Built-In CRM That Works While You Work
Instant caller recognition, complete service history, and automatic profile creation. Every customer interaction tracked and organized without lifting a finger.
Every unknown caller costs you $200
When your team asks "What's your name again?" you've already lost the sale, the trust, and the repeat business.
Returning customers call and feel like strangers. They repeat their address, explain their problem from scratch, and wonder if you even keep records.
Meanwhile, the context from their last three calls, the quote you sent, the appointment they missed? It's all buried across text threads, voicemails, and sticky notes. Your team wastes time searching, the customer loses patience, and the job goes to whoever picks up next.
Without SpeakHalo
- ✕"Can you spell your last name for me?"
- ✕"What was the address again?"
- ✕"Let me check if we have your file..."
- ✕No record of previous quotes or calls
- ✕Leads slip through with zero follow-up
With SpeakHalo
- "Hi Sarah, calling about the service quote?"
- Full profile: name, address, service history
- Last interaction + pending quotes visible instantly
- Auto follow-up SMS sent after missed calls
- AI lead score: 87, hot lead, high intent
Caller recognized in under a second
The moment a known customer reaches out by phone, SMS, or WhatsApp, their full profile loads instantly. Name, address, service history, lead score, and upcoming appointments, all before you say hello.
- Searches phone, SMS, and WhatsApp history simultaneously
- Loads full profile with service history and lifetime value
- Surfaces upcoming appointments and pending quotes
- Works across all channels with a 5-minute intelligent cache
Tom W.
42Lisa K.
38Mark R.
61Jenny P.
55Sarah J.
87Mike T.
95David K.
92Leads that score, qualify, and move themselves
Every new caller enters your pipeline automatically. AI scores intent, tracks engagement, and advances leads from first touch to booked job, without your team lifting a finger.
- Auto status progression based on engagement
- AI lead scores from 0 to 100 on every contact
- Hot, warm, and cold qualification tiers
- Conversion tracking with revenue attribution
- Real-time pipeline value and forecast
Every interaction. One timeline.
Phone calls, texts, WhatsApp messages, quotes, appointments, all stitched into a single story for every customer.
Sarah Johnson
42 Oak St, Austin TX
Incoming Call (3:42)
Asked about a leaking faucet in the kitchen. Quoted $180 for a repair visit.
Auto Follow-up SMS
"Hi Sarah, thanks for calling! Here's your repair quote: $180. Reply YES to book."
Photo Received
Customer sent photo of the leaking faucet and under-sink area for visual assessment.
AI Photo Quote Generated
Moen single-handle faucet, ~6 yrs old. Estimated repair: $120 to $220. Cartridge replacement likely.
Appointment Scheduled
Faucet repair on Feb 28, 10:00 AM. Assigned to Tech Team A.
24h Reminder Sent
"Hi Sarah, just a reminder: your faucet repair is tomorrow at 10 AM. See you then!"
Service Completed
Faucet repair completed. Cartridge replaced. Invoice: $180. Customer rated 5/5.
Your customer data flows everywhere it's needed
Every channel feeds into one unified profile. Every profile powers your automations.
Customer Profile
Unified & Always Updated
Channels In
Customer Profile
Unified & Always Updated
Actions Out
One CRM. Every trade.
Click an industry to see how SpeakHalo surfaces the right customer data at the right moment.
Robert Jenkins
15 Maple Dr, Denver CO
12
Calls
8
Jobs
$4.8k
Revenue
Recent Activity
Incoming Call
9:15 AMAsked about AC making noise. Quoted $280 diagnostic.
SMS Follow-up Sent
9:20 AMAutomatic quote confirmation with booking link.
Appointment Booked
9:25 AMAC Diagnostic, Feb 28 at 10:00 AM, Tech Team A.
24h Reminder Queued
9:26 AMAuto SMS reminder scheduled for Feb 27.
AI Insight
This customer's Carrier 24ACC636 is now 7 years old. Based on usage patterns and service history, recommend proactive outreach for a replacement quote within the next 6 months.
Stop treating returning customers like strangers
Every missed detail is a missed opportunity. Let your AI remember every customer, every conversation, and every preference so your team can focus on the work that matters.
No credit card required. 30-day free trial.