A CRM with an AI co-pilot built into the bones.
Contact and job management, AI-transcribed call logging, an automation engine you can actually see running, customer surveys, stock tracking, and a custom report builder — all in one.
An SMB operator stitching HubSpot (CRM), Aircall (calls), Zapier (automation), Typeform (surveys), and Google Sheets (stock) with brittle integrations. The cost of running the stack was higher than their rent. Worse, no single system owned the truth — and every vendor had their own opinion about the data model.
A unified CRM with a proper job-and-contact relational core, AI call logging with automatic summaries and transcripts, a visual automation engine showing every execution in real time, and domain-specific modules for surveys, stock, and reporting. The AI widget sits in the corner and actually does work — drafts replies, pulls numbers, summarises threads.
Platform screenshot · demo data
Every feature shipped, line by line.
- Contacts, companies, jobs, members with hierarchical relationships
- Activity timeline and notification queue
- Task and assignment management
- Archive system with recoverable entities
- AI call logging with automatic analysis and transcription
- Embedded AI chat widget with context awareness
- Visual automation engine with per-execution logs
- Workflow builder with triggers, conditions, actions
- Quote and invoice line-item tracking
- Stock/inventory module
- Per-job surveys + public survey forms
- Bulk actions on surveys, stock, and jobs
- Custom report builder with widget library
- Dashboards assembled from module data
- Exportable CSV and PDF outputs
- Auditable execution history
