Hire a manager, not software.
Unlike traditional CRM systems that force you to click through tabs, configure dropdown lists, and fill out forms after a long day on-site, the AI Office Manager coordinates the work for you.
By translating natural text or spoken voice memos, EtaleHub parses customer identity, identifies job milestones, handles invoices/receipt calculations, and logs reminders.
Coordination Capabilities
- ✓ Identify/Create Records: Automatically links messages to existing clients or suggests building a profile.
- ✓ Calculate Totals & VAT: Evaluates costs, adds tax, and drafts clean transaction items.
- ✓ Trigger reminders & reviews: Sets scheduled alerts for both your dashboard and SMS updates for clients.
Structured Business Memory
The office manager stores memory in accessible structures, not hidden deep in a chat history chatbox.
It tracks details like property boiler makes, serial codes, payment history, preferred contact methods, and billing addresses. You can ask "What do we remember about Sarah Smith's boiler?" and get a clean structured outline.
Client Profile: Sarah Smith
Equipment Installed: Worcester Bosch Greenstar 30i (March 2023)
Service Schedule: Annual check due June 15th
Note: Prefers afternoon callouts; key is under the blue flowerpot.