A CRM set up around how you sell, filled in by your calls, texts, emails and payments on its own. Nobody types notes from memory, and every deal shows exactly where it stands and what happens next.
That's our own business line, answered by the same kind of AI agent we build for you. Ask it what we do and how it would work for your business, or ask for a person at any point: you get your answers and hear the product working on the same call.
Example pipeline for a landscaping company
Calls, texts, emails and payments land on the customer's record as they happen, with a summary of what was said. Nobody types it in at the end of the day.
Every deal sits in a stage you named, with what happened last and what's due next. The ones going quiet are easy to spot.
One record per customer, duplicates merged, so two people don't call the same lead and nobody falls through the cracks.
We set it up around how you actually sell, bring your history in, and keep running it after it's live.
Your stages, who owns which deals, and what should happen at each step.
Contacts, open deals and history from your spreadsheets and tools, duplicates merged.
You use it for real, and we adjust stages, fields and views until it fits.
Calls, texts, emails and payments move deals and log activity on their own.
The CRM isn't a separate app your team has to remember to open. Every other piece writes to it and reads from it.
Every call, text, chat and email with the customer, threaded on the deal.
One inboxFollow-upA stage change can start the right emails and texts on their own.
Email sequences and automationYour other toolsA won deal can create the booking, invoice or job in the software you use.
IntegrationsClean recordsDuplicates merged and old records reconciled before they reach the pipeline.
Data cleanupWhere deals stallAsk which stage loses the most deals, and why.
AI insightsYes. We bring your contacts, open deals and history over. If the CRM you have is working, we can connect to it instead of replacing it.
No. Calls, texts, emails and payments attach to the right customer on their own. Your team adds only what a person knows, like a judgment call.
Yes. We set who sees which deals and stages with you during setup.
It's quoted for your business, based on what we build and run for you, with no per-seat fees. Get a quote.
We'll send you a quote for the system. Most setups go live in about 2 weeks.