Optic CRM for home-services pros
One inbox for every lead and every customer message.
Optic CRM unifies the channels your customers actually use — phone, SMS, iMessage, email, web chat, and lead marketplaces like Thumbtack, Angi, and Networx — into one threaded inbox, with AI-drafted, human-reviewed replies that cut your speed-to-first-response. Built and run across our own home-services companies; now opening to other pros.
The Optic Inbox
Every conversation in one place, threaded by customer and routed to the right branch and owner. Reply to a marketplace customer in the same place you handle a phone call or a text — no switching apps.
Every channel, one thread
Phone, SMS, iMessage, email, web chat, and marketplace messages land in a single threaded inbox per customer.
AI-drafted, human-sent
Optic drafts a context-aware reply; a person reviews, edits, and sends. Faster first response — the #1 driver of booking a job.
Reply where the customer is
Answer marketplace customers inside their own thread on the marketplace, from Optic — the customer never has to leave where they started.
Branch-aware routing
Numbers, hours, pricing, and ownership follow each branch, so a multi-location operator scales without rewiring.
Message safety & supervised sending
Live customer messaging is handled responsibly. Optic is built so a human is always in control of what gets sent on your behalf.
Human-in-the-loop by default
AI drafts; a person reviews and sends. No blind auto-send of messages to customers.
Manual takeover & pause
Pause AI on any thread and take over manually at any time, per conversation.
Per-business controls
Each connected business enables or disables messaging independently. Nothing is on by default without consent.
Only within a customer-started thread
We send only inside a conversation the customer initiated — no unsolicited or bulk outbound — with full audit logging of sent messages.
For connected marketplaces, Optic acts solely as the pro’s service provider/processor: data is used only to run that business’s inbox, never sold, and destroyed within five business days of disconnection or on request. See our Privacy Policy.
Join the early-access list
Optic CRM runs across our own home-services companies today, and we’re opening early access to a small number of outside pros. Tell us about your business and we’ll be in touch.