Nothing arrives in a side inbox
A new inquiry creates or updates the record, whether it started on the site, the phone, or an ad.
CRM
One record from the inquiry to the visit.
The form, the call, the ad, and the booking stop living in four tools. They land on one customer record, with who owns the next step.
- Calls, forms, chats, and bookings in one pipeline
- Source attached when the inquiry arrives
- The next step visible to the whole team
- The same record the phone agent and the texts use
The desk can take over
An automated first reply does not lock the conversation. A person can step in on the same thread.
You can see what booked
The outcome stays on the record, so a report is a count of visits, not a spreadsheet of leads.
It sits with the rest of the system.
Questions about CRM
Do we have to leave our current contacts behind?
No. Onboarding includes importing your contacts. We confirm the fields with you before the import runs.
Who can see a record?
People you add to the workspace. The marketing site does not publish customer records.
Is this a separate CRM from the phone and the website?
No. The phone agent, the forms, the booking page, and the texts read and write the same records.