Product · Customers
Every customer, one tap away.
Addresses, contacts, notes, quotes, jobs and invoices. Everything about a customer, in one file your whole team can see.
What it does.
- 01
Full history
Every quote, job, visit and invoice, in order, on the customer’s file.
- 02
Several addresses
Homes, rentals, storefronts. Each address with its own notes and equipment.
- 03
Your own fields
Door codes, pets, equipment, VIN. Ask and the field is there.
- 04
Import your list
Bring your customers from a spreadsheet or your old software.
Change it by asking.
Your app isn’t frozen on day one. Write what you need, the way you’d text it. Alori makes the change and shows you before anything goes live.
- Add a field for the alarm code
- Show me customers we haven’t seen in a year
- Tag customers who came from Google
Works with the rest of your app.
Every module shares the same customers and the same data. Nothing to copy from one app to another.
- AutomationsYour admin work, done on its own
- AI botAn AI teammate you text, call and chat with
- ConversationsTexts, email and calls on the customer’s file
- CallsCalls from your CRM, written down
- EmailYour own Gmail, with replies drafted
- Website chatA chat bubble your bot and team answer
- WebsiteA fast site customers find on Google
- DealsEvery lead and sale, stage by stage
- QuotesFrom your price list, approved online
- Online bookingCustomers pick a time, you both get an email
- Email campaignsNewsletters and promos, with open reports
- Help centerAnswers for your customers, on your site
- ScheduleYour team’s week, drag to reschedule
- JobsFrom booked to done, with photos
- TasksYour team’s to-dos, projects and boards
- MeetingsVideo meetings with an AI summary
- InvoicesInvoice the job, see who owes you
- EmployeesHiring, papers, time off and hours
Built for your trade.
See how owners in each trade use it.
PlumbingQuotes and invoices from the truck
HVACJobs and schedules for your techs
CleaningRecurring visits and teams
LandscapingSeasonal quotes and routes
RoofingQuotes, jobs and photos
Auto repairWork orders and invoices
SalonsA website and online bookings
ClinicsAppointments and patient files
SaaSCRM, support, calls and campaigns in one app
B2B servicesAgencies and consultants: clients, proposals, projects