Features · Sales CRM

A CRM that fills itself

Missed calls, unread messages and unsold estimates become graded leads, without anyone typing them in.

Most service CRMs are empty because filling them is somebody’s unpaid second job. Notifi captures every signal from the phone system it already runs, grades each lead, routes it to a person and works it on a clock.

Book a demo Product tour

Home service companies running on Notifi

Backed by

Grading

Your sales team should start with the right lead, not the newest one

Fifty open leads are not equal. A no-cooling call from an existing customer with a fourteen-year-old system is not the same lead as a price-shopper who filled in a form.

Iris grades every lead from what was actually said: sentiment, urgency, intent and value. Your salespeople open the day looking at the A-grades rather than the alphabet.

Iris does the grading from the conversation itself, because she was the one who had it.

What it does

Sales CRM, in detail

Auto-captureEvery missed call, message, web enquiry and unsold estimate lands in the pipeline on its own.

AI lead gradingGraded on sentiment, urgency, intent and value from the actual conversation, not a form field.

PipelinesLeads move through New, Qualified and Working with owners and clocks, visible to everyone.

Lead routingRouted to the right person by territory, trade and grade rather than to whoever notices.

Response SLAsFirst-response clocks on every lead, so speed is measured rather than assumed.

Re-engagementUnsold estimates and quiet leads worked automatically instead of by memory.

One customer recordCalls, recordings, messages, jobs and estimates on one record per customer.

Call trackingWhich source produced which booked job, from the first ring to the invoice.

Questions

Sales CRM, answered

What makes this different from a generic CRM?

It fills itself. Notifi runs the phones, the messages and the estimates, so the CRM captures every signal automatically rather than waiting for somebody to log a call they missed.

How does the AI grading work?

Iris grades each lead from the conversation itself: sentiment, urgency, stated intent and likely value. A homeowner with no heat and a unit on file grades differently from a price-shopper, and your team sees that before they pick up the phone.

Can we define our own pipeline stages?

Yes. Stages, owners and response clocks are configured to how your sales team actually works.

Does it work unsold estimates automatically?

Yes. A declined or quiet estimate is re-engaged on a sequence rather than left in an inbox until it goes cold.

Does it replace our marketing stack?

No. It captures and works demand. What it gives your marketing is honest attribution, from source to booked revenue.

Is the CRM an add-on?

No. It is part of the platform, on the same customer record as scheduling, dispatch and invoicing.

More of the platform

Everything runs on the same record

Scheduling Iris Dispatch Route optimization Memberships Estimates Invoicing and payments Equipment records Reporting All features

See it on your own operation

Bring a real week of calls and jobs and we will run Notifi against them.

Book a demo Product tour

Home service companies