A CRM that fills itself from your texts
You never set up a schema. Text “new client Dana, 054-123-4567, signed for $5k” and the agent adds Dana to Clients with her phone and contract value, creating the table or fields the first time. In app.lvlz.ai every row has a page with its notes, tasks, linked rows and files, and every table opens as a table or a board.
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Your own tables
Any table with any fields: text, money, dates, options, people, links to other tables, tasks and files. Start blank or from Contacts, Deals, Contracts or Suppliers.
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Everything about a client in one place
Notes from calls, the signed contract, follow-up tasks and the deals they belong to sit together on one page.
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Receipts from a photo
Send a photo of a receipt or an invoice and it is filled into its table with the photo attached. Tables and fields come out in your language, and any table exports to Excel.
Frequently asked questions
Do I have to design the tables first?
No. The agent creates the table and the fields the first time you mention something, and you can rename or change any of it later in the app.
Can I see a pipeline?
Yes. Any table with an options field, such as Stage or Status, opens as a board you can drag rows across, with the total value of each column.
Can I move from another CRM?
Yes. Export a CSV or Excel file and import it; the columns map to fields, and rows that match ones you have are updated instead of duplicated.
Can I switch from monday.com, Airtable or GoHighLevel?
Yes. Export your boards, bases or contacts as CSV or Excel and import them; AI maps the columns to fields. Step-by-step guides for each tool are at lvlz.ai/switch, and each says whether its one-click import is live yet.
More features
Your own AI agent, one text away
Sign up, save the number and send your first request. It takes about two minutes.