Most CRMs are a database plus automations you build and maintain. The Thinking CRM comes pre-wired for your industry and runs the follow-up for you — describe your goal in plain English and the AI does the work.
A Kanban board whose stages come from your industry playbook. Add or bulk-import leads and drag them through stages.
A prioritized queue — hottest and oldest first — with a recommended first touch and one-click log-and-advance.
Every call, text, email, and note on one timeline, so you (and the AI) always know where a lead stands.
Tell it your goal and it drafts the follow-up, calls, and texts — you approve before anything sends.
Message a lead straight from their contact page, metered from your usage wallet.
Pick your industry and the pipeline, persona, and sequences load instantly — no 4-week build.
Yes — the Free plan includes the full Thinking CRM and your AI rep for up to 2 team members, with pay-as-you-go usage. Paid plans add unlimited users, a monthly usage credit, webinars, and e-Sign.
No. That's the point. You describe your goal in plain English and AI agents handle the follow-up. There's no flowchart canvas or triggers to wire up.
Solar and HVAC ship as fully-built playbooks today, with more rolling out. Every playbook is fully editable to match how you sell.
Start free and your industry playbook loads on day one.
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