Panoptix
by
Forget Me Never Media
Running a small business means wearing multiple hats, and somewhere between answering calls, delivering services, and managing your team, potential customers fall through the cracks. That's not just frustrating—it's money walking out the door.
Panoptix CRM is designed specifically for small business owners in service industries who need a centralized system that actually works the way they do. Built on a robust foundation and white-labeled exclusively by Forget Me Never Media, Panoptix ensures that every lead, every conversation, and every opportunity is captured, nurtured, and converted—automatically.
No more lost sticky notes. No more forgotten follow-ups. No more customers slipping away because you were too busy running your business to remember to call them back. With Panoptix, your CRM works as hard as you do, so potential customers are never lost in the shuffle.
Lead Management
Your leads are the lifeblood of your business, but managing them across multiple platforms, spreadsheets, and sticky notes is a recipe for disaster. Panoptix's lead management system consolidates every potential customer into one powerful, easy-to-navigate dashboard that gives you complete visibility over your sales pipeline. From the moment a lead enters your system—whether through your website, social media, paid ads, or referrals—Panoptix captures their information, tracks their journey, and ensures they receive the attention they deserve.
Customizable tags and filters let you segment your audience based on service type, location, budget, or any criteria that matters to your business. You'll see exactly where each lead is in your sales process, what actions have been taken, and what needs to happen next.
Automated reminders ensure you never miss a follow-up, and detailed lead histories provide the context you need to have meaningful conversations that close deals. For small business owners juggling multiple responsibilities, this centralized approach to lead management means fewer missed opportunities and more predictable revenue growth.
Workflow Automation
Time is your most valuable asset as a small business owner, and Panoptix's workflow automation gives you hours back every single week. Instead of manually sending follow-up emails, reminding team members about tasks, or updating lead statuses, Panoptix handles these repetitive processes automatically based on triggers you define.
When a new lead fills out your contact form, Panoptix can instantly send them a personalized welcome email, notify your sales team, create a follow-up task, and schedule a reminder—all without you lifting a finger. You can build sophisticated automation sequences that nurture leads through your sales funnel, sending targeted content based on their interests and behaviors. Appointment reminders reduce no-shows, payment follow-ups happen on schedule, and customer onboarding becomes a seamless experience that runs in the background while you focus on delivering exceptional service.
The visual workflow builder makes it easy to create complex automation without any technical expertise—simply drag, drop, and define the logic that makes sense for your business. Whether you're automating lead nurturing, customer communication, internal notifications, or team assignments, Panoptix ensures that critical business processes happen consistently and reliably, scaling your operations without scaling your workload.
Reputation Management
Your online reputation can make or break your small business, and Panoptix makes it effortless to build a five-star presence across the platforms that matter most to your customers.
Our reputation management system automates the process of requesting reviews from satisfied customers at exactly the right moment—after successful project completion, positive interactions, or milestone achievements.
Panoptix integrates with Google, Facebook, Yelp, and other major review platforms, sending personalized review requests via email or text message that make it simple for happy customers to share their experiences.
When reviews come in, you'll receive instant notifications so you can respond quickly and professionally, showing potential customers that you value feedback and stand behind your service.
The centralized dashboard displays all your reviews in one place, giving you a complete picture of your online reputation and highlighting trends in customer feedback that can inform business improvements.
For service-based businesses where trust and credibility are everything, Panoptix's reputation management transforms satisfied customers into vocal advocates who attract new business on autopilot.
Social Media Planner
Maintaining an active, engaging social media presence shouldn't require hours of your day or a dedicated marketing team. Panoptix's social media planner empowers small business owners to plan, create, and publish content across multiple platforms from a single, intuitive dashboard.
Schedule posts weeks or months in advance for Facebook, Instagram, LinkedIn, Twitter, and other networks, ensuring your business maintains consistent visibility even during your busiest seasons. The content calendar view gives you a comprehensive overview of your social strategy, making it easy to balance promotional content, educational posts, customer testimonials, and behind-the-scenes glimpses that humanize your brand.
Visual preview features show you exactly how posts will appear on each platform before they go live, eliminating formatting surprises and ensuring professional presentation every time. You can create posts individually or batch-schedule content during dedicated planning sessions, then let Panoptix handle the publishing while you focus on running your business.
Live Chat Widget
When potential customers visit your website, they have questions that need immediate answers—and if you're not available to provide them, they'll find a competitor who is.
Panoptix's live chat widget ensures you never miss an opportunity to engage with website visitors, even when you're away from your desk or focused on other tasks. The widget appears on your website as a friendly, accessible chat interface that invites visitors to start conversations, ask questions, or request more information about your services.
Conversations are routed directly to your Panoptix CRM, where you can respond from your computer or mobile device, maintaining context and continuity across every interaction. When you're unavailable, the chat system collects visitor information and their questions, automatically creating new leads in your CRM and triggering follow-up workflows so no inquiry goes unanswered.
Customizable chat settings let you define business hours, automated greeting messages, and pre-chat forms that qualify leads before conversations begin. Chat transcripts are saved and linked to customer records, providing valuable context for sales conversations and service delivery.
For small businesses where personal connection and responsive communication differentiate you from larger, impersonal competitors, the live chat widget transforms your website from a static brochure into an interactive customer acquisition tool that works around the clock.
Conversational AI
Imagine having a tireless team member who never sleeps, never takes breaks, and responds to customer inquiries instantly with helpful, accurate information. That's exactly what Panoptix's conversational AI delivers for small businesses.
Our intelligent chatbot technology handles routine customer questions, qualifies leads, books appointments, and provides information about your services—all with natural, human-like conversation that maintains your brand voice and values.
The AI learns from your business information, FAQs, and past customer interactions to provide increasingly accurate and helpful responses over time. When potential customers ask about pricing, availability, service details, or business hours, the conversational AI provides immediate answers that keep them engaged instead of waiting hours or days for your response.
For questions that require human expertise, the AI seamlessly transfers the conversation to your team along with complete context, ensuring smooth handoffs that don't frustrate customers. The system handles multiple conversations simultaneously, meaning your small business can provide enterprise-level responsiveness without enterprise-level staffing costs.
You can customize the AI's personality, knowledge base, and conversation flows to reflect your unique business approach, creating an automated experience that still feels personal and authentic.
For service-based small businesses where responsiveness directly impacts conversion rates, conversational AI levels the playing field against larger competitors while freeing you to focus on the high-value interactions that truly require your expertise.
Ready to Stop Losing Customers in the Shuffle?
Panoptix CRM is more than software—it's the central nervous system your small business needs to capture every opportunity, automate time-consuming tasks, and deliver the responsive, professional experience that turns leads into loyal customers. Built specifically for service-based businesses by the team at Forget Me Never Media, Panoptix combines powerful functionality with the simplicity small business owners demand.
Stop juggling multiple tools, losing leads in spreadsheets, and wondering if you're missing opportunities. See how Panoptix can transform your customer relationships and accelerate your growth.