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CRM and front office

The whole front office. One system.

Phones, inbox, customers, pipeline, booking, contracts and payments in Insight On Demand: one system, one record per customer, with Otto across all of it.

From first call to paid.

  1. They reach out

    A call, text, email or web form lands in one inbox, on the customer.

  2. Otto answers

    Day and night, in your words, and books the visit.

  3. The deal moves

    Proposal, agreement and deposit, tracked on the pipeline.

  4. You get paid

    Invoice and payment link, with reminders until it is paid.

Nine tools' worth. One customer record.

Phones

An AI receptionist answers every call, books it and texts a confirmation.

Inbox

Calls, texts, email and web forms, one thread per customer.

Customers

Every person, job, message and payment on one page.

Pipeline

Every deal, its stage and what it is waiting on.

Booking

Online booking into your real calendar, with reminders.

Forms

Collect the details before the first visit.

Contracts and e-sign

Agreements they sign on their phone.

Invoices and payments

Payment links, deposits, plans and reminders.

Campaigns

Bring past customers back in your own words.

Every deal, and what it is waiting on.

Proposals, agreements and deposits move on one board. Otto follows up the quiet ones and tells you which deals need you.

  • Stages you name
  • Follow-ups drafted for you
  • Linked to the customer and the invoice

Get paid without chasing.

Send a payment link from any customer or deal. Reminders go out until it is paid, and every payment lands on the record.

  • Card or bank transfer
  • Deposits and monthly plans
  • Reminders until it is paid

Booked into your real calendar.

Customers book online, or Otto books them on the call, into open slots on the right person's calendar.

  • Only open slots
  • Text confirmation and a reminder
  • Synced with Google Calendar

Your customers. Your rules.

Only what you allowed

Choose what Otto may answer, book and send alone and what waits for you. Prices and promises only come from answers you approved.

One timeline per customer

Every call, message, signature and payment on the customer's page, in order, for your whole team.

The same customers. One record each.

MomentWithout itWith it
A new leadLands in one of five apps.One inbox, on the customer.
After hoursVoicemail.Answered and booked.
The proposalSent from another tool and forgotten.On the pipeline, followed up on time.
The paperworkPrinted, signed and scanned.Signed on their phone.
Getting paidReminders by hand.A payment link and reminders until it is paid.

The rest of the platform.

Questions owners ask.

Do I have to use every part?

Use what you need. Every part shares the same records, so adding one later takes nothing to set up.

Can I bring my customers over?

Yes. Connect the tool you use now and Otto moves your customers, history and automations.

Do I keep my phone number?

Yes. We set up call forwarding, or move your number with you.

Can my team use it?

Yes. Everyone works from the same records, with the access you give them.

How do customers pay?

By card or bank transfer, through your own Stripe account.

Every customer, one place.

Bring what you have. Otto sets up the rest.