The CRM that works for you.
Milo captures every lead, quote, and job in one simple workspace. AI agents learn your pipeline and handle the follow-ups, so you never lose a deal to busywork.
Mike Torres
Roof Repair
Sarah Nguyen
Landscaping
Tom Rivera
Plumbing
Built for people who hate their CRM
Milo captures your job data
to automate your follow-ups
No workflows to configure. Milo runs in the background from day one.
AI ENABLED
Follow-ups active
Tools connected
Milo initialized
Inputs
AI ENABLED
Automations
Capture leads fast as lightning
Add a lead in seconds — by voice, from a photo, or straight from your email inbox.
Dave Martinez
Gutter repair
Dave Martinez
All your job data, in one place
Every lead, quote, job, and invoice connected. Find anything in seconds — no spreadsheets needed.
Mike Johnson
$3,200Sarah Williams
$2,400Tom Rivera
$1,800| Lead | Job type | Phone | Status | Est. value | |
|---|---|---|---|---|---|
M Mike Johnson | mike@johnsonroofing.com | Roof Repair | +1(225) 555-0118 | Scheduled | $3,200 |
S Sarah Williams | sarah@hvacpros.com | HVAC Install | +1(270) 555-0117 | Quote sent | $2,400 |
T Tom Rivera | tom@tomelectric.com | Panel upgrade | +1(307) 555-0133 | Won | $1,800 |
Follow up with every lead, automatically
AI sends personalized follow-ups at the right time so no lead goes cold while you're on the job.
Hi {First name}, just checking in about the estimate we discussed...
Send if no reply — uses {Job type} and {Estimated value} variables
To: {First name}
Following up on your quote
Hi {First name},
Send if no reply
RE: Still available this week?
/insert variable
Loved by service pros
I tried three different CRMs before Milo. They all felt like they were built for sales teams, not people who actually do the work. Milo just gets it.
Mike D.
Roofing contractor
Setting it up took me 5 minutes. The AI follow-up emails are actually good — people think I wrote them myself.
Sarah T.
HVAC technician
I used to forget to follow up with half my leads. Now Milo handles it and I just focus on the work. It's the first tool that doesn't feel like homework.
Tom R.
Electrician
Simple enough that my whole crew uses it without me showing them anything. No more lost phone numbers or missed callbacks.
Dave M.
Owner, M&M Landscaping
Finally a CRM that doesn't make me feel like I need a training course. I log a lead by voice in the truck and Milo takes it from there.
Jessica L.
Owner, Spotless Cleaning
Your data is safe with us
SSL ENCRYPTED
All data in transit
STRIPE SECURED
PCI-compliant payments
NO LOCK-IN
Cancel any time
Simple per-seat pricing for service businesses
Start your 7-day free trial. Cancel anytime. Pay only for the seats you need.
Starter
7-day free trial
Perfect for solo operators booking consistent jobs
- Unlimited leads & contacts
- Lead pipeline & activity tracking
- Scheduling calendar
- Quote builder & invoicing
- Manual follow-up reminders
- Email support
ProPopular
7-day free trial
Best for growing teams that need automation and coordination
Everything in Starter +
- Google & Outlook calendar sync
- Automated follow-up reminders
- AI-powered auto follow-ups
- Text campaigns (SMS)
- Team collaboration tools
- Priority support
Growth
7-day free trial
Built for established service businesses ready to scale
Everything in Pro +
- AI assistant with full pipeline access
- Email campaigns
- Performance reports & analytics
- Cold lead re-engagement (AI)
- Weekly pipeline snapshots
- Dedicated onboarding
Frequently Asked Questions
Answers to common questions about Milo. If you have any other questions, reach out anytime.
