New: AI follow-ups now generate context-aware messages

The Money's in the Follow Up

About 30–40% of follow-ups fall through the cracks.
It isn't a sales problem — it is a tracking problem. Fix it in five minutes.

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Sales Manager dashboard showing customer pipeline, revenue tracking, and team performance

Trusted by service businesses across the US

CHAMPION AIRCASCADE HVACPRECISION PLUMBINGELITE COMFORTBLUE RIDGESUMMIT SERVICE

The problem

Every day without this, your team is losing 30-40% of their follow-ups.

That's not a guess — it's an industry average. The deals are there. Your reps can close. They just need a system that doesn't let leads fall through the cracks.

30-40%

of your follow-ups never happen — that's revenue walking out the door every single day

$300K+

lost per year on a $1M pipeline just from missed follow-ups. Not bad leads — forgotten ones.

5.8x

more closes when reps follow up within 24 hours. Every hour you wait, your close rate drops.

Day 1

is all it takes. Build your packages, invite your team, start closing. No training, no consultants.

The solution

30% more sales!

No added trucks. No added insurance. No added technicians. No added comfort consultants.
Just more revenue.

Track every lead. Follow-up with a click. Perfect visibility into every rep and every prospective customer. Set it up in 5 minutes. No training, no consultants. No bloated CRM.

Features

Everything you need.
Nothing you don't.

Built specifically for small sales teams that want to close more, not click more.

Visual Sales Pipeline

Watch every lead move from appointment to close. One glance shows you what's next — drag to update, tap to see the full story.

Team Performance

Live leaderboards. Individual stats. Custom expiry per rep. Know who's winning at a glance.

AI Follow-Ups

Pre-written messages tailored per customer. Tone selector. One-tap rewrite. Send via SMS or email.

Smart Auto-Assign

Add a customer and we'll hand them to the right rep — automatically. Expired follow-ups never fall through. Set your rules once, we take it from there.

Real-Time Analytics

Win rate, close rate, customer aging, source attribution. Filter by date. Drill down by rep.

Catalog & Packages

A simple wizard walks you through building your service packages — equipment, services, and add-ons. Your team starts quoting with real prices in minutes.

How it works

Up and running in 2 minutes.

01
01

Build your service packages

A friendly wizard walks you through setup — equipment, services, and add-ons, all priced the way you sell them. Done in under 5 minutes.

02
02

Invite your team

Add your sales reps — they get a login link instantly. No app store, no training. They're selling in minutes.

03
03

Never miss a follow-up again

Every lead tracked. AI writes the messages. Auto-assign catches the ones slipping. You watch revenue grow.

Loved by sales teams

Don't just take our word for it.

"We used to track everything in a Google Sheet. We were leaking 30% of our follow-ups. Sales Manager paid for itself in the first week."

MC

Mike Chen

Owner, Pacific Coast HVAC

"The AI follow-ups are insane. My reps used to spend 30 minutes writing each message. Now it's one tap and they're back on the phone."

SM

Sarah Martinez

Sales Manager, Premier Plumbing

"We added 3 reps last quarter and our close rate went UP, not down. The team analytics show me exactly who needs coaching."

JO

James O'Brien

VP Sales, Champion Air

500+

Active sales reps

$12M+

Tracked revenue

94%

Customer retention

2 min

Setup time

Pricing

Pricing that scales
with your team.

14-day free trial. Cancel anytime. No setup fees.

Starter

$99/ month

Up to 5 users

Start free trial →
Sales pipeline + team performance
AI-assisted follow-ups (SMS + Email)
Real-time analytics dashboard
Auto follow-up assignment

Growth

Most popular
$169/ month

Up to 10 users

Start free trial →
Sales pipeline + team performance
AI-assisted follow-ups (SMS + Email)
Real-time analytics dashboard
Auto follow-up assignment

Pro

$249/ month

Up to 15 users

Start free trial →
Sales pipeline + team performance
AI-assisted follow-ups (SMS + Email)
Real-time analytics dashboard
Auto follow-up assignment

All plans include the same features. Pricing scales by team size.

FAQ

Questions?
We have answers.

Under 5 minutes. Sign up, build your service packages with our guided wizard, invite your team — done. No training needed, no onboarding calls. Just a clean flow that gets you selling faster.

How many deals did your team lose this week?

Every day you wait is another batch of follow-ups that never happen. 5 minutes to set up. $0 to start. The only cost is not trying.

Start free trial

14-day free trial · No credit card · Cancel anytime