AI-Powered Customizable CRM

Streamline your client interactions, automate workflows, and centralize all communications from Email, WhatsApp, and Messenger.

Seamless Workflow Automation

Automate repetitive tasks and create efficient workflows to enhance productivity and customer satisfaction.

AI-Driven Customer Insights

Leverage AI to analyze customer interactions and optimize service delivery with real-time data-driven insights.

Omnichannel Communication

Manage all client interactions in one place with integrations for Email, WhatsApp, Messenger, and more.

Designed to streamline case lifecycle and client communications

Struggling to manage customer requests from multiple sources like Email, WhatsApp, and Messenger? You’re in the right place — we’re here to simplify and streamline it for you!

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Features

Powerful features to grow your service business

Our customizable CRM lets service providers manage their services, packages, service workflows, manage customers and more. Ready to elevate your business to the next level.

Service Package Management

Define service tiers, bill by case/milestone.

Client Dashboard

Full transparency: case status, upcoming tasks, payments.

Agency Dashboard

Manage all clients, cases, workflows in a unified hub.

Secure File Uploads

Clients submit documents directly into their case folder.

WhatsApp Auto Messages

Triggered reminders, updates, FAQs based on your knowledge base.

Brand Customization

Custom domain, logo, color scheme for a professional presentation.

Would you like to explore the Customer and Agency dashboards?

Let’s schedule a meeting to discuss further

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