Commercial business development, for a company with nobody doing it
You own a restoration company. There is no business development person, because there is no business development person's worth of time in your week. The hospital, the hotel and the property management firm in your market already have a restoration vendor on their list, and getting on that list is a two-year job of being in the right rooms and following up on the right days. This is the software for that job.
It is a licence, not an agency. Nobody here contacts anybody on your behalf. You and your reps drive it, and it does the parts a person forgets: who is due a call, which storm just hit a town where you have a client, which building you have never called, and what you said to them last time.
Four things that are true of this and not of a general-purpose CRM
Nothing goes out that a person has not read
Every message the software writes lands in a queue with the reason it was written. Somebody at your company opens it, fixes it if it is wrong, and approves it. Approving is the only path to being sent, and the send step refuses anything that did not come through it — not as a policy, as the only code path there is. There is no setting that mails a stranger in your name while you are on a job. If you do want a specific campaign to send without review, you turn that on deliberately, for that campaign.
It counts the give-and-get in your networking groups
Restoration business development is not mostly cold outreach. It is showing up to the same twelve rooms for three years until the facilities director in row four has a pipe burst at two in the morning and remembers who they drink coffee with. Your CRM has no idea those rooms exist. This one holds the rosters — chapters, chamber committees, referral networks, trade associations, all the same shape — and it counts referrals in both directions, so the balance per member answers the question everybody is too polite to ask out loud. A group where you only ever give referrals is a cost centre with a breakfast attached, and the only way to know that is to count.
Nothing a robot finds goes straight into your pipeline
The property sweep reads commercial buildings out of OpenStreetMap — open map data, attribution shown where the records appear — and lands every one of them on a review page. You mark it yes, no or maybe, add a note, and only the ones you pick become accounts. Zones are grouped into tiers, and the tier is the cadence: near the office gets worked hardest, outlying towns get swept when the pipeline is thin. A scraper that writes into the pipeline poisons it the first time the source changes shape, and the damage is invisible, because it looks like data.
The clients you have already worked for are better prospects than any building on a map
A facilities manager whose flooded server room you dried out two years ago has seen your crew, knows what you cost, and has already made the purchase decision once. Nobody calls them, because there is no trigger and no list. This is the trigger and the list: the freeze window before winter, a storm landing on a town where they have a building, the anniversary of the job, or simply too long since anyone spoke to them. One touchpoint per client per run, and a cooling-off window that counts every message any part of the software has written to that person — because a client who gets three notes in one week unsubscribes, and then the feature has left you worse off than having no retention programme at all.
And one switch that stops all of it
Pause. Every agent stops, every approved message is held, and a red banner runs across every page in the app saying who paused it and when. Anybody signed in can pause, because the rep who notices the bad email is the one who should be able to stop it. Only an owner or an admin can start it again, because that is a judgement about whether the problem is fixed.
Who it is for
Restoration first, then roofing, HVAC, plumbing, general contracting, commercial cleaning, electrical and landscaping. It suits a trade whose work arrives with the weather, and an owner-operator who would rather spend twenty minutes a day approving outreach than hire somebody to do it.
One codebase, same engine, different skin. Your branding, your field names, your pipeline stages, your triggers and your email templates are settings, not custom code — which is what makes this a licence you can own rather than a bespoke build you have to pay somebody to maintain. The setup wizard asks what trade you are in and pre-fills the triggers, target property types, pipeline stages and starter templates for it, which is what lets a new company go live in an afternoon.
Who it is not for
- Residential lead generation. This is built for commercial accounts with a facilities, property or general manager you can get to know.
- Anybody who wants an agency to run their outreach. You drive this.
- Anybody who wants mail going out without reading it first. The product is built the other way round on purpose.
What is honestly not built yet
Three things a page like this normally implies and this one will not. Sending through your own Microsoft 365 or Gmail mailbox is not connected yet, so approved mail is held rather than delivered. The property sweep cannot find a contact's email address — every building arrives without one and the review page says so. And the weekly management report shows on a dashboard rather than arriving in your inbox, because there is no mail provider wired up. The full list is on the features page, including the things that do work today.
What it costs
A flat price per company, not per user. $199 a month for Base and $399 for VIP, with a 14-day free trial and no card to start one. The full price list has what is included and what an extra person costs.
Two things about money are still being decided:
- [NEEDS ZACH: the refund policy. Cancelling already works and keeps the rest of the month that was paid for; what is undecided is what happens when somebody asks for money back]
- [NEEDS ZACH: whether sales tax applies to software in the states you sell into, and whether to switch on Stripe Tax]