CRM Tool Workflow

Streamline your Tool Workflow.

Keep data consistent, with native CRM integrations that streamline your entire Tool workflow.

No credit card required.

Industries

Built for the Trades. Ready for Every Call

Whether it’s a late-night emergency or a routine service request, Bethy adapts to your trade so your customers always feel cared for.

Plumbing

• 24/7 emergency call handling for burst pipes and leaks

• Automated appointment scheduling for routine maintenance

• Call logging and customer history tracking

Electrical

• Emergency electrical issue triage and response

• Service call booking for installations and repairs

• Customer callback scheduling for quotes and estimates

HVAC

• After-hours heating and cooling emergency calls

• Seasonal maintenance appointment scheduling

• Customer service requests and warranty claims

General Contractors

• Project inquiry screening and initial consultations

• Subcontractor coordination and scheduling

• Client communication and progress updates

Roofing

• Storm damage and leak emergency response

• Roof inspection and estimate appointment booking

• Insurance claim coordination and documentation

Landscaping & Outdoor Services

• Seasonal service scheduling and reminders

• Emergency tree removal and cleanup requests

• Landscape design consultation appointments

Prevent costly mistakes

Proposals

Share Tools in minutes with pre-built, customizable templates.

Quotes

Find out in real time when they’re opened, viewed and signed.

Contracts

Use our native CRM integrations to pull customer data into your Tools fast.

eSignatures

Keep your data secure with our legally-binding e-Signature software.

Discover all features

Simple, scalable pricing.

No extra charges. No hidden fees.

Essentials

For creating impressive tools that generate results.

$19 USD

Seat per month, 2 seats max

Start a free trialNo credit card required

Key features:

Real-time tracking and notifications

Real-time analytics

Drag and drop templates

Project Management

24/7 email and chat support

Popular

Business

For seamless integrations and sending tools in bulk.

$49 USD

Seat cost per month

Start a free trialNo credit card required

Everything in Essentials, plus:

CRM and Zapier integrations

Content reporting

Unlimited team workspaces

Approval workflows

Salesforce integration*

Enterprise

For large companies with complex Tool workflows.

Let’s talk

Per‑seat or per‑tool pricing

Contact salesRespond within 24 hrs max

Everything in Business, plus:

Unlimited files uploads

Real-time tracking and notifications

User performance

SSO support and custom user roles

Bulk send & Forms*

Prices exclude any applicable taxes.

Frequenlty asked questions:

How does Bethy AI answer calls for my business?
Bethy AI integrates with your existing phone system and uses advanced voice AI technology to answer calls just like a human receptionist. It can handle customer inquiries, book appointments, take messages, and escalate emergencies 24/7.
What industries does Bethy AI work best for?
Bethy AI is specifically designed for trade contractors including plumbing, electrical, HVAC, roofing, general contractors, and landscaping services. Our AI is trained to understand industry-specific terminology and common customer requests.
How quickly can I set up Bethy AI for my business?
Setup is incredibly quick! Once you sign up, we can have Bethy AI answering your calls within 10 minutes. Our team handles all the technical integration with your existing phone system.
Can Bethy AI book appointments in my calendar?
Yes! Bethy AI integrates with popular calendar systems like Google Calendar, Outlook, and scheduling software. It can check your availability and book appointments automatically based on your preferences and availability.
What happens during emergencies or urgent calls?
Bethy AI is trained to recognize emergency situations and urgent requests. It can immediately route these calls to you via your preferred method (call, text, email) or connect the caller directly to your emergency line.
How much does Bethy AI cost?
We offer flexible pricing plans as we use a Pay-as-you-go model. These plans include unlimited calls, appointment booking, and 24/7 support for as low as £1.00 - £1.50 per call. Contact us for any further inquiries.

Some clients feedbacks

“We’re looking for people who share our vision! most of our time used to be taken up by most of alternate administrative work whereas now we can focus on building out to help our employees.”

Mark Zellers

CEO, Co-Founder.

“This powerful tool eliminates the need to leave Salesforce to get things done as I can create a custom proposal with dynamic pricing tables, and get approval from my boss all within 36 minutes.”

Natalia Larsson

Director of Sales

“We are based in Europe and the latest Data Protection Regulation forces us to look for service suppliers that comply with this regulation and as we look to create our website and this builder just outstanding!”