Help

Help centre

One short page per thing your AI can do — what it does, a prompt to try, and where the line is.

167 pages

Ads intelligenceSearch the public ad libraries to see what's actually running in your market, keep the good ones in a swipe file, and get original ad and landing-page ideas drafted from what works.
After-hours routingCalls are handled differently outside your hours, and each person sets their own. Knock off at two on Fridays and the phone behaves accordingly.
AI BookkeeperWorks through your bank reconciliation the way a bookkeeper would — coding each transaction, matching what it's confident about, and stopping to ask you about the ones it isn't.
AI CFOCash-flow forecasting off your live numbers, and receipts matched to the transactions they belong to — so you can see what's coming rather than what already happened.
AI email signaturesControls the sign-off on email your AI drafts — one for new messages, a shorter one for replies, just like Outlook. It can pull your current one from recent mail so you don't retype it.
AI image generationImages made to order — a social post, a flyer, a before-and-after — sized correctly for wherever it's going. You can also hand it an existing photo and ask for changes.
AI receptionistAnswers your phone in a natural voice when you can't. Have it always answer, only answer when you don't pick up, or never — and change the voice, the pace and what it says without waiting on anyone.
AI security auditorA second pass that goes looking for the things a checklist wouldn't think to ask. Findings keep the same reference between runs, so you can see whether last month's problem is actually fixed.
AI website builderA real website built in conversation. You get three designs to pick from, then change one thing at a time and see it right away — as many sites as you need.
AI-native invoicingRaise an invoice from a quote or from scratch, send it, record what's been paid, and chase what hasn't — without opening another system.
AI-native quotesBuild a quote in conversation, priced from your own rates, and get back a branded document you can send. Accept it, reject it, or turn it into an invoice when the job's won.
Appointment reminders by SMSCustomers get a text before you show up, automatically, which is the cheapest way there is to cut down on nobody being home. Reminders about a booking you already have are the kind of message CASL treats most favourably.
Approval workflowsSend something for approval — a purchase, time off, an expense — and have it approved or turned down in the chat, with the decision recorded.
Ask how to do something in BICAnswers "how do I do this in BIC?" straight from the official manual, with the page number, so you can check it rather than take its word for it.
Ask questions about a videoPoint it at a video you've uploaded or linked and get a summary, the key moments with timestamps, and any text that appears on screen — so you don't have to sit through the whole thing.
Ask-anything semantic searchAsk a question in your own words and get the answer out of everything your business knows — email, documents, files, notes. You only ever see what you're allowed to see.
Attachment auto-filingAttachments land where they belong. Set the rule once — drawings to the job folder, invoices to accounting — and incoming files are filed as they arrive instead of living in your inbox.
Auto-remediation proposalsWhen it finds a problem, it comes with the fix already worked out — here's what's wrong, here's exactly what I'd change, say the word — instead of leaving you a to-do list.
Bookkeeping rules & historyAnswers "what account do we normally use for this?" from how you've actually coded it before — and lets you set a permanent rule so the same thing is coded the same way from now on.
Brand profileYour logo, colours, fonts, tone and positioning kept in one place, so documents, images and websites your AI makes come out looking like your business instead of generic.
Browser AgentA Chrome extension that lets your AI see the web app you're working in and walk through it with you. Handy for the systems that have no proper connection available.
Bulk data import/exportGet data in and out — spreadsheets in, and CSV, Excel, JSON or PDF out. Includes a full copy of your data on request, and exports on a schedule if you need them regularly.
Bulk unsubscriberFinds the newsletters and marketing lists piling up in your inbox and gets you off them, in one pass rather than one tedious click at a time.
Business process discoveryYour AI reads how work actually flows through your email and messages, and names the real processes your business runs — usually ten to twenty-five you've never written down — with what each one costs you.
Business SMSText customers from your business number, from the app or by asking your AI. Canada's anti-spam law treats commercial texts like commercial email, so opt-outs are handled automatically and honoured immediately.
CalendarBook, move and cancel meetings, find a time that suits everyone, and see who's free — including managing someone else's calendar if they've given you the rights.
Call recording, transcription & summariesCalls are recorded, written out and summarized, and linked to the right customer — so "what did we actually agree on the phone" has an answer.
