A Wisdom Weave product · Customizable platform

Runeverycustomerconversation.

WW CRM brings your calls, texts, marketing, automations, invoices, and appointments into one platform — powered by AI voice agents and tailored to exactly how your business works. Need something custom? We build it.

AI voice agentsTexting, marketing & automations Built around your business
Sparkle Wash · Riverside
Search calls, texts, customers…
AI receptionist on
Calls today
47
+12 vs avg
Answered by AI
41
87%
Booked
18
+6 today
Texts
132
23 unread
CallsLive
SMSarah M. · on call nowAI · live
DRDiego R. · 2 min agoBooked
JLJamie L. · 11 min agoAI
KPKim P. · 18 min agoVoicemail
MessagesNow
Are you open till 7 today?
Yes! Open till 7. Want me to book your Ultimate wash?
Please 🙌
9:41
AI Receptionist
Sarah Mitchell
Member · Ultimate Unlimited
00:24
WW CRMHi Sarah, welcome back! Want to book your usual Ultimate wash?
SarahYes, is tomorrow at 10 open?
WW CRM
Booked: Tue 10:00 AM · confirmation texted
The problem

The calls you miss are the customers you lose.

Phones ring after hours, texts pile up, and your customer list lives in three places. WW CRM pulls it into one — and answers the phone for you.

01

Missed calls are missed revenue.

After-hours and rush-hour calls go to voicemail — and most callers don't leave one. They just call the next business on the list.

02

Your tools don’t talk to each other.

A phone line here, a texting app there, a spreadsheet of customers somewhere else. Nothing is connected, so nothing gets followed up.

03

Off-the-shelf software never quite fits.

You end up bending your business to the software instead of the other way around — and paying for ten tools to do what one should.

0+
connected tools, one login
0/7
AI voice agents on your phones
0%
customizable to your business
Product tour

One platform. Every customer-facing tool.

AI voice agents, texting, marketing, automations, invoices, and booking — connected, automated, and tailored to how you work.

AI voice

An AI voice agent that answers — and calls

It picks up live in a natural voice, recognizes the caller, checks availability against your hours, books the slot, and texts a confirmation. The same engine places outbound calls for follow-ups and reminders. Every call comes back with a transcript, summary, and sentiment.

  • Answers 24/7
  • Books & transfers
  • Outbound calling
  • Transcripts + sentiment
9:41
AI Receptionist
Sarah Mitchell
Member · Ultimate Unlimited
00:24
WW CRMHi Sarah, welcome back! Want to book your usual Ultimate wash?
SarahYes, is tomorrow at 10 open?
WW CRM
Booked: Tue 10:00 AM · confirmation texted

One inbox for every text

Two-way SMS/MMS in a shared, real-time inbox. Assign, pin, translate, and reply with templates — as a team.

Diego R.2
Do you do ceramic coating?
We do! Starts at $199. Want me to text you a booking link?
Yes please
Delivered · 9:41 AM

Marketing that goes out at scale

Segment an audience, schedule a bulk text, and watch delivery and replies roll in live.

Spring Unlimited2,418
1,837 sent98% delivered214 replies

Auto-replies, the moment a text lands

Keyword rules reply instantly. AI drafts the rest, ready for your team to send in one tap.

HOURS
Auto-reply sent
We’re open 8 AM–8 PM today! 🙌
AI draft
Want me to book you in this afternoon? I have 2:00 and 4:30 open.

Build any workflow, no code

Drag a trigger to a condition to an action — text a new lead, tag a customer, email a manager, fire a webhook. It's a general-purpose automation canvas, not a fixed template. Dry-run it, then turn it on.

  • Triggers
  • Conditions
  • Actions
  • Webhooks
TriggerNew lead arrives
ConditionNo reply in 1 hour
ActionSend follow-up text
ActionNotify the manager

Outbound AI calls

Put your AI agent on the dial-out, too — confirmations, reminders, and follow-ups in your agent's voice.

Outbound · AI agentCalling
Diego R. · +1 (305) 555-0147
“Hi Diego, just confirming your appointment tomorrow at 10 AM…”
Up next
Reminder · Sarah M. Queued
Follow-up · Kim P. Queued

Invoices with public pay pages

Line-item invoices, server-made PDFs, and short-link delivery by text — tied to appointments and contacts.

Invoice #1042
Sparkle Wash · Diego R.
Paid
Ceramic coating$199.00
Interior detail$89.00
Total$288.00
Tue 10:00 AM Payment link sent Unlimited plan

Appointments & public booking

Share a booking link, take self-bookings, and send reminders — synced with invoices and AI-booked slots.

Tuesday, May 12
9:0010:0011:001:00
10:00 AM · Diego R.
Booked via public link
Reminder text scheduled

Every call, fully understood

Recordings, transcripts, AI summaries, and sentiment — searchable, with analytics and per-line routing.

Jamie L.2:14
Asked about hours & membership pricing. AI quoted Ultimate plan, booked a Saturday wash.
Positive
Kim P.0:48
Quick question about gift cards. Resolved, no follow-up needed.
Neutral
How it works

Live on your phone line in days, not months.

01

Connect your number

Port your existing line or provision a new one. We wire up Twilio voice and SMS in minutes — no new hardware.

02

Bring your customers & services

Import contacts, set up your service catalog and custom fields, and tag your audiences. Everything else reads from here.

03

Turn on AI & automations

Configure your AI voice agent, keyword auto-replies, and the workflows you want — and test each one before it goes live.

04

Run everything from one screen

Calls, texts, marketing, invoices, and appointments — one workspace your whole team uses, on desktop or phone, shaped to your business.

Built for scale

Built multi-tenant. Isolated by default.

Every company runs on its own database — not a shared table with a tenant column. Secrets are encrypted, access is role-based, actions are logged, and everything updates in real time.

Database-per-tenant isolation

Each company gets its own PostgreSQL database. The connection pool fails closed rather than risk a cross-tenant leak.

AES-256-GCM encrypted keys

Bring-your-own AI and provider keys are encrypted at rest with a rotating key ring and never logged.

Role-based access control

Granular permissions and roles, JWT auth with email 2FA, and rate-limited login surfaces keep the right people in the right places.

Append-only audit log

A database trigger physically blocks edits and deletes on the audit trail, so the record can't be tampered with.

Make it yours

Not a rigid template. A platform shaped to your business.

Toggle modules, brand it as your own, adapt the data to your workflow — and when you need something we don’t have yet, we build it for you.

Toggle modules per team

Turn features on or off per company and per role. Show your team exactly the tools they use — nothing more, nothing less.

White-label branding

Your logo, your name, your colors, your booking and invoice pages. The platform looks and feels like yours, not ours.

Custom fields & data

Adapt contacts, services, and records to your business — custom fields, labels, categories, and segments, configured to fit.

Bespoke modules built for you

Need something specific? We build it. Custom pages and modules — like ticket viewers, trip lookups, or analytics dashboards — designed just for your operation.

FAQ

Answers for owners and ops teams.

Any business that talks to customers by phone and text and wants it all in one place. It started in one vertical, but the platform is general-purpose and fully customizable — service businesses, clinics, dealerships, transport, multi-location operators, and more. If your workflow is unusual, that's fine: we tailor the platform, and build bespoke modules, to fit it.

Let WW CRM answer your next call.

Book a 20-minute demo. We’ll connect a number, turn on the AI receptionist, and show it book a real appointment on your data.

info@wisdomweave.com