● LIVE Sales Team Toolbox is open. Pick your industry and your workflow suite installs itself the same day. See pricing →
The AI-driven CRM

The CRM that arrives already knowing how your deals close.

Pick your industry. A seven-workflow suite and an AI teammate install themselves the same day — speed-to-lead, appointment confirmations, no-show re-booking, stalled-deal rescue, win-back, long-term nurture, and a re-engagement detector. Live in a day. Not a 2–4 week agency build.

Every lead answered in under 60 seconds, 24/7
Pre-wired industry playbooks — no building, fully yours to tweak
The AI reactivates your old, dead leads too
Webinars & e-Sign included — one system, unlimited users
One system, end to end

The CRM is the foundation. Everything else plugs in.

Your AI-driven CRM runs the sale — and because it's all one system, the deal never leaves the room: the AI books it, your webinar warms it, e-Sign closes it. No bolt-on stack, no handoffs, no extra tools to buy.

🧠

The Thinking CRM Live

A pre-wired pipeline, contacts, and a "Work the list" queue — plus an AI rep that thinks and acts for you. The workflows arrive already built for your industry: tell it your goal and it runs the follow-up, calls, texts, and booking.

Learn how →
🤖

Your AI sales rep Live

Meet Arianna. She drafts and runs first touches, reactivation, and blasts against your live pipeline — and nothing sends until you approve it in the Approvals inbox. You stay in control; she does the busywork.

Learn how →
🎯

AI List Builder New

Out of leads? Describe your ideal customer in plain English and build a targeted, skip-traced list in minutes — full contact info, per-phone DNC & TCPA compliance flags, and roof / HVAC / solar propensity scores — imported straight into your pipeline, priced per record. The compliance flags are baked in, so the AI knows exactly how it may work each lead from the first touch.

Learn how →
🌐

Website builder New

Spin up a hosted, mobile-ready site for your business — solar, HVAC, and more — with lead-capture forms that drop straight into your CRM pipeline behind a built-in TCPA opt-in, so every lead arrives consented and ready for the AI to work. No separate site tool, no re-keying leads.

Learn how →
🎧

AI Support Desk Pro

Support is built in, not bolted on. Every inbound — email, the 888 line, web chat, SMS, or your own branded help page — becomes a ticket your AI support agent answers. At first it drafts each reply for your approval; as you approve, it learns your answers and earns the confidence to handle most tickets on its own — you set how sure it must be before it sends — escalating to a human only when it truly needs one.

Learn how →
📞

Phone, SMS & AI voice Live

Enterprise-grade voice and messaging built into the CRM. Every paid plan includes a dedicated local number and a toll-free 888 line; calls and texts are pay-as-you-go with a monthly credit included, and live AI calling is on.

Learn how →
🛡️

Cost-protective AI Live

Your AI agents know when to politely end a call — trolls, scammers, and time-wasters don’t run up your bill, so you only pay AI minutes for real conversations. Conservative by design: genuine, curious, and returning callers always get full patience.

🔁

Workflows — pre-built, then yours Live

A full automation canvas: 24 node types, field-aware branching, wait-until timing, goal-based exits, webhooks in and out — and an AI drafter that builds a workflow from a sentence. Yours arrives pre-wired for your industry. Every send clears its compliance gates automatically — texting consent, TCPA/DNC scrubbing on calls, unsubscribe handling on email, fatigue rules on everything.

See the workflow engine →
✍️

e-Sign Included

The natural close of the pipeline the AI builds. Upload any document — PDF, image, or text — place fields for each signer, and collect a legally-binding signature; the contract's already in the CRM, so it's one click, done.

Learn how →
🎥

Webinar System Included

For teams that sell from the stage: live, interactive webinars with chat, Q&A, live polls, reactions, and YouTube streaming — one registration link, and a presenter console you drive on the fly.

Learn how →
🎤

AI Presenter Studio New

Turn a slide deck into an AI-narrated presentation — import your PowerPoint speaker notes, add a headshot, and choose a free browser voice or a natural cloned voice. Presenting live to your webinar room is coming next. Nobody else has this.

Learn how →
📧

Email & broadcasts Live

Segment blasts and behavior-based follow-ups — drafted by AI and sent on your approval, instead of a flowchart you have to build and babysit.

Learn how →
🏷️

White-label & resell Agency

Put your own logo and brand name on the entire portal, so your clients see your brand, not ours. Broader sub-account reseller tooling is on the Agency roadmap.

