CRM
Everything you know about a customer — in one place, and it stays when your people leave.
Every call, email, and conversation captured and summarized, tied to the accounts, quotes, and orders they’re about — with credit, contacts, and AI that researches your leads.
What you know about a customer lives in one person’s head.
- A rep’s knowledge of an account — the preferences, the exceptions, the history — walks out the door when they retire.
- Calls and emails scatter across inboxes and phones; no one can see the whole picture of a customer.
- Credit limits and terms get set ad hoc, with no record of who approved what.
- You're managing the relationship on feelings, not on what actually happened.
Your customer records live on the same connected system as your quotes, orders, and books — one screen from lead to cash, built on top of what you already run. No rip and replace.
The whole customer, not just a list of names.
Four things a customer system should do — starting with the one that keeps what your best people know.
Communications
Every conversation — captured, summarized, and on the record.
Emails, phone calls, voicemails and texts (through RingCentral), and in-person conversations recorded on a Plaud device all land in one place. AI transcribes and summarizes each one, pulls out the action items and what's due, and ties the conversation to the account, job, quote, or order it's about — so the whole team sees the full history of a customer, not just whoever was on the call.
- Capture email, calls, voicemail, and SMS (RingCentral), plus recorded in-person conversations (Plaud); audio is transcribed automatically
- An AI summary of every communication, plus extracted action items with due dates and recording timestamps
- Linked to the account, job, quote, or order it concerns; participants captured
- The full communication history surfaces on every account, quote, and order
- AI pulls out the people, projects, and topics discussed in each conversation
Your competitors can buy the same AI. They can’t buy what your team knows — we capture and amplify that.
Customer 360
One workspace per customer — everything on one screen.
Contacts, communications, quotes, orders, customer POs, and jobs, all on one account, with a change-log that shows who changed what and when. Start a quote, an order, or log a call right from the header, and see open quotes, active orders, and open jobs at a glance.
- Every record for a customer in one workspace — contacts, comms, quotes, orders, POs, jobs
- A change-log / audit trail on every account
- Quick actions from the header: new quote, new order, log a communication
- Inline edits (tax status, payment terms); external IDs to link QuickBooks / CRM records
Commercial controls
Who can buy, on what terms, up to what limit.
Set credit limits and structured payment terms (Net 30, 2/10, proximo) through a real approval flow — sales requests, an admin approves, and every decision is on the record. Extend credit at the account or the job level, with a job never exceeding its account's line. And keep track of the authorized buyers cleared to purchase on each account or a specific job.
- Credit-limit and payment-terms requests with admin approval routing (member requests, admin approves)
- Structured terms — Net 30, 2/10, proximo — not free text
- Credit at account and job level; a job can't exceed its account's credit
- Authorized buyers — track and manage who's cleared to buy, scoped to an account or a specific job, fully audited
Insights
See your book of business, not just a list of names.
Per-account performance — revenue, gross profit, year-over-year, order cadence, and recency — on every customer. A "My Accounts" portfolio gives each rep their whole book, rankable by sales, margin, and order count, and managers can re-deal the book by bulk-assigning account managers.
- Account Insights — revenue, gross profit ($ and %), year-over-year, order cadence, recency
- "My Accounts" portfolio; rank customers by net sales, margin, and order count in any window
- Bulk-assign account managers across the book
AI researches and qualifies your leads — and it’s coming to every account.
New building permits in your area become leads automatically. AI researches each company — web presence, permit history, an estimate of what they spend on materials, even likely contacts — scores it against your own rules, and routes the ones worth a look to a rep, matching each lead to an existing customer when it’s already yours. The same enrichment engine runs on leads today, and is coming to all your accounts.
Permits become leads
New building permits in your area (via Construction Monitor) arrive as leads, matched to an existing customer when the job is already yours.
AI researches and scores
Each company is researched and scored against your own rules — a borderline lead is routed to a person, never auto-killed.
A rep works the best ones
The leads worth a look land with a rep, with the research attached. Coming next: the same engine on every account.
The permits were already public — what was missing was anyone with time to work the list. AI qualifies each one and matches it to an account, so one customer surfaced $100K of new opportunity in week one.
“We stopped losing what our best reps know when they leave.”
For manufacturers
Capture what your team knows, too.
The customer-360 workspace and AI communication capture apply just as well to a manufacturer’s accounts — the calls, the context, the action items, all in one place.
How your customers come together.
Free 30-day pilot
We bring your accounts and conversations into one place and prove one workflow before you sign.
No rip and replace
We build on top of what you already run and connect your data.
Hands-on training
Easy to learn, and we come train your team in person.
See every customer in one place.
We’ll bring your accounts and conversations into one system in 30 days.