next-generation crm

The CRM that runs itself.

Senstra captures every lead, writes your estimates, follows up until people answer, and books the work — then asks what you'd like it to do next. Built for trades, services, and every owner who'd rather do the work than chase it.

Every screen below is the real product working a real job.

Estimate follow-ups — enrolledDana · $6,800
Estimate sent✓ Triggered Email✓ Sent 💬Text✓ Sent Day 3 nudgeScheduled
Waits if she opens · stops the moment she replies
Senstra — Copperline Painting & Coatings

Good afternoon, Ray

$9,150 booked · $18,400 in pipeline · 42% close

Ask anything about your business…
What's the best way to win my project with Dana?
Thinking

Call her today — here's why. Dana opened your $6,800 estimate three times, twice on her phone, most recently yesterday evening. That's someone comparing details, not someone going cold.

Dana Whitfield$6,800 · Interior — 3 roomsopened 3×

When you call, lead with the ceilings — it's the line she kept coming back to (the $980 flat-white coat across all three rooms). Offer Tuesday morning: your calendar's open, and she reads messages before 8am.

Want me to draft the text that sets up the call? Your price stays exactly where you set it.Draft itNot now
Viewed3
$15,250
Grace Okafor$7,200opened twice yesterday
Marcus Vale$4,200opened 4× today · 61%
Tomás Rivera$3,8501 view · 5d ago
Negotiating2
$16,600
Dana Whitfield$6,800call scheduled · Tuesday
Priya Nair$9,800follow-up drafted
Won1
$5,750
Imani Brooks$5,750✓ review sent
Estimate sentestimate.sent✓ Triggered
Email + textday 0 · instant✓ Sent
Opened it?condition: zero_views⏭ Skipped — she viewed
She replieddrip paused — you take over⏸ Paused
Yes — let's book it. Does Tuesday morning work?Dana · Text
Tuesday 8:30 works — you're on the calendar. See you then!You · Text
Dana Whitfield — WON$6,800 · booked Tuesday · contract on its way
✓ Text sent✓ Reply handled✓ Job booked✓ Review scheduled
Ask anything — it knows your business

Good afternoon, Ray

$9,150 booked · $18,400 in pipeline · 42% close · $6,133 avg

/
Reading from your estimates, clients, and pipeline
What's the best way to close Dana Whitfield?
Finding Dana Whitfield…
Dana's a strong one to prioritize: her Interior Painting estimate ($6,800, sent Aug 18) is marked Hot — opened 3 times, most recently on Aug 20. Senstra's own recommendation here is call now.

That level of repeat viewing usually means she's comparing details or price with someone, so a quick call to answer questions directly (rather than another email) is the best next move — want me to draft a text to set up that call, or log a follow-up note on her estimate?
Email Dana Whitfield a follow-up on her estimate.
Finding Dana Whitfield…
I'll draft a follow-up email to Dana Whitfield about her Interior Painting estimate (sent Aug 18 for $6,800). She's opened it 3 times — a good sign.

What would you like the email to say? For example:
• Check if she has questions about the estimate
• Let her know you're ready to get started
• Something else?

Or I can draft a standard follow-up for you to review before sending.
Tell her I'll call tomorrow morning to walk through it — and she can reply to this email with any questions.
Writing an email to Dana Whitfield…
Here's the draft for Dana Whitfield — take a look:
Email sentto Dana Whitfield
Following up on your estimate
Hi Dana, Just wanted to follow up on the estimate for your interior painting project. I'll give you a call tomorrow morning to walk through everything together. In the meantime, feel free to reply to this email with any questions. Talk soon, [your name]
Sent to Dana Whitfield
Who needs me right now?
Checking who needs you…
Good news — no customers or deals are waiting on you.

But Senstra spotted one thing: to answer incoming customer questions on its own and keep you in the loop, I'll need your core business info in the Knowledge Base — what services you offer, where you work, hours, and typical pricing. Once that's captured, the AI handles common questions without bugging you.