Learn how →
🧩

Addons marketplace Pro

Extend your toolbox with vetted modules — vertical tools, integrations, and AI upgrades — installed in a click. Volnova, for solar teams, adds design, proposal, and e-sign with multiple EPC and financing partners plugged in. Available on Pro and Agency.

Learn how →
🔌

Developer API Pro

Programmatic access to your workspace — build integrations, connect Zapier/Make, or power your own addons. Create a key, authenticate with a Bearer token, and call the versioned API. Live on Pro and Agency.

Learn how →
Pre-wired for your industry

Your playbook loads on day one.

Pick your industry and Arianna already knows the pipeline, the questions to ask, the objections to handle, and the follow-up cadence that books appointments — no building required, no setup. Here's what's ready right now, and it's fully yours to tweak.

☀️ Solar
🔧 HVAC
🏠 Roofing
🔨 Home Remodeling
🏡 Real Estate
🏦 Mortgage & Lending
🛡️ Insurance
🚗 Auto Sales
💉 Med Spa & Aesthetics
🦷 Dental
⚖️ Law Office
💻 SaaS & Software
🛒 Online / Digital Sales

Each playbook auto-deploys its full workflow suite and Autopilot goals at signup.

Inside every playbook

A template isn’t a blank CRM — it’s a complete operating system for your niche, loaded on day one and fully yours to edit:

🎯 A tuned pipeline
The exact stages your deals move through — Solar runs Consultation → Proposal → Site Survey → Install → PTO; Roofing tracks the insurance claim; Dental fills recalls.
🤖 A pre-built AI team
Arianna books the appointment, backed by specialist roles — Solar ships its own AI closer, customer-care, and project-coordinator personas, each with an industry voice.
🎧 A support desk that speaks your trade
Board columns and issue triage tuned to the work — “System not producing,” “Inverter fault,” “Awaiting insurance” — and true emergencies (a burning smell, an active leak) auto-routed to a human.
🔁 Workflows & Autopilot goals
A seven-workflow follow-up suite and Autopilot goals, installed and running before you finish onboarding.
🌐 A ready-to-launch website
A hosted, mobile-fast site pre-wired to your pipeline — AI writes every section for your business and rewrites it whenever you ask, so it’s uniquely yours and SEO-unique (no cookie-cutter duplicate). Consent-baked forms feed new leads straight to your AI in seconds.

Any playbook can close AND collect — connect payments and your AI sends a secure link right in the conversation to take the sale on the spot (card details stay on an encrypted page, never read aloud). Anything you can charge for online and deliver — digital or physical — your AI can sell. Don’t see your industry? Arianna will build you a custom one in a quick chat — see how ↓

Not on the list? No problem.

Your industry isn’t listed? Arianna builds your playbook in a chat.

No forms, no consultants, no four-week build. Have a two-minute conversation with Arianna about how your business actually sells — she asks the right questions, adapts to your answers, and designs a complete playbook for your exact niche: your pipeline, her sales persona, the qualifying questions, the objections, and the follow-up cadence. It goes live the moment she’s done, and you can tweak anything.

✨ Playbook Studio
Hey! I’m Arianna 👋 What kind of business are you in, and what do you sell?
We do custom pools — design, build, and yearly service plans.
Love it. When a lead comes in, what’s the first thing that has to happen before you’ll quote a build?
A site visit — we have to see the yard and grade first.
Perfect — I’ve got what I need. Building your Custom Pools playbook now… ✨
💬

1 · Have a quick chat

Tell Arianna how your business sells, in plain English. She asks one thing at a time and adapts — no forms to fill out.

🛠️

2 · She designs it live

Arianna builds your full playbook — pipeline, persona, qualifying questions, objections, and follow-up sequences — tailored to your exact niche.

🚀

3 · It’s live instantly

Your playbook applies the moment it’s ready and starts working your leads. Edit anything anytime — and the best new playbooks get added to the platform.

Introducing The Thinking CRM

A CRM with a brain — so you don't need to be one.

Most CRMs are just a database plus a pile of automations you have to build. Ours is different: describe what you want in plain English, and AI agents do the work — the follow-ups, the calls, the texts, the booking. The workflow canvas arrives pre-wired; open it only when you want to customize. No snapshots to buy. No PhD required.