Chat with your AI in Microsoft TeamsYour AI lives in Microsoft Teams, so there's nothing new to install. Message it like you'd message a coworker — on your laptop or your phone. It remembers past conversations, so you don't have to explain yourself twice.
Cold-email blockerUnsolicited sales mail gets picked out and set aside before it reaches you. It works on what the message actually is, not a keyword list, so it copes with the ones that dress themselves up.
Commitment trackingYour AI reads the promises you make in your own outgoing email — "I'll get that quote over by Friday" — and reminds you before the deadline passes, not after the customer chases you.
Competitor intelligenceWatches the businesses you compete with and tells you when something changes — a new offer, a price move, a new landing page — so you hear it from your AI rather than a customer.
Compliance scansChecks your setup against the frameworks customers ask about — SOC 2, ISO 27001, PIPEDA privacy controls — and scores you per framework so you know what to fix before an audit.
Connect a personal Microsoft accountLink a personal Microsoft account so your AI can reach that mail and those files too — handy when the business started on a personal account and half the history is still there.
CRM migrationBrings your existing customer list across from HubSpot, Pipedrive, Salesforce or a spreadsheet — and gets it back out to CSV any time you ask. Your data isn't locked in.
CRM reports & leaderboardsPipeline, activity, revenue and relationship health, on demand or on a schedule — for you or across the team, so you can see where the work is actually coming from.
Custom alert rulesSet your own tripwires in plain English — a job sitting unquoted too long, a customer's balance over a limit — and your AI checks them on a schedule and tells you when one trips.
Custom reports + ROI dashboardReports you actually asked for — where time goes, what's worth automating, how things have moved — and a before-and-after on what the AI has saved you. Can arrive on a schedule.
Customer health scoringA green, yellow or red on every relationship, with a warning when someone's gone quiet for a couple of weeks — so you spot a customer drifting before they've already gone.
D-ToolsYour D-Tools projects and product catalogue available in chat — look up a client, a project, a quote or a purchase order without going into the system.
Daily decision digestIf people are proposing changes to how the team works, they arrive as one digest each afternoon rather than pinging you all day. Anything genuinely time-sensitive still comes straight through.
Daily news & industry briefingsPick the topics you care about — your trade, your suppliers, a regulation you're watching — and get a short researched briefing each weekday morning instead of digging for it yourself.
Dashboard tab inside TeamsA tab at the top of your AI chat with the things you check most — today's jobs, your pipeline, workflows, phone activity. Pick the views you want; it's a screen you glance at instead of asking.
Deep researchFor the questions worth doing properly. It searches, reads real sources, cross-checks them and comes back with a written report and citations. Takes a few minutes rather than seconds.
Distance and travel timeHow far and how long between two places, address lookups, and putting a multi-stop day in a sensible order so you're not crossing town twice.
Domain purchaseSuggests domain names that are actually available and buys the one you want. Renewal-trap extensions — cheap for a year, brutal after — are filtered out before you ever see them.
Draft follow-up email after every recapped meetingThe follow-up email writes itself after a meeting and lands in your drafts — what you covered, what you agreed, what's next — so it goes out the same day instead of next week.
Earned autonomyYour AI earns the right to act without asking, one action type at a time, based on how you've actually responded. Get it wrong and it loses that trust again.
Edit a video from a plain-English briefDescribe the cut you want from a recording sitting in your files — trim the dead air, pull the three minutes that matter, make it vertical for social — and a new copy comes back.
Email analyticsShows how mail actually moves through your business — how fast people reply, who's carrying the load, where things stall — across the team or for one person.
Email traceAnswers "did that email actually arrive?" properly — where it went, whether it was delivered, blocked or bounced — and checks your domain is set up so your mail isn't landing in junk.
Everything auditedEvery action, permission granted, message sent and decision made is written down and searchable. If you ever need to answer "who did that, and when", the answer exists.
Excel add-inYour AI works your spreadsheet from a side panel. It reads what's there, writes formulas, fills columns and cleans up data — and shows you what it's about to overwrite before it does.
Excel operationsRead and write any spreadsheet in your work files — cells, tables, whole sheets — from chat, without opening it, when you just need one number changed.
Expense intelligenceWhere the money actually goes — by category, against budget, biggest first — so you can see the spend that crept up without anyone deciding it should.
Feature self-serviceAsk what your AI can do, and switch things on or off for your business yourself — no waiting on anyone. Staff can also opt out of things individually.