Want me to help you fill that in?
Next move · your hottest deal
Dana Whitfield
Opened 3 times, still no reply — hot; call before it cools.
$6,800
Needs attention
1 needs you
Waiting on you1
Dana Whitfield is waiting
opened 3 times · last look 2 days ago · $6,800
Ask Senstra⌘J
What deals are hot right now?
Three are hot — $16,800 between them. Two of them go cold if this week passes quietly.
Marcus Valeopened 4× today · 61%
Call
Dana Whitfieldcall Tuesday 8:30 · prepped
Prep
reading 12 open estimates · live
Ask about your business…
Dana Whitfield(602) 555-0144 · Interior — 3 rooms
Text
Today · 7:42 AM
Yes — ceilings are included: it's the $980 line on your estimate. Want me to get you on the schedule?
Senstra · Delivered ✓
Yes — let's book it. Does Tuesday morning work?
Dana · just now
⏸ Follow-ups paused — she replied. You're in the loop.
Text Dana…
ACT I

A lead finds you

Someone clicks your Facebook ad at 9pm. Someone else fills out the form on your website. A third one calls. It doesn't matter which door they walk through — every one of them lands in the same list, with a name, a project, and where they came from. Nothing sits in an inbox you forgot to check.

Facebook lead adYour Senstra websiteAny website formA phone call
Estimates · one list4 new today
MV
Marcus ValeCabinet refinishingFacebook lead ad
Arrived yesterday, 9:02 PM
PN
Priya NairExterior repaintYour website
Arrived 3 hours ago
MS
Miguel SantosGarage epoxy floorPhone call
$0
Not viewed yet
DW
Dana WhitfieldInterior — 3 roomsHero Quick Form (Homepage)
Arrived just now
Every door, one place. Even the phone.
ACT II

The estimate writes itself

You say it once — who it's for, what the job is, your price. Senstra splits your number into real line items, writes the scope like you'd explain it at the kitchen table, builds three package options, and texts the finished estimate to your customer. The price is never its call. It's always yours.

app.senstra.io
Build an estimate for Dana Whitfield — (480) 555-0187, dana.whitfield@gmail.com, 2114 E Juniper Ave in Mesa. Interior repaint, three rooms: walls, ceilings, trim — $6,800, with good/better/best packages. Then text it to her and add her to the estimate follow-up workflow.

Here it is — your $6,800, split into the lines below, packages on the document. One thing you don't have to ask for: the moment you text it, the estimate follow-up workflow enrolls Dana automatically — the text rides out instantly and the sequence takes her from there.

Your price$6,800you set this — Senstra split it into the lines below
Surface Preparation — All Three Rooms$950
Caulking — Trim Gaps & Transitions$320
Primer Application — Patched Areas & New Surfaces$480
Wall Painting — Two Coats, Washable Matte Finish (3 Rooms)$2,100
Ceiling Painting — Two Coats, Flat Ceiling White (3 Rooms)$980
Trim Painting — Baseboards, Door Frames & Window Casings (3 Rooms)$1,320
Materials & Supplies$650
Ready
Copperline Painting

Three Rooms Transformed — Walls That Are Finally the Color They Were Always Meant to Be

Dana Whitfield · 2114 E Juniper Ave, Mesa, AZ
Scope of work

We're going to repaint your primary bedroom, home office, and living room from top to bottom — and we mean that literally. Every ceiling, every wall, every inch of baseboard, door frame, and window trim in all three rooms gets our full attention. Before a single drop of paint goes on, we do the prep work that most painters skip: every nail hole, settling crack, and surface imperfection gets filled, sanded smooth, and spot-primed so your finished walls look like they were built yesterday. Here's exactly how the painting itself works: after prep and a full coat of primer on any patched areas, w…

