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NewOtto now answers your phone, day and night.Hear a call

Build a business that doesn't depend on you.

Otto is the AI inside Insight On Demand. It answers your phone, works every lead, gets you paid and builds the systems your business runs on, while you decide what goes out.

See it for

Works with the tools you already run

  • Gmail
  • Google Calendar
  • QuickBooks
  • Stripe
  • Square
  • Zoom
  • Google Drive
  • Xero
  • PayPal
  • Slack

Everything your front office does. Done.

Phones, follow-up and paperwork on one customer record your whole team shares, with Otto doing the work inside it.

Every call answered, in your business’s name.

Otto picks up day and night, answers from the prices and policies you taught it, greets returning customers by name, and books the job while they are still on the line.

  • Recording and transcript on the customer
  • Urgent calls go to whoever is on call
  • Booked into your real calendar

Not just a CRM. Describe any system.

Tell Otto what you need in a sentence. It builds the tables, forms, pages, booking links, automations and the agent that runs them, wires it all together, and waits for your okay.

Underneath every system: tables, dashboards and agents.

The same building blocks Otto uses are yours. Shape them by hand, or describe what you want and let Otto do it.

Tables that do the work.

Simple as a spreadsheet, connected like a database. Link equipment to customers and jobs, add formulas and rollups, then ask Otto for a new column. It reads every row and fills it in.

  • Linked records, formulas and rollups
  • Columns Otto fills in and keeps current
  • Grid, board, calendar, map, gallery and form
  • Automations when any row changes

Dashboards that build themselves.

Every table is a source. Pick the numbers you care about, or ask Otto for a chart, and the dashboard stays live as the work happens.

  • Revenue, pipeline, crews and lead sources
  • Ask Otto to add a chart
  • Always live, no exports

Agents that do whole jobs.

Describe a job and Otto builds an agent for it: what it does in plain English, the tables and tools it can use, when it runs and what it must ask you first. Every decision lands in its log.

  • Built from a sentence, edited in plain words
  • Its own tools, triggers and limits
  • Numbers and a work log you can audit

You set the rules. You see everything.

Nothing goes out you didn't allow

Switch on what Otto handles alone, like answering calls and booking estimates. Everything else waits for one tap, and every draft shows why it says what it says.

Every action, on the record

Everything Otto, your agents and your team do lands in one activity log, with who did it and why. Recordings and transcripts sit on the customer.

Your phone rings at 6:47 PM. Otto picks up.

Type your business name and watch Otto take the call as you.

Blue Ridge PlumbingReady
0:00
    Booked
    Saved to the customer

    While you slept

    1. Call answered

      Karen’s water heater is leaking. Booked Thursday 8 AM.

    2. Lead texted back

      Jose asked about tankless. Approved from the couch.

    3. Text held

      Reply to Ana waits until 8 AM. Nobody gets a late text.

    4. Emergency call

      Burst pipe. Details taken, on-call tech paged.

    5. Morning brief

      4 leads answered, 2 jobs booked, 1 waiting for you.

    Want to hear Otto answer as your business? We set up a live test on your own number during the demo.

    Book a live demo

    The same business. A different week.

    MomentWithout OttoWith Otto
    A call after 5 PMVoicemail. They call the next company.Otto answers, books it, texts a confirmation.
    A new web leadSomeone replies tomorrow, if they remember.Reply drafted in seconds, sent when you okay it.
    A quote with no answerForgotten after a week.Flagged as stalled, follow-up drafted for you.
    Contracts and paymentsPrinted, scanned, chased by phone.Sent from the record, signed on a phone, paid by link.
    How the work gets doneLives in your head.Written down from your own calls and meetings.
    Getting paidChasing checks and overdue invoices.Payment links and kind reminders until it is paid.
    Hiring a technicianA pile of resumes and phone tag.Applicants graded, interviews booked. You pick.
    Your morningCatching up on voicemail.A two-minute brief on what Otto handled.

    What is a missed call costing you?

    Four in ten calls to local businesses never reach a person (Invoca, 2025). Put in your own numbers.

    Work walking to a competitor
    $0a month

    Benchmarks: Invoca 2025 (61% of calls reach a person), CallRail 2025 caller survey. Your results depend on your market.

