The platform
One system for the whole business.
Insight On Demand replaces the stack of tools you copy between: one system for the front office, the back office and the work in between, with Otto working across all of it.
Everything in one place. Fourteen parts, one login.
Each part knows what the others know, so nobody types the same thing twice.
- Phones
An AI receptionist picks up every call.
- Inbox
Calls, texts, email and web forms in one list.
- Customers
Every person, job and message on one page.
- Pipeline
Every deal and what it is waiting on.
- Booking
Online booking into your real calendar.
- Forms
Collect the details before the first visit.
- Contracts and e-sign
They sign on their phone.
- Invoices and payments
Payment links, deposits and plans.
- Email campaigns
Bring past customers back.
- Tables
Track anything, your way.
- Dashboards
Today's numbers, no spreadsheet.
- Automations
When this happens, do that.
- Tasks and projects
Who is doing what, by when.
- Meeting notes
Notes and next steps, written for you.
Otto works across all of itYour built-in AI agent does the busywork and asks before anything goes out.
See how it fits together.
- 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
Start with what you have. Grow into the rest.
Connect your tools, tell Otto about your business, and switch on what you need.