Customer Database (CRM)

Every lead, customer, and conversation in one tidy place.

$99/mo a la carte

In short: Every lead, customer, and conversation in one tidy place.

organized home for every lead, so nothing slips through the cracks

The problem it solves

Leads live in texts, sticky notes, voicemails, and your head. Things get forgotten, follow-ups never happen, and money leaks out quietly.

Every lead is captured
Calls, texts, web chats, and forms all create a contact automatically.

Everything is organized
Each customer has a tidy record with their history in one place.

Nothing gets forgotten
Follow-ups and statuses keep every opportunity moving.

Leads tracked in your head

lost

forgotten

Leads in the CRM

kept

followed up

Most small businesses are owed money and lose leads simply because there is no single organized system tracking them.

Questions

Do I have to do data entry?

No. Contacts are created automatically from your calls, texts, chats, and forms.

Can I see it on my phone?

Yes, it is accessible anywhere, including a simple owner dashboard.

Does it connect to the other tools?

Yes, it is the hub that powers reactivation, follow-up, and reporting.

Can I import my existing list?

Yes, we can bring in your current customer list during setup.

$0 setup on 12-month plans. You pay nothing until your AI is live and working.