Keep one customer history across conversations, forms, appointments, deals, documents, service and payments.
See the people, companies, vehicles, properties or other industry records connected to a customer.
Calls, texts, web chat, emails and team notes appear in one chronological context.
Create human or automated next steps so enquiries do not disappear.
Filter customers by activity, lifecycle, location, product interest or industry-specific attributes.
Give each role access to the customer data and workflows they actually need. The server enforces it: a page someone may not use is refused, not just hidden.
The assistant can use CRM history to personalize responses without starting from zero every time.
Some of these are included only on certain plans; see pricing.
Bookings respect opening hours and each person's working hours, offer only free times, and the same time cannot be booked twice.
Bookings appear on the assigned team member's Google Calendar and move with them when the booking changes.
Customers sign in on your website with a code sent by email, no password, to see and change their bookings, orders and memberships.
Each kind of business sees its own words: a clinic sees Patients, a dealership sees Test drives.
Bring your existing customers and records in through one importer.
Locations are unlimited on every plan, with one customer list across all of them.
This product shares the same CRM, business profile and AI layer as the rest of AutoAgent.