Starter
$47/mo
Never miss a lead again
- AI call & text answering
- Contacts & pipeline
- Unified inbox
- Online booking
- Missed-call text back
Coming soon
CRM for Accounting
The CRM that keeps tax season from burying your firm.
Your AI books consults, collects documents and keeps every client moving without a flood of phone calls.
Start free trial7-day free trial. No contract.
- Customer
Hi, I started a small business this year and need help with my taxes.
- Unleashed AI
Congratulations. Is it an LLC, a sole proprietorship, or something else?
- Customer
An LLC. I work for myself.
- Unleashed AI
We can help with that. A consult is open Tuesday at 11am. I just texted you the details.
Sound familiar?
- Tax season floods you with the same questions.
- Clients take weeks to send their documents.
- Leads go cold while you are heads-down on returns.
What the AI handles
Built for how accounting businesses work.
Books new client consults
It answers what you offer and what it costs, then gets a call on the calendar.
Chases missing documents
It reminds clients what is still needed until the file is complete.
Sends deadline reminders
Estimated taxes, filing dates and year-end tasks go out on time.
The CRM tools you will use most.
- CRM and pipeline
Every customer and every deal, in one place.
See who reached out, what they asked for and where each job stands. The AI logs every conversation, so your CRM stays up to date without data entry.
See how it works → - Calendars and automations
Your calendar fills itself.
Customers book online or through the AI. Reminders go out on their own, and follow-up campaigns keep leads from going cold.
See how it works → - AI voice and chat agent
Every lead answered in seconds. Even at 11pm.
Your AI picks up calls and texts around the clock, answers questions about your business and books the appointment before the lead calls someone else.
See how it works →
One AI for everything
One AI runs your whole CRM.
Talk or text to it like a new hire. The same AI that answers your customers also runs your contacts, pipeline, calendar, campaigns, website and invoices.
- "Who still owes me money?"
- "Move the Jones job to Friday."
- "Text everyone who got a quote last week."
- You
Remind everyone who still owes us documents.
- Unleashed AI
Done. Nineteen reminders are sent with a list of what is missing.
- Contacts and pipelineLogs every conversation and moves deals forward
- InboxAnswers texts, emails, web chats and DMs
- CalendarBooks, reschedules and sends reminders
- CampaignsFollows up on quotes and runs your text and email campaigns
- WebsiteFollows up on every form fill in seconds
- PaymentsSends invoices and payment links and chases what is due
Pricing
Plans from $47/mo
7-day free trial. No contract. Every plan includes the AI.
Pro
$97/mo
Run the business by talking to it
- Everything in Starter
- Websites & funnels
- Automated follow-up & campaigns
- Estimates & invoices
- Build anything by talking to the AI
Coming soon
Advanced
$197/mo
For multiple locations and teams
- Everything in Pro
- Win-back campaigns
- Multiple locations & calendars
- Team inbox & handoff
Coming soon
Stop running your business the hard way.
One AI runs your whole CRM. 7-day free trial. No contract.
Start free trial