FilesEverything you'd do in OneDrive and SharePoint, asked for in words — find it, share it, move it, copy it, rename it, make a folder. Paste a link and it'll open it.
Financial anomaly detectionFlags transactions that don't look like your normal pattern — a duplicate payment, a supplier charging more than usual, something out of hours — so you catch it in the same month.
Follow-up controlsYou're in charge of the nudging. Mute a topic you don't want chased, pause follow-ups while you're away, and see everything your AI has sent — or considered sending — and why.
Follow-up researchIf something comes up mid-meeting that nobody can answer, your AI goes and finds out in the background and comes back with the answer — often while you're still on the call.
Full email operationsWrite, reply, forward, search and flag email without leaving the chat — from your own mailbox, or a shared one like info@ if you have rights to it. It reads attachments too, so you can ask what's inside them.
Full licence managementAssign, remove and swap Microsoft licences — one person or in bulk — and drive it off group membership so new hires get the right thing automatically.
Full-document readOnce a search finds the right thing, this reads the whole of it — the full email, the full document, no truncation — so you get the actual detail instead of a snippet.
Google Review EngineAsks for the review at the right moment — a text about an hour after the job, then a gentle reminder on day three and day seven — sends happy customers to Google, and drafts your replies.
Google Workspace signalsBrings your Google signals in alongside everything else — website traffic and search performance, plus your Google Business Profile and its reviews.
Grounded in YOUR businessThe receptionist actually knows what you do. It's built from your website, what your AI knows about the business, and a line from you about what you want said — so it doesn't bluff.
Groups & directory adminCreate and manage groups and distribution lists, look people up, see who reports to whom, and check who's actually available right now.
Hardware sourcing and quotesFind laptops, docks, monitors and printers that are genuinely in stock, check a combination actually connects together, and get a real quote you can turn into an order.
Heartbeat urgent detectionEvery half hour your AI checks for the things that quietly go wrong: an important email unanswered for two days, a meeting soon with no prep, a task due tomorrow, a job gone cold.
Human-in-the-loop gates on every consequential actionAnything that leaves the building or moves money stops and asks first. You decide per action whether it's automatic, needs a yes, or is blocked outright — for one person, a role, or everyone.
Image credit packsExtra images when you've used your monthly allowance and you're mid-campaign — a top-up rather than a bigger ongoing commitment.
In-meeting awarenessYour AI knows when you're on a call and holds anything non-urgent until you're free — and if it was researching something for you mid-meeting, it can land the answer while you're still on.
Inter-Agent Task BusLets your AI hand structured jobs to other AIs and take jobs back — inside your business, and with businesses you work with. This is the plumbing that makes AI-to-AI work possible.
iOS phone appYour business line in your pocket. Take and make calls, read and send texts, pick up voicemail, check your call history and see what you've used this month — all from your phone.
Job pipeline with AI predictionsSee every job in play, what it's worth, how likely it is to land, and what to do next on it. Every stage change is kept, so you can see how a job actually moved.
Jobs, orders, T&M tickets & safe work proceduresLight job tracking for trades — jobs, material orders, purchase orders, daily time-and-material tickets, and safe work procedures tied to the job they belong to.
Known-caller recognitionRegulars get greeted by name, because it recognizes the number from your customer list and your phone contacts. Callers it doesn't know are handled as a new lead and captured properly.
Lead discovery and cold emailFind and qualify new leads, then run a reviewed email campaign from a properly warmed-up address. Canada's anti-spam law needs express or implied consent you can evidence, so this is built to be reviewed before it sends, not fired blind.
Licence audit & waste detectionFinds the money going nowhere — accounts nobody has signed into for months, people on a licence far bigger than they use, renewals coming up you'd forgotten about.
Live business data queriesAsk about your own numbers — licences, pipeline, jobs, email volumes, financials — and get the current answer, counted properly, instead of a stale report.
Live inbox searchWhen something landed five minutes ago and hasn't been picked up yet, this looks in the mailbox directly — including shared ones you have access to, like the scheduling inbox.
Live meeting copilotYour AI sits in the meeting, listens and takes it down — and answers you in the side panel while it's happening. Look something up, capture an action, check availability without breaking the conversation.
Living Processes (distributed stewardship)When someone works out a better way of doing something, they can share it with the team. It's checked, the owner or a designated person accepts or amends it, and then everyone's AI does it the new way.
