Guides

Practical guides for local service businesses

Straight answers on running and growing a local service business — automating lead follow-up, using AI to answer calls and texts, and what CRM software should actually cost.

14-day trial on self-serve plans · Card required · Cancel before day 14

Connects with the tools you already use

Supported connections: QuickBooks Online, Stripe, Twilio, RingCentral, Retell AI, SendGrid, Gmail, Outlook, Google Business Profile, Google Analytics, Search Console, Meta, WhatsApp, Instagram, WordPress, Website Widget.

QuickBooks OnlineStripeTwilioRingCentralRetell AISendGridGmailOutlook
Google Business ProfileGoogle AnalyticsSearch ConsoleMetaWhatsAppInstagramWordPressWebsite Widget

Availability and setup requirements vary by plan and provider account.

Product evidence

Inspect the workflow before you buy

No invented customer stories or performance promises. Use the live demo to evaluate the actual product and decide where automation fits your team.

See the full workflow

Explore how an inquiry moves from conversation to contact, booking, estimate, invoice, payment, and review request.

Use one customer record

Calls, messages, appointments, jobs, and billing activity stay connected to the same CRM record.

Keep people in control

Configure business rules, approval points, and human handoff for conversations that should not be automated.

Core CRM plans start at $99/month. AI Employee availability begins on Professional. 14-day trial on every plan (card required, cancel before day 14 and you won't be charged). Facts last verified September 4, 2026.