Platform / Records · Core · in development
The whole story of a customer, in one place.
Records is the memory of the platform. It keeps the people, organizations and projects you work with, along with what has happened and what was agreed.
The problem
Why this matters
When information is split between an inbox, a phone, a spreadsheet and a few apps, every handoff costs time. New staff take months to catch up, and good customers get asked the same questions twice.
Records gives every other tool a shared source of truth. Quotes, bookings, orders and notes all point back to the same customer.
What it covers
What Records does
- People and organizations
- Contacts, companies and how they relate to each other.
- History
- A timeline of conversations, quotes, visits and payments.
- Fields that fit your industry
- Track what matters in your line of work, not a generic template.
- Your data, portable
- Designed so your information can come with you.
How it fits
Part of one platform
Every other capability reads from and writes to Records. It is the reason the platform feels like one system rather than a bundle of separate apps.
Records is part of CAI Core and is still in development. It is used inside our ventures and custom builds today, and opens to beta members as it matures. We don't sell it as a standalone product yet.
Other capabilities
Sites
A business website you can launch now, built on the same foundation as the rest of the platform.
LiveQuoter
Build clear quotes and proposals, then keep track of what happens after you hit send.
Core · in developmentSales
Keep opportunities organized and always know the next useful thing to do.
Core · in developmentAgents
AI assistance for specific, repeatable business tasks, with a person staying in charge.
Core · in developmentBookings
Let customers book time with you, and collect what you need to know before they arrive.
Core · in developmentPayments
Connect the work you do with getting paid for it.
Core · in developmentOrders
Move each request from 'yes' to delivered with fewer dropped steps.
Core · in developmentFollow-ups
Make sure the next customer touchpoint actually happens.
Core · in developmentComing soon
Records is coming soon.
Records isn't publicly available yet. Join the CAI Core beta to get access as it opens, or tell us about your workflow and we can build it into a custom project today.