Every conversation, next to the deal it belongs to
Buyers text at 9 pm. Your team answers from one inbox with the customer's building, quote, and pipeline stage on the right-hand side. Send the quote PDF into the thread, book the follow-up, and move the stage without leaving the screen.
- SMS, email, and Facebook Messenger in one thread per customer
- Unread, Recents, and Starred views so the hot ones surface first
- Calls, voicemails, and recordings logged on the same timeline
- Team-wide: anyone can pick up a conversation with the full history
A business line that lives inside the CRM
Get a local number in minutes. Calls ring the web app and your cell at the same time, whoever answers first wins, and the recording, the caller's record, and the notes end up on the lead. Miss one, and the caller gets a text back before they dial your competitor.
- Local numbers, registered for business texting (A2P 10DLC) so texts actually deliver
- Rings your browser, your cell, and teammates you choose, all at once
- Call recording, voicemail with transcription, and a whisper so reps know it's a lead line
- Missed-call text-back and instant "Missed call from…" alerts to the right people
- Click-to-call from any lead, contact, or conversation
Site visits, install dates, and callbacks, booked without the phone tag
Define the appointment types your business actually runs: a lot walk, a showroom visit, a delivery window, a call to go over the quote. Customers pick a time from your booking page or a link in a text; your calendar fills itself and everybody gets confirmations and reminders.
- Public booking pages per appointment type
- Confirmation email on booking, reminder before the appointment
- Reschedule, cancel, or mark no-shows from the calendar
- Bookings land on the calendar of the rep they're assigned to
- Zoom link added automatically when the appointment is a video call
An assistant that knows your buildings, your hours, and when to hand off
Feed it what a caller might ask: sizes, lead times, service area, warranty, financing partners. The AI receptionist answers the phone when your team can't, the Messenger assistant replies to Facebook messages within the rules Meta sets, and both book appointments on your calendar and hand off to a person the moment it matters. It never invents a price; if it doesn't know, it takes a message.
- AI receptionist for inbound calls: answers, qualifies, books, or transfers
- Messenger assistant with your business knowledge and booking types
- Hand-off keywords, business hours, and message limits you control
- In-app assistant for your team: ask for a lead's full picture or draft a reply
- Support assistant answers your team's how-do-I questions inside the app
Help that knows your account number
Open a ticket from the widget in any screen, attach a photo or a screen recording, and watch it move. Your account number is on every ticket, so nobody asks you to explain who you are twice.
- In-app support widget with photo and video attachments
- Ticket status and replies by email, with the full thread kept in the app
- Founding partners: direct line to the people who built the platform