Book a 20-minute screen share
CRM

Set up by Sam Briones, Anaheim, California

Never lose track of a lead again.

Every call, chat and form lands on a card with an owner, a next step and a due date.

Book a 20-minute screen share

For owners whose leads live in their head, their texts and a notebook.

Month to month. No setup fee. Your data is yours. Export it any time.

What doing nothing costs

Say a few leads a month never hear back.

Slow follow-up

  • Leads a month with no reply in a day
  • ×%How many of those you would close
  • ×$Average job
  • ×12months in a year

Your time chasing leads

  • Hours a week spent hunting for who to call
  • ×$What an hour of your time is worth
  • ×52weeks in a year
$4,800a year

What slow follow-up costs, in this example.

Plus $2,600 a year: your time chasing leads, counted on its own.

The CRM: $1,188 a year.

Example numbers, not results. Use your own numbers. If it is half that, it still pays for itself.

Sound familiar

Leads slip when they live in your head.

Sample data
What you get

One list for the whole team

A Today list for each personso nobody has to remember who to call back. Overdue comes first.
A card for every customerso every call, note and stage sits in one place.
Stages with your own namesso you see where the money is this week.
Update it by talking to Claudeso a five-second update actually gets done. It needs the Claude app on your computer.
AC replacement estimate
Harbor Point customer · Estimate sent · Mon 6:42 PM
OwnerDennis
ReminderTue 9:00
Next stepFollow up on the estimate
Sample data

See a 2-minute walkthrough →

Or just ask it

Talk to your CRM in plain words. It finds the people, the notes and the next step.

YouWho do I need to call back today?
Your businessThree people, oldest first:
  • Maria LopezAC not cooling. Wants the quote.
  • Ken RuizWater heater. Asked for a call after 4.
  • Dana ParkAsked about a maintenance plan.
Sample data

You ask in the Claude app on your computer. The CRM works the same without it.

Your data, your control

  • Your records are yours.Export them any time. They stay yours if you leave.
  • Each person sees what you allow.Set by role. Your AI assistant can be read-only, and you can switch it off any time.
  • Every change is logged.Each change is saved with who made it and when.
What is true today

We run on it ourselves

  • We run our own business on this CRM.Our own leads, tasks and follow-ups live in it.
  • Set up with you by a real person.Your stages, your team, your contacts.
  • Customer reviews: coming as our first clients go live.
How we set it up

Three steps

  1. We set it up with you. Your stages, your team and who does what, on a call.
  2. Bring your contacts. Send us your list. We bring it in for you.
  3. Your team opens Today. Each person starts the day on one list: who to call, overdue first.
The price

One list for the whole team.

$99 a month

For up to 5 people. No setup fee. Month to month.

That is $1,188 a year against the $4,800 a year the example above leaks. Every module you add costs less on the CRM. Ask on the call.

Built for your industry: Gyms →

Five questions owners ask

Before you book

I already have a CRM. Do I need to switch?

Keep it if it works. If leads still slip, show us where. We check what your current CRM can do before we suggest a switch.

My team won't use it.

They open one list in the morning: who to call, overdue first. That is the job. We set up your stages and your team with you.

What happens to my data if I leave?

You export it. It is yours.

Do I need Claude?

No. The CRM works on its own from day one. Talking to it through Claude is a shortcut, and it needs the Claude app on your computer.

Is there a setup fee or a contract?

No setup fee. The CRM on its own runs month to month. Only the all-modules system has a 12-month term.

CRM

Never lose track of a lead again.

Book a 20-minute screen share

What happens after you click

  1. 1Pick a time
  2. 2We meet on Google Meet
  3. 3You see it run on your own leads

No card. No pressure.