The honest all-in-one CRM. AI included. No surprise bill.
Run your whole shop from one login. Calls, texts, email, booking, pipelines, and AI that actually does the busywork. One flat price a month. The AI is in that price, not bolted on as a $97 add-on.
No card to look around. You will talk to a real person, probably Joe.
Built with agencies, not for a pitch deck
Side by side
Your CRM bill shouldn't need a spreadsheet
Most all-in-one tools reel you in with a cheap base plan, then meter the parts you actually use. The AI usually lands as its own add-on, often around $97 a month for every sub-account you run. Agencies tell us their real bill ends up somewhere between $200 and $600 a month once the usage piles up. We went the other way. Pick a tier, and that's the number on your card. The AI is already in it.
The metered all-in-one
- Low base price, then meters everything that matters
- Texts, emails, and voice minutes billed per use
- AI is a separate add-on, often around $97/mo per sub-account
- The bill swings with usage and is hard to predict
- Overage charges you only find at month-end
SaaSyToadCRM
- One flat price for the whole tier
- Included, with fair-use limits sized for real shops
- AI included on every plan
- The price you saw is the price you pay
- No surprise overage, ever
Comparison reflects add-on and usage charges people commonly report, not a specific quote. Always check current plans before you switch.
The workshop
One tool for the whole job
The stuff you'd otherwise stitch together from five subscriptions, in one place and one price.
“Every call, text, DM, and email in one place. Nobody gets lost when I'm running the inbox.”
Unified inbox
Every conversation in one thread
Calls, texts, email (Gmail and Outlook, synced both ways), WhatsApp, and Instagram and Facebook DMs all land in one inbox, tied to the right contact. Reply from the same place. When a customer replies to a support email, it threads right back onto their ticket. Nobody goes hunting across five apps to find what someone said.
“I pick up every call. Miss one anyway and I text them back before they dial the next shop.”
AI voice receptionist & booking
It answers the phone so you don't have to
The AI receptionist picks up, answers the common questions, and books the appointment straight into your calendar. Miss a call anyway? It texts the caller back automatically before they ring the next shop.
“Your leads are cooling while you sleep. I make sure the follow-up goes out anyway.”
AI agents
Put the busywork on autopilot
Agents enrich new leads, follow up while they're hot, win back cold contacts, triage form fills, score your calls for sentiment and next step, and coach your pipeline. You decide how far each one goes: suggest a draft, or act on its own inside guardrails you set. They run on every plan because the AI is the point, not a line item we upsell you later.
“Each client runs in their own box, fully isolated. That architecture is not an accident.”
Multi-tenant workspaces
Run every client from one login
Each client gets their own workspace with your branding and your domain. Switch between them in a click. Starting a new client? Clone a snapshot and the pipelines, automations, and settings come with it. White-label, top to bottom.
“If a human is copy-pasting it, I can wire that. Set it once and it runs forever.”
Marketing automation
Workflows that close, not just send
Build visual workflows, drip sequences, smart lists, and email or SMS blasts. Trigger a follow-up the moment a deal stalls, ask for the review right after the job, re-engage a list that went quiet. Set it once and let it run.
“Send estimates, accept them online, and let me spin up the Stripe invoice automatically. No paperwork required.”
Quotes, tickets, and custom data
Estimates, support tickets, and custom records
Send clean quotes clients accept online and sign with their finger, then pay on the spot. Acceptance spins up the Stripe invoice for you, and every quote downloads as a PDF. Run customer issues through a built-in help desk. Add custom fields to deals and model anything you want as a custom object, then link any record to any other.
“Ask the question, get the chart. I'll tell you which channel actually pays and which deals are really going to close.”
Reporting and forecasting
Know what's working, not just what's busy
Build any report over your deals, contacts, activity, and your own custom objects. Forecast revenue by owner against quota. See which channels drive real revenue with first, last, and even-split attribution, and weigh closed revenue against your ad spend. The reporting other tools sell as a premium tier is just in the plan.
Flat pricing
Simple pricing. AI in every plan.
Three tiers, flat monthly price, no metered add-ons. Pick the one that fits and book a demo so we can get you set up.
Solo
For the owner-operator doing it all themselves.
or about $79/mo billed annually
- One workspace
- Unified inbox: calls, texts, email (Gmail + Outlook), WhatsApp, DMs
- Online booking + missed-call text-back
- Core AI agents (lead follow-up, enrichment)
- Quotes with e-signature, pay-at-signature, and auto Stripe invoice
- Help desk ticketing & customer support system
- Pipelines, contacts, custom fields, and tasks
Pro
For a growing team with real call and message volume.
or about $247/mo billed annually
- Everything in Solo
- AI voice receptionist that answers and books calls
- More seats for your team
- Custom objects, record types, and link any record to any record
- Reporting suite: custom report builder, forecasting, attribution, ROAS
- Marketing automation: workflows, drip, blasts
- AI call intelligence + agents that act on their own with guardrails
- Premium AI agents (reactivation, pipeline coach, briefs)
- Easy Clipper, our AI video clipper, included
- Priority support from a human
Agency
White-label. For agencies running a book of clients.
or about $497/mo billed annually
- Everything in Pro
- Client workspaces, run them all from one login
- Your branding and your domain
- Spin up a new client from a snapshot
- Custom client resale plans & AI token allowances
- Self-serve client portal & automated overage billing
- Stripe Connect payouts integration
- White-label client portals
Founding customers lock in launch pricing for life. Ask about it on the call.
Every plan includes the AI. No per-message metering, no surprise overage bill. Annual billing saves you roughly two months.
Try it on your numbers
See it on your own numbers
Book a 20-minute demo. We'll show you the whole thing running, answer the awkward pricing questions, and tell you straight if it's not a fit.