Design more. Chase invoices less.
Text it as work comes in. It tracks each project and revision round, makes quotes and invoices, and reminds you who hasn’t paid.
New project: Bloom Florist wants a logo and Instagram templates, 3,500, due Nov 20
Tap a message to see it happen
From the notebook to a CRM, without learning one
Every project, stage and file together.
Today
Projects tracked across email, WhatsApp and Notes.It counts rounds against what you quoted.
Today
Revision rounds nobody counted.Reminders, and a polite follow-up drafted for you.
Today
Late invoices you’re too awkward to chase.
A day with your agent
What it looks like from your phone, from the first job to the last.
- Where every project stands
Each project’s stage and round, and what you’re waiting on from each client.
- A revision, counted
“Café Nova sent round 3 notes.” It logs the round and tells you when you’re past what you quoted.
- Files, by client
The brief and the final files saved on the project, so you stop searching your inbox.
- Invoices that follow up
Overdue invoices in a list, with a polite reminder drafted for you to send.
Your CRM is ready the moment you say what you do
These tables are set up for you, with the fields your work needs. Rename, add or remove anything by text.
9 fields
- Name
- Phone
- StatusActiveLeadInactive
- Notes
- Company
- Website
- Tax ID
- How they found youReferralInstagramFacebook
Get paid from the same chat
Ask for a payment link and forward it to your client. They pay from their phone, and the job is marked paid in your table.
- Card, Apple Pay and Google Pay, through your own Stripe account
- Deposits, partial payments and what’s still owed, per client
- A receipt for your client, and nothing to chase by hand
What your clients get
When you send a client a link, this is the page they open on their phone. Your name and colors, in their language, nothing to install.
Things you can text it
Write like you’d text a friend who works for you. It knows your clients, your schedule and what’s owed.
- What’s due this week?
- Make a quote for Dr. Avery’s website
- How much did I invoice in October?
- Write a polite reminder to Vine & Co
- Which clients came back for more work?
- Remind me to send final files Friday
- How many hours on Café Nova?
- Show me Bloom Florist’s brief
No setup. You just text.
- 1Text your agent
Sign up with your phone number and save the agent’s number. That’s the whole setup.
- 2It builds your CRM
Every client, job and payment you mention lands in the right table, with the fields your business needs.
- 3See it all in one place
Open app.lvlz.ai any time to browse, edit or export. Or never open it and keep texting.
Available today
- Tell it about a client and it lands in the right table
- Tables with any fields, built for your trade
- Notes, photos and files on every client
- Send photos and files by text
- Reminders and updates before you forget
- Your Google Calendar, booked and kept in sync
- Quotes, invoices and PDFs in your brand
- Emails to clients, sent only after your OK
- Recurring jobs and follow-ups
- Bring your old Excel or CSV list in one message
- Voice notes instead of typing
- Set up for your trade the moment you say what you do
- Session and package cards that count down by themselves
- Stock that warns when it runs low, and supplier orders with your markup
- A booking page your clients can use
- Payment links and receipts
- A live tracking link for your customers
Questions
Can it draft emails to clients?
Yes, in your tone. It sends them from your Gmail only after you approve.
Does it replace my design tools?
No. It runs the business side: clients, projects, quotes and payments.
Can I import my client list?
Send an Excel or CSV file and it builds the tables for you.
Your business, in order, from your phone
No forms, no training, no new app to learn. Text it and it’s done.
Less than one missed appointment a month Plans start at $19 a month, with 7 days free. Cancel any time by text.