Aegis CRM — a build story from The App You Want

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CRM

Aegis CRM

CRM & sales pipeline · built by The App You Want

ConversationsAI schedulerAutomationsCalendar

Real screens from the working app. Swipe.

**Every contact, one screen**Stage, source, tags and last activity on the row. Search and filter without loading a page.

**Conversations**The list, the thread and everything about that person, on one screen. Red until somebody replies.

**The AI scheduler**It reads the reply, offers real open times, books it, and hands off the moment it should not answer.

**Automations**Speed to lead, booking, reminders, no-show rebook. Each one says what fires it and what it sends.

**The calendar**Consults land on a real week grid, with outcomes marked so the no-show rebook can fire.

**Act from the row**Call or book a consult straight off the list, on the phone, between appointments.

The challenge

A CRM that only remembers is half a CRM

Most sales software is a filing cabinet. It stores what happened and waits for a human to do the next thing, which is why leads go cold at two in the morning and nobody finds out until Monday.

This one does the next thing. It answers a new lead inside a minute, reads the reply, offers real open times, books the consult onto the calendar, sends the reminders, and rebooks the no-show. A person steps in when it hits price, refunds or anything clinical, and every one of those handoffs is a rule rather than a hope.

What we built

A CRM that answers the lead, books the consult and chases the no-show on its own.

💬

Conversations

Texts and calls in one thread per person, red until somebody replies. Recordings and summaries sit on the call that produced them.

🤖

The AI scheduler

Reads the reply, offers the next three real open times in their timezone, books it, confirms it. Hands off the second it hits price, refunds or anything clinical.

⚡

Automations you can read

Speed to lead, booking, reminders, no-show rebook, reactivation. Each one shows what fires it, what it sends and when it last ran.

📅

A real calendar

Consults land on a week grid with outcomes marked, which is what lets the no-show rebook fire at all.

Tell us the app you want.

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