Ask Otto ⌘J
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.
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.
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
Every lead hears back in seconds.
Texts, emails and web forms land in one inbox. Otto drafts the reply in your words and shows exactly why. Approve it in one tap, or let Otto send the ones you trust it with.
- Replies drafted in about 12 seconds
- "Why this" shows what Otto used
- A to approve, E to edit
No quote goes quiet again.
Every job from first call to signed contract on one board. Otto spots what stalled, suggests the next step and drafts the follow-up.
- Stalled quotes flagged for you
- A next step on every job
- Calls, texts and files on one record
Signed from a phone, tracked to the minute.
Send an agreement or a form straight from the customer. See when it was opened and signed, and the job moves on by itself.
- Send a contract in two clicks
- Opened, submitted and signed, tracked
- Unsigned agreements chased for you
Get paid faster, without chasing.
Send a payment link from any job, charge a client in two clicks, and run monthly plans through your own Stripe account. The collections agent sends kind reminders until it is paid.
- Payment links on every job
- Monthly plans and memberships
- Overdue invoices chased for you
Your calendar fills itself.
A booking page for every service, synced with Google Calendar, with confirmations and reminders that keep people showing up.
- A booking link per service
- Text and email reminders
- Synced with Google Calendar
It writes down how you work.
Otto listens to your calls and meetings and turns how your best people work into playbooks the whole team can follow. You approve every change.
- Drafted from real conversations
- The quotes it used, side by side
- Your manual, always current
Run the business from one question.
Ask how yesterday went, what needs you, or to chase a quote. Otto answers from everything in your business and does the work when you say so.
- A morning brief, every morning
- Approvals in one tap
- Works from your phone
Your phone rings at 6:47 PM. Otto picks up.
Type your business name and watch Otto take the call as you.
Hear it for
See the full page for home servicesBlue Ridge PlumbingReady
Booked
Saved to the customerWhile you slept
- Call answered
Karen wants last year’s project again. Booked Thursday 8 AM.
- Lead texted back
Jose asked about a monthly plan. Approved from the couch.
- Text held
Reply to Ana waits until 8 AM. Nobody gets a late text.
- Urgent call
Details taken, whoever is on call paged.
- 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 demoWhat 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
$17,666a month
About $211,997 a year, from 21 jobs a month you never got the chance to win.
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$120Airtable TeamTables$200
Dropbox StandardDrive$150
Docusign StandardSignatures$120
Calendly StandardScheduling$100
Typeform BasicForms$28Zapier ProfessionalAutomations$20
Every month$878
Insight On Demand with OttoOne price
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.
One system underneath. See every part.
Otto, building by asking, tables and dashboards, the front office and over 1,500 apps, each with its own page.
- Otto, your AI agent
An AI agent with its own computer. It works in the background, tells you what matters and asks before anything goes out.
See how it works - Build by asking
Describe a system in a sentence. Otto builds the tables, forms, automations and agents, and you switch it on.
See how it works - Tables and dashboards
Track anything, link it to your customers, let agents work inside it and see the numbers live.
See how it works - CRM and front office
Phones, inbox, customers, pipeline, booking, contracts, payments and campaigns as one system.
See how it works - Integrations
Over 1,500 apps. Move everything in without retyping, or keep a tool you like connected.
See how it works
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.
Live after one call. We do the moving.
Setup call
We connect your phone, calendar and inbox with you.
Customers moved in
Import from a spreadsheet or your old CRM. Nothing retyped.
Otto learns your business
Your prices, hours, services and policies, approved by you.
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
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.
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.
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 over 1,500 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.