A CRM built into your dashboard.

What's included

One place for every lead.

Contacts, conversations, and where each job stands, without a spreadsheet or a sticky note on the truck dashboard.

• Contacts, pipeline, and conversation history in one system
• Follow-up automations built around your sales process
• Connected to your dashboard reporting
• Logins for your team to use it every day
• Up to two hours of setup changes a month, made for you on request
• Opt-outs and quiet hours handled from day one
• Your data exported for you whenever you ask

Who does what

Your team uses it. We keep it set up.

Your people work in the CRM every day. Every change to how it is set up goes through us, so nothing gets broken by accident.

• Your team
  Works in it day to day

  View, add, and edit contacts, move jobs through the pipeline, send and receive messages, and make calls, all from their own logins.

• Us
  Makes every setup change

  Pipelines, stages, fields, automations, message templates, forms, phone numbers, and user permissions. Email us what you need and we make the change.

• Allowance
  Two hours of changes a month

  Included in the subscription and counted in 15-minute steps. Unused time does not roll over. We keep a log you can ask to see and tell you when the month's time is used. Anything beyond it we quote first, and nothing starts without your approval.

• Not included
  Quoted separately, if you want them

  Moving records from another CRM, connecting software other than your dashboard, cleaning up imported records, and training beyond the onboarding session. We never set up messages to purchased or scraped contact lists.

Worth knowing

The terms, up front.

The full detail is in the agreement we sign with you. Here is what matters most before you decide.

• Subscription
  Month to month

  The CRM runs month to month from the day it is set up. Either of us can cancel on thirty days' notice.

• Data
  Your data is yours

  The software is ours; your contacts, leads, and conversation history are yours. Ask for a copy at any time.

• Leaving
  Exported within 14 days

  If you cancel, we export your contacts, pipeline, and conversation history and hand them over within 14 days.

• Costs
  Usage is billed on top

  The monthly fee covers the CRM and your access to it. Text messages, call minutes, phone numbers, email sending, and texting registration are billed by usage on top of it, and there may be a one-time setup fee. Your agreement lists every fee before you sign.

• Numbers
  Your phone numbers move with you

  We hold the numbers for you. Ask at any time, not only when you leave, and we move them to you, charging only what the carrier charges.

• Dashboard
  Leads and jobs come from the CRM

  If you cancel the CRM, those numbers stop updating in your dashboard. Reporting for any other service you keep carries on.

• Platform
  Runs on third-party software

  The CRM runs on an established CRM platform, without a guaranteed uptime. If it goes down, we report it, push for a fix, and tell you.

• Calls
  No recording inside the CRM

  Calls made or taken inside the CRM are not recorded.

• Add-on
  A separate subscription

  The CRM sits alongside whichever services you choose, with its own fee. Canceling it does not cancel anything else, and canceling another service does not cancel the CRM.