GoHighLevel & friends 😮‍💨

  • ➖ A blank canvas, an agency-sold snapshot pack that costs hundreds of dollars, and a 2–4 week build before your first lead gets a text
  • ➖ Steep learning curve — built for agencies & techies
  • ➖ You maintain the automations forever
  • ➖ Powerful, but most business owners never use 80% of it

The Thinking CRM 🧠

  • ➕ The same canvas power — already wired for your industry the day you sign up
  • ➕ Made for business owners & marketers, not engineers
  • ➕ Above the workflows, Autopilot works every deal toward the goal you set
  • ➕ High-tech results, zero technical overhead
Not a bot — a team

The CRM that works your leads for you.

One agent can’t be great at everything — so you don’t get one bot, you get a team of AI specialists, each with its own role, persona, and knowledge, all sharing your playbook. Arianna works the lead and books it. A closer takes the meeting and closes. A support agent looks after your customers after the sale. Run it 100% AI — that’s exactly how we run Sales Team Toolbox itself — or keep your human reps in the loop: the AI backs off the moment a teammate steps into a deal and picks back up when things go quiet.

📞 Arianna books 🤝 An AI closer closes 🎧 AI support cares

🌐 Speaks your customer’s language. Every agent handles English and Spanish today with a native voice — lead in English, or make Spanish your default and your whole team answers in Spanish. Built on voice AI with 80+ languages available, so we can turn on more for your market.

Arianna — your AI rep Live

The first touch. She texts, emails, and calls — and every word waits for your approval. Answers every new lead in under 60 seconds, qualifies, handles objections, and books the meeting, 24/7 across voice, text, email, and web chat.

🤝

An AI closer takes the meeting

It runs the demo or sales call, handles the tough objections, and closes — then sends a secure payment link and collects, right in the conversation.

🎧

AI support looks after customers

Around the clock across email, chat, SMS, and your 888 line — it opens a ticket, drafts the answer, resolves what it can, and escalates to a human only when it truly needs one.

🎥

An AI host runs the webinar

It presents your webinar and keeps the room engaged, working the same playbook — use the built-in AI host, clone it to your own voice and face, or step in and present live yourself. Your call, every time.

🧠 It remembers — and it keeps getting sharper. Every agent ships pre-loaded with playbooks built by our sales experts, logs every call, text, and email (so a returning lead is greeted by name and picked up right where you left off), reads each conversation’s sentiment and objections, and keeps learning which channel, time of day, and message actually book — sharpened by proven results across the network. Add your own knowledge anytime.

💳 It closes AND collects. Most “AI SDRs” stop at booking a meeting. Your AI closer sends a Stripe-hosted checkout right in the conversation — phone, text, email, or webinar — and the money lands in your Stripe, with you as the merchant of record. The deal auto-moves to Won with the real amount and pushes to your cart, fulfillment, or provisioning systems by webhook. Stripe connects in a couple of minutes — and we take no cut of your sales. Closing and collecting is simply part of what your AI team does.

Arianna works your leads today, and you can add closer, support, and webinar capabilities now — each with its own persona and knowledge, all built in. The hand-off is already wired: your workflow suite runs the steps, Autopilot decides the next move toward the goal, and outbound drafts wait in your Approvals inbox. We run our own sales and support on this exact team.

Autopilot

Give your pipeline a goal.

Workflows automate steps — Autopilot pursues outcomes. Set the goal and it works every deal in the pipeline toward it, choosing the next move itself. It backs off the moment one of your teammates steps into a deal, and it completes only on a real recorded order — not on a message sent.

Included on the Pro and Agency plans.

The AI-powered sales platform

Two ways to pay for your AI. Both published up front.

Everyone starts on pay-as-you-go — you only pay for what your AI actually uses, at rates we publish openly. Add the flat AI Team Bundle whenever you’d rather have a predictable monthly bill. That’s the whole menu: no tiers to unlock, no rate that depends on how your month went, and never a cut of your sales.

📊
Start here

Pay as you go

Only pay for what your AI actually uses — AI calls $0.132/min, billed in whole minutes and rounded up per call; texts from $0.028. Every rate is on the pricing page before you sign up, and the rounding basis is printed next to it. Nothing is buried in your bill.

Where every account begins — no commitment.

📦
Or, when you’d rather budget  (optional)

AI Team Bundle

One flat monthly rate for your AI — no per-message math, no surprise bills. It covers your whole AI team’s work — every AI call, text, web chat, and email — up to generous monthly fair-use limits that fit normal, even heavy, day-to-day selling.

Fair-use limits: a generous pool of AI voice minutes & AI messages each month. Metered on top (standard pay-as-you-go rates, same as any plan): carrier fees on calls & texts, phone numbers, list scrubbing — and any use beyond the limits. Fair-use keeps one flat price fair for everyone.

