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!
Start Free TrialFeatures
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
Start Free Trial