Sarah247
Features / CRM & FSM Sync CRM & FSM Sync

Calls become records in the tools you already run

Contacts, intake answers, bookings, and call history sync into Housecall Pro, GoHighLevel, ServiceM8, or Google Calendar automatically.

What it is

CRM & FSM Sync

A phone call that lives only in a phone log is invisible to your business. Sarah writes what happens on the phone into the systems you actually run: customers and jobs into Housecall Pro or ServiceM8, contacts and pipelines in GoHighLevel, appointments onto Google Calendar — created and updated automatically, without re-keying.

Sync is two-way where it counts. Sarah reads live calendar availability before offering slots and recognizes existing customers from your records, so a repeat caller is greeted as one. Summaries, transcripts, and structured intake attach to the synced records, keeping the full story of each customer in one place.

How it works

  • 01Connect Housecall Pro, GoHighLevel, ServiceM8, or Google Calendar once.
  • 02Sarah reads availability and customer records live during each call.
  • 03New customers, jobs, and appointments are written back automatically.
Why it matters

What you get

No more re-keying calls

Every booked call becomes a properly created customer and job in your platform, with the intake answers already filled in. The office stops transcribing sticky notes into the system, and nothing gets lost between the phone and the schedule.

One schedule, always current

Because Sarah books against your live calendar and writes confirmed appointments straight back, dispatchers and the AI are always working from the same board. There is no shadow schedule to reconcile at the end of the day.

Repeat customers recognized

When an existing customer calls, Sarah can see the history your system already holds and treat them accordingly — no re-asking for the address on file, and the new conversation lands on the same record as all the old ones.

FAQ

CRM & FSM Sync questions

Which platforms are supported?+

Housecall Pro, GoHighLevel, ServiceM8, and Google Calendar. Sarah reads live availability and existing customer data from them during calls, and writes back new contacts, jobs, and confirmed appointments along with summaries and transcripts.

Do I have to change how my team works?+

No — the point is the opposite. Your team keeps dispatching from the same platform they use today; Sarah simply keeps it fed. Calls turn into records inside your system, not into yet another inbox somebody has to check.

What data gets written to my CRM?+

Contact details, the structured intake answers you configured, the booked appointment with its notes, and links to the call summary and transcript. You control the field mapping, so the data lands where your existing workflows expect it.

Get started

See crm & fsm sync live

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