Every Customer. One Place.
Every call, text, chat, quote and job lands on the customer’s record automatically. Your AI receptionist and follow-up keep it up to date, so you never type in notes again.
See everything Intelli+ does →Stop digging through texts, voicemails and sticky notes.
Your customer list, your conversations and your jobs live in one system your whole team can see, on desktop or on the Intelli+ mobile app.
- One timeline per customer: every call, text, email, chat and social message
- One inbox for texts, email, Facebook and Instagram
- Notes and recaps added by your AI after every call
- Your whole team included at no extra cost
See where every job stands.
Track every job from first call to paid invoice
Each job moves through your pipeline (new lead, quoted, booked, paid) without you chasing status updates.
Know who to call back today
See which leads haven’t booked and which quotes haven’t been signed, so nothing slips.
Your list is yours
Export your full customer list as CSV whenever you want it. Moving from another system? We import your contacts for you.
How it works
We bring your customers in
We import your list from your current tools or spreadsheet.
AI keeps it current
Every call, text and booking updates the record automatically.
You see it all
Open any customer on your phone and see the full history in seconds.
Included in every Intelli+ plan. See pricing
See it running in your business
Book a free strategy call. 15 minutes. We will show you where leads are slipping and what Intelli+ would do about it.