Contacts, sales pipeline, booking, email & text follow-ups, reviews, and an AI chat widget trained on your business that answers customers on chat and by text (the Textbot). Run it yourself from $49/mo, or let us set it all up for you. Seven-day free trial on every plan, cancel anytime.
No setup fee to start on your own. Optional done-for-you onboarding from $1,250.
The tools a growing business actually needs to turn a click into a booking and a booking into a regular — without stitching together five different apps.
Every lead lands in one place — website forms, the AI chat widget, calls, and texts all flow into a single inbox with the full history attached.
A visual sales pipeline, tasks, and automations that follow up by email and text on autopilot, so a lead never goes cold because you got busy.
Booking, automatic review requests, and an AI assistant trained on your own website that answers customers 24/7 on chat and by text (the Textbot), and books them in while you sleep.
Every plan unlocks the whole CRM. Tiers differ by how much you use (contacts, emails, AI replies), not by what you get. No hidden seats, no gotcha overages. Cancel anytime. Seven-day trial.
For solo operators who want every lead in one place.
Start 7-day trial →For growing businesses automating their follow-up.
Start 7-day trial →For teams running serious volume across locations.
Start 7-day trial →For agencies managing client pipelines at scale.
Start 7-day trial →Every plan includes: Contacts & smart lists, with CSV/Excel import · Visual sales pipeline, tasks & dashboard · AI chat widget + Textbot SMS agent, trained on your website · Two-way email + text conversations inbox · Booking calendar with a public booking page · Follow-up automations & email templates · Reviews & reputation engine · Website visitor tracking & lead capture. Texting & voice are optional and use your own Twilio number (carrier rates billed at cost by Twilio). The GEO & SEO dashboard is an optional $850 one-time add-on.
The CRM is built to self-serve. But most owners would rather hand off the wiring once and start with a system that already works. Your call.
For owners who like to set things up themselves.
Pick a plan →We hand you a system that already works. Requires a CRM subscription.
Book a setup call →Optional. Buy it any time from inside the CRM.
See GEO + SEO →Every plan includes the full CRM — pipeline, contacts, booking, email, text, automations, the AI chat widget, the Textbot SMS agent, and reviews. Plans differ by usage volume (contacts, emails and texts per month, AI replies), not by which features you get. Start small and move up only when you outgrow the limits.
No. The monthly price is the software, full stop. Email sending is included up to your plan's monthly limit. Texting and voice are optional and run on your own Twilio number, so carrier message rates are billed to you by Twilio at cost — we don't mark them up. Setup and the GEO + SEO dashboard are clearly-priced optional one-time add-ons, never automatic.
Yes. Sign up, import your contacts from a spreadsheet, install the chat widget with a copy-paste snippet, build your pipeline, write your automations — it's all self-serve inside the app. If you'd rather have it done for you, the one-time setup below covers the whole thing.
Every plan starts with a 7-day free trial. Your card is collected but nothing is charged until the trial ends, and you can cancel anytime from billing in two clicks.
The Foundation, Growth, and Visionary packages are done-for-you marketing engagements that include the CRM plus the work — content, ads, GEO + SEO, and management. The standalone CRM is just the software (with optional setup), for businesses that want to run it themselves.