🤝
Included either way

Closing costs you nothing

Your AI closes the deal and takes the payment right in the conversation, on every plan. The money lands in your Stripe account and we take no percentage of the sale — so your close rate and your deal size never change what you pay us.

Your revenue is yours. We charge for the AI’s work, nothing else.

These layer on top of your plan — your subscription doesn’t change, and every plan includes unlimited users. Carrier fees on calls and texts are passed through at cost.

And you choose the brain

Not every task needs a genius, and geniuses aren’t cheap — so you dial each agent’s reasoning up or down in one click: fast and economical for routine texts, frontier-grade for your hardest calls and your best copy. Live voice, SMS & chat also run on a real-time model you pick per agent — we default to the lowest-latency one we offer, because milliseconds decide a phone call, with Claude, GPT, and Gemini a click away. Every tier is metered per use, so you can move any agent up or down anytime with no plan change — and the frontier models under the hood (Anthropic’s Claude family) keep getting better. See what runs underneath →

See what you’d pay

Your numbers, both ways.

Tell us how you sell and compare pay-as-you-go against the flat bundle. These run on our live rates, not made-up figures — and notice how much of what you move below changes the answer.

Loading live rates…

Notice your booking rate, close rate and deal size don’t move either number — that’s the point. You pay for the work your AI does, never for how well it went.

Estimate of your AI team’s cost only (carrier/telephony pass-throughs are the same on either plan, and are passed through at cost).

How it works

Live in minutes, not weeks.

You didn’t start a business to become a systems administrator. There’s no onboarding gauntlet and no 4-week agency build — sign up, tell the AI what you want, and it gets to work.

1

Sign up free

Create your account in seconds — no credit card to start.

2

Pick your industry

Your playbook and its seven-workflow suite install themselves — plus Autopilot goals on the Pro and Agency plans. Then link your calendar, number, and YouTube: that’s the “setup.”

3

Tell the AI your goal

“Fill my webinar.” “Reactivate old leads.” Plain English — the workflows are already wired.

4

It runs itself

The AI calls, texts, emails, and books — you approve, it executes, and you just take the meetings.

One login and one bill for the whole stack — CRM, webinars, e-Sign, and comms — with unlimited users on every plan. No tool sprawl, no juggling logins, and nothing for you to maintain.

Coming soon · Healthcare Edition

HIPAA-ready — done right, not bolted on.

A Healthcare Edition for dental, med-spa, therapy, and clinics: sign your BAA in-app in minutes with our built-in e-sign, and your AI works patient intake, scheduling, and reminders compliantly by design — PHI-aware, so PHI never touches a model that isn’t under a signed BAA, and it lives on its own hardened, BAA-backed cloud with a live compliance dashboard and a searchable PHI-access log.

And it’s priced per clinic and reversible — on for the one office that needs it, off again when you stop taking medical clients — instead of GoHighLevel’s $297/mo account-wide flag (their published HIPAA add-on price as of 2026). From $99/mo per clinic, with an optional dedicated single-tenant PHI environment for larger practices.

Built for the healthcare niches we already run — dental, med-spa, and intake-heavy practices. Launching soon — join the waitlist and we’ll email you the moment it’s live.

Pricing

Pick a plan. Your suite installs itself.

Every plan includes the CRM, the workflow canvas with your industry’s suite pre-wired, and Arianna answering your leads. AI usage is metered from a prepaid wallet, so you pay for work performed — never a surprise bill. Autopilot is included on Pro and Agency.

💎 Own it for life — one payment, no monthly fee ever

🔥 Founding lifetime deals close for good on September 1 — one payment, no monthly fee, ever.
For resellers

Agency — Lifetime

$3,997 once
Founding price — white-label & resell, for life

~16-month payback vs Agency at $249/mo

  • Everything in Agency — for life
  • White-label + resell the whole toolbox
  • Webinars up to 5,000
  • Client sub-accounts + API (roadmap)
  • + $150 one-time onboarding credit
  • Metered usage — pay only for what you use
Get Agency Lifetime →

One-time payment · instant access · closes Sept 1

📅 Monthly plans

Starter

$49 /mo
  • The Thinking CRM + your playbook
  • Phone, SMS & AI agents (metered)
  • Webinar System (up to 100)
  • Unlimited team members
Start Starter →

$49/mo · cancel any time

Resell

Agency

$249 /mo
  • Everything in Pro
  • White-label + resell the whole toolbox
  • Webinars up to 5,000 · client sub-accounts
  • $150 usage credit/mo
Start Agency →

$249/mo · cancel any time

Free forever

Free

$0 /mo

Start today — no card required

  • The Thinking CRM + AI sales rep
  • Phone, SMS & AI agents (metered)
  • Up to 2 team members
  • Pay-as-you-go usage
Start free →

Pick your industry and your suite installs itself.

