CRM & Customer Hub

One customer record. Every interaction.

Every call, form, chat, SMS, and review rolls into one row. Phone number is the join key.

Included on every paid tierReplaces HubSpot Starter, Pipedrive Starter

“Leads die in the seams between tools. We removed the seams.”

What this fixes

The problems we built this engine to kill.

Without it

The customer who called yesterday
You forgot. You called them back two days late. They booked someone else.
Two systems, two records
Calls in your phone log. Forms in your inbox. Reviews in some other tool. None of them know about each other.
No status pipeline
You can’t tell which leads went cold and which converted. Marketing budget gets spent on churn-prone segments.

With it

Phone-number resolver
Same number called and emailed and filled a form? One row. Auto-merged.
Today timeline
Every interaction in chronological order. Inbound call at 2:14, booking at 3:01, review at 7:22.
Cold-lead alerts
Lead hasn’t moved in 4 business hours? You get pinged. The Insight engine flags it.

Four steps, end to end.

Phone (Voice Engine), website forms, SMS, reviews, email. Each ties to the customer record.

Every caller, form-filler, and reviewer rolls in. No manual entry.

Pick a response window. The Insight engine flags anything that breaches it.

Every cold lead, every won customer, every churn risk surfaced in one email.

Live features, today.

“We stopped losing the leads we already paid to acquire. Every voicemail is now a row with a follow-up button.”

— Taurus Roofing & Siding, one of the seven brands we run on AutomationFire

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