Every room, order and supplier in one place.
Text it from site visits and showrooms. It tracks each project room by room, logs supplier orders and delivery dates, and keeps the client’s approvals.
Ordered 2 velvet armchairs for the Malibu house from Arhaus, 9,800, delivery Nov 18
Tap a message to see it happen
From the notebook to a CRM, without learning one
Every order with supplier, price and delivery date.
Today
Orders tracked in endless WhatsApp groups.Each approval saved, with the date.
Today
Approvals lost in conversation.Spent vs. budget, any time you ask.
Today
Budget spreadsheets always out of date.
A day with your agent
What it looks like from your phone, from the first job to the last.
- Deliveries today
Which orders arrive where today, with each supplier’s number.
- An approval, on record
“The Parkers approved the linen sofa.” Saved with the date, so no one argues later.
- Site visit
Photos from the site go into the project, room by room.
- Budget check
Spent against budget for each project, and what’s still on order.
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
- Address
- City
- Budget
- 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 arriving this week?
- How much is left in the Malibu house budget?
- What did the Golds approve?
- Make a quote for the kitchen
- Which items are waiting on suppliers?
- Remind me to call Arhaus Thursday
- Show me the Parker living room photos
- What’s my markup on the Parker project?
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 handle several projects at once?
Yes. Each project has its rooms, orders and budget, and you can ask about any of them.
Can clients see the project?
Only what you send them, like a status PDF. Your workspace stays private.
Will documents look professional?
Every PDF uses your logo, colors and font.
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.