Your CRM is only as good as what tired people remember to type into it at the end of the day, which is to say, not very. Your AI CRM Coordinator logs everything as it happens, so the record is always true.
Start with a 14-day paid pilot, $499 credited to month one. We agree the success metric before launch.
Calls, quotes, and promises get typed up hours later, or not at all. The record says what someone remembered, not what happened.
A lead goes quiet and nobody owns the next touch. Deals stall in a stage that nobody reviews until the month is already lost.
The same customer exists three times with three phone numbers. Marketing, follow-up, and reporting all degrade from there.
When the data is stale, your forecast is fiction. You cannot fix a pipeline you cannot see clearly.
Built for businesses with a real sales pipeline, repeat customers, or multiple people touching the same accounts.
Logs every call, text, email, and appointment into the right record automatically
Creates and updates contacts, deals, and tasks from real conversations
Merges duplicates and flags records with missing or stale details
Moves deals through stages based on what actually happened
Alerts you when a deal or customer goes quiet past your threshold
The AI CRM Coordinator is included in the AI Front Office plan, and scales into the Operations Team for multi-location pipelines. Start with a 14-day paid pilot for $499, credited to month one. If the team does not deliver 3x its cost in 90 days, we work free until it does.
AI Lead Follow-Up · AI Operations Reporter · See plans and pricing
Book a fit call. We map one workflow, agree the success target, and launch the pilot. If it does not perform, you are not locked in.
Book a 15-Minute Fit Call