Customers & relationships
Keep contacts, notes, opportunities and follow-up tasks together. Find the details you need without digging through separate tools.
Contacts · Pipelines · Tasks
RealVoice Lead Management + accounting
Lead management.
Built for your industry.
An AI agent to move the work forward. A workspace that fits your business. A team that can see what’s happening and take over when it matters.
RealVoice agentYour workspace, in motionExample workflowYou
Follow up on the open quote, update the customer record, and give me the next steps.
A clear task. Visible actions.
The agent works with your records and your permissions.
- Read the customer contextOpen quote · contact details · conversationRead
- Prepare the follow-upMessage draft · next action · record updatePlan
- Act within your rulesCarry out allowed actions or request reviewAct
Human oversightReview · Pause · Take over
01 / YOUR INDUSTRY
Start with the right workspace.
Choose your industry to apply relevant modules, labels and fields. Add or remove tabs and make the workspace your own.
02 / YOUR AGENT
Give it the work, not just data.
Ask the agent to find records, prepare quotes, update tasks and follow up through your configured channels.
03 / YOUR CONTROL
Monitor. Review. Take over.
Follow each run and its actions. Use review mode, pause the agent or step in to handle the next action yourself.
The workspace adapts to you
The right tools.
The same clear view.
A repair shop needs device records. A mover needs addresses and dates. A nonprofit needs donors and pledges. Start with the relevant records and workflows, then customize from there.
Quotes & work
Prepare itemized quotes, book appointments, track work orders and keep projects moving with clear owners and status.
Quotes · Appointments · Jobs
Inventory & assets
Track stock and adjustments alongside equipment, vehicles or devices. Keep the records your industry needs in the same workspace.
Stock · Assets · Inspections
Industry-specific records
Work with move details, properties, events, memberships, donations or cases, with fields and labels suited to your business.
Industry presets · Custom fields
Easy to read. Easy to update.
Search and filter your records, open a clear form, and make a quick change. Your team can enter data directly whenever it needs to.
Search · Quick create · Edit
Separate businesses. Shared teamwork.
Each business keeps its own records and configuration. Team roles control access, while everyone works from the same customer context.
Business workspaces · Team roles
Conversations belong with the customer
Voice. SMS. Email.
One connected history.
See calls and messages, send a reply, and let the agent continue permitted follow-ups with the customer context in view. Take over an SMS or email thread, or pause an agent run when a human needs to step in.
Calling and sending use your configured channels, saved contacts and workspace permissions.
Open communicationsVoice
Call history, transcripts and outbound calls.
SMS
Customer threads and timely text follow-ups.
Customer correspondence beside the record.
From work to paymentBuilt-in accounting
01
Invoice the customer
Line items, named taxes, balances and invoice sending.
02
Record the money
Bills, expenses, payments and balanced journal entries.
03
See where you stand
Bank CSV reconciliation, aging and financial reports.
Your operations. Your numbers.
Accounting is part
of the workspace.
Go from customer work to invoices, then manage bills, expenses, accounts and reports without losing the context. Import a bank statement CSV to match or categorize transactions.
Stripe payment collection requires platform setup and a connected business account. Payroll, tax filing and live bank feeds are outside the current accounting scope.
Open accountingThe replacement directory
What RealVoice can replace.
Bring the customer, job and follow-up workflows you need from these 39 platforms into RealVoice. Compare the scope for your industry before deciding what to replace.
Choose by workflow. These are examples of native RealVoice coverage, not a claim of complete feature parity. Specialist tools may still be needed, and data migration requires a separate plan. Pick an industry to see what to check for it.
39 platforms across all industries
Home & field services
Jobber
Home services · Landscaping · Cleaning · Trades
RealVoice workflow coverage
- Customers, quotes & work orders
- Appointments & service-plan records
- Inventory & customer follow-ups
Home & field services
Housecall Pro
Home services · HVAC · Plumbing · Electrical
RealVoice workflow coverage
- Customers, quotes & work orders
- Appointments & service-plan records
- Inventory & customer follow-ups
Home & field services
ServiceTitan
HVAC · Plumbing · Electrical · Trades
RealVoice workflow coverage
- Customers, quotes & work orders
- Appointments & service-plan records
- Inventory & customer follow-ups
Home & field services
Service Fusion
Field services · HVAC · Plumbing
RealVoice workflow coverage
- Customers, quotes & work orders
- Appointments & service-plan records
- Inventory & customer follow-ups
Home & field services
Workiz
Home services · Locksmiths · Junk removal
RealVoice workflow coverage
- Customers, quotes & work orders
- Appointments & service-plan records
- Inventory & customer follow-ups
Construction & trades
AccuLynx
Roofing · Exterior contractors
RealVoice workflow coverage
- Leads, quotes & project records
- Tasks, inspections & job status
- Materials inventory & invoicing
Construction & trades
JobNimbus
Roofing · Contractors · Renovation
RealVoice workflow coverage
- Leads, quotes & project records
- Tasks, inspections & job status
- Materials inventory & invoicing
Construction & trades
JobTread
Construction · Remodelling · Contractors
RealVoice workflow coverage
- Leads, quotes & project records
- Tasks, inspections & job status
- Materials inventory & invoicing
Home & field services
Vonigo
Home services · Cleaning · Junk removal
RealVoice workflow coverage
- Customers, quotes & work orders
- Appointments & service-plan records
- Inventory & customer follow-ups
Home & field services
Briostack
Pest control
RealVoice workflow coverage
- Customers, quotes & work orders
- Appointments & service-plan records
- Inventory & customer follow-ups
Home & field services
FieldEdge
HVAC · Plumbing · Electrical
RealVoice workflow coverage
- Customers, quotes & work orders
- Appointments & service-plan records
- Inventory & customer follow-ups
Home & field services
FieldRoutes
Pest control · Lawn care
RealVoice workflow coverage
- Customers, quotes & work orders
- Appointments & service-plan records
- Inventory & customer follow-ups
Showing 12 of 39 platforms
Product names and logos belong to their respective owners. Inclusion is a workflow comparison and does not imply affiliation or endorsement.
Built around how you work
Choose your industry.
Give your agent its first task.
Start with the workflows you need today. Shape the workspace as your business grows.