A CRM for small business owners who are too busy to chase leads
Every call, form, chat and lead ad lands in one pipeline, so nothing sits in a voicemail box or a notebook. Capture is $40 a month, Operate is $75, and both start with a 14 day free trial.
What you get
One pipeline for every call, form, chat and lead ad
Calls that ring through and get written up
You get a business number that rings through to your own phone. Forwarded calls are recorded, with a short recording notice to the caller, then transcribed and written up as a lead. When an HVAC tech takes a call from a crawlspace, the name, the address and the problem are waiting in the pipeline when he climbs out. The AI does not answer calls on this plan. You do, the way you always have, and the CRM keeps the record.
Included on every plan
Web forms that drop into your pipeline
Put a GateKeeperAI form on your website and every submission becomes a lead card in your pipeline. An accountant gets the new client inquiry next to the calls from that morning, not buried in a contact form inbox nobody checks. Website chat works the same way, so a visitor who types a question at lunch is a lead you can call back.
Included on every plan
Facebook and Instagram lead ads, delivered instantly
If you run lead ads, the leads arrive in the pipeline as soon as someone submits. A realtor running a home valuation ad sees the lead while the person is still thinking about selling, instead of finding a spreadsheet of names a week later. This is included on every plan.
Included on every plan
Contacts, a drag and drop pipeline and tasks
Every lead is a card. Drag it from new to quoted to booked to won. Add a task to call back Tuesday, and it shows up on your list Tuesday. Capture includes 2 seats and 1 pipeline. Operate includes 5 seats and 3 pipelines, so the front desk, the owner and the office manager can all work the same list.
Included on every plan
Automations that send the follow up for you, on Operate
Pick a stage, pick a message, and switch it on. When you drag a deal into that stage, GateKeeperAI emails the lead from your own Gmail or Microsoft mailbox, with their name and details filled in. A roofer who moves a job to Quote sent has the thank you email go out without writing it again. You can also have a lost deal cancel anything still waiting to go out, and have a follow up task created when a deal sits in one stage too long. Nothing sends until you turn a rule on, and you can send yourself a test first.
Operate and up
Online booking with reminders, on Operate
Operate gives you booking pages people can use to pick a time, with reminders so they show up. Bookings sync with Google Calendar, so a med spa’s online bookings and the front desk calendar show the same appointments. You also get an alert the moment a new lead arrives, and you can send email from your own Gmail or Microsoft mailbox.
Operate and up
Google reviews in one inbox, on Operate
Your Google reviews come into the same place as your leads, each with a drafted reply you can edit and post. A restaurant owner can answer last weekend’s reviews in a few minutes on Monday instead of logging in and out of Google. Operate also lets you run the CRM from ChatGPT or Claude, so you can ask who you have not called back without opening a dashboard.
Operate and up
Pricing
Two CRM plans, one flat price each
CRM only
Capture
$40
per month
The CRM on its own. Every call, form, chat and lead lands in one place, and you work it.
- A business number that rings through to your phone
- Calls recorded and transcribed, written up as a lead
- Web forms that drop straight into your pipeline
- Website chat
- Facebook and Instagram lead ads, delivered instantly
- Contacts, a drag and drop pipeline and tasks
- 2 seats
CRM only
Operate
$75
per month
Everything in Capture, plus automations, reviews, booking reminders and your own mailbox.
- Everything in Capture
- Automations that email a lead when their deal changes stage
- Google reviews in one inbox, with drafted replies
- Online booking pages with reminders
- Google Calendar sync
- Alerts when a new lead arrives
- Send from your own Gmail or Microsoft mailbox
- Run the CRM from ChatGPT or Claude
- 5 seats
CRM + AI Receptionist
AI Receptionist
From $200
per month, from $500 for law firms
The AI answers your phone, asks your questions, books the appointment and writes it into the CRM.
- Everything in Operate
- An AI receptionist that answers every call, day or night
- Intake questions written for your business
- Live transfer to your team during business hours
- Clio Grow lead inbox for law firms
- 500 talk minutes included, then $0.35 a minute
- Setup, training and unlimited seats
Questions
About the GateKeeperAI CRM
Does the AI answer my phone on the CRM plans?
No. On Capture and Operate your number rings through to you, and the call is recorded and written up as a lead. If you want the AI to answer, that is the AI Receptionist plan, from $200 a month.
Should I pick Capture or Operate?
Capture, at $40 a month, gets every lead into one pipeline and you do the follow up. Operate, at $75, adds automations, the review inbox, booking pages with reminders, calendar sync, lead alerts, your own mailbox and ChatGPT or Claude. If you want follow up emails to go out when a deal moves, book appointments, or care about Google reviews, pick Operate.
How does the free trial work?
You get 14 days free on Capture or Operate. We take a card at signup because the trial includes a real phone number. Cancel inside 14 days and you are not charged.
Is this a CRM for small business teams, or just one person?
Either. Capture includes 2 seats and Operate includes 5, at one flat price. Start alone and add the front desk or a partner when the pipeline gets busy.
What happens to my data if I cancel?
Cancelling stops billing, and your data stays readable in the dashboard.
Try the CRM free for 14 days
Start today and cancel any time inside the 14 day trial without being charged.