content-fn-1)[^1]**:** Create and send invoices directly from the deal record. Payment collection is built in so clients can pay without leaving the platform. Automatic follow-ups are sent via email and SMS based on rules you configure, so you're not chasing outstanding payments manually.

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### Client work hub

*In the app, Client Work features are found under the "Projects" tab in your sidebar.*

Client work is where you manage and deliver projects. When a project is created, the client details, scope, and notes from the sales process carry forward automatically. Your team starts with full context.

[**Project Management**](https://www.wonderly.com/help/work-hub/projects-overview)**:** Organize work through tasks and milestones. Tasks are assigned to team members and grouped into milestones to track progress across the full scope of a project. Your team can see what's due, what's in progress, and what's complete in one place.

[**Client Portal**](https://www.wonderly.com/help/work-hub/client-portal-overview)**:** Give your clients a private link to view their project status, documents, and tasks. Clients stay informed without your team sending manual updates. Work can also be assigned directly to clients, keeping both sides aligned in one place.

[**Documents**](https://www.wonderly.com/help/work-hub/document-overview)**:** Create, edit, and share documents directly within a project. Your team can collaborate in real time, and documents can be shared with clients through the portal.

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### **Communications**

*In the app, Communications features are found under the "Inbox" tab in your sidebar.*

Inbox is where every conversation lives. Emails, calls, texts, and notifications are all in one place and tied to the relevant client record.

[**Inbox**](https://www.wonderly.com/help/communications-hub/inbox-overview)**:** Every email, form submission, call, and text is stored in one view. Each conversation is automatically tied to the relevant record in your CRM or project, so your team has full context without searching across tools.

[**AI Email**](https://www.wonderly.com/help/communications-hub/inbox-overview/getting-set-up/connect-an-email-inbox)**:** Incoming emails are labeled and sorted automatically. When you're ready to reply, AI drafts responses using the contact and project history already in the system. Team inboxes keep shared communication organized.

**AI Text Messaging:** Send and receive text messages directly in Wonderly. Use it for client communication, appointment reminders, or marketing outreach. Every message is tied to the relevant record.

[**AI Calling and VoIP (Phone Agent)**](https://www.wonderly.com/help/marketing-hub/lead-generation-tools/ai-phone-overview)**:** Get a dedicated business phone number and make and receive calls directly in Wonderly. All calls and texts from the Phone Agent, your team, and your clients are stored here and tied to the relevant record.

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### Calendar

Calendar gives you and your team a shared view of your schedule. It connects to your booking links and meetings across the platform.

[**Calendar**](https://www.wonderly.com/help/calendar/calendar-overview)**:** View your schedule and your team's schedule in one place. Meetings booked through your booking links, sales calls, and client appointments all show up here.

[**Booking Links**](https://www.wonderly.com/help/calendar/calendar-overview/scheduling-and-booking-links/create-and-edit-your-booking-link)**:** Share a link and let leads or clients book time with you directly. Available times are pulled from your calendar automatically so there's no double-booking.

[**Internal Scheduling**](https://www.wonderly.com/help/calendar/calendar-overview/scheduling-and-booking-links/use-the-scheduling-assistant-in-wonderly)**:** Coordinate your team's availability and schedule internal meetings. See who's available and when without leaving the platform.

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### **Platform Automations**

Some automations work across the entire platform rather than within a single hub. These keep your pipeline, communication, and deal management in sync automatically.

**Lead Routing:** When a lead submits your intake form or books through the Phone Agent, a record is created in your CRM and routed to the right pipeline stage automatically based on the qualification and routing rules you've configured.

**Pipeline Stage Synchronization:** Wonderly keeps automations in sync with your pipeline automatically. Whether a deal is moved by a team member or advanced by another automation, the correct automations always trigger based on the current stage.

**Invoice Automations** When a quote or invoice is sent, Wonderly can automatically follow up with the customer via SMS and email. Payment reminders are sent based on the rules you configure to reduce the manual effort of chasing outstanding payments and keeping revenue moving without additional overhead.

**Booking Automations:** When a deal enters a specific pipeline stage, Wonderly can automatically trigger next steps like sending a confirmation, scheduling a call, or starting onboarding.

* **Meeting Reminder Automations** Before a scheduled meeting, Wonderly automatically sends reminders to the customer via SMS and email. Reminders are triggered based on the meeting time and the rules you've configured, reducing no-shows without any manual follow-up from your team.
* **Meeting No-Show Automations** When a customer misses a scheduled meeting, Wonderly automatically initiates a rescheduling sequence. Rather than waiting for your team to follow up manually, the system handles outreach and gets the meeting back on the calendar.

[^1]: Invoices and payments article coming soon