A CRM That Remembers Every Customer So You Don't Have To
One organized home for every lead, contact, conversation, invoice and appointment — on your desktop and in your pocket.
Why small businesses move their customers into the Cook AI CRM
Sticky notes, three inboxes and a spreadsheet you last updated in March are not a system. The Cook AI CRM pulls every call, text, email, social message and web-chat into one timeline per customer, so anyone on your team can pick up a conversation and know exactly what happened last.
- Unified inbox for SMS, email, web chat, Facebook, Instagram and Google messages
- Visual pipelines that move deals from new lead to paid invoice automatically
- Smart contact lists, tags and notes that follow the customer everywhere
- Mobile app so you can run the whole business from your phone
What's Included With CRM & Lead Management
Smart Contact Profiles
Notes, call recordings, transcripts, emails, invoices and appointment history on one timeline.
Custom Pipeline Stages
Map your real sales process — estimate sent, job scheduled, paid, review requested — and let automations move the cards.
Invoicing & Payments
Send quotes and invoices by text, take a card on the spot, and watch payments land in the customer record.
Related Services
See CRM & Lead Management Working for a Business Like Yours
In a 30-minute demo we'll look at where calls, leads and follow-ups are slipping through, show you an AI Employee answering for a business like yours, and map what it would take to run yours. No obligation, no pressure.
- Live look at where your leads and calls are leaking
- An AI Employee built around your real offers and hours
- Clear pricing before you commit to anything