The CRM we built to run your campaigns on
Calls, texts, email, booking, pipelines, and AI agents in one place. We built it in-house, and every client campaign runs on it, so each lead carries its source, its conversation, and its outcome. Hire us for leads or call handling and this is the machine underneath.
Not sold as self-serve software right now. It comes with the service, run by our team.
Built with agencies, not for a pitch deck
The workshop
One tool for the whole job
The stuff you'd otherwise stitch together from five subscriptions, in one place and one price.
AmandaSocial Director“I build the page, run the ads, and catch every lead the second they raise a hand.”
Lead generation
Turn strangers into booked jobs
Build a landing funnel in the drag and drop builder, drop in a capture form and a booking calendar, and publish it on your own domain. The Meta pixel fires on view, on lead, and on booking, so your ads optimize for real appointments instead of clicks. Every lead lands in the CRM tagged with where it came from, and the follow-up goes out on its own while the lead is still warm.
CamilleBrand Ambassador“Every call, text, DM, and email in one place. Nobody gets lost when I'm running the inbox.”
Unified inbox
Every conversation in one thread
Calls, texts, email (Gmail and Outlook, synced both ways), WhatsApp, and Instagram and Facebook DMs all land in one inbox, tied to the right contact. Reply from the same place. When a customer replies to a support email, it threads right back onto their ticket. Nobody goes hunting across five apps to find what someone said.
TrudyFront Desk“I pick up, day or night. Miss a call anyway and I text them back before they dial the next shop.”
AI voice receptionist & booking
It answers the phone so you don't have to
The AI receptionist picks up, answers the common questions, and books the appointment straight into your calendar. Miss a call anyway? It texts the caller back automatically before they ring the next shop.
RonaldFounder & CEO“Your leads are cooling while you sleep. I make sure the follow-up goes out anyway.”
AI agents
Put the busywork on autopilot
Agents enrich new leads, follow up while they're hot, win back cold contacts, triage form fills, score your calls for sentiment and next step, and coach your pipeline. You decide how far each one goes: suggest a draft, or act on its own inside guardrails you set. They run on every plan because the AI is the point, not a line item we upsell you later.
D-BugLead Engineer“Each client runs in their own box, fully isolated. That architecture is not an accident.”
Multi-tenant workspaces
Run every client from one login
Each client gets their own workspace with your branding and your domain. Switch between them in a click. Starting a new client? Clone a snapshot and the pipelines, automations, and settings come with it. White-label, top to bottom.
D-BugLead Engineer“If a human is copy-pasting it, I can wire that. Set it once and it runs forever.”
Marketing automation
Workflows that close, not just send
Build visual workflows, drip sequences, smart lists, and email or SMS blasts. Trigger a follow-up the moment a deal stalls, ask for the review right after the job, re-engage a list that went quiet. Set it once and let it run.
SammyCreative Prompt Wizard“Send estimates, accept them online, and let me spin up the Stripe invoice automatically. No paperwork required.”
Quotes, tickets, and custom data
Estimates, support tickets, and custom records
Send clean quotes clients accept online and sign with their finger, then pay on the spot. Acceptance spins up the Stripe invoice for you, and every quote downloads as a PDF. Run customer issues through a built-in help desk. Add custom fields to deals and model anything you want as a custom object, then link any record to any other.
RonaldFounder & CEO“Ask the question, get the chart. I'll tell you which channel actually pays and which deals are really going to close.”
Reporting and forecasting
Know what's working, not just what's busy
Build any report over your deals, contacts, activity, and your own custom objects. Forecast revenue by owner against quota. See which channels drive real revenue with first, last, and even-split attribution, and weigh closed revenue against your ad spend. The reporting other tools sell as a premium tier is just in the plan.
See it running
Watch it work on real campaigns
Book a 20-minute walkthrough. We'll show you the system running live client work, and tell you straight whether the service is a fit for your business.