CRM & Business Operating System
Every customer, every lead, every follow-up, birthday and renewal in one place — with reminders that go out on their own. Built for businesses that live or die by relationships.
What's inside
Every client's details, history, policies and notes — searchable in seconds, never on a sticky note.
New inquiries land straight in your workspace from your site or a share link — nothing goes to the back of the inbox.
Follow-ups, birthdays and renewals nudge you at the right time — the money most businesses leave on the table.
Birthdays, renewals, follow-ups and holidays in one view, so nothing sneaks up on you.
See what's actually working — new leads, conversions, renewals and your top customers — in plain numbers.
Plan email and social outreach, pull the right customer list, and keep a record of what's gone out.
Now built in
Anyone on your team can ask "how do I…" in plain English and get walked through the exact steps — no manual, no support ticket. It comes with your CRM.
Who it's built for
The businesses that win are the ones whose customers feel remembered. This does the remembering for you.
How it works
Bring your customers over from a spreadsheet or however you keep them today — we handle the setup.
Reminders, birthdays and renewals begin working in the background from day one.
The right nudge at the right time turns one-time customers into regulars.
A quick free call and we'll show you exactly how this would work for your business.
Questions
A customer database for local businesses that captures every lead and sends automatic follow-ups and reminders — rebookings, birthdays, and renewals — so no customer slips through the cracks.
$129 a month, flat, with unlimited users. The AI Helper that walks you through anything in plain English is included.
No. It is built for busy owners, and the built-in AI Helper walks you through any task step by step.
Yes. A professional website is built and run for you free when you are on an annual CRM plan; a small monthly Website Care fee keeps it maintained.