CRMIncluded in every plan
Every lead, call, and job in one place.
Your all-in-one inbox — phone, text, website, chat — tracked to a contact, with your pipeline and calendar. Stop losing leads in a notebook.
All-in-one inboxPhoneTextWebChat
Linda H. — AC inspection
Call answered by Cora · note added
Marcus T. — water heater
Website chat · estimate stage
Angi lead — roof repair
Third-party lead · new
Dana R. — “running late?”
Text · reply sent
The problem
Leads scattered across your phone, texts, sticky notes, and voicemail — and things fall through the cracks.
What it does
All-in-one inbox
Every channel — phone, text, website, chat, third-party leads, email — in one stream.
One pipeline
Every contact, job, and note tracked from first call to done. Nothing lives in your head.
The base of the whole system
It comes with Cora and with the website — everything they capture lands here.
Part of one system — not a bolt-on.
Cora’s calls, website chats, and online bookings all write into this CRM — it’s the base the whole system stands on. And Cora answers the phone through it all — hear her live.
Straight answers.
Is the CRM separate or included?
Included — it’s the base platform, part of every plan. You don’t buy it separately.
Can my team use it?
Yes — your office and your techs can share the same inbox, contacts, and notes.
Does it replace my current CRM?
For most shops, yes — it covers leads, contacts, pipeline, and scheduling. If you run something specialized, ask us and we’ll be straight about fit.