Marketing emails
Share updates and use email campaigns to stay connected with people who have opted in to hear from you.
Full CRM
Every lead. Every conversation. One smarter system.
The $199/month Full CRM plan brings your most important customer touchpoints together, then helps you follow up with less manual effort.
What’s inside
Built for what happens after someone finds you.
A website or advertisement can bring you a lead. The real work is remembering to answer, follow up, book, and stay in touch.
01 / Contacts and opportunities
Know who needs what—and what happens next.
Keep customer records, notes, communication history, and sales opportunities organized in one place. Set up a pipeline that reflects the way your business actually works.
- Contact records and lead details
- Custom pipelines and stages
- A clearer view of open opportunities
Recent opportunitiesIllustrative view
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Booked02 / Customer conversations
Stop hunting through your inboxes.
Bring supported customer SMS and email conversations into a shared view, so the next person who helps a customer can see what was already discussed.
- Two-way texting and email
- Conversation history with contacts
- Quick, consistent customer follow-up
Customer conversationIllustrative view
Hi! Could we schedule a time to talk about a quote?
Absolutely! Here’s a link to find a time that works for you.
Perfect, I found an opening. Thanks!
03 / Smart automation
Let the routine stuff handle itself.
Set up the right trigger, message, delay, and next step for common business tasks. Automations can send messages and remind your team when a follow-up needs attention.
- Missed-call text-back when configured
- Lead nurturing and reminder workflows
- Automated next steps after form submissions
Example follow-up sequenceIllustrative view
Customer submits an inquiry
Send a personalized reply
Add the contact to a pipeline
Remind the team to follow up
04 / Booking and appointments
Make scheduling less of a back-and-forth.
Give customers an easy way to book available times, and automate the confirmations and reminders that help keep everyone on the same page.
- Custom booking calendars
- Appointment confirmations and reminders
- Booking links you can share with customers
Pick an appointment dateIllustrative view
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Enabled05 / Reputation management
Build reviews into your everyday process.
Send Google review invitations after a completed job or appointment, monitor incoming feedback, and use review tools without switching between multiple services.
- SMS and email review requests
- Monitor and respond to reviews
- Website review display options
Reputation overviewIllustrative view
New customer review
Review activity appears alongside your management tools.
Review request queued
An agreed-upon workflow can request feedback after service.
06 / Visibility and insights
See what's going on without guessing.
Use available dashboards and reports to spot incoming leads, review activity, conversations, and progress through your pipeline. The goal is useful visibility—not a confusing wall of charts.
- Pipeline and contact activity
- Available reporting and dashboards
- AI Pro is offered as a separate plan
Activity over timeIllustrative chart
AI
AI Pro assistant
Upgrade to the $375/month AI Pro plan for AI call answering, website conversations, campaign creation and more. Explore AI Pro.
Connected lead forms
Collect inquiries through supported forms and direct new contacts into your CRM and follow-up workflow.
Need more than automations?
Explore AI ProMeet AI Pro, your $375/month AI-powered assistant.
Let AI help with phone calls, website chat conversations, email campaigns and more—all while keeping the Full CRM underneath.
Personal setup at no charge
The technology adapts to your business—not the other way around.
I start by learning what happens when someone contacts you. Then I'll configure the CRM, pipeline, and starting workflows that make the most sense for how you work.
Book a setup consultationThe full CRM includes
The essentials, connected.
- Contacts and sales pipeline
- Text and email conversations
- Automations and missed-call text-back
- Online booking and reminders
- Google review management
- Marketing emails and available reporting
Carrier registration, phone/SMS/email delivery may involve additional costs. AI phone/chat agents and AI productivity tools are part of the separate AI Pro plan; certain advanced AI usage may cost extra.