Your business.
Your CRM.
Ready to grow.
A relationship workspace shaped for your industry—with the pipeline, conversations, follow-ups, and AI support already in place.
Set up and test for free. Connect paid channels only when you are ready.
One clear workspace
Every lead, message, task, and appointment stays connected.
Your industry built in
Start with useful stages and questions, not a blank screen.
AI with boundaries
Helpful when it is confident. Human handoff when it is not.
Industry intelligence
A better starting point for the way you work.
Choose an industry foundation, then make the pipeline, intake, and AI guidance completely yours.
View all templatesReal Estate
Buyers, sellers and renters in one place
Mortgage & Lending
From first question to closing table
Accounting & Financial Consulting
Engagements organized from scope to delivery
Legal & Divorce Services
Consultation intake with careful review
Insurance
Coverage questions to policies issued
Home Services & Contractors
Jobs from first call to work complete
Fitness & Studios
Trials that turn into members
Wellness & Personal Care
Bookings and follow-ups, simply
Professional Services
Scope, propose, deliver, renew
General Small Business
A flexible starting point
Inquiry
Qualified
Showing
Anything near Riverside under 450k?
I’ll get an agent to send current options. What’s your timeline?
One connected view
Know what happened. See what comes next.
CRM IQ gives your team the whole relationship at a glance. The AI assistant works from approved business knowledge and steps aside when a conversation needs judgment.
Context stays together
Notes, tasks, messages, and appointments in one timeline.
Handoffs stay visible
Your team sees when the assistant pauses and why.
How it works
From blank slate to first lead.
A guided setup you can leave and resume. Every milestone reflects something actually completed.
- 01
Shape your workspace
Add services, hours, team, and brand.
- 02
Choose your playbook
Install the stages and intake that fit.
- 03
Meet leads online
Connect your site or publish a hosted one.
- 04
Open your channels
Verify phone and email, then choose a plan.
Your website, your choice
Keep the site you love. Or start fresh.
Connect your site
Add chat and an intake form to most website builders. Leads arrive with the details you asked for.
- Allowed web addresses only
- Live installation check
- No DNS changes required
Use a hosted site
Publish a polished home for your services, story, FAQs, contact form, and chat.
- Edit anytime
- Policies linked
- Private until published
Pricing
Choose room to grow.
Your plan covers CRM IQ. Texting, email, and carrier registration are billed separately by their providers.
Starter
$99 / month
- Up to 3 team members
- CRM, pipeline, tasks and calendar
- Website chat and lead forms
- Hosted business website
- AI assistant (drafts and replies)
500 texts · 2,000 emails · 1,000 AI replies
Start setupGrowth
Most popular$249 / month
- Up to 10 team members
- Everything in Starter
- Higher texting, email and AI allowances
- Multiple pipelines
- Priority support
2,000 texts · 10,000 emails · 5,000 AI replies
Start setupAgency
$499 / month
- Up to 25 team members
- Everything in Growth
- Highest allowances
- Advanced team permissions
- Dedicated onboarding contact
6,000 texts · 30,000 emails · 15,000 AI replies
Start setupOptional Assisted setup: $299 one time — one-time guided setup session, template and ai tuning, help with phone and email connection steps.
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