Priorities in order, who owes what by when, a morning brief that runs the day.
♟️ Co-founder
Unit economics, leak-spotting and straight pushback — with numbers, not flattery.
🛠️ IT expert
Connections, troubleshooting and data hygiene, explained in plain words.
🤝 Front desk
Answers and books around the clock; every customer leaves with a next step.
Max — your AI employee
Ask him anything, or tell him to do something: add a prospect, book a job, email your leads. He acts from this chat — and when he needs a tool he doesn't have yet, he'll ask to connect it.
What Max knows about your business
Built from everything you've loaded. Add more in Knowledge.
Nothing yet — teach Max in the Knowledge tab.
Locations
Multi-location ready — prospects and appointments are tagged per location.
Latest activity
Everything Max and your team do, in order.
Teach Max your business
Upload a customer CSV and Max imports your prospects. Add price lists, service menus, FAQs — files, links, or plain text. This is how the CRM gets to know you.
On file
Prospects
Your pipeline. Import a CSV in Knowledge, or add people one by one. Move stages as they progress.
Name
Contact
Stage
Location
Source
Appointments
Organized by location. Max keeps the list straight; reminders and follow-ups build on this.
Tasks
Yours and Max's, in one list.
Auto suggestions
Max studies your pipeline, appointments, and knowledge — then proposes the next best moves.
Active automations
Everything Max is running for you. If one is waiting on a connection, connect it and it switches on.
Finished work
Jobs you approved from Max's suggestions — done by Max, saved here for your review.
Lead generation
Max maps your ideal customer, the channels that reach them, and the first moves — then turns those moves into tasks.
FREE 24 HOURS ENDED
Keep Max on your team
Your trial is over and your CRM is saved — every prospect, appointment, and note is right where you left it. Continue with the Founding Pilot and Max keeps running your front office: he's credited toward your first month when you continue.