M365 health monitoringKeeps an eye on the plumbing — Microsoft service outages, storage filling up, mailboxes near their limit, whether your domain and mail records are set up right.
Mailbox delegation managementManage who can get into which mailbox — full access, send-as, send-on-behalf, including shared ones. Staff can request access and owners approve it from a card.
Managed Windows and Mac endpointsEnroll the company's Windows and Mac machines so your AI can report on their health, keep them patched, and raise problems before someone loses a morning to a laptop.
Meeting outcomes → workTurns what came out of a meeting into actual work — tasks assigned, the recap email drafted, the next meeting booked — in one instruction instead of twenty minutes of admin.
Meeting prebriefsBefore an outside meeting you get a briefing — who's coming and what you know about them, recent emails, what was said last time, what's open. It arrives the day before, an hour before, and ten minutes before.
Meeting recapsAfter a recorded outside meeting you get what actually matters: what was decided, who's doing what, what was promised, what's still open, and the numbers that came up.
Meeting side-panel tabA panel beside your Teams meeting where your AI is listening and ready. Ask it something mid-meeting and get the answer without leaving the call or interrupting anyone.
Meeting-context pack for any contactEverything you know about someone, pulled together before you pick up the phone — past conversations, open quotes, what's outstanding, how it's been going.
Microsoft BookingsLet customers book time with you properly — appointments created, changed and cancelled without the back-and-forth of finding a time by text.
Microsoft ShiftsSchedules for the crew — who's on, who's off, time-off requests, shift swaps, and a straight answer to "who's working today?"
Morning briefA short rundown at 8am in your own time zone: what's on today, who's waiting on you, what's gone quiet, and anything that needs a decision. Personalized to you, not a generic digest.
Notification preferencesDecide where things reach you, which categories you care about, and when to stay quiet — so the useful things get through and the rest waits until morning.
Owner controlsThe owner's panel — hand out permissions, override in an emergency, mute a whole class of confirmations, approve a pile at once, and change the rules in a sentence.
Owner-composable processesBuild a real automated process yourself from ready-made blocks — what starts it, what the AI pulls out, what gets checked, what happens at the end — and test it before it goes near live work.
Password vaultA password manager where your AI can actually use a credential for you — under a grant you gave, time-limited, capped, and never beyond what you can do yourself.
Per-user capability grantsGive someone exactly what they need and nothing more — the accounting side, the job system, licences, the phones — time-limited by default. Staff can ask, and you approve from a card.
Personal notes & remindersQuick capture for the things you'd otherwise forget by the time you're back at the truck. Jot it down, set a reminder in normal words, and it'll come back to you at the right time.
Personalised AI scheduleYou choose when your AI talks to you — brief at 6am, weekly summary Sunday night, nothing over lunch. Everyone sets their own times; yours don't affect anyone else's.
Photos and images made searchableThe photos in your files get described so you can find them by what's in them — a site photo, a receipt, a set of drawings — instead of scrolling through folders by date.
Plain-English email rulesDescribe a filing rule once — "invoices from Home Hardware go in the accounting folder and get labelled" — and it runs the same way on every message from then on, without the AI re-deciding each time.
Polling triggers with dedup stateLets your AI watch systems that can't notify anyone — checking regularly and only speaking up when something is genuinely new, rather than repeating the same thing every time it looks.
Pooled usage meteringOne shared pool of minutes and texts across the whole business, with a running forecast so you know before you go over rather than when the bill arrives.
PowerPoint add-inYour AI edits your deck in place — slide text, headings, the order things appear — while keeping the design you already have. Useful when you need a client-ready deck and don't have the afternoon.
Privacy exclusionsDraw lines the AI won't cross — a mailbox it should never read, a person whose mail is off limits. The exclusion is recorded and honoured everywhere, not just in chat.
Proactive cards with a 6-check helpfulness gateBefore your AI interrupts you, the message has to pass six checks — is it new, is it actually actionable, is it timely, is it specific. There are hard daily caps too, so it can't become noise.
Process diagramsTurns a process — one it found, or one you describe — into a proper flowchart you can look at, correct, and hand to a new hire.
Process test-before-applyEvery change to a live process is run against your saved examples first. If a change would break something that used to work, it's blocked before it can be saved.
