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
Usually not on price. On the follow-up nobody owned and the note nobody wrote down.
The call happened Tuesday, the note gets written Friday, and half of what the customer said is gone.
A quote sits for two weeks and nobody can say whose turn it is.
The same customer is in three spreadsheets and two tools, so one gets called twice and another never.
It was bought to fix this, but updating it is extra work, so the team keeps working from texts and sticky notes.
We name the stages the way your team already talks about the work, and the customer's next message lands on the deal it belongs to.
"Hey, just seeing this. Is the estimate still good?"
Lead, Inspected, Estimate sent, Signed, Paid.
Amount, photos and the call where it was discussed, in one place.
An estimate with no reply after three days shows up for follow-up.
Why it works: inspection and estimate are their own steps, so you see which bids wait on you and which on the homeowner. How we set up home services
"I asked about implants back in March. Is that still something you do?"
Inquiry, Consult booked, Treatment plan, Scheduled, Complete.
Calls, texts and the consult notes your team adds, in order.
Implant, ortho and cosmetic inquiries with no consult booked.
Nothing clinical: it tracks the conversation, not the chart. Records stay in your practice software. How we set up dental and medical
"I got the retainer agreement. Can someone walk me through it?"
Inquiry, Intake, Consult, Retainer sent, Retained.
The names collected at intake, ready for a conflict check, and where the client came from.
Consults still waiting on a signed retainer.
What you see: which consults turned into clients and which are waiting on a signature. How we set up legal
"We saw three homes with you. Anything new in that school district?"
New lead, Showing, Offer, Under contract, Closed.
Which homes they saw, what they said and who showed them, with the lead source.
No contact for 14 days puts a buyer back in front of their agent.
One list: leads from your site and listing sites land together, each with its source. How we set up real estate
"How much was the brake job again? I can bring it back Monday."
Estimate, Approved, In progress, Ready, Paid.
The estimate, the vehicle and what was done last time.
Every job waiting on the customer's yes, and how long it's been.
When it moves: a job set to Ready can send the customer a text automatically. How we set up auto
The CRM isn't a separate app your team has to remember to open. Every other piece writes to it and reads from it.
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.
Yes. 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.
No. We map your stages, who owns which deals and what should happen at each step, then set the CRM up around that.
We bring the contacts, open deals and history in from them, with duplicates merged, so you can stop keeping them.
Yes. Moving a deal can start the right emails and texts, and a reply stops them. See Email sequences and automation.
Yes. Quiet deals are easy to spot on the board, and you can ask AI insights which stage loses the most deals, and why.
It's quoted for your business, based on what we build and run for you, with no per-seat fees. Get a quote.
How local customers find you and how long they take to decide changes from town to town. See what we do where you work.
We'll send you a quote for the system. Most setups go live in about 2 weeks.