Don't compare it to another CRM — compare it to the setter you'd hire. One costs ~$66,000/yr and clocks out at 5. The AI answers every lead in 60 seconds and pays for itself with 2–3 booked deals a month.

Usage add-ons (metered): SMS from $0.028, voice from $0.017/min, AI voice $0.132/min, AI agents from $0.0054 / 1K tokens. Calls are billed in whole minutes, rounded up per call. Full usage pricing →

Add-ons & extras

Bolt on what your business needs.

Start with a plan, then add only the extras that fit — turned on per workspace, no bloated all-in-one bill.

🏥

HIPAA / Healthcare Edition SOON

Per-clinic HIPAA compliance done right — instant e-sign BAA, PHI-aware AI, and dedicated compliant Google Cloud infrastructure. See how it compares to GoHighLevel’s $297/mo flag →

From $99/mo per clinic (Standard) or a dedicated single-tenant environment from $299/mo — both a fraction of, or beyond, the $297 agency-wide alternative. Join the waitlist.

🧩

Add-on modules

Curated industry modules from the in-app marketplace — like Volnova solar design — that plug straight into your CRM and AI agents.

À la carte on Pro & Agency.

📞

Dedicated number & hosted email

Give your AI its own business phone number and hosted email so it sends and receives as you — 10DLC registration and deliverability handled for you.

Provisioned in-app, pay-as-you-go.

And all AI usage — voice, SMS, email — is metered pay-as-you-go, so you only pay for what your AI actually does. Estimate your cost →

Common questions

Frequently asked.

Browse the documentation for step-by-step how-tos, or contact us.

How is this different from GoHighLevel?

GoHighLevel is powerful but built for agencies and power-users — you build every workflow yourself, and most owners never use 80% of it. Sales Team Toolbox is built for business owners: it's pre-wired for your industry and the AI runs the follow-up, calls, and booking for you — live in a day, no agency required. Plus webinars and e-Sign are included, not separate tools.

Do I have to build workflows or automations?

No — because they arrive already built. The moment you pick your industry, a complete workflow suite installs itself: speed-to-lead, appointment confirmation, no-show re-booking, stalled-deal rescue, win-back, long-term nurture, and a re-engagement detector — wired and running. Underneath is a full visual builder — 24 node types, branching on any field or tag, webhooks, an AI drafter that turns a plain-English prompt into a working workflow. Open it when you want to customize; ignore it forever if you don't. Your edits are never overwritten by us.

What's included vs. billed as usage?

Your monthly plan is flat and includes unlimited team members plus a usage credit. Phone calls, SMS, and AI usage are metered on top at simple per-unit rates (with your credit applied first), so you only pay for what you actually use.

Can I resell this to my own clients?

Yes — the Agency plan lets you white-label the entire portal with your own logo and brand name, so your clients see your brand, not ours. Broader reseller tooling like client sub-accounts and API access is on the Agency roadmap; if you're planning to resell at scale, talk to us about early access.

Can AI really run my webinar?

Today the Webinar System runs live, interactive webinars — chat, Q&A, live polls, reactions, and YouTube streaming — with a presenter console you drive. The new AI Presenter Studio turns a slide deck (import your PowerPoint notes) into an AI-narrated presentation using your voice and a headshot. Having that AI presenter deliver the webinar live to your attendees is coming next.

Is there documentation to help me learn the platform?

Yes. Our documentation hub has step-by-step guides for everything — the quick start, the CRM, your AI rep, business texting, webinars, and more.

How secure is my data?

We use encryption and standard security practices, and we never sell or share your customer data. Review our privacy policy for details.

Learn the platform

Know exactly how it works — before and after you sign up.

Our documentation walks you through every part of the toolbox, step by step. Start with the basics or jump straight to the feature you need.

Ready to simplify your stack?

Your whole sales team's toolbox — run by AI.

Start free today. Your industry playbook loads on day one, and the AI starts answering leads in under 60 seconds — you just take the meetings.

Start Free 📞 1 (442) 214-8910
For Agencies & Resellers

Sell it under your own brand.

Resell the platform, run lead-gen & services on it, or build your own product on top — with your brand, your domain, and your pricing. Every client site is SEO-unique by design, with a live white-label AI demo built in.

Explore agency options →