Owners
One record the whole company reads.
The contact Sales added is the one Service writes the work order for, Invoice bills and the Portal signs in — one customer, with their conversations and proposals beside them.
ContactsCompaniesShared record
AppSite CRM
Every customer, and every conversation, in one record.
CRM keeps the company’s contacts and companies in the one record the whole platform reads — with the shared inboxes where customer email arrives, the tasks that come out of it, the flows that answer it and the proposals Service writes — so nobody rebuilds a customer’s story in another app.
Who it’s for
Everyone who talks to your customers.
Sales
Prospects found, then confirmed.
Tell the AI Prospector who you are looking for; it searches, drafts each contact and the first email from your templates — and nothing joins your list until a person has confirmed it.
AI ProspectorDraftsTemplates
Front desk
Customer email lands where the work is.
Each division’s mailbox arrives in a shared inbox, assigned to the people who answer it; a message becomes a task, finds its invoice, and prints as a letter.
Shared inboxesPer divisionTasks
Flows
Email that answers itself — once you say how.
A flow turns a kind of email into its answer: a template, a wait, the next step, run by the platform and recorded in the Ledger. When a message keeps going wrong, ask AI to diagnose it and build the flow that fixes it and the ones after it.
- Flows — templates and waits, run for you, every run recorded.
- Diagnose with AI — from the email that went wrong to the flow that fixes it and every one like it.
- Subscriptions — every newsletter that writes to you, one decision each — keep it, or archive what is here and what comes next.
- The Ledger — every automated run in one list, each with its next step.
- Self-Guided Leads — people who tried AppSite from the website, on a board by the step they reached.
- Tasks — real work items, assigned to a person, with a history of what was done.
From a first email to a signed proposal in three steps
Capture, follow up, close.
Step 1 · Capture
A contact, from wherever they came.
An email to a shared inbox, a website sign-up, a prospect the AI found — each becomes one contact.
InboxWebsiteProspector
Step 2 · Follow up
The next step is a task.
Assigned to a person, answered from the inbox, kept in History — and a flow sends the follow-up on its schedule.
TasksHistoryFlows
Step 3 · Close
The proposal is a real deal.
Deals are the proposals Service writes and the customer answers in their Portal — real quoted work, not a guess.
DealsServicePortal
Start
Put every customer in one record.
CRM is part of the AppSite platform — the same contacts in Service, Invoice, the Portal and Podcast. See the plans, or book a call and we will set it up with you.
Bring your customers into one record.
Start with your shared inbox and your contacts; every module after it reads from the same place.