CRM software
Stop losing leads between the phone, the inbox and a notepad
- Every channel into one inbox
- Automated follow-up within minutes
- Pipeline you can actually read
- Invoices, payments and reviews built in
Pipeline · Service jobs
New leadNew
Maria Alvarez
Water heater leak
New lead · missed-call text-back
Derek Wallis
Furnace tune-up
Contacted
Sandra Koh
Repipe, 2-bath home
Quoted
Ray Tolliver
Sewer camera + clear
Maria Alvarez called and missed — text sent
Appointment bookedMaria Alvarez · Thursday 8–10am · reminder scheduled
The journey
Capture, nurture, close
Three stages, one record. A lead never has to be re-typed to move forward.
Capture
Forms, chat widget, booking, social planner, call tracking and website funnels — every source lands in one place.
Explore stageNurture
Automated sequences, two-way email and SMS, the phone system and a shared inbox so nobody waits three days for a reply.
Explore stageClose
Pipeline stages, contact records, proposals, invoices, payments, reviews and reporting on what actually converted.
Explore stageConversations
Two-way email and SMS from one thread
Replies come back into the same conversation regardless of channel, so the history is complete when someone else picks it up.
- Send and receive SMS from a business number
- Email with templates, merge fields and tracking
- Saved snippets for the answers you type constantly
- Scheduled sends and quiet hours
- Opt-out handling and consent records
- Full conversation history on the contact record
- DW2m
Derek Wallis
Water heater, no hot water
Local Service Ads - MA18m
Maria Alvarez
Quote for repipe
Website form - RT1h
Ray Tolliver
Asked for Thursday
Missed call text-back - SK3h
Sandra Keye
AC tune-up promo
Meta lead form
- DW2m
Derek Wallis
Water heater, no hot water
Local Service Ads - MA18m
Maria Alvarez
Quote for repipe
Website form - RT1h
Ray Tolliver
Asked for Thursday
Missed call text-back - SK3h
Sandra Keye
AC tune-up promo
Meta lead form
Phone
Business phone, call recording and a dialer
Calls belong on the record too. Numbers, routing and recordings live inside the same system as the texts and emails.
- Business numbers with forwarding and routing rules
- Call recording where you enable it and law allows it
- Missed-call text-back so a missed ring becomes a conversation
- Outbound dialer for follow-up lists
- Voicemail drop and call notes attached to the contact
- Call reporting by source and outcome
Telephony is metered
Automation
Workflows that do the chasing
A new lead triggers a sequence: instant text, email a minute later, reminder the next morning, task for a human on day three. It runs whether or not anyone remembers.
- Trigger on form, call, chat, booking or stage change
- Branching logic by service, source or answer
- Delays, quiet hours and business-day awareness
- Internal notifications and task assignment
- Stop-on-reply so automation never talks over a human
- Review requests after a job is marked complete
- 1
Trigger
Form submitted
- 2
Wait
5 minutes
- 3
Send
Text + email
- 4
Task
Call the lead
New
- Derek WallisFurnace tune-up · $180
- Sandra KeyeRepipe, 2-bath home · $6,400
Quoted
- Maria AlvarezWater heater leak · $1,250
Won
- Ray TolliverSewer camera + clear · $740
Pipeline
Know what is actually in play
Stages you define, values attached, and an honest view of what has gone quiet. Drag a card, and the automation for that stage fires.
- Custom stages per service line
- Contact and company records with custom fields
- Notes, files, tasks and appointment history
- Lead source attribution end to end
- Stale-deal alerts before a quote goes cold
- Mobile app access for the field
Money
Quotes, invoices and payments
Send an estimate from the same record that holds the conversation, then collect payment without a separate tool.
- Estimates and quotes with line items
- One-off and recurring invoices
- Online payment links and text-to-pay
- Automated payment reminders
- Payment status visible on the deal
Payment processing is yours
Invoice #SAMPLE-1042
Sample Customer
- Diagnostic visit$89.00
- Replacement part$212.00
- Labour, 2 hrs$260.00
Example amounts for illustration only.
Reporting
The numbers that decide the next quarter
Leads by source, speed to first response, conversion by stage, revenue attributed back to the campaign that produced it.
Lead source
Which channel produced contactable leads, not just clicks.
Response time
How fast the first reply went out, by person and by hour.
Conversion
Stage-to-stage drop-off so you know where deals die.
Revenue
Closed value tied back to the original source.
Usage charges
What is metered on top of the subscription
These are platform rates for communications. They are separate from your plan fee and from any carrier or provider surcharges.
| Item | Rate |
|---|---|
| Outbound calls | $0.028 per minute |
| Inbound calls | $0.017 per minute |
| SMS | $0.0166 per segment |
| $0.0014 per send | |
| Local phone number | $2.30 per month, per number |
| Messaging registration | $24.50 once, then $1.50 per month |
Rates are provisional
Features
Explore the parts in detail
Chat widget
Website chat that turns into a text thread.
Learn moreForms
Capture forms and surveys wired to automation.
Learn moreCalendar
Online booking with reminders.
Learn moreAll-in-one inbox
Every channel in one thread.
Learn moreReviews
Request, monitor and respond.
Learn moreAI agents
Answer and book around the clock.
Learn moreFAQ
CRM questions
See it with your own lead flow
A walkthrough using your services, your sources and your follow-up gaps.