Every lead lands on one board. Drag a card from New to Won and the follow-ups, the estimate, and the schedule all follow.
A lead hits the board the second it comes in, from a call, a text, or your quote widget.
Move the card New to Quoted to Won yourself, or let the AI move it as the deal progresses.
Marking it Won schedules the job and fires the follow-up sequence on its own.
It shares the same customers, the same AI employee, and the same one login as everything else, so nothing is stitched together or paid for twice.
Start free, the CRM core is on the house. Turn on the AI employee when it is paying for itself.
Start free