Operations & CRM · Accounts & Contacts
The whole story of every homeowner, in one place.
Every call, text, appointment, note, and website touch on one timeline, with attribution and full context. Anyone on your team knows exactly where a customer stands in seconds.
Jordan & Casey Ellis
Active customer
- Address
- 1180 Cedar Ridge Dr, Kent, WA
- Phone
- (206) 555-0148
- Project stage
- Scheduled
- Assigned rep
- Mike R.
- Est. value
- $18,400
Acquired via
Google Ads · Spring Windows Promo
Activity timeline
Quote signed
2h ago$18,400 · Patio door + 4 windows
Appointment completed
Jul 6In-home consult · Rep: Mike R.
SMS from customer
Jul 5“Sounds good, see you then.”
Appointment booked by AI
Jul 4Thu 2:00pm · auto-confirmed
Call answered by AI
Jul 44m 12s · qualified, hot lead
Form submitted
Jul 3“Patio door quote request”
Website visit
Jul 3Viewed Pricing page · 2m 08s
First touch
Jul 2Google Ads · “Spring Windows Promo”
Every record above is built automatically. Your team never types a log entry.
The unified customer context layer
Not a database you feed. A living record that assembles itself from every interaction.
Every touch, attributed
From the first Google Ads click and website pixel to the call that booked the appointment, the full acquisition path lives on the record.
One activity timeline
Calls, texts, emails, form submissions, appointments, and notes in a single reverse-chronological feed. Filter to any type in one click.
Accounts and contacts
Manage homeowners and B2B accounts alike, with linked projects, appointments, documents, and estimated value all in context.
Context the whole team shares
Your AI agents and your people work from the same record, so nobody ever asks a customer to repeat themselves again.
Outcomes this drives
See a real customer record come to life
Book a 20-minute demo and watch a homeowner's full history assemble itself from first click to signed quote.