Ask in plain English. Copilot looks things up, drafts replies, and updates records — across your whole CRM.
"Find the Smith job from last week."
Found it — Smith fence repair, $850, completed Tue. Want me to open it?
> Contacts: Maria Lopez
> Jobs: Kitchen leak · Mar 14
> Notes: Prefers texts
Every call and text gets transcribed. The AI pulls out names, projects, and times — and drafts the appointment for you. You make the calls. The relationship stays yours.
Reminders, follow-ups, and digests run on their own — so nothing slips and you stop chasing.
Every client, every interaction, every detail — organized in one place.