Visual lead pipeline
Every lead organized by stage, from new inquiry to booked appointment, so nothing falls through the cracks.
Less chasing. More connecting.
Keep the conversation going.
Even when you’re busy.
Give every inquiry a place to land and a next step. Connect your inbox, lead pipeline, AI replies, and follow-ups so your team can spend less time chasing conversations.
One team. Hands-on support. Pricing small businesses can afford.
THE DIGITAL CANVAS SETUP
Every conversation.
A clear next step.
New inquiryFollowing upBooked
ILLUSTRATIVE WORKFLOW
New inquiry comes in.
AI replies and starts the conversation.
Your team takes it from here.
- Texts, emails, and chats in one inbox
- Instant replies and missed-call texts
- A clear view of every lead’s next step
Getting the lead is only the start.
A missed call, an unanswered message, a lead who goes quiet. Your CRM brings those conversations together and helps keep them moving, with AI follow-up and a pipeline your team can actually use.
What’s included
The details, taken care of.
Here’s what our AI-powered CRM service covers.
Shared conversations inbox
Texts, emails, chats, and social messages in one place, on desktop or the mobile app, so every conversation is easy to find and answer.
AI replies & qualification
New inquiries get an instant AI reply, day or night, with the right questions asked upfront so you know who's ready to book.
Missed-call texts & follow-up
Missed calls get an instant AI text back that picks up the conversation, and leads who go quiet get follow-ups that bring them back in.
Appointment reminders
Confirmations and reminders go out automatically to cut down on no-shows.
Review requests & AI responses
Customers get a review request after their visit, and AI replies to every review, so your reputation grows without the busywork.
SMS & email campaigns
Send promotions, announcements, and updates to your contact list by text or email, right from your dashboard.
Guided CRM onboarding & support
A walkthrough to get your team comfortable from day one, plus ongoing support to keep your system running and fix anything that breaks.
How it works
From getting started
to staying on top of it.
Map your lead flow
We review where inquiries come from, how your team responds, and the stages that make sense for your business.
Connect the essentials
We set up your shared inbox, pipeline, and core follow-up automations around your agreed workflow.
Get your team comfortable
Guided onboarding helps your team get started, with ongoing support for your system.
Find your setup
Starts with Pro.
The AI-powered CRM is included in Pro, Growth, Boost, and Max. Starter includes website forms and booking integration.
A few details
Good questions.
Does this replace my team?
Your team still handles the relationships and decisions. The CRM helps organize conversations and automate routine replies, follow-ups, and reminders.
Can I use it from my phone?
Yes. The shared inbox is available on desktop and the mobile app.
What happens after a missed call?
An automatic AI text picks up the conversation so the person has a way to respond even when your team can’t answer.
Will you help us get set up?
Yes. Guided CRM onboarding and ongoing system support are included. We’ll agree on your core workflows before setup.
Better, together.
Let’s figure out your next step.
Tell us about your business and where you need a hand.