Toolkit

Simple tools that act on what the numbers show.

When the report shows a leak, you need something to fix it. We set up and run a small set of tools on top of the software you already have, and every one reports its results back into your four numbers.

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    Every action lands in your CRM128
    Foundation

    CRM

    If you have a CRM, we work inside it. If you don't, we set up a simple one. Either way, every customer appears once, with every call, quote, job and invoice attached.

    • One record per customer, with full history back to day one
    • Leads marked new or returning the moment they arrive
    • No migration if you already have a system you like
    MovesAll four numbers
    Messaging

    One inbox for every customer

    Calls, texts and email with each customer in a single thread. Anyone on the team can pick up where someone else left off.

    Moves02 New customers
    AI voice agent

    Every call answered

    Picks up after hours and whenever every line is busy. It books the job or takes the details using your prices, hours and service area. When it isn't sure, it hands the call to a person.

    Call a demo built from your website →
    Moves01 New leads02 New customers
    AI text agent

    Replies in minutes, not tomorrow

    Answers texts and website chats, follows up on open quotes and books the visit. It only says what you've approved, and flags anything it can't answer.

    Chat with a demo built from your website →
    Moves02 New customers
    Marketing automations

    Follow-up that runs on its own

    Quote follow-up on day 1, 3, 7, 14 and 30. A win-back list of customers you served this time last year. A thank-you and review request after each job, and seasonal reminders on the cycle each customer buys on.

    Moves02 New customers03 Cost to sell

    Mobile app

    Your whole business in your pocket.

    Every call, text and email with every customer, in one app on the phone you already carry. And when you want a number, just ask.

    • Every conversation, one inbox. Calls, texts, email and AI agent handoffs, grouped by customer, with the history attached.
    • Ask your numbers. "How many new leads came from Google this month?" gets the real figure from your record, never an estimate.
    • Alerts that matter. When the voice agent hands off a call or a number turns the wrong way, you know right away.
    • For the whole crew. Techs reply from the field, and the customer record updates on its own.
    Moves02 New customersFaster decisions

    Recently shipped

    The toolkit gets better every week.

    NEW

    Newsletters, built and sent in Atlas

    Design newsletters in a full-screen AI studio, bring in existing email designs, preview exactly who will receive it, and send from your own verified domain with delivery reporting.

    NEW

    Agents that work alongside your team

    Scheduling, CRM and reputation agents join shared channels with your team. Mention one to put it to work, and approve anything sensitive before it runs.

    NEW

    Booking links with live availability

    Publish booking pages that show real availability, send confirmations, and build in travel time between on-site appointments.

    NEW

    A new lead arrives ready to answer

    New leads appear in Conversations the moment they come in, with the alert and the reply box side by side, so the reason to call is right in front of you.

    All release notes →

    Guardrails

    Your customers stay in good hands.

    AI that talks to your customers needs firm rules. These come with every tool.

    RULE 01

    A person approves what goes out

    Messages go out when a person clicks send, unless you tell us in writing to let a sequence run on its own.

    RULE 02

    It only says what you would say

    Your price sheet, your hours, your services. When it doesn't know, it gets a person instead of guessing.

    RULE 03

    Opt-outs are permanent

    People who ask not to hear from you never will. The system removes them, so it doesn't rely on anyone remembering.

    Usage

    Usage has its own line on every invoice

    Tools are priced as part of your engagement. Everything that runs by the minute or by the message is billed as usage: calls, texts, email sending and AI usage. You see the expected range before anything goes live, and the actual amount on every invoice.

    Questions

    Common questions.

    Do I have to use every tool?

    No. We start with the one tool most likely to move your numbers, based on your working session, and add others only when the numbers show they're worth it.

    Do the tools replace my current software?

    No. They run on top of the CRM, scheduling, accounting and phone systems you already use. If you don't have a CRM, we set up a simple one.

    What's billed as usage?

    Anything that runs by the minute or by the message: calls, texts, email sending and AI usage. It appears on its own line of every invoice, and you see the expected range before anything goes live.

    Is there a mobile app?

    Yes. Every call, text and email with each customer in one inbox, on the phone your crew already carries, plus answers to questions about your numbers.

    Find out which tool pays for itself first.

    The working session shows where your numbers leak. We start with the one fix most likely to move them.