    And the tools it replaces

    List prices for a 10-person team, annual plans, checked September 2026.

    • Pipedrive LiteCRM$140
    • ClickUp BusinessProjects$120
    • Airtable TeamTables$200
    • Dropbox StandardDrive$150
    • Docusign StandardSignatures$120
    • Calendly StandardScheduling$100
    • Typeform BasicForms$28
    • Zapier ProfessionalAutomations$20
    Every month$878
    Insight On Demand with OttoOne price

    Live after one call. We do the moving.

    1. Setup call

      We connect your phone, calendar and inbox with you.

    2. Customers moved in

      Import from a spreadsheet or your old CRM. Nothing retyped.

    3. Otto learns your business

      Your prices, hours, services and policies, approved by you.

    4. Go live

      Calls forward to Otto. Your number stays yours.

    Built for owners who are done doing it all.

    Great businesses get buried by their own success. Every call, every quote, every process ends up living in the owner’s head. Otto writes it down and does the follow-up, so the business keeps moving when you step away.

    OttoThe AI inside Insight On Demand

    One record your whole team shares

    Calls, texts, emails, forms, contracts and payments land on the same customer record, so nobody has to ask what happened last.

    Built to be trusted with your business

    Row-level security across your data, roles and per-page access for your team, and a full activity log of everything Otto and your agents do.

    Otto gets better every week.

    1. Opened, submitted and signed tracking on every form and contract
    2. Send a form or contract straight from the customer record
    3. Otto greets returning callers by name and books during the call
    4. Payment links on jobs through your own Stripe account
    5. Replies to new leads drafted in about 12 seconds

    Next: from answering the phone to running whole processes.

    Every call and meeting teaches Otto how your company works. It writes that down, then uses it to take more off your plate: onboarding a customer, training a new hire, collecting what you're owed. From your own playbooks, with your okay.

    Your business. Your data. Your rules.

    Otto works for you, inside limits you set, on a record your team can always see.

    Your data stays yours
    Export everything, any time. We never sell it.
    A person is always reachable
    Callers can ask for a person at any point, and urgent calls go to whoever is on call.
    Approvals you control
    Decide exactly what Otto may do alone. Everything else waits for one tap.
    Access by role
    Your team sees what their role allows, and every action is logged on the record.

    One plan. Everything included. One monthly price.

    Insight On Demand with Otto

    One planbilled monthly

    One monthly price, sized to your team. Setup happens on a call with you, and your whole team is included.

    Get your price
    Or hear Otto first
    • Otto answers your calls, day and night
    • Replies to every text, email and web lead
    • CRM, pipeline and next-step suggestions
    • Booking pages, reminders and calendar sync
    • Forms, contracts and e-signature
    • Payment links, invoices and monthly plans
    • Custom agents and systems built from a sentence
    • Tables and dashboards for any operation
    • Playbooks from your calls and meetings
    • Automations you describe in a sentence
    • Connects to 1,000+ apps

    Questions owners ask.

    Is it just a CRM?

    No. The CRM is where most owners start. The same tables, forms, pages, automations and agents run hiring, collections, memberships, inventory or anything else you track, and Otto can build them from a description.

    Is Otto a person or software?

    Otto is the AI built into Insight On Demand. It answers calls and messages, keeps your records current and does the follow-up. Your team stays in front, and customers can always reach a person.

    Will it sound like a robot?

    Otto speaks and writes from the answers, prices and policies you gave it. Most callers just notice someone picked up.

    What if it gets something wrong?

    You decide what Otto does on its own and what waits for your okay. Prices and promises only come from answers you approved, so it cannot invent a discount.

    Do I keep my phone number?

    Yes. We set up call forwarding or move your number with you on the setup call.

    How long does setup take?

    One setup call. We connect your phone, calendar and inbox, load your answers and prices, and import your customers with you.

    What happens to my data?

    It is yours. Export it any time. Calls and messages are stored on the customer record, and access is limited to your team.

    Tonight, let Otto pick up.

    One setup call. Your phone, calendar and customers, working for you by tomorrow morning.