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?
Early access
Open
Based in
Kalamazoo, MI
Setup
We do it with you
Contract
None
Across every record
Copilot lives next to your work. Ask it to look up a client, add a note, schedule a follow-up, or draft a reply. It uses your real data — names, numbers, addresses, history — so the answer is always grounded in your business.
> Contacts: Maria Lopez
> Jobs: Kitchen leak · Mar 14
> Notes: Prefers texts
You have the last word
Copilot prepares the work and stops. A text it wrote, a note it wants to file, an appointment it thinks the conversation called for — each one waits for you to accept, edit, or throw away. Nothing it writes reaches a client on its own.
One brain, every channel
Copilot uses the same agents that answer your phone and texts. Everything it knows about a client — preferences, past jobs, recent calls — is consistent across channels.
"Find the Smith job from last week" or "text Maria a confirmation" — Copilot does it.
Searches contacts, jobs, notes, calls, and texts in one shot — no tab-jumping.
Copilot prepares texts, emails, and updates for you to approve. You stay in control.
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.
ExploreReminders, follow-ups, and digests run on their own — so nothing slips and you stop chasing.
ExploreEvery client, every interaction, every detail — organized in one place.
ExploreJul 1, 2026 · report
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