Customer workspace

One workspace that knows every customer.

Sergio pulls your bookings from BookingKoala, ConvertLabs or Launch27, your Quo and Gmail messages, and every customer's history into a single workspace built for cleaning companies, then drafts the reply with the full context already in front of your team.

Works with BookingKoala, ConvertLabs, Launch27 and Quo.  ·  Set up in about 15 minutes.

Every call, text and booking, on one customer.

No more digging through your booking system (BookingKoala, ConvertLabs or Launch27), a texting app, and an inbox to answer one question. Sergio keeps the whole relationship in one place and answers from it.

Sergio
Customers / Sarah Mitchell
Reply ready
September 1
EMAIL
Sarah Mitchell
Cleaning for September 12
Sep 1, 9:14 AM
View email
EMAIL SUMMARY

Sarah booked a home cleaning for September 12. She mentioned a friendly dog will be home during the visit.

Today
SMS
Sarah Mitchell
10:24 AM
Do your cleaners bring a vacuum? And who was my cleaner last time?
SERGIO DRAFT

Hi Sarah, yes, our cleaners bring a vacuum. Your last visit on September 5 was with Gina.

Checked: Equipment SOP · Cleaner history EditSend reply

Sarah Mitchell

Customer since 2024 · $2,840 LTV
(917) 555-0184
sarahm@email.com
CUSTOMER SNAPSHOT
Next cleaningSep 12
Last cleanerGina · Aug 14
Pets1 Dog
PreferenceText updates
RECENT BOOKINGS
Sep 12Upcoming
Sep 5Gina · Completed

Example workspace. Customer details shown are illustrative.

How it works

Connected once, working from day one.

1

Connect your tools

Link BookingKoala, ConvertLabs or Launch27, plus Quo and Gmail. Sergio imports your customers, bookings and message history so every profile is complete before you send a thing.

2

Sergio builds the customer

Calls, texts, emails and bookings get tied to one profile, with lifetime value, pets, preferences and cleaner history in a snapshot your team can read at a glance.

3

Reply with the full picture

When a customer reaches out, Sergio summarizes the thread and drafts a response grounded in their history and your SOPs. Approve it, edit it, or let it send.

What's inside

Everything about a customer, in one view.

One customer timeline

Every phone call, text, email and booking for a customer, in order, on one screen. No switching between your booking system (BookingKoala, ConvertLabs or Launch27), a texting app and your inbox to piece together what happened last time.

AI summaries and drafted replies

Long email threads get summarized to the point. Incoming questions get a drafted reply that already accounts for the customer's bookings and history, so your team edits instead of writing from scratch.

Snapshot and lifetime value

Next cleaning, last cleaner, pets, access notes, contact preference and total spend, surfaced on every profile so whoever picks up the conversation sounds like they already know the customer.

Answers grounded in your SOPs

Sergio checks your equipment policy, pricing rules and standard procedures before it drafts, so replies match how your company actually operates, not a generic script.

Daily digest and analytics

A morning digest of what needs attention, plus a dashboard showing revenue, reviews and follow-up activity, so you see how the book is moving without opening five tabs.

SMS self-service booking

Customers text to book, reschedule or ask a question and get a real answer back, without tying up your office line.

Coming soon
BookingKoala, ConvertLabs or Launch27 bookings
Quo calls & texts
Gmail email

See the workspace on your own customers.

Connect your tools and Sergio builds every customer profile in about 15 minutes.

Book a demo Try for free