Every lead, message, quote, and payment in one place
Most contractors run their business across a phone, a notepad, three apps, and a spreadsheet. We replace all of it with one system — built for your business, branded as yours, and managed by us so you never have to configure a thing.
- 66+
- Features included
- Unlimited
- Users, contacts, and workflows
- $0
- Extra software bills to manage
Everything you get, in plain English
No feature-list fog. Here is the whole system, grouped by the job it does for you.
Contacts & Customer Records
One record per customer, holding everything anyone at your business has ever done with them.
- Unlimited contacts — you never get charged for growing your list
- Unlimited users, so your whole team is in it at no extra cost
- Full timeline per contact: every call, text, email, and appointment
- Notes and tasks attached to the customer, not stuck in someone's head
- Custom fields for the details your trade actually needs
- Tags and smart lists to segment by service, area, or job value
- Import your existing list and reactivate leads you already paid for
One Inbox for Every Channel
Texts, emails, and social messages in a single thread per customer — nothing scattered across five apps.
- Two-way SMS from a dedicated business number
- Email, sent and received in the same thread
- Facebook Messenger and Instagram DMs
- Google Business Profile messages
- Live chat widget for your website
- Missed-call text-back so no caller goes to a competitor
- Call tracking and call recording
- Saved replies for the questions you answer every day
Sales Pipeline
Every quote as a card you drag across a board. One screen and you know exactly where the money is.
- Drag-and-drop pipeline from New Lead to Closed Won
- Multiple pipelines if you sell more than one kind of job
- Dollar value on every opportunity, totalled by stage
- Moving a card fires the right automation and stops the wrong one
- Win/loss tracking so you know your real close rate
- Filter by source to see which campaigns produce actual jobs
Calendar & Online Booking
Let homeowners book straight into your schedule, and stop playing phone tag over a time slot.
- Unlimited booking calendars
- Two-way sync with Google Calendar and Outlook
- Round-robin booking that spreads jobs across your crew
- Availability windows, buffer times, and daily job limits
- Automatic confirmation and reminder texts and emails
- Booking links you can drop into ads, your site, or a text
Automation & Workflows
The follow-up engine. Everything on our automations pages runs here, built and maintained by us.
- Visual workflow builder with unlimited workflows
- Trigger off any form, call, tag, pipeline stage, or appointment
- Text, email, and voicemail-drop steps in any order
- Wait steps, if/else branches, and conditional paths
- Internal alerts so you know the second something needs you
- Sequences stop automatically when a lead books, buys, or says no
Email, SMS & Social
Reach your whole customer list when you need work — seasonal offers, reactivation, or a slow week.
- Email campaign builder with templates
- Bulk SMS campaigns to any segment of your list
- Social planner — schedule Facebook, Instagram, Google, LinkedIn and TikTok posts in one place
- Trigger links that tag and route people by what they click
- Reactivation campaigns against your existing database
Websites, Funnels & Forms
The lead-capture side, wired directly into the pipeline so nothing arrives in a stray email.
- Funnel and landing page builder
- Full website builder with blogs
- Quote request forms and surveys that feed the pipeline
- Chat widget that turns website visitors into text conversations
- Every submission creates a contact and fires follow-up instantly
Reviews & Reputation
The engine behind your map-pack ranking — review requests going out on every finished job.
- Automated review requests by text and email
- Google and Facebook reviews monitored in one dashboard
- Respond to reviews without leaving the app
- AI-assisted response drafting for speed
- Review widgets you can embed on your website
Invoicing & Payments
Get paid from the same place you sold the job, instead of chasing cheques.
- Send invoices by text and email
- Text-to-pay — they tap a link and pay from their phone
- Estimates and quotes that convert into invoices
- Stripe and PayPal built in
- Recurring invoices for maintenance and service plans
- Payment status visible on the customer record
Reporting That Means Something
Leads, appointments, and jobs — not impressions, reach, and engagement.
- Dashboard showing leads, opportunities, and revenue by stage
- Attribution reporting — which ad or page produced each booked job
- Call reporting with recordings and durations
- Appointment and no-show reporting
- Google Ads and Facebook Ads performance in the same place
The whole thing runs from your phone
Free iOS and Android app for you and everyone on your team. This is where most owners actually live — you'll open it far more often than the desktop version.
Your business number in your pocket
Call and text customers from your business line, not your personal cell. Your number stays yours when you're off the clock.
Every conversation, everywhere
The full unified inbox — texts, emails, Facebook, Instagram, Google messages — with push notifications the second one lands.
Move the pipeline from the truck
Drag a card to Closed Won from the driveway and the thank-you and review request go out before you pull away.
Calendar and jobs on hand
See today's appointments, addresses, and customer history without calling the office.
Take payment on the spot
Send an invoice or a text-to-pay link while you're still standing in their driveway.
Everyone on the team
Unlimited users, so your crew and office staff all have it at no extra cost.
One system instead of eight subscriptions
Most contractors are already paying for these separately — and still doing the work of gluing them together.
- Your CRM / contact list$50–150/mo
- Texting & email platform$50–100/mo
- Online booking app$25–75/mo
- Review request software$50–150/mo
- Missed-call text-back$30–80/mo
- Invoicing & payment links$30–70/mo
- Social media scheduler$25–100/mo
- Landing page builder$50–100/mo
Prices shown are typical market rates for standalone tools, for comparison only.
The CRM is the engine. These are what we run on it.
Instant Lead Response & Nurture
Answer every lead in seconds, then keep following up for weeks.
Learn moreAppointment Confirmations & Reminders
Cut no-shows without sending a single message yourself.
Learn moreReview Generation
Turn every finished job into a 5-star Google review.
Learn moreReferral Generation
Your happiest customers become your cheapest lead source.
Learn moreCRM — FAQ
Is the CRM included, or is it extra?
It's included with your management. We build it, configure it, write the automations, and maintain it — you don't pay a separate software bill or manage another vendor.
Do I have to learn complicated software?
No. We set the whole thing up so it works on day one. In practice most owners use two screens: the inbox and the pipeline. Everything else runs in the background.
Do I own my contacts and data?
Yes. Your contacts, conversations, and pipeline are yours, and you can export them at any time.
Can my whole team use it?
Yes — users are unlimited, so your office staff and crew can all have accounts and the mobile app without extra cost.
Will it replace the software I'm already paying for?
For most contractors it replaces the CRM, the texting tool, the booking app, the review software, and the invoicing tool. We'll go through what you're paying for now on the call and tell you honestly what it does and doesn't cover.
What if I already have a CRM I like?
Then we work with it where we can. We'd rather integrate with something your team already uses than force a migration that nobody wanted.
Want to see the CRM with your business in it?
Call or text and we'll walk you through it live — your pipeline, your inbox, your numbers.