SupaBook is an all-in-one CRM and AI platform designed specifically for creatives and agencies. It combines powerful project management tools with AI-driven voice and email assistants, enabling users to streamline their workflow and focus on creative work rather than administrative tasks. The platform helps capture leads, manage projects, automate proposals, contracts, invoicing, and payments, while also providing a centralized client portal for communication and file sharing.
With its AI voice assistant, SupaBook can answer calls, send SMS follow-ups, and qualify leads automatically. Workflow automation ensures that tasks move smoothly across the team, and the platform integrates seamlessly with various features such as email tracking, proposal creation, and payment processing. This makes it ideal for creative professionals who need a unified system to manage their business efficiently.
SupaBook operates by integrating multiple functions into a single platform. When a lead calls or sends a message, the AI voice assistant answers, qualifies the lead, and schedules a meeting if appropriate. The platform automatically logs this interaction in the CRM and sends follow-up SMS messages to the client. For project management, users can track active projects, monitor revenue, and manage client communications from one dashboard. Automations are triggered based on user-defined rules, such as sending a proposal after a lead inquiry or following up after a client views a document. The AI also generates personalized messages and handles missed call text-backs, ensuring no opportunity is lost.
| Feature | Description |
|---|---|
| Lead Capture | AI voice answering and auto SMS follow-ups to convert leads effectively |
| Project Management | Visual pipeline and task tracking for creative projects |
| Invoicing & Payments | Built-in invoicing, payment reminders, and online payment processing |
| Client Portal | Centralized communication and file sharing with clients |
| AI Voice Assistant | 24/7 availability to answer calls, qualify leads, and schedule meetings |
| Workflow Automation | Smart automations to reduce manual tasks and improve efficiency |
| Revenue Analytics | Insights into profitability, conversion rates, and time spent on tasks |
