AI Assistant
LiveAn assistant that knows your pipeline. Ask anything.
Boards, texting, calendar, invoicing — turn on only the tools that fit how you actually work.
Industry presets get you running fast. Guided wizards walk you through anything technical (Gmail, SMS, payments).
Every tool slots into the others. Turn one on today, add three more next quarter — never lose your data.
25 tools live now. The rest unlock as we build them out.
An assistant that knows your pipeline. Ask anything.
Know what's working — revenue, conversion, sources.
Set it once, let the CRM handle the busywork.
Track anything that moves through stages -- leads, jobs, applicants, tasks.
Let people book themselves into your calendar.
Design anything, on-brand — start from a blank canvas or a ready-made template.
See your week, schedule from any lead, never double-book.
Multi-step email + SMS sequences on autopilot.
Scan-to-check-in/out with photo proof and code verification.
Recurring classes, events, and reservations with attendance.
Give each customer one branded link to everything you've shared — no login.
Send a waiver or contract; get a signature back.
Send + receive emails with each lead, right from their card.
Branded, step-by-step tours you send customers by link.
Reusable blocks of info you drop onto any lead, quote, or document.
Public forms that turn submissions into leads instantly.
Quotes, invoices, and getting paid — built into the CRM.
Edit any PDF — rotate, reorder, sign zones, redact, merge, import, share.
A clean project tracker — boards, epics, and GitHub status, without the Jira bloat.
Make a branded QR for any link in your business.
Sign-up lists that check people in — classes, events, even kids' drop-off.
Draw, sign, or annotate on anything.
Real-time rooms for your team to huddle — without spinning up Slack.
Two-way texting with every lead, right inside the app.
Import from anywhere, back up safely, and never lose a record.
Pick an industry, name your business, and you’re on the board.
Running an agency or multiple locations? Talk to us for custom pricing.