Product tour
A complete CRM. A team that runs it.
The software you'd expect from a serious CRM, with a cadre of AI workers doing the work inside it. Here's a look at both halves.
The software
Everything an enterprise CRM has, kept current for you.
Contacts and companies
One clean record for every person and business, with the full history of every call, text, and email in one place. Click any row to see everything.
Deals and what's in progress
See every deal you're working and exactly where it stands, down to the dollar. Your team keeps it current, so you never log a deal again.
One inbox for calls, texts, and email
Phone calls, texts, web chats, and emails all land in one place for each person, always at hand.
Follow-up that actually happens
Follow-ups and reach-outs go out on their own, in your voice, and you can check the wording before anything sends.
Reports you can trust
Open any number to see the actual call or email behind it, so you can check the work yourself instead of taking it on faith.
Your own calendar and booking
Cadrey books appointments straight onto your calendar and confirms them, while respecting the times you're actually free.
The cadre
And a specialist for each job.
Scale Engine plan (add Phone & text for calls)
Answer and book the leads who contact you
When someone calls, texts, chats, or emails, this worker answers in your voice right away, day or night. It figures out what they need, follows up so they never go cold, books the appointment, and hands you the ones that need a person, already prepped.
Scale Engine plan
Get new leads
Tell Cadrey who your best customers look like. This worker finds people and businesses that fit, builds the list, and reaches out by email and text to start real conversations, then passes the people who reply to your team to book.
Scale Engine plan
Follow up with past customers
After a job is done, this worker stays in touch. It follows up over time, asks happy customers for reviews and referrals at the right time, and wins back the ones who've gone quiet. The customers you already earned become your cheapest growth.
Add-on, from +$99/mo per workspace
Marketing advice, anytime
Sterling is a marketing advisor you chat with whenever you need one. Slow month? Not sure how to price a job? Need ad copy or a second opinion on a tricky lead? Ask. It answers like a seasoned marketing chief who already knows your numbers.
Ready to get your time back?
Start free today. Your team is answering within minutes, and you stay in control of all of it.