Pipeline
Drag a deal from stage to stage, and the move can start an automation. Each column totals its open deals, so won and lost drop out of the number.
Inbox, calls, calendar, jobs, and invoices — one login
From the first call to the paid invoice.
Calls, texts, and email land on one contact. The booking, the quote, the job, and the invoice sit on that same contact.
Watch the narrated tour with no sign-up. A workspace asks for a card.
Inbox
texts, email, and chat
Calls
a log, recordings, voicemail
Jobs
visits, crew, and hours
Invoices
quote, bill, take a card
How it works
From lead to paid.
01
Get the lead in
Import a CSV, put a form on your site, or add them by hand. Each one becomes a contact with a thread.
02
Reply, book, and quote
Texts and email come into one inbox. You book the visit on the calendar and send the estimate from the same contact.
03
Do the work and bill it
An accepted estimate becomes a job. The job becomes the invoice, and a payment link takes the card.
What's inside
The screens you will use most.
A lead becomes a contact. Everything below happens on that contact.
Inbox
Texts, email, and chat on one thread, on the contact they came from. Anyone on the team can pick it up and reply with a saved template.
Calendar and booking
A public booking page shows your real openings in the customer's time zone. A confirmation, reminders, a calendar invite, and a reschedule link go out on their own.
Automations
A form, a tag, a booking, or a message starts it, then a wait, a branch, a text, an email, or a task. Quiet hours you set hold every message until they end.
Social posts
Write once for Facebook, Instagram, and Google Business. Send a post for approval by link, or make approval a rule for the business.
Lead scoring
Rules you set put a number on every contact. Sort the list by score and the morning starts with who to call.
Contacts and companies
A timeline of every call, message, quote, and visit, plus a CSV import that maps columns and catches duplicates.
Jobs
The work after the quote: a crew, visits on the calendar, and hours, with Dispatch for the office and My day for the van.
Estimates and invoices
A quote the customer accepts online becomes the job and then the bill, with reminders that chase it and a payment link that takes the card.
Calls
A call log with recordings and voicemail, a queue you work one call at a time, and an AI agent that can answer the phone.
Campaigns
One email or text to a tag, with the audience count shown before you press send.
Forms
A hosted form that creates the contact, adds a tag, and can start an automation.
Reviews
Ask for a review by text or email, with a reminder if it goes quiet, then reply from the same page.
Documents
Contracts and waivers, signed on a phone and filed on the contact.
Each business keeps its own copy of all of thisThe owner can download it all as one file
A day in the business
First thing, on site, and getting paid.
The same contact carries all three.
First thing
Desk and inbox
Desk shows the next thing that needs you, one at a time. The inbox is every text, email, and chat, on the contact.
On site
Jobs and calendar
Dispatch shows who is going where today. The crew opens My day, taps On my way when they set off, and Collect payment when they finish.
Getting paid
Estimates and invoices
An accepted estimate becomes the job and then the invoice. Reminders chase it, and a payment link takes the card.
Pricing
Every plan is the whole CRM.
Contacts, inbox, calls, calendar, pipelines, jobs, estimates, invoices, and automations are in every one. The higher tiers add the agency layer on top.
Freelancer
For one person or a small team.
$97 / month
or $970 a year — two months free
- Up to 3 businesses
- 5 seats
- 25,000 contacts
- 15,000 emails / month
- 1,500 SMS segments / month
- 2,000 AI credits / month
- 300 voice minutes / month
- The whole CRM, on every plan
- Studionot included
- Client accessnot included
- White labelnot included
- Setup templatesnot included
- Agency APInot included
- Resellingnot included
Most popular
Professional
Run client accounts, with the agency layer switched on.
$297 / month
or $2,970 a year — two months free
- Up to 25 businesses
- 25 seats
- 150,000 contacts
- 75,000 emails / month
- 7,500 SMS segments / month
- 10,000 AI credits / month
- 1,500 voice minutes / month
- The whole CRM, on every plan
- Studioincluded
- Client accessincluded
- White labelincluded
- Setup templatesincluded
- Agency APIincluded
- Resellingnot included
Agency
Everything, at the scale a full agency needs it.
$497 / month
or $4,970 a year — two months free
- Up to 250 businesses
- 250 seats
- 1,000,000 contacts
- 250,000 emails / month
- 25,000 SMS segments / month
- 40,000 AI credits / month
- 5,000 voice minutes / month
- The whole CRM, on every plan
- Studioincluded
- Client accessincluded
- White labelincluded
- Setup templatesincluded
- Agency APIincluded
- Resellingincluded
Enterprise
Everything in Agency, with limits set to what you actually run.
Let’s talk
Dedicated onboarding, and an agreement written with you.
- Limits set to what you run
- Dedicated onboarding
- An agreement, written with you
- Studioincluded
- Client accessincluded
- White labelincluded
- Setup templatesincluded
- Agency APIincluded
- Resellingincluded
Every plan starts with 7 free days. Your card is saved when you sign up and charged 7 days later unless you cancel. Want to see it first? Take the full tour.
Questions
Plain answers.
Can I look around before I pay?
Yes. The tour is narrated and needs no sign-up. A workspace asks for a card when you open it.
What is on every plan?
Every plan is the whole CRM: contacts, inbox, calls, calendar, pipelines, jobs, estimates, invoices, automations, campaigns, forms, and reviews. Higher plans add more businesses and seats, plus the agency layer: branding, client access, setup templates, and reselling.
Can I take my data with me?
Yes. The account owner can download the whole workspace as one file, and lists like contacts and estimates export on their own.
What if I run more than one business?
Each business gets its own workspace with its own contacts, calendar, and inbox. Your plan sets how many you can run, and Agency view sits above them all.
How do I cancel?
From Billing. Cancel inside the free days and your card is not charged. Cancel later and you keep the workspace until the period you paid for ends.
Watch the tour first, then open a workspace.
The tour needs no sign-up. A workspace asks for a card.