Never let a good job go unanswered.
Put an AI-powered front office on every call, form, and text—while your team stays focused on the work in front of them.
The phone rings when nobody has a free hand.
A homeowner does not care that the office is slammed, the crew is on a roof, or everyone is driving. They care whether someone understands the problem and gives them a confident next step.
CRMX turns the moments between new inquiry and scheduled job into one connected operating flow.
See the platform behind the handoffPick up while your crew is working
Voice AI and messaging can greet the homeowner, understand why they reached out, and keep the conversation moving.
Ask the questions that protect the schedule
Collect service type, location, urgency, and the details your team needs before the right next step is offered.
Put the right job on the right calendar
Use your booking rules to offer a relevant time instead of creating another lead your office has to chase.
Keep a missed appointment from becoming a lost job
Confirm, remind, and restart the conversation when a homeowner cancels, goes quiet, or needs another time.
An AI employee up front. One customer record underneath.
Calls, texts, forms, appointments, reminders, conversations, and opportunities stay connected. Your team can see what the AI handled, what the customer said, and where a human needs to step in.
- Train responses on approved services and FAQs
- Respect service areas, urgency rules, and calendar boundaries
- Escalate emergencies and exceptions to the right person
- Keep the office informed through the shared conversation record
Your business is not generic. Your AI employee should not be either.
Built for operators who need the system to keep moving.
“CRMX has been a game changer for us at Elite. It’s a one-stop-shop that does everything we need to scale our business.”
Tasha Tu'aElite Academics
“Without CRMX, we wouldn’t be able to scale with a smaller team. It’s truly transformed the way we operate.”
Jake HessSolarCon
Let Guy work the lead while your team does the work.
Audition Guy live, then see how CRMX can train the hired version around your services, calendar, and handoff rules.