Push-to-talk voice assistantHold the button, say what you need, and get an answer back in a couple of seconds. Built for when your hands are full or you're driving between jobs and typing isn't an option.
Real business phone numbersProper business numbers for your team, set up and managed through your AI. Calls ring on the mobile app, so there's no desk phone and no giving out your personal number.
Relationship style profilesLearns how each contact likes to be dealt with — first name or not, chatty or straight to the point — and drafts to them that way. Also handles who's who in an organization.
Remote troubleshootWhen a work computer is acting up, your AI can look at what's actually happening on it — what's running, what's failing — and tell you what's wrong instead of guessing over the phone.
Reply trackingKeeps both sides of the ledger: who owes you a reply, and who you owe one to. When something's been sitting too long it drafts the follow-up in your own writing style.
Request-as-consentIf you just asked for something this turn, you don't get asked "are you sure?" about the thing you literally requested. The redundant confirmation goes; the meaningful one stays.
Review gift-card rewardsPut a small thank-you behind confirmed reviews, funded from a balance you top up, with checks that stop the same person collecting repeatedly.
Ring groups & call routingDecide who rings when — everyone at once, one after another, or a particular crew for a particular number — and change it in a sentence when someone's on vacation.
Safe document editingOpens a document for editing properly, so two people can't overwrite each other — and exports a PDF that looks exactly like the Word file, with no reflowed layout.
Scanned-document extractionScanned PDFs and photographed paperwork get read properly, so a scanned invoice or a photographed packing slip is searchable like anything else instead of being a dead image.
Scheduled actionsTell your AI to do something at a set time — every Friday at four, the first of the month — and it runs then, with exactly the permissions you have and no more.
ScoroYour Scoro work — projects, tasks, time entries, calendar, contacts, quotes, invoices and expenses — reachable in chat, with each person seeing what their own Scoro role allows.
Seat managementControl exactly who in your business can use the AI. Add someone, take someone off, swap one for another, and keep a waitlist if you're at your limit.
Security GuardianRuns fourteen security checks across your Microsoft 365 — who's not using two-factor, who has admin they don't need, mail quietly forwarding out, guests hanging around, risky app permissions — on a schedule.
See what is connectedA straight list of what's actually plugged in to your workspace right now and what each connection lets your AI do — so you know what it can reach without guessing.
Self-healing issue pipelineReport a problem in the chat and it gets sorted out — if you can fix it yourself it walks you through it; if not, it goes to the people who build this and comes back to tell you when it's fixed.
SEO visibilityTracks where you rank against your competitors for the searches that matter — and, increasingly important, whether AI assistants mention you when someone asks for your trade in your area.
ServiceM8Your ServiceM8 jobs, clients and scheduling in chat — read anything freely, and make changes with a confirmation step in front of them.
SharePoint ListsProper lists for the things you'd otherwise track in a spreadsheet nobody updates — tools, stock, subs, clients — with controlled dropdowns so entries stay consistent.
SharePoint reference-data syncKeeps a reference list in step with another system automatically, updating the moment something changes rather than on a slow timer.
Silent-lead detectionFinds the customers and leads who've gone quiet — no contact for weeks — and pulls together what was happening when they went cold, plus a follow-up ready for you to look at.
Skill triggersRun the things you've taught it without being asked — on a schedule, when an email arrives from a particular customer, or when another system pings a private web address made just for you.
Smart email categoriesYour mail gets sorted into sensible categories automatically, and when you move something to where it should have gone, it learns from that correction.
Square point of saleYour Square sales, orders, catalogue, inventory, customers and bookings, available to ask about — so end-of-day and end-of-month questions have an answer without exporting anything.
Steward-editable, owner-lockable standardsOnce a way of working is agreed, it's versioned. You can hand day-to-day upkeep to someone you trust, lock it so it can't be changed, retire it, or roll back — with a record of who did what.
Structured message findingFor when you half-remember it — "the email from Sarah last Tuesday about the quote". It works from who, when and what it was about, rather than needing the exact words.
Structured resourcesFor the values that must be exactly right — hourly rates, margins, account codes, which folder things go in — stored word for word and recalled the same way, never approximated.
Tasks & remindersTasks that live in Microsoft To Do and Planner, so they're on your phone and your laptop and don't disappear when the chat scrolls away.
