SMB CRM & Billing
Leads, deals, invoicing, and AI chat — everything a small business needs in one platform.
Plans from $29/mo • Free credits included with every plan
CRM Plans & Pricing
Three tiers, included AI credits, interactive cost estimator, and full feature comparison — all on one page.
View CRM Pricing
Real solutions for real small businesses — not stripped-down enterprise software.
Trades
Basic or Pro
HVAC, plumbing, electrical, general contractors. Track leads from the jobsite, send invoices from QuickBooks, and text customers updates — all through one AI assistant.
Professional Services
Pro
Consultants, law firms, accountants. Manage client pipelines, generate invoices automatically, and keep all documents organized with Office 365.
Insurance & Finance
Pro or Enterprise
Insurance agencies, financial advisors, brokers. CRM pipeline management with QuickBooks billing, DocuSign contracts, and Mailchimp drip campaigns.
Everything you need to know before getting started.
What's included in each plan? ▾
Every plan includes the core CRM (leads, contacts, deals, pipeline), AI chat assistant, Office 365 integration, file operations, Twilio SMS/MMS, and a branded customer website with lead capture. Pro adds full QuickBooks Online integration with 30 tools. Enterprise adds DocuSign contracts, Mailchimp email marketing, Zoho CRM sync, and priority support.
Can I upgrade my plan later? ▾
Yes. You can upgrade from Basic to Pro or Enterprise at any time. Your CRM data, contacts, and conversation history carry over automatically. New integrations activate immediately — just connect your accounts and you're set.
How deep is the QuickBooks integration? ▾
LaliSays connects to QuickBooks Online with 34 individual tools — not just a basic sync. Create and send invoices, record payments, manage bills, pull profit & loss reports, check balances, and more. All through plain English: "Create an invoice for Acme Corp, $2,500 for consulting, net 30."
How is this different from ChatGPT? ▾
ChatGPT is a general-purpose chatbot. LaliSays is a business automation platform with an AI assistant built in. The AI can actually do things: create invoices in QuickBooks, send contracts via DocuSign, update your CRM pipeline, text customers through Twilio, and generate reports.
Why would I add Zoho CRM if LaliSays already has a CRM? ▾
The built-in SMB CRM covers leads, contacts, deals, and pipeline — everything most small businesses need. The Zoho CRM integration (Enterprise plan) is for businesses that already use Zoho as their system of record and want to keep it. LaliSays syncs contacts and deals bidirectionally, so your team can work in either system. It also lets you leverage Zoho's advanced features (custom modules, workflows, Zoho One suite) while still getting LaliSays AI chat, QuickBooks invoicing, and DocuSign contracts on top.
Do I need my own API keys or subscriptions? ▾
No. Your SMB CRM plan includes managed access to all integrations — QuickBooks, DocuSign, Twilio, Mailchimp, and more. We handle the API credentials, OAuth2 tokens, and usage costs. You just connect your accounts through a simple authorization flow. Admins can set per-employee usage quotas and spending limits from the admin portal.