SOFILIC
The AI Business Operating System
One login for CRM, sales, automation, payments and field operations — built for local service businesses, with an AI workforce that’s rolling out feature by feature, not oversold all at once.
From first contact to paid invoice
What’s live, what’s beta, what’s next
One login, one data model — and a clear label on every module.
CRM & Pipeline
Industry-aware stages and lead scoring, wired to your real leads and contacts.
Sales & Follow-ups
A live pipeline board so a lead never sits without a next step.
Automation
When-this-then-that recipes and a visual workflow builder, with a full run history.
Payments & Invoicing
Stripe-backed invoices, estimates and subscriptions with idempotent settlement.
Field Operations
Job tracking, dispatch and a mobile-first surface for techs in the field.
Apps & Marketplace
Install optional capabilities — Field Operations, Inventory, Fleet, HR — as you need them.
Voice AI
Configure your AI voice agent and roster of AI employees. Automated call answering is in beta rollout.
Conversations
A unified inbox for voice, SMS, chat and email threads.
Marketing & Reviews
Campaigns, reputation management and automated review requests.
Analytics & Dashboard
Live KPIs, a revenue trend and an activity feed computed from your own data — no fabricated numbers.
Websites & SEO
Landing pages, forms and a booking presence on your own domain.
Public API
Scoped API keys with per-key rate limiting over a clean /v1 REST surface.
How businesses like yours would use it
These are illustrative scenarios, not real customer testimonials.
“Missed calls automatically become a CRM lead and a follow-up task, instead of a voicemail nobody checks until tomorrow.”
“Recipes in Automation move a completed job straight to an invoice, so the office isn’t re-typing the same job twice.”
“One pipeline for maintenance requests across every property, instead of a shared inbox and a spreadsheet.”
Tenant data isolation
Every database query is scoped to your business by a fail-closed guard we’ve tested directly — an unscoped query throws instead of ever returning another account’s data.
Role-based access
Owner, Admin, Staff and Customer roles enforced on every route.
Scoped API keys
Per-key scopes and rate limits on the public API.
Audit logs
Sensitive actions are recorded and reviewable.
Encrypted credentials
Integration secrets are encrypted at rest with AES-256.
Data export & deletion
Built-in tooling to export or erase your data on request.
Multi-location operators
Custom pricing and onboarding for multi-location groups. Talk to us about your team size, locations and requirements.
Where Sofilic is today
Questions, answered
How fast can we go live?
Signup provisions your workspace immediately. Pick your industry, invite staff, and connect Stripe/Twilio when you’re ready — no waiting period.
Do we need technical staff?
No. Sofilic is fully managed. The public API and webhooks are there if you want them, but nothing requires code.
What happens to our existing data?
Leads and customer records can be added directly or via the API. Your industry selection maps them into the right pipeline stages.
Can the AI make mistakes?
Each AI employee can be set to fully autonomous or approval-required. Every action is logged.
Is our data safe?
Data isolation is enforced at the query layer, credentials are AES-256 encrypted, and access is role-gated. See our Security page for details.
What if a module says "Coming soon"?
It means the page exists but isn’t wired to a live backend yet. We label this honestly rather than shipping a page that looks done before it is.
Run your business with a system that tells you the truth.
Pick your industry, invite your team, and see exactly what’s live today.