Taught memoryTell your AI something once and it sticks — how you like quotes worded, who to copy on invoices, which supplier you've stopped using. If a new rule contradicts an old one, it asks rather than guessing.
Team oversightFor owners: a picture of how someone's week actually went across about eleven different Microsoft signals, measured against a fair benchmark for their hours rather than a raw activity count.
Teams messagingYour AI can post to a channel or message someone for you — always shown as coming from you, never pretending to be a person. Useful for the update you keep meaning to send the crew.
Tenant-to-tenant trade requestsSend your supplier a materials list the way you'd say it out loud, and their AI prices it at your rates and sends a quote back in about a second. In-stock lines come back firm.
The everything-else escape hatchFor the Microsoft 365 admin job that has no button anywhere — your AI can make the raw call or run the admin command directly, so you're never stuck waiting on someone.
TradifyReach your Tradify job data through your AI, using a direct sign-in because Tradify offers no other way to connect.
Training & process docsGenerates the written-down version of how your business works — training guides, step-by-steps, onboarding paths for new hires — from how you actually operate rather than a template.
Trak.coRun your Trak jobs through your AI — jobs, quotes including editing an existing one, invoices, material orders, purchase orders, expenses, clients and the schedule.
TroubleshooterKnown problems get recognized and dealt with automatically, so the same glitch doesn't cost you the same twenty minutes twice.
Unified audit feedOne place to see what happened across your Microsoft environment — sign-ins, mailbox changes, file activity — without pulling three different logs.
Unified web browsingFetches a page and pulls out what's on it. If a site blocks it, it quietly switches to a real browser and tries again, so you get an answer rather than an error.
Universal email intelligence pipelineEvery message coming in is read for what it means — is this urgent, does it need an answer, is there a job in it — and routed to the right place so nothing important sits unnoticed.
Urgent critical dispatchGenuinely urgent things — a security problem, a big job confirmed, money that needs attention today — come through right away, even if you've hit your limit on other notifications.
Usage transparencyWhat your AI has done and what it has cost, broken down properly — so it's never a mystery line on an invoice at the end of the month.
User-authored skillsTeach your AI how you do something once, in plain English, and it'll do it that way from then on — recognizing when the moment comes without you having to name the procedure.
Vendor profilesOne lookup that pulls everything about a vendor together — what you've paid them, how you code them, and what's in your files about them.
Visual dashboards in chatAnswers that are better seen than read come back as a proper card in the chat — pipeline, financial summary, security posture, licence usage — rather than a wall of text.
Voice notesRecord a quick memo — after a site visit, walking back to the truck — and it's written up, summarized, and filed against the right customer so it's there when you need it.
Voicemail with AI handlingYour own greeting, and every message written out and summarized so you can read what someone wanted in ten seconds instead of listening to a two-minute ramble.
Web searchCurrent answers from the web — a regulation, a product, a price, what happened this week — with the sources shown so you can check them yourself.
Website analyticsWho's visiting, what they're reading, where they came from and what they searched for — with a plain-English read on what to actually do about it.
Website contact form → pipelineAn inquiry from your site is screened for spam, emailed to you, replied to so the customer isn't left hanging, added to your customer list as a new lead, and posted to your team.
Website hostingTake your finished site live on your own domain, with the ownership check done properly and the owner signing off before it goes public.
Weekly business summaryA Monday-morning read on how the business actually went last week — work won and lost, money in and out, what's slipping. Written for owners, not as a wall of charts.
Word add-inYour AI works inside Word with you. It drafts straight into the document and makes precise edits — swap a paragraph, fix a clause, update a table — which you approve or dismiss one at a time.
Workflows tabOne screen showing everything your AI runs for you — every saved procedure, what triggers it, when it last ran, whether it worked, and a diagram of each one.
Writing-style profilerYour AI learns how you actually write from the mail you've sent — sentence length, how formal you are, how you sign off — so drafts sound like you and not like a robot.
Xero integrationAsk about your books in plain English — who owes you, what's unpaid, what's in the bank, what a customer has spent — and make changes without opening Xero yourself.
Your whole business, ingestedA year of your email, calendar, files, attachments and Teams messages read and understood, kept private to your business, and topped up every fifteen minutes so it's never out of date.
Zero-entry CRMYour customer list builds itself. Contacts, companies, jobs and every conversation are picked up from your email and calendar as you work — no forms, no data entry, no Friday afternoon catch-up.