Good · Essential $5,100 The full scope with dependable prep, premium paint, clean lines — and our 3-year workmanship warranty.
Better · Signature $6,800 Everything in Good, upgraded washable matte throughout, and our 5-year workmanship warranty.
Best · Legacy $8,840 Top-line finishes, added coats where walls need them, and our 7-year workmanship warranty.
Total $6,800
Texted to Dana — and the estimate follow-up workflow has her from here.
Estimate follow-ups — enrolledDana Whitfield · $6,800
✓ Triggered
Estimate senttrigger: estimate.sent
✓ Sent
Email the estimateestimate_delivered · day 0
✓ Sent
Text the estimateestimate_ready_sms · instant
18 more steps
over 30 days
One sentence. Estimate built, texted, and on the follow-up workflow — the price still yours.
ACT III

The follow-up runs itself

The moment an estimate goes out, a 30-day follow-up plan starts — email on day one, a text that rides along instantly, check-ins spaced out after. It watches what your customer actually does: if she's already opened it, it skips the "did you get it?" nudge. And the second she replies, the whole thing steps aside for you.

✓ Triggered
Estimate sentDana Whitfield · $6,800
trigger: estimate.sent
✓ Sent
Email the estimate
estimate_delivered · day 0
38 sent · 30d
✓ Consent on file
Text it too?
sms_consent · fail-closed
✓ Sent
Text the estimate
estimate_ready_sms · instant ack
False
No consent → email only
path not taken
✓ Day 2
Wait 2 days
delay_hours: 48
✓ 3 views found
Did they open it?
condition: zero_views
⏭ Skipped
View nudge
estimate_view_nudge
she already opened it — not needed
⏸ Paused
Dana replied
drip paused — you take over
Your estimate from Copperline Painting
notifications@senstra.io → dana@…
Hi Dana! Your Interior — 3 rooms estimate from Copperline Painting is ready: app.senstra.io/e/dw… Look it over and reply here with any questions — happy to walk through it.
Let’s do it — when can you start?
She replied in two days. The sequence knew when to talk — and when to stop.
ACT IV

It answers on its own

Your customer asks a real question about her money — "does the $6,800 include the ceilings?" — and gets a real answer in seconds, pulled straight from her estimate, checked before it sends so nothing gets made up. It signs itself "Senstra" so everyone knows who said what. She books. You were on a ladder.

Dana Whitfield
Email thread
Email
Day 4
Copperline Paintingnotifications@senstra.io2d ago
to: dana.whitfield@…
Thoughts on the estimate, Dana?
Hi Dana, wanted to make sure you had everything you need on the Interior — 3 rooms estimate. Quick recap of what's in it: the full scope line by line, our warranty in writing, and pricing that's locked for 14 days. Nothing hidden, nothing vague.
Senstra · Email
Dana Whitfield
Text thread
Text
Day 6
Hi Dana, Copperline Painting here. Any questions about your Interior — 3 rooms estimate? Happy to walk through it or adjust the scope — just reply. app.senstra.io/e/dw…
Senstra · Text · 4h ago
Today
Quick question — does the $6,800 include the ceilings?
Text · 2m ago
AI-handledgrounded in her estimate · reviewed: no fabricated prices ✓
Yes — ceilings are included: two coats of flat ceiling white in all three rooms. It's the $980 line on your estimate. Want me to get you on the schedule?
Senstra · Text · just now
Yes — let's book it. Does Tuesday morning work?
Text · just now
Followed up on two channels. Answered where she asked. Booked — no human in the loop.
ACT V

The board runs its morning

Deals move themselves as things happen: a signature drags a card to Won, a customer opening her estimate warms another one up, and a quiet deal gets a follow-up drafted and pinned to its card. You open the board and read your morning in ten seconds.

