CRM & Lead Management

Never Lose Another Lead

A simple, powerful CRM built specifically for local service businesses. Every lead from your website, phone agent, and chatbot lands in one organized place.

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Everything in One Dashboard

Unified lead inbox from all sources

Lead stage pipeline tracking

Notes and internal comments

Tasks and follow-up reminders

Full contact history

Call record linking

Message history

Appointment records

Lead source tracking

Team assignment

Basic reporting and analytics

Real-time lead notifications

Your Leads, Organized and Actionable

The CRM dashboard is included in Business Automation and Complete AI Business System plans.

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