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A unified customer hub built to grow your business. Keep track of every conversation, automate follow-ups, and manage appointments in one simple, beautiful dashboard.
When customer data is scattered across personal inboxes and notes, deals slip through the cracks, follow-ups never happen, and nobody knows which estimate is worth chasing next.
"I don't know who to contact next"
AI Lead ScoringAI Lead Scoring ranks every contact in real time based on booking activity, quote value, and customer engagement.
"My team forgets to follow up"
Follow-Up EngineAutonomous follow-up engine suggests the next best action per contact and automatically sends reminder sequences before leads go cold.
"I can't tell if a customer is about to leave"
Health ScoringCustomer Health Score (0–100) computed from recent messages, open quotes, and service frequency flags churn risk early.
"Contacts duplicate and records are a mess"
Deduplication & ImportAutomatic duplicate detection with 1-click merge preview, plus smart field mapping from CSV, Excel, and Jobber imports.
"My pipeline numbers never match reality"
Live Deal TelemetryLive deal statistics synced directly with actual invoices, completed dispatches, and Stripe payments—zero manual math.
No lead forgotten, no deal guessed. Every rep knows exactly who to call and why.
Drag, drop, and organize. Create custom stages for your unique sales process. See exactly where every lead is and what needs to happen next at a glance.
Stop checking multiple apps. Text messages, emails, and social media chats all flow into a single, clean conversation thread for each client.
When you move a lead to 'Follow Up,' the system automatically sends text and email messages over the next few days. You only spend time speaking to interested prospects.
See what jobs are lined up and what they are worth. Track your total pipeline value at a glance so you can plan your schedule and staffing with confidence.
Share quotes and proposals in a branded client portal — prospects review and accept without a single back-and-forth email.
Every missed call, unanswered message, forgotten follow-up, and abandoned estimate is revenue your business could have captured. We'll identify your leaks and hand you a custom 48-hour recovery plan. Free, no obligation.