See the CRM on a real account before you sign up. Every video is recorded in the product itself, not mocked up.
Start with the two minute tour, then use the how to videos to set up each part.
Start here
A quick tour on a real account: calls that ring through and get written up, website forms and chat, the pipeline, tasks, booking, Gmail replies, e-signature, Google reviews, reports and the AI Receptionist plan.
Watch on YouTubeStep by step
Build and embed a website form, set up website chat, connect Gmail, connect Google reviews, get a local number, and use GateKeeperAI from ChatGPT or Claude.
Watch on YouTubeWrite one message template, choose the pipeline stage that sends it, send yourself a test, and watch it run on a real deal.
Watch on YouTubeUpload the PDF you already use, place the signature fields, send it, and get the signed copy back with a certificate of completion.
Watch on YouTubeHow the AI Receptionist plan uses your Google Calendar to book appointments, and exactly what calendar access it asks for.
Watch on YouTubeShort spots
For home service businesses: every call, form and chat in one place, so a missed call is not a missed job.
Watch on YouTubeEvery call written up, every lead in one pipeline, and engagement letters signed online.
Watch on YouTubeEvery plan starts with a 14 day trial. Set up your number, your forms and your pipeline, and see your own leads come in.
