One platform. Every module labeled honestly.
Some modules are live today, some are in beta, and some are still coming. We’d rather tell you which is which than have you find out after you sign up.
Track every lead to a next step
CRM & Pipeline
Leads from calls, chat, forms and referrals land in one board with urgency flags and service types.
Sales pipeline & follow-ups
A live board so a lead never sits without a next step or an owner.
Quotes & Invoices
Generate and send invoices with Stripe pay links that reconcile automatically on payment.
Sales AI
An AI employee role you can configure to score and follow up on leads.
Dispatch and deliver without a whiteboard
Field Operations
Job tracking and status updates for techs in the field, in the Apps workspace.
Automation
When-this-then-that recipes and a visual workflow builder, with a full run history you can audit.
Dispatch & Scheduling
Assignment and calendar logic exists on the backend today; a dedicated dispatch/scheduling screen is coming to the app.
A portal your customers can actually use
Customer Portal
A scoped login for your customers to see their own bookings and documents. Currently viewable as a staff preview.
Unified Conversations
One inbox for voice, SMS, chat and email threads per customer.
Reviews & Reputation
Automated post-job review requests and reputation management.
Notifications
Appointment confirmations and payment receipts across channels.
Real numbers, not estimates
Dashboard & Analytics
Revenue, pipeline and job KPIs computed live from your own data — no fabricated numbers, ever.
AI Workforce
A dedicated AI Workforce page: nine configurable roles, a natural-language Command Center, human approvals for outside-impact actions, and exact per-role usage tracking.
Executive Briefing
A daily AI-written summary of your numbers and what needs attention.
Optional apps, the public API, and what’s next
Apps & Marketplace
Field Operations is installable today; Inventory, Fleet and HR are coming soon and clearly labeled in-app.
Public API
Scoped API keys with per-key rate limits over a /v1 REST surface for leads, jobs, invoices and account data.
Marketing Studio & Social
Campaigns, brand kit and scheduled social posting.
Websites & SEO
Landing pages, forms and a booking presence on your own domain.
What connects to Sofilic today
Payments, invoicing and payout reconciliation — connect your own Stripe account.
SMS messaging and missed-call text-back — connect your own Twilio account.
Transactional email — connect your own SendGrid account.
AI phone answering — in beta rollout.
Scoped API keys with per-key rate limiting over a /v1 surface.
Your data stays yours
Every business's data is kept separate from every other business's, access is controlled by role, and sensitive actions are logged. If you want the engineering detail — how tenant isolation is enforced, how credentials are encrypted, how the API is rate-limited — see the full Security page.