The CRM that keeps itself up to date
Dealnera is the phone-first CRM for service businesses. Every call and text lands on the right customer with a summary, the next step and the changes it heard. You just confirm.
No card needed to start. $25 per teammate a month after the trial.
Features
Never type what the call already said
After each recorded call you get a three-line summary linked to the moments it came from, the outcome, the tasks that were promised with their dates, and the details that changed. Texts get a one-line “what they want”. Nothing changes until you accept it, and every accepted change can be undone for 30 days.
Built around the phone
Business numbers, calls and texts from the browser and the iPhone app, the caller’s record on screen while it rings, a text back for missed calls, and recordings on the customer’s timeline. Calls from numbers you don’t know become leads for the right teammate.
A pipeline your team keeps up to date
A board with stages that match how you sell, one suggested next step for every customer, reminders on your phone, and a brief at the top of each customer that says where things stand.
You stay in control
Each assistant feature has its own switch, and a customer can be kept away from it entirely. The model providers it uses don’t keep or train on your data. Search finds calls and notes by what was meant, not just the words typed, and only what each teammate is allowed to see.
For service teams of 2 to 50
For businesses whose sales happen on the phone and whose people are out on jobs all day.
- Plumbing
- Heating and air
- Roofing
- Electrical
- Cleaning
- Landscaping
- Pest control
- Garage doors
- Remodeling
In the truck, too
The iPhone app has your day, your customers and their history, calls and texts from the business number, and voice notes: talk after a visit, and the assistant turns it into a clean note with the tasks you mentioned. Voice notes are transcribed on the phone; the recording never leaves it.
Try it on your own calls
14 days free, then $25 per teammate a month. Bring your customers in from a spreadsheet in minutes.
Start free trial