Calls and recordings
Inbound and outbound, with duration, recording and transcript. Including the ones an AI agent answered while nobody was free.
Platform / CRM & Contacts
The record everything else attaches to
One customer. One record. Everything on it.
Every call, text, email, appointment, quote and payment lands on the same contact — in order, visible to your whole team. When someone rings, whoever picks up already knows who they are and what happened last time.
We'll map your current data across whatever tools it's in. 30 minutes, no obligation.
The same person, four times over
She's in the phone as a number, in the inbox as an email, in the calendar as a name and in the spreadsheet spelled differently. Nobody can say how much she's worth.
History that lives in someone's head
The person who knows the account is on holiday. Everything about the relationship went with them, and the customer has to explain it all again.
Data that walks out the door
When a salesperson leaves with their phone, the contacts leave too. You never owned the relationship, only the person who held it.
What lands on a contact automatically
None of this is typed in by anyone. It arrives because the phone system, the calendar, the website and the invoicing all run on the same platform as the CRM.
Every message thread
Texts, emails, web chat and social DMs in one conversation, whatever channel the customer decided to use that day.
Appointments and jobs
What was booked, who attended, when it was completed, and what the intake questions said before anyone arrived.
Quotes, invoices and payments
What you quoted, what they accepted, what's outstanding and what they've paid you across the whole relationship.
Where they came from
First source, landing page and campaign, held permanently — so revenue can be traced back to what produced it.
Notes and internal context
Team notes the customer never sees — access details, preferences, warnings. The things that currently live in someone's memory.
Built around your business, not a generic template
Out of the box, every CRM has name, email and phone. That's the easy part. What actually makes a CRM useful is the fields specific to your trade — the ones your team currently keeps on a clipboard or in their head.
We design the data model during onboarding: what you need to know about a customer, what has to be recorded on every job, and how it should be structured so you can filter and report on it later rather than reading notes one at a time.
EXAMPLE — HEATING & PLUMBING
Property typeResidential / Commercial
Service areaNorth side
Equipment on siteVaillant 832
Warranty expiresMar 2028
Last service date14 Mar 2026
Access notesSide gate, dog
On maintenance planYes — annual
Structured fields, not free text. Which means you can pull every customer whose warranty expires next quarter and send them one campaign — something a notes field could never do.
Pipelines that match how you actually sell
Stages named after what really happens in your business, with automation on each one — so a deal moving forward triggers the next action instead of waiting on someone to remember.
Automation on every stage
Moving a deal to "Quote sent" can fire the follow-up sequence. Moving it to "Won" can trigger the deposit invoice and the scheduling task. The stage change is the trigger.
Value and age on every card
You can see what's open, what it's worth and how long it's been sitting. A quote that's gone quiet for nine days is visible instead of forgotten.
Source carried through
Each opportunity keeps its origin from first touch to closed. That's what makes revenue-by-source reporting possible at the end.
Getting your existing data in, properly
This is where most CRM projects fail. A messy import creates duplicates and half-empty records, the team loses confidence in the data within a fortnight, and everyone quietly goes back to the spreadsheet. We treat migration as its own piece of work.
Step 1
Find it all
Contacts live in more places than anyone expects — the old CRM, an accounting package, two spreadsheets, someone's phone. We inventory it before touching anything.
Step 2
Clean and deduplicate
Merge the same customer appearing three ways, standardise phone formats and addresses, and flag the records too incomplete to be useful.
Step 3
Map to the new model
Every old field is mapped to a new one deliberately. Anything that doesn't map gets a decision, not a dumping ground field called "notes".
Step 4
Import and verify
A test batch first, checked against the source. Then the full import, with counts reconciled so you know nothing was silently dropped.
What we'll tell you honestly: if your existing data is in poor shape, importing all of it is usually the wrong call. Ten thousand contacts where half have no valid phone number will damage your sending reputation and cost you more in subscription tiers than they'll ever produce. We'd rather bring across the records that are actually worth something and archive the rest.
Contacts, not seats
Most CRMs charge per user, which quietly punishes you for putting the whole team on it — so businesses buy three licences and everyone shares logins.
Your plan scales on contacts instead. Add every technician, every admin, every subcontractor. The system only gets more useful when everybody's actually in it.
Launch3 user seats
2,500
Growth10 user seats
10,000
Command CenterUnlimited seats · 3 locations
50,000
Need more?Contact tier upgrade
$297
This is why the AI agents work
An agent answering your phone can only be useful if it knows who's calling. Because the record holds the history — past jobs, open quotes, the last conversation — the agent picks up informed rather than starting cold every time.
What it costs to build
A working CRM with a sales pipeline is included in every plan. These are the one-time builds for shaping it around your business and getting your existing data in cleanly.
Structure & pipelines
Designing the CRM around how your business actually operates.
Custom dashboard & reporting$1,697
Custom objects setup$1,497
Custom fields & data model architecture$1,097
Advanced pipeline & sales automation$997
Call tracking & source attribution$797
Custom automation workflow (each)$597
Data & migration
Getting what you already have into it without carrying the mess across.
CRM migration & data import$1,497
Data cleanup & deduplication$597
Contact tier upgrade / data expansion$297
Included on Growth and above: CRM migration comes as standard with the Growth and Command Center plans, so most businesses don't pay for it separately. On Launch it's an add-on — or you can start clean and import later once you've seen the system working.
See your customers on one record
Bring a description of where your contact data currently lives — however scattered. We'll show you what it looks like once it's in one place and what it takes to get there.
+1 855-904-6448 Prefer to talk now? Speak with one of our experts.