# A CRM you fill by text

> Keep clients, deals, contracts and suppliers in your own tables. Text your agent what happened and it files it in the right table, creating tables and fields as needed. See everything in app.lvlz.ai.

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.

## 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.

## 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.

## 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.

## What it does

- **Your own tables with any fields, and ready-made templates**. Works in app.lvlz.ai, iMessage. Example: “What tables do I have?”.
- **Tell your agent about a client and it lands in the right table**. Works in app.lvlz.ai, iMessage. Example: “What's Dana's phone number?”.
- **Notes, files, contracts and tasks on every row**. Works in app.lvlz.ai, iMessage. Example: “Note on Dana: wants the proposal by Sunday”.
- **Table and board views with filters and sort**. Works in app.lvlz.ai, iMessage. Example: “Show my deals as a board by stage”.
- **Live client links: your client follows a delivery, an order or a project on a page that updates itself**. Works in app.lvlz.ai, iMessage. Example: “Send Dana a tracking link for her delivery”.
- **A ready-made CRM for your trade, set up the moment you say what you do**. Works in app.lvlz.ai, iMessage. Example: “I'm a hairdresser, set me up”.
- **Packages, session cards and prepaid balances that count down on their own**. Works in app.lvlz.ai, iMessage. Example: “Dana bought 10 sessions for $600”.
- **Stock with low-stock alerts, and supplier orders with your markup**. Works in app.lvlz.ai, iMessage. Example: “Used 2 tubes of blonde toner”.
- **The day's stops in the shortest order, with a Waze or Google Maps link each**. Works in app.lvlz.ai, iMessage. Example: “Plan today's deliveries and send me the route”.
- **Ask for a contact and get a real contact card to tap and save**. Works in app.lvlz.ai, iMessage. Example: “Send me Dana's contact”.

## 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.