Our AI Office Manager handles appointments, tasks, notes, customer follow-ups, and more — so you can focus on growing instead of managing. Built for small businesses and nonprofits.
The AI Office Manager is a full business management platform with an AI assistant built in — not a simple chatbot.
Schedule, manage, and track all appointments in one calendar. Automated reminders reduce no-shows. Full CRUD — create, reschedule, and cancel with ease.
Assign and track tasks across your team. Set due dates, priority levels, and status updates. AI generates follow-up tasks automatically after appointments.
Keep detailed notes for every client interaction. Share notes across team members. AI can summarize long note histories and suggest next steps.
Give clients their own portal to view appointments, tasks, and notes. Reduce inbound calls by letting clients self-serve on the basics.
The AI assistant answers FAQs, books appointments, and handles customer service 24/7 — so your business keeps running even when you're not available.
Set up automated workflows — appointment reminders, follow-up sequences, daily summaries. Build your own or start with pre-built templates.
No contracts, cancel anytime. Every plan includes onboarding support.
This isn't generic CRM software. The AI Office Manager was built specifically for service-based businesses and nonprofits like yours.
Employees see what they need. Admins see everything. Customers see only their own data.
Cloud-based. Access from your phone, tablet, or desktop. No installation required.
Tailor the AI assistant, automations, and workflows to match how your business actually operates.
See appointment trends, task completion rates, and customer engagement — all in one dashboard.
Schedule a personalized demo. We'll show you exactly how it works and how it fits your business.
Schedule a Demo →