The complete story of every lead.
Source video, every conversation, clicks, estimate, and final job value on one screen. Your office never asks “who is this again?”
Context is the close.
The estimator walks in already knowing the problem, the budget, and the quote you’re up against.
AI summaries
Pain points, desired outcome, and key quotes update in the background after every conversation. Nobody re-reads a 40-message thread before an estimate again.
Full journey timeline
From the first story reply to the paid invoice, every touch is on the record: videos watched, links clicked, who talked to them and when.
Tags that apply themselves
Homeowner, landlord, budget confirmed, price shopper, repeat client. Tags come from the conversation itself, so filtering the inbox actually works.
Handoffs without dropped balls
When the AI setter hands off to your office, or your office hands off to the estimator, the profile carries everything. No forwarding screenshots.