Every customer.
Every conversation. One memory.
A living customer record that gets smarter with every call, text, and visit. Sentiment tracked, history retained, VIPs recognized — so every interaction picks up where the last one left off, not from scratch.
No credit card required.
Every call starts from zero — and your customer knows it.
A repeat customer is worth 7x a new one. Most businesses lose track of theirs.
Treat regulars like regulars. The dashboard tells you who's a regular and who's slipping.
Everything you need. Tuned for customer management.
Every feature configured for the call patterns and stakes specific to your business.
One timeline. Every interaction. Every channel.
Calls, texts, bookings, invoices, reviews — all attached to one customer record automatically. No CRM data entry. No app-switching. Just one timeline that tells you who the person is.
- Call + SMS + booking + invoice + review history
- Auto-merged on phone number or email
- Searchable full-text across all interactions
Knows when a customer is about to leave — before they say it.
Every call and SMS is scored for sentiment. A downward trend across a customer's recent interactions surfaces as an alert. Save the relationship before the bad review hits Google.
“SENTIMENT ALERT — Jane Patel has trended from 0.78 → 0.34 over her last 3 calls. Last issue: third callback on the same dishwasher repair.”
- Per-call + per-customer sentiment trends
- Early-warning alerts on downward trends
- Aggregate sentiment dashboards by service line
Recognizes your regulars on the very first ring.
Caller-ID match opens the record before the AI answers. The agent greets them by name, references their last visit, and treats them like the regulars they are.
“Hi Marcus, welcome back! I see your last service was the AC tune-up in April — are you calling about that, or something new?”
- Caller-ID match on the first ring
- Per-customer VIP / repeat tags
- Custom greeting logic for top customers
Picks up exactly where the last conversation left off.
Mentioned a leaky valve last Tuesday? The AI remembers. Asks about it directly. No need to re-explain. No more 'tell me again what happened.'
- Context retained across calls + texts
- Open issues surfaced automatically
- Notes attach to the customer, not a session
Knows which customers actually move the needle.
Tracks total spend, visit frequency, average ticket, and lifetime value per customer. Rolled up by source, service line, and zip code — so you know where to spend your next dollar of marketing.
- LTV + frequency per customer
- Cohort rollups by source, service, zip
- CSV export to your accounting tool
Right message. Right moment. Automatically.
Welcome flow after first job. Follow-up after the 7-day mark. Recall at 6 months. Re-engagement after dormancy. Every trigger pre-built — and every message personalized from the customer record.
- Welcome · follow-up · recall · re-engagement flows
- Personalized from the customer record
- Editable templates, full opt-out compliance
How it works
Live in under 30 minutes. Seriously.
Import (or start from scratch)
CSV from QuickBooks, Jobber, HubSpot — or start fresh. Customers build automatically from every new call + text.
Set your VIP + sentiment rules
Define what makes a customer a VIP. Set sentiment thresholds. Choose escalation paths. We provide good defaults.
Watch the customer file grow
Every interaction enriches the record. Every alert routes to you. Every regular gets the regular treatment.
“We caught two customers about to leave us — and saved them — in the first month.”