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Every Feature You Need to Close More Deals

From automated follow-ups to AI-powered insights, MessageActivity has everything you need to run your business.

250+
Features
13
Categories

CRM & Pipeline

9 powerful features to help you succeed

Prospects vs Clients

Automatically separate contacts by enrollment status so you always know who needs atten...

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Visual Pipeline Board

Drag clients through customizable stages from Lead to Enrolled.

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Custom Tags & Filters

Create unlimited color-coded tags and filter by any combination of criteria for precise...

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Advanced Search & Filtering

Find any client instantly with powerful search across all fields, tags, and custom data.

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Bulk Operations

Update tags, enrollment status, or custom fields for hundreds of clients at once.

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AI-Powered Spreadsheet Import

Import thousands of contacts from any spreadsheet.

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Unified Communication Timeline

See every email, SMS, call, appointment, and interaction in one scrollable view—with re...

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Custom Fields & Notes

Add unlimited notes and custom data fields to capture exactly what matters for your bus...

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State & Age Filtering

Filter contacts by state, age bucket, birth month, or enrollment window for precise tar...

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GEO AI Sales Consultant

7 powerful features to help you succeed

Sales Process Consulting

GEO is your AI sales coach, included with every Pro plan.

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Multi-LOA Product Knowledge

Ask GEO about Medicare, Life, Health, Indemnity, or Annuity products and get accurate, ...

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DISC Personality Profiling

GEO helps you identify your client's DISC style so you can adapt your communication and...

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Automatic Note-Taking

After every call, GEO captures key details, action items, and client preferences so not...

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Quick Prompts

Tap pre-built prompts like Handle Objection, Best Next Step, or Closing Phrase, and get...

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Persistent Memory

GEO remembers your goals, struggles, and communication style across sessions, so coachi...

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DISC Quiz for Agents

A 30-question DISC quiz delivered through the AI coach chat.

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Communication

9 powerful features to help you succeed

Bulk Email Campaigns

Send personalized emails to thousands of clients at once with merge tags and custom tem...

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Bulk SMS Campaigns

Reach your entire list via text with personalized merge tags, delivery tracking, and op...

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Template Library

Build a library of reusable email and SMS templates with dynamic merge tags for persona...

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Merge Tags

Auto-fill client names, plan details, dates, and more into every message for a personal...

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Email Signature Manager

Customize your email signature with your branding, contact info, and call-to-action.

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TCPA Compliance Built In

Every SMS checks opt-in status before sending.

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MMS Support

Send images, PDFs, and rich media via text message to make your messages stand out.

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Missed Call Auto-Reply

Automatically send an SMS when you miss a call, with configurable delay (1–60 min) and ...

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Bounce Management

Automatically detect and suppress hard bounces to protect your sender reputation.

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Drip Sequences & Automation

6 powerful features to help you succeed

Multi-Step Drip Campaigns

Build automated email and SMS sequences with time-based delays, branching paths, and vi...

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Conditional Logic

Branch sequences based on opens, clicks, tags, lead score, pipeline stage, or days sinc...

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Auto Follow-Up on Opens

Automatically trigger a follow-up when a client opens your email or clicks a link, with...

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Scheduled Sends

Queue messages for a future date and time.

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AI Send Time Optimization

Let AI analyze each client's behavior and automatically schedule messages for maximum e...

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Bulk Enrollment

Enroll hundreds of contacts into a drip sequence at once with tag-based or filter-based...

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Calling & VoIP

8 powerful features to help you succeed

In-App VoIP Calling

Make and receive crystal-clear calls from inside the app—no external phone required.

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Telnyx & Twilio Support

Choose Telnyx as your primary provider for lower costs, or use Twilio as a fallback.

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Call Logging & Dispositions

Log every call outcome with one tap .

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Call Recording Confirmation

Track which calls were recorded and by what method—VoIP auto-recording or manual phone ...

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Phone Number Assignment

Assign dedicated phone numbers to individual agents or share numbers across the team.

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Call History & Timeline

See every call for each contact with duration, outcome, notes, and recording playback i...

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Power Dialer with Campaign Filters

Build targeted dialing campaigns filtered by state, age bucket, birth month, client gro...

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Number Ordering

Search and order phone numbers by state and area code directly from the app.

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Live Call Coaching (Add-On)

6 powerful features to help you succeed

Real-Time Coaching Prompts

Add-on ($1.50-$2.50/hr).

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Talk Ratio Tracking

Add-on.

