All‑in‑one CRM, marketing, and AI — built for small businesses.
Turn every lead, conversation, and campaign into revenue.
Products & Services gives you CRM, marketing automation, surveys, AI agents, and 2‑way conversations in one subscription. Everything you need to run and grow your business—without duct‑taped tools.
No credit card required. Get set up in under 10 minutes.
See your entire business in one view.
- Live pipeline, revenue, and campaign performance in one dashboard
- Unified inbox for email, SMS, chat, and social DMs
- AI insights that surface the next best action for every lead
Trusted by growing service businesses, agencies, and local brands.
One subscription. Every tool you actually need.
Stop paying for five different tools that barely talk to each other. Products & Services brings CRM, marketing, surveys, AI, and automation into a single, simple workspace.
Sales CRM
Track every lead, deal, and customer in one place—with stages, tasks, and reminders that keep your pipeline moving.
- Customizable pipelines & deal stages
- Contact timelines with every interaction
- Appointment booking and reminders
Marketing Cloud
Launch email, SMS, and social campaigns that feel personal—because they’re driven by your CRM data.
- Drag‑and‑drop campaign builder
- Behavior‑based segments and triggers
- Pre‑built templates that convert
Surveys & Feedback
Collect customer feedback after every purchase, project, or conversation—and act on it automatically.
- NPS, CSAT, and custom surveys
- Automatically trigger review requests
- Segment audiences by satisfaction
AI agents & automated conversations
Never miss another lead, reply, or follow‑up.
Products & Services gives you AI agents that respond instantly, qualify leads, book appointments, and keep conversations going across channels—while automation handles the busywork in the background.
- AI chat & SMS agents that answer 24/7 using your playbooks
- Automated workflows that trigger after form fills, clicks, and replies
- Unified 2‑way inbox for email, SMS, web chat, and social messaging
Result: more booked calls, faster response times, and a customer experience that feels one‑to‑one at scale.
Conversation timeline
Every email, SMS, and AI reply in one scrollable feed—tagged, searchable, and synced to the CRM.
“We went from taking hours to respond to new leads to under 2 minutes—without hiring anyone new.”
— Amanda, owner of a 7‑person home services business
Built for small teams that need to move like big ones.
Teams of 2–25 people use Products & Services to replace spreadsheets, manual follow‑ups, and a patchwork of tools.
38% average increase in closed deals within 90 days.
Based on aggregated customer data.
“Everything lives in one place now—CRM, email, SMS, surveys. It feels like we finally have a real system, not a pile of tools.”
Jordan · Creative agency
“We replaced four subscriptions and cut our software bill by 40%, but more importantly, our follow‑ups finally happen automatically.”
Sam · Home services business
“The AI agent books calls for us while we sleep. Our tiny team suddenly feels a lot bigger.”
Priya · Coaching business
Simple subscription for everything you need.
All core features in every plan—CRM, marketing cloud, surveys, AI agents, and automated conversations. Choose how fast you want to grow.
All plans include a 14‑day free trial. Cancel anytime. No setup fees.
Need help choosing a plan? Talk to our team and we’ll recommend the best fit based on your products and services.
Questions about Products & Services?
If you’re running a small business, chances are we’ve solved the challenges you’re facing right now.
What exactly do I get with a Products & Services subscription?
Every subscription includes access to the full Products & Services platform: CRM and pipeline management, marketing cloud for email and SMS campaigns, survey and feedback tools, AI agents for chat and SMS, automated workflows, unified conversations inbox, and core reporting. Features scale with your plan limits (like team size, automations, and support), but you don’t have to buy separate products just to get the basics.
Is this just for tech‑savvy teams?
Not at all. Products & Services was built for busy owners and small teams who don’t have time to figure out complicated tools. Most customers are set up with their first pipelines, automations, and campaigns in under a day. We include step‑by‑step playbooks and templates specifically for small businesses selling products and services.
Can I import my existing contacts and data?
Yes. You can import contacts from spreadsheets or other CRMs, and we’ll help you map fields like tags, stages, and custom attributes. Our onboarding guides walk you through cleaning your data and getting your lists ready for campaigns and automations.
How do the AI agents work?
You define the rules, guardrails, and playbooks, and our AI agents handle the repetitive parts: initial replies, qualification questions, reminders, and scheduling. They respond in your brand voice and hand off to a human whenever needed. You always have full visibility and control inside the unified inbox.
What happens if I want to cancel?
You can cancel at any time from your account settings. Your subscription will remain active through the end of your billing period, and you can export your data before you leave. There are no long‑term contracts or hidden cancellation fees.
Ready to run your entire business from one workspace?
Start your 14‑day free trial of Products & Services and see how much easier it can be to sell your products and services on autopilot.
No credit card required · Cancel anytime