Viewed2
$8,050waiting on replies
Marcus Vale$4,200
Cabinet refinishing
Warm4 views · just now
61%AI estimate
Send a nudge
Grace Okafor$7,200
Interior — kitchen + living
Warm2 views · 1d ago
45%AI estimate
Tomás Rivera$3,850
Exterior repaint — stucco patch
Cool1 view · 5d ago
28%AI estimate
Follow up
Negotiating3
$22,400deals in motion
Dana Whitfield$6,800
Interior — 3 rooms
Warm3 views · 2d ago
68%AI estimate
Call to close
Priya Nair$9,800
Exterior repaint
Warm5 views · 6d ago
52%AI estimate
Senstra drafted a follow-up
Luis Herrera$5,400
Stucco repair + exterior
Warm4 views · 2d ago
57%AI estimate
Grace Okafor$7,200
Interior — kitchen + living
Warm2 views · 1d ago
45%AI estimate
Follow up
Won2
$12,550closed
Imani Brooks$5,750
Exterior + interior
Won12 views · 5d ago✓ Review sent
Dana Whitfield$6,800
Interior — 3 rooms
WonSigned3 views · 2d ago
Done + Review2
$14,700reviews requested
Rosa Delgado$8,400
Full interior — 2 story
Done✓ Review sent
Ken Watanabe$6,300
Garage epoxy floor
Done✓ Review sent
One won, one warming, one follow-up drafted — before your first coffee.
ACT VI

Ask your pipeline anything

Plain questions, straight answers. "What's hot?" gets you three names and a different play for each — offer a discount, sweeten the deal, or just call. "What went cold?" gets you the follow-ups already written, waiting on your tap. Nothing sends unless you say so.

Ask Senstra⌘J
What deals are hot right now?
ran 3 lookupsestimatesviewsengagement
Three are hot — all opened this week, $16,800 between them.
Luis Herrera$5,400
Stucco repair + exterior · opened 4× this week
offer a discount — he's price-watching
Grace Okafor$7,200
Interior — kitchen + living · opened twice yesterday
add value — include the trim touch-up
Marcus Vale$4,200
Cabinet refinishing · opened 4× today · 61%
call and close this one
Which deals have gone cold?
Two went quiet — $13,650 sitting still. I drafted a follow-up for each. Want me to send them?
Priya Nair$9,800
Exterior repaint · 5 views, then 6 days of silence
✉ Questions about the estimate?
Tomás Rivera$3,850
Exterior repaint — stucco patch · 1 view, 5 days ago
✉ Thoughts on the estimate, Tomás?
nothing sends without you — these wait for your tap
What's all that worth?
The five you're chasing total $30,450 — the three hot ones are $16,800 of it. Won this month: $12,550.
Ask anything about your business…
Three questions. It read the whole pipeline — and had the follow-ups written before you asked.
ACT VII

Campaigns that answer back

Write the offer once, pick everyone, hit send. Senstra quietly holds back anyone who unsubscribed or is already mid-conversation — automatically, every time. Then the part no other tool does: when the replies come in, it answers them. Discount math, scheduling, add-ons — handled before you've even seen them.

New campaignemail · marketing
Hi {first_name} — summer slots just opened. Book any exterior project before July 15 and take 15% off. Reply here with questions, or call (602) 555-0142 and we'll hold your dates.
replies are handled by Senstra · a test send goes to you first
Send to
Dana Whitfield Won · $6,800
Marcus Vale Estimate out · $4,200
Grace Okafor Estimate out · $7,200
Tomás Rivera Estimate out · $3,850
Priya Nair Estimate out · $9,800 held: mid follow-up sequence
Luis Herrera Estimate out · $5,400
Imani Brooks Won · $5,750
Rosa Delgado Done · $8,400 held: unsubscribed
Ken Watanabe Done · $6,300
the send gate held 2 back on its own — suppression runs per recipient, every campaign
7 sent4 opened3 replied3 answered by Senstra
Marcus ValeEmail
Does the 15% work on my cabinet quote?
Email · just now
It does — your $4,200 becomes $3,570 if you book by July 15. Want me to update the estimate for Ray to confirm?
Senstra · Email · just now
$4,200 × 0.85 = $3,570 — the promo is the owner's; the update waits on Ray
Grace OkaforText
Interested! When could you start?
Text · just now
We have exterior slots the week of July 7. Want me to have Ray hold Tuesday for you?
Senstra · Text · just now
Ken WatanabeEmail
Does it cover the shed too?
Email · just now
If it's paintable, we'll quote it — I'll ask Ray to add the shed to your estimate today.
Senstra · Email · just now
One campaign, seven sends, three conversations — all answered before you saw them.
ACT VIII

