A CRM that doesn't just store leads — it works them
Every call and text your AI handles flows in as a lead — then the AI qualifies it, checks your real calendar, books the appointment, and hands off the hot ones. All in one place, tuned to your industry.
Just talk to your CRM. Ora does the rest.
Every workspace comes with Ora — a built-in assistant you chat with in plain English. Ask about your numbers or tell it what to do, and it acts across your CRM for you.
Powered by Claude. Ora confirms before anything bulk or outbound, and never texts a Do-Not-Contact.
Answer questions about your numbers
“How many calls hit voicemail this week? What does my pipeline look like right now?”
Update contacts & move deals
“Move John to Estimate Sent and note that I quoted him $8k.”
Book, reschedule & cancel
“Book Mike for a walkthrough Thursday at 10 — and check what’s open first.”
Text a customer
It drafts the message in your voice and sends only after you say go.
Launch call & text campaigns
“Text everyone in New Lead I haven’t called yet” — it confirms the count first.
Add tasks, notes & tags
Keep every follow-up and detail tracked without leaving the chat.
Conversations that take action
The AI doesn't just reply — it does the work
When a lead texts in, the AI holds a real conversation, checks your calendar, and books the job — grounded in your actual availability, never making up a time or a price.
Qualifies & scores every lead
Reads each conversation, asks the right questions for your trade, and tags the lead hot, warm, or cold — automatically moving them into your pipeline.
Checks your real calendar
Before offering a time, it looks up genuine open slots across the CRM and your connected Google/Outlook calendar — so it only proposes times you can actually keep.
Books the appointment
Once the lead confirms a time, it books it, syncs it to your calendar, drops them into the right pipeline stage, and texts you that it happened.
Hands off to a human
If a lead is hot, upset, or asks something it shouldn't answer (a firm price, legal), it flags them, notifies you, and steps back so your team can take over.
Adapts to your business
It talks like your business — and your pipeline matches
Set up a workspace for your industry and the AI already knows what to ask and what to book, with a pipeline seeded for how you actually run.
Roofing
Asks about: Roof age, leak or storm damage, whether insurance is involved, and timeline.
Books: A free inspection.
Automotive
Asks about: Which vehicle, service or purchase, and how soon they need it.
Books: A service or sales appointment.
Real Estate
Asks about: Property condition, timeline, motivation, and rough price expectations.
Books: A walkthrough or consult.
HVAC
Asks about: Repair vs. replace, system age, and how urgent it is.
Books: A diagnostic / service visit.
Handyman
Asks about: What needs doing, the timeline, and a rough budget.
Books: An estimate visit.
Not on the list?
Any service business can set a custom persona and pipeline — the AI adapts to your questions and stages.
The full platform
Everything a modern team runs on
Leads & pipeline
A visual kanban with stages tailored to your industry, plus custom fields, tags, lists, and a full activity timeline on every lead.
Every conversation, one place
Calls, transcripts, recordings, and sentiment sit next to a two-way text thread from your own number — in one unified inbox.
Power dialer
Work call lists fast with a built-in outbound dialer; every call is logged, transcribed, and attached to the right lead.
Automation & campaigns
Trigger multi-step workflows on any event, run SMS blast campaigns and drip sequences, and keep the team moving with tasks.
Appointments & calendar
Two-way Google and Outlook sync, real-time availability, and appointments the AI can book during the conversation.
Analytics & dashboard
A live view of calls handled, leads created, appointments booked, and pipeline value — with per-agent attribution.
Your voice AI can act on it, live
A secure REST API lets your phone agent use the same tools mid-call — look up a returning caller, check real availability, and book before hanging up.
- Look up & upsert contacts by phone
- Book appointments during the call
- Real-time availability lookup
Secure & isolated by design
Each business is a fully isolated workspace. Credentials are encrypted at rest, API keys are hashed, and inbound webhooks are signature-verified.
- Per-business data isolation
- Encrypted credentials (AES-256)
- Signature-verified webhooks
See it work a real conversation
Book a demo and we'll show the AI qualify a lead, check the calendar, and book an appointment — live, in your industry's workspace.