AI Assistance: Handlet uses AI for intent recognition and, where enabled, drafts, summaries, quote support, social content and call assistance. AI output can be wrong and should be checked before use. Learn More

Handlet and your existing CRM | Handlet

CRM

Keep your CRM. Connect it on either plan.

Handlet is not a CRM. On Standard and Pro you can connect a CRM you already use, such as Aworka, RoundPro or Squeegee, so replies and quotes can use what you already know.

Not a CRM
On Standard and Pro
Aworka and Squeegee

What Handlet takes on

Handlet is not a CRM. On Standard and Pro you can connect a CRM you already use, such as Aworka, RoundPro or Squeegee, so replies and quotes can use what you already know.

Replies and quotes can be drawn from customers and jobs you already keep in that CRM. You do not have to move the business into Handlet to use the inbox.

On Pro, phone answering can also book the job from the call, if your CRM allows it. Booking works today with RoundPro and Aworka. Squeegee does not support booking, so with Squeegee Handlet takes the details and quotes, and you book. The same goes for any other CRM that does not support booking.

Every draft waits for the owner's review by default; auto-send is optional and off by default.

What Handlet leaves alone

Handlet does not ask you to abandon the CRM that already holds your customers and jobs. Connecting it is included on Standard and Pro. What Handlet can do in your CRM depends on what that CRM allows. If you do not use a CRM, the inbox, drafts and quotes you approve work without one.

Standard is £49 a month, for a solo owner: 1 user (then £19 a month for each extra user), up to 2 messaging channels (then £10 a month for each extra connected account), a full inbox, AI drafting you approve, quotes you approve, CRM connection, follow-up suggestions, reviews and complaints sent by you, widgets and website embeds, website analytics, and auto-send if you choose to turn it on.

Questions this page answers

Is Handlet a CRM?

Handlet is not a CRM. On Standard and Pro you can connect a CRM you already use, such as Aworka, RoundPro or Squeegee, so replies and quotes can use what you already know.

Do I have to replace my CRM?

No. If you already use a CRM, you can connect it on Standard or Pro (for example Aworka, RoundPro or Squeegee) so Handlet can work from what you already know.

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