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Objection Detection

Add-on.

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Compliance Guardrails

Add-on.

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Post-Call Scorecards

Add-on.

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Sentiment Detection

Add-on.

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Call Transcription & AI Analysis

6 powerful features to help you succeed

Deepgram Transcription

Every call is automatically transcribed with speaker-level labels, timestamps, and 90-9...

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12-Section AI Analysis

After each call, AI generates a summary, talk ratio, people mentioned, key dates, produ...

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Smart Call Moments

AI auto-bookmarks key moments like objections, buying signals, referrals, and complianc...

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Automatic CRM Updates

AI detects action items, product interests, and family members from calls, then updates...

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Call Comparison

Compare two calls side-by-side across 10 dimensions to see what worked and what to impr...

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Chat with the Call

Ask AI questions about any completed call.

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Compliance & Security

8 powerful features to help you succeed

TCPA Consent Management

Track double opt-in with timestamps, IP addresses, and consent method for a complete co...

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CMS Compliance Scoring

Every call is scored 0–100 for Medicare compliance.

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Scope of Appointment (SOA) Tracking

Log, track, and auto-detect SOAs for every call.

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Audit Logs

Track every action in your account with entity-type filtering, timestamps, and CSV expo...

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Two-Factor Authentication

Protect your account with 2FA for an extra layer of security.

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Encryption & Data Security

All data is encrypted in transit and at rest.

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DNC List Manager

Maintain a Do Not Contact list.

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Data Retention Policies

Automatically calculate and enforce data retention periods for calls, emails, SMS, and ...

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Appointments & Scheduling

5 powerful features to help you succeed

Appointment Types

Schedule in-person, phone, video, or email follow-up appointments with duration, locati...

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Automatic Reminders

Send email and SMS reminders 24 hours before every appointment so clients show up prepa...

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Calendar View

See all upcoming appointments in a calendar view.

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Status Tracking

Track every appointment from Scheduled through Confirmed, Completed, Cancelled, or No S...

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Callback Scheduling

Schedule follow-up callbacks with priority levels, duration, confidence ratings, and AE...

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Lead Scoring & Intelligence

6 powerful features to help you succeed

Automatic Lead Scoring

Every contact gets a 0-100 score based on engagement, response time, and buying signals...

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Competitive Intelligence

AI auto-detects competitor mentions in your calls and tracks win rates, pain points, an...

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Objection Library

Build a searchable library of objections and winning responses, ranked by success rate,...

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Referral Radar

AI detects referral mentions during calls, captures contact details, and auto-creates l...

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Voice of Customer Insights

Aggregate what clients say about plans, competitors, and pain points across all your ca...

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Dynamic Segments

Create smart client segments using RFM categories (Champions, Loyal, At Risk, etc.) wit...

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Documents & Reporting

5 powerful features to help you succeed

Document Library

Store and organize client documents, applications, and files right in their profile.

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CSV & PDF Export

Export contacts, analytics, audit logs, and campaign data as CSV or PDF for reporting a...

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Analytics Dashboards

Track email opens, call volume, pipeline conversions, drip performance, and team metric...

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Revenue Tracking

Log expected commissions on enrolled leads and see total revenue, average commission, a...

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AI Cost & ROI Dashboard

Track what you spend on AI transcription and analysis per call—with time-saved estimate...

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Team & Multi-Business

6 powerful features to help you succeed

Role-Based Access

Set granular permissions for Owner, Manager, and Agent roles so everyone sees only what...

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Team Management

Add team members with branded invitations, pre-filled profiles, and guided onboarding i...

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Multi-Business Support

Run multiple businesses from a single account with full data isolation between each one.

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Activity Feed

See real-time team activity, agent availability, and production metrics across your ent...

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Agent Performance Metrics

Track dials, contacts, enrollments, and close rates per agent.

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Seat Management & Purchasing

See how many seats your plan includes and how many are in use.

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Multi-LOA Support

5 powerful features to help you succeed

Medicare

Full CMS plan database, side-by-side plan comparison, appointed carrier filtering, and ...

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Life Insurance

GEO provides product knowledge, objection handling, and sales consulting for life insur...

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Health Insurance (U65)

GEO supports under-65 health insurance sales with technical product guidance and compli...

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Indemnity Insurance

GEO covers indemnity product details, positioning strategies, and cross-sell opportunit...

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Annuity

GEO helps you navigate annuity conversations with product knowledge, suitability guidan...

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