Customer growth
Sidekick CRM
Know every customer. Move every opportunity.
Sidekick
Every part of your business, working together—with AI built in.
Start with the product you need today and keep one connected operating record as the business grows.
30 days · no credit card required
The Sidekick platform
Start with one product. Keep one business.
Each Sidekick product has enough depth to stand on its own—and a shared record when it needs to work with the rest.
Explore
Communications
Sidekick Voice
Business calling with real phones and real help.
Money and commerce
Sidekick Payments
Take payment wherever the work happens.
Service operations
Sidekick MSP
Run the service desk and the business behind it.
Rental operations
Sidekick Rentals
Know what is available, where it is, and what happens next.
Business operations
Sidekick ERP
Finance and operations on the same record.
Protection
Sidekick Protect
Know what is protected and prove it can recover.
Money and commerce
Sidekick Commerce
Sell across channels without splitting inventory or customers.
Service operations
Sidekick Appointments
Make it easy to book and easier to run the day.
Customer growth
Sidekick Sites
Publish the front door to the business you already run.
Platform
Sidekick Desktop
Keep the work close without living in a browser tab.
Platform
Sidekick AI
AI that can see the work and help move it forward.
Connected by design
The handoffs happen inside Sidekick.
Each product has its own depth. The customer, work, communication, money, and next action still meet on one operating record.
Appointment-led service
Booking → customer → reminder → service → terminal payment → finance
Managed services
Proposal → order → onboarding → PSA + RMM → recurring billing
Rental and field work
Quote → availability → staging → dispatch → return → fleet insight
Retail and hospitality
Order → customer + location → payment → inventory → settlement
Sidekick AI
Intelligence inside the work, with the record and controls attached.
Embedded AI helps within eligible products. Separately purchased AI Agents can perform governed actions with transparent credit usage.
Sidekick AI · grounded responseReviewed
What needs attention next?
I found three actions based on current customer, operational, and financial records.
- 1Summarize the full recordReady for review
- 2Recommend the next useful actionSource context attached
- 3Complete approved work with an AI AgentSource context attached
Two clear layers
Included intelligence. Optional digital workers.
- Embedded AI
- Summaries, drafts, signals, and recommendations within edition limits.
- AI Agents
- Configured roles, approved tools, recurring agent pricing, and metered credits.
Poly and Yealink hardware
Choose the phone your team will actually use.
Sidekick sells supported Poly and Yealink desk, cordless, and conference phones at verified retail MSRP.
Payment hardware
Choose the terminal that fits the counter, floor, or field.
Sidekick sells supported countertop, handheld, mobile, and self-service payment hardware at verified local retail MSRP.
Built for the way you work
Different businesses. Connected operating patterns.
Start from the work your team recognizes, then see the Sidekick products that support it.
Beauty Salons and Spas
Connect online booking, staff calendars, client preferences, deposits, retail, reminders, and follow-up without making the service team run five apps.
See the workflowsHome Services
Connect local phone numbers, customer history, scheduling, estimates, dispatch, field work, payment, and follow-up for plumbing, HVAC, electrical, and other service teams.
See the workflowsRetail
Connect products, pricing, stores, online orders, POS, terminal payments, inventory, returns, customer history, and multi-location reporting.
See the workflowsLaw Firms
Connect organizations, contacts, intake, conflicts workflow, phone routing, appointments, projects, documents, time, billing, collections, and protected business records.
See the workflowsManaged Service Providers
Connect service desk, RMM, assets, automation, projects, agreements, customer portal, voice, billing, and AI-assisted operations.
See the workflowsInternal Service Desks
Connect requesters, tickets, assets, alerts, approvals, knowledge, projects, communication, automation, and service reporting inside the organization.
See the workflowsReady when you are
Start with the part of the business that needs help first.
Start a 30-day trial
30 days · no credit card required