From the first call to the signed job.
Keeper AI listens to your calls, flags the customers you can't afford to miss, and tells you who's most likely to buy.
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Harbor Supply Co.
Mike Daniels, Purchasing
(555) 010-2244
Customer
$$$$$
· 6 orders in the last 90 days
· Named quantity and delivery date on the call
AI call summary Powered by
Reorder: 5 pails of epoxy, 44 lb (Sep 28)
- Same quantity as last time — confirmed
- You promised to send updated pricing
- No firm date yet on the open balance
Note
No past paperwork on file — written from the call
Oak Park · Wall unit leaking +1
New lead
7:12 PM
To Do Confirm a visit for the leak repair; quote a ductless cleaning
The phone never stops ringing,but your best customers slip away
Built for contractors, trades, distributors, manufacturers and field service — owner-run shops with a small crew.
01
Calls all day
02
Sticky notes and memory
03
Missed follow-ups
You pick up between jobs, and quotes and callbacks get pushed to later. On a busy week, even your best leads fall through the cracks.
Keeper AI keeps track of the customers who matter — and what to do next.
HowKeeper AI works
01
Learns your business from your company profile
02
Spots high-value customers from what's said on the call
Buying intentSpecificsTimingDecision-makerDeal size
03
Wraps up every call with key points and next steps
04
Remembers how you decide and how you work
When the phone rings,here's what it does
You make the call. Keeper AI remembers and follows through.
Answer
You
Take the call
Keeper AI
Shows who's calling and your history with them
Qualify
You
Decide which jobs to take
Keeper AI
Flags key customers and who to handle first
Wrap up
You
Focus on the conversation
Keeper AI
Summarizes the call and suggests next steps
Follow up
You
Focus on what needs doing now
Keeper AI
Gets callbacks, quotes and follow-ups ready to go
Customers
You
Manage your accounts
Keeper AI
Links calls to job history so every customer's context is at hand
It keeps workingafter you hang up
Feature 1
Finds missed customers and lines up what's next
- Connects each call to past jobs
- Shows who to call back first
- Turns requests, promises and quotes into to-dos
Oak Park · Wall unit leaking +1
New lead
7:12 PM
To Do Confirm a visit for the leak repair; quote a ductless cleaning
Elmwood · Floor unit not cooling
New lead
6:34 PM
To Do Reply today with a visit window; share the service-call fee
Feature 2
Remembers
how your business runs
Calls, quotes and job history stay connected.
- Links customers, contacts, items and prices
- Learns your pricing and how you do business
- Uses your history to make the next decision faster
H
Harbor Supply Co.
Mike Daniels, Purchasing
CallSep 22Asked about a reorder
QuoteSep 24Epoxy, 5 pails
OrderSep 28Order confirmed
PaidOct 15Payment received
Sound familiar?Let us show you
- Follow-ups slip because the phone is so busy
- What was said lives in your head and on sticky notes
- Quotes and customer records keep piling up
Tell us how calls and customers flow through a typical day, and we'll show you exactly where Keeper AI fits.
- See a live product demo
- Learn how it fits your trade
- Get help with setup and data integration