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Every call, chat, and follow-up in one place

A CRM built around conversations. When the receptionist takes a call, the contact, the summary, and the next step are already filed.

Open the demo dashboardStart free

Example contact timelineillustration

Mon 8:12
Call · new service request · AC not cooling
Mon 8:13
Summary sent to the owner by text
Mon 8:40
Task · call back with a Thursday morning window
Tue 10:05
Website chat · asked about the diagnostic fee
Stage
Quoted

Five parts, no clutter

Built for a small team that needs to know who called, what they need, and who is following up.

  • Contacts

    One record for each customer, tenant, or lead, with their details and every conversation you have had with them.

  • Pipeline board

    Move a job from new lead to quoted to won by dragging its card between columns. See what is stuck at a glance.

  • Conversations inbox

    Calls, website chats, and form submissions sit in one timeline for each contact, in the order they happened. Replying by text or email from the inbox is on the roadmap.

  • Tasks and follow-ups

    A lead, a message, or an emergency creates a follow-up with a due time on its own, so the next step from a call does not get lost.

  • Reports

    Calls answered, leads captured, where leads sit in the pipeline, and follow-ups that are overdue.

Conversations inbox

One timeline, not three apps

A customer who called on Monday and used the website chat on Tuesday is one person with one history. Whoever picks up the follow-up sees all of it.

Example inboxillustration

Call
Emergency · active leak · on-call alerted
Chat
Quote request · heat pump install
Message
Customer confirmed the Thursday window
Call
Existing job · asked for an arrival time

Price to be announced

Three ways to get it

  • On its own

    Use the CRM without the receptionist. Add contacts and conversations yourself.

  • Bundled with the receptionist

    Calls and chats arrive in the inbox on their own, attached to the right contact, with the summary and captured details.

  • White-label for agencies

    Agencies can offer the CRM under their own brand through Solve Trend.

Run an agency and want the CRM under your own brand? Talk to Solve Trend.

Email Solve Trend

Planned next

Not available yet.

  • Integrations with outside CRMs and job software

    On the roadmap

    Sending contacts and call summaries to the tools you already use.

  • Calendar booking

    On the roadmap

    Booking a confirmed time from a call or a chat. Today your team confirms the time.

CRM questions, answered

How much does the CRM cost?

The price is to be announced. It will be available on its own or bundled with the receptionist.

Do I need the receptionist to use the CRM?

No. It is sold on its own as well. Bundled, your calls and chats are filed for you.

Does it connect to other CRMs or job software?

Not yet. Integrations with outside tools are on the roadmap.

How does white-label work?

It is arranged through Solve Trend. Email [email protected] and describe your agency and your clients.

Hear it answer your business

Upload your price list to the demo and talk to it in under a minute, or set up Ringhero in about 15 minutes and call your own number.

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