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
Designed around the work
Know every customer. Move every opportunity.
Bring companies, contacts, sites, conversations, opportunities, proposals, tasks, and finance context into one dependable customer record.
- A complete customer history
- A sales process the whole team can follow
- Fewer handoffs between sales and operations
How the work moves
Quote the right equipment now
Sidekick checks products, combinations, location, dates, and rate rules before the team commits.
- 01Capture the need
- 02Check availability
- 03Build the quote
- 04Reserve the chosen assets
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.
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.
Ready 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