The boardnever sits empty.

Every call, chat and ad lead lands on one board with its source and summary. Move jobs through the steps you name, and keep the estimate, invoice and payments on the same lead.

Included in every plan, from $149 a month. Compare plans

From first call to paid

  1. 1A lead lands

    The AI answers the call or chat and puts a card on the board with the source, the caller's details and a summary.

  2. 2You quote

    Build the estimate from your own rates and templates on the lead and send the customer a link.

  3. 3The job moves

    Drag the card through the steps you named for your trade, with job types like repair, install or maintenance.

  4. 4You get paid

    Turn the estimate into an invoice, record the payment and see the money on your dashboard.

Everything on one card

Every source, one board

Calls, website chats, Instagram, Thumbtack and Google Local Services leads all land as cards.

Recording and summary

Every call on a lead has its recording, transcript and a short AI summary.

Your steps, your job types

Name the steps a job goes through and the kinds of jobs you do. The board follows.

Estimates and invoices

Quote, invoice and record payments without leaving the lead.

Follow-ups that don't slip

QuickVOC reads every call and sets the next step. Reminders come to Telegram.

Full customer history

Calls, chats, jobs and visits for a customer in one timeline.

Included in every plan, from $149 a month.

Up to 3 team members on Starter, 10 on Pro and 25 on Business. 3-day free trial, no credit card.

Questions about Pipeline

Something else on your mind? Talk to us.

Can several team members use the board?
Yes. Starter includes up to 3 team members, Pro up to 10 and Business up to 25.
Can I rename the steps on the board?
Yes. An owner or admin can name the job steps and job types in Settings, and the board columns follow.
Do website chats and ad leads land here too?
Yes. Calls, website chats, Instagram DMs, Thumbtack and Google Local Services leads all become cards on the same board.
Can I see everything about one customer?
Yes. The customer page shows one timeline of their calls, chats, leads, jobs and visits.

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