All-in-one client management software for agencies, freelancers and service teams
The dialer, CRM and AI agents on one platform
Stage
Startup
Not given
Founded
2026
Not given
Based in
BD
US
Pricing model
Not given
Paid
Pricing
Not given
US Unlimited at $69 per seat per month with unlimited US and Canada calling; US Unlimited AI+ at $99 per seat per month including AI call analysis; US Dialer Plus at $169 per seat per month with additional AI agent minutes and free caller IDs; Enterprise available on custom quote. All plans include
Key features
Order management with table, Kanban and card views
Task assignment and workload tracking per team member
Client portal on your own subdomain with branded colors
Recurring billing with subscriptions and proration
Role-based team access control and permissions
Predictive dialer with voicemail and dead air detection
Built-in CRM with leads, deals, pipelines and custom fields
AI call transcription, summaries and sentiment analysis
Call scoring on communication, resolution, satisfaction and compliance
Multiple dialing modes from one-at-a-time to predictive
Skills-based routing and callbacks
AI voice agent for inbound call answering
Calendar and email integration with Gmail, Outlook and Microsoft 365
Live dashboards and call performance reporting
What makes it different
One unified record from lead to invoice with no data re-entry
Single platform for dialing, CRM and AI analysis eliminates manual logging and reconciliation between systems
Built for high-volume calling floors rather than small inside-sales teams
Calls write themselves to the record before the call is answered
AI voice agent answers calls automatically without custom code
Clientish
Adoptiv