Sales & CRM

Your leads, conversations and follow-ups — organized.

A CRM configured around how you actually sell, with the pipelines, fields and automations your team will use. Available as a subscription or installed as part of a growth system.

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Sound familiar?

The problem

Your CRM is a contact list nobody updates.

Conversations happen in personal phones and inboxes.

You can't answer 'how many leads did we get last month?' without a spreadsheet.

What your CRM does

One system that runs your front office.

It's far more than a contact list. Here are the parts owners love most.

One inbox for every conversation

Texts, emails, Facebook, Instagram, Google and web chat — all in one place, so nothing slips.

A pipeline you can actually see

Every lead has a stage and a next step. Drag it forward as the deal moves.

Online booking and reminders

Customers book themselves into your calendar; reminders go out on their own to cut no-shows.

Follow-up that runs itself

Pre-built automations text, email and create tasks for your team — right when they should.

Missed-call text back

Miss a call and the caller gets a text in seconds, so the lead doesn't go to a competitor.

More five-star reviews

Ask every happy customer for a review automatically, and watch your reputation grow.

Everything inside

Twenty tools. One login.

Grouped by the job they do for you.

Capture

Every lead, from every channel.

Forms, surveys & quizzesDrop them on any page; answers land on the contact.
Website & funnel builderLanding pages connected to your CRM from day one.
Web chat widgetVisitors message you from your site — straight to your inbox.
Call trackingSee which ad or page made the phone ring.

Conversations

One inbox for everything.

Unified inboxText, email, Facebook, Instagram, WhatsApp and Google chat in one place.
Missed-call text backMissed callers get a text in seconds.
Business phone lineCall, record and leave voicemail drops from the CRM.
Mobile appReply to leads from your phone, anywhere.

Sales

From inquiry to paid.

PipelinesDrag deals through stages and never lose track of one.
Calendars & online bookingCustomers book themselves; reminders cut no-shows.
Quotes, invoices & text-to-paySend a payment link by text and get paid faster.
Contact recordsFull history of every call, message and payment per customer.

AI & automation

Work that runs itself. AI features are optional and usage-based.

AI PartnerYour business assistant. Ask about leads, results and next steps in plain language.
WorkflowsIf this happens, do that — follow-ups, tasks and handoffs, automatically.
AI Sales & Support AssistantAnswers new leads and customer questions, and books appointments, over text, chat and social.
AI voice receptionistAnswers calls 24/7, qualifies callers and books them in.
AI review repliesResponds to Google and Facebook reviews in your tone.

Marketing & growth

Bring them back and spread the word.

Email & text campaignsNewsletters, promos and reactivation — with built-in templates.
Review requestsAsk every happy customer for a review automatically.
Social media plannerSchedule posts to your channels from one calendar.
Reporting & attributionSee which campaigns turn into booked jobs and revenue.