The CRM That
Works For You
Manage contacts, close deals, dispatch workers, and generate estimates — all by voice. Just say “Hey Ivy.”
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Meet Ivy — Your AI Business Assistant
56 tools that let you run your entire CRM by voice or text. Create contacts, schedule meetings, send estimates, and dispatch workers — hands-free.
Voice & Input
- "Hey Ivy, schedule a meeting with Jake at 3pm"
- "Create an estimate for the deck project"
Smart Actions
- "Add a contact for Sarah Chen at Acme Corp"
- "Assign the pool cleaning to Marcus"
Insights
- "What's my pipeline looking like?"
- "What do I have scheduled this week?"
Everything You Need to Run Your Business
Built for service businesses, agencies, and growing teams
Contact Management
Organize clients and leads with custom tags, follow-ups, and full activity history.
Deal Pipeline
Drag-and-drop deals through custom stages. Track value, probability, and close dates.
Professional Estimates
Generate branded PDF estimates with tax presets, line items, and email delivery.
Task Management
Create, assign, and track tasks with due dates, priorities, and recurring schedules.
Worker Portal
Field workers get their own mobile portal with task assignments, status updates, and earnings.
Team Messaging
Real-time messaging between admins, workers, and clients with typing indicators.
Calendar & Scheduling
Month, week, and day views with Google Calendar sync. Schedule meetings by voice.
Reports & Analytics
Pipeline value, deal trends, lead sources, revenue tracking, and conversion rates.
Team & Permissions
Invite your team, assign roles, and control exactly who can view, create, or edit each feature.
Simple, Transparent Pricing
Start free. Upgrade when you're ready.
Starter
Solo operators
- 1 user
- 100 contacts
- 25 estimates/mo
Professional
Teams + Ivy AI
- 5 users
- 500 contacts
- Ivy AI — 50 msg/day
Business
Full AI power
- 15 users
- 2,500 contacts
- Ivy AI — 200 msg/day
Ready to Let Ivy Handle the Busywork?
Start your free trial today. No credit card, no setup, no commitment.
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