It sells while you work

A customer texts "could you also do the garage door?" and Senstra says yes on the spot — then taps you on the shoulder for the one thing it will never make up: the price. You type a number, the estimate updates, the job gets bigger. That's the whole division of labor.

Luis Herrera
Text thread
Text
Quick thought — while you're set up for the exterior, could you also do the garage door?
Text · just now
Great call — garage doors are quick while we're staged for exterior work. I'll have Ray price it and add it to your estimate today. Anything else while we're at it?
Senstra · Text · just now
no price invented — the fabrication review kills made-up numbers
it let you know
Needs attention
1 needs you
The AI asked for you1
Luis wants the garage door added
asked by text · estimate $5,400 · Senstra promised a same-day price
Luis Herrera — Stucco repair + exteriorUpdated & re-sent ✓
Stucco repair & exterior repaint$5,400
+ Garage door — exterior paint$450
New total$5,850
priced by you — agent editing of estimates is deliberately off
The AI sold the add-on and closed the intent. You supplied the only thing it won't invent: the price.

The only CRM with

Working Memory

01It logs itself.

Every call, text, estimate, and dollar — captured on the record.

02It remembers.

What she opened, what she asked, what you quoted her.

03Ask, and it's there.

Any record, any answer, in a second.

04It acts on it.

Follow-ups that fit the story so far, not a script.

05It never invents.

Prices and promises come only from you.

Watching

It watches what matters. And moves the moment it happens.

Opens

She viewed the estimate three times — the record knows, and the follow-up plan adjusts around it.

Replies

The second a human answers, every scheduled message steps aside. You take it from there.

Silence

Quiet deals don't slip — a follow-up gets drafted and waits on your tap.

Money

Signed, invoiced, paid — every milestone advances the record and starts the next move.

↳ click a signal to steer it — this accordion is live
Integrations

Plays well with your stack. Connected where your business already lives.

fMeta Lead AdsGoogle Business ProfileSherwin-Williams colorGGoogle sign-infMeta Lead AdsGoogle Business ProfileSherwin-Williams colorGGoogle sign-in

Lead. Quote. Signed. Paid. One record carries the whole job.

See the record →
LEADQUOTESIGNEDPAID
“It's the first CRM that felt like it was working for me, not the other way around.”
Rachel OteroOwner · Otero & Sons Painting
Built to hold

Small crew today. Production-grade from day one.

14 checksbefore any message is allowed to send
secondsto answer a customer's reply
30 daysevery follow-up plan runs
instantowner alert the moment a lead lands
In the field

Built for how the work actually happens. From first lead to paid.

Follow-through

2× faster from lead to signed. How Copperline runs its pipeline on autopilot.

Changelog

Better every week. Real ships, real dates.

Aug 21, 2026The closing sequence

Working Memory™, the watch-list, real capability stats, and this changelog — rendered live from the ship record.

Aug 21, 2026Blocks that hold their ground

Every animated section now keeps its exact height through the whole play — measured, not eyeballed — and Act I fires its four doors one at a time.

Aug 21, 2026The 10x pass

A spectrum arc you can watch travel, a record that walks its lifeline, drawn bones through every band, and one accordion you can actually steer.

Aug 21, 2026Rails that respect the words

The page grid is a true boundary now — lines part for artwork and never cross a word — plus real integrations and stats with receipts.

Stay ahead of the office. Ship notes in your inbox.

Your office runs on Senstra.