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.
Can Bethy AI book appointments directly into my calendar?
Yes! Bethy AI integrates with popular calendar systems like Google Calendar, Outlook, and scheduling software. It can check your availability in real-time and book appointments automatically while you're busy on job sites.
What happens to emergency calls after hours?
Bethy AI is available 24/7 and can identify emergency situations based on keywords and urgency. For true emergencies, it can immediately contact you or your on-call team member according to your preset escalation protocols.
How much does Bethy AI cost compared to hiring a receptionist?
Bethy AI costs a fraction of hiring a full-time receptionist. While a receptionist can cost $30,000-$40,000+ annually, Bethy AI provides 24/7 coverage for significantly less, with no sick days, vacation time, or benefits required.
Will my customers know they're talking to an AI?
Bethy AI is designed to sound natural and professional. Many customers don't realize they're speaking with AI. However, we recommend transparency - you can configure Bethy to introduce itself as your AI assistant if preferred.
How quickly can I get Bethy AI set up for my business?
Setup is typically completed within 24-48 hours. We'll configure Bethy with your business information, services, pricing, and availability. Training usually takes just one brief call to customize responses for your specific needs.

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!”