01
Your whole team works from one place.
No more checking three apps before you can answer a simple question about a customer. Everything is in the same system.
Platform
Pietra
CRM.
Not just a CRM. The platform your whole business runs on — marketing, communications, AI, scheduling, reputation, automation, and more.
Pietra CRM
LIVE2,847
Contacts
64
Bookings
4.9 ★
Reviews
AI Agents
Communications
Automations
Reputation
New lead: Marcus T.
just now
Review request sent
4m ago
Appointment confirmed
11m ago
Workflow triggered
18m ago
Websites & FunnelsAI Voice AgentAI Chat AgentCommunicationsCRM & PipelineWorkflow AutomationsReputation ManagementAppointmentsPaymentsReporting
Running a business means carrying too much in your head.
Your website captures a lead. You follow up by email. Someone texts. A call comes in after hours. An appointment needs confirming. A review needs a response. The invoice hasn't been paid. A workflow was supposed to run but did it? You open three different apps to find out.
Most businesses are stitched together from tools that were never meant to work with each other. It works — until something falls through the gap.
Pietra CRM is built so your business doesn't need you to be the glue between everything.
How the platform is organized
One platform. Four stages. Everything connected.
Attract
Build visibility, earn trust, and give people a reason to reach out.
- Websites & Funnels
- Landing Pages
- Reputation Management
- Review Campaigns
- AI Chat Widget
Capture
Answer every inbound touchpoint and turn interest into a named contact.
- AI Voice Agent
- AI Chat Agent
- Lead Forms
- Booking Pages
- Missed Call Text-Back
Manage
Everything your team uses every day to stay organized and responsive.
- CRM & Contacts
- Unified Communications
- Appointments & Calendars
- Sales Pipeline
- Payments & Invoicing
Automate
The work that runs in the background so your team focuses on what matters.
- Workflow Automations
- Follow-up Sequences
- Review Requests
- Task Triggers
- Reporting & Dashboards
Platform capabilities
01
Website & Funnel Builder
Build your full web presence — websites, landing pages, forms, offer pages, and booking paths — all inside the platform. No external builder needed, no disconnect between your site and your CRM.
02
Unified Communications Hub
Every channel your business uses to communicate — SMS, email, calls, web chat, Facebook Messenger, Instagram DMs — in one inbox. Every conversation is linked to the right contact, automatically.
03
AI Voice & Chat Agents
AI that answers your inbound calls and website chat 24 hours a day. It qualifies callers, captures contact details, books appointments, and routes conversations — without anyone picking up the phone.
04
CRM & Contact Management
A complete record for every person who has ever interacted with your business. Their full history, every conversation, every note, every task, every deal — one place, always current.
05
Appointment Scheduling
Online booking pages connected to real calendar availability. Confirmations go out automatically. Reminders fire before every appointment. No-show follow-up runs without anyone remembering to send it.
06
Workflow Automation
Build automations that trigger on any action — a form submission, a pipeline stage change, a payment received, a missed call, a job marked complete. The platform handles what would otherwise fall to memory.
07
Reputation Management
Review requests that go out at the right moment after every completed job or appointment. Incoming reviews monitored across platforms. Your team notified and able to respond without switching tabs.
08
Reporting & Dashboards
A real picture of your business — lead volume, communication activity, appointment trends, pipeline health, reputation performance, and campaign results — without pulling data from five separate tools.
Direct impact
What changes when your business runs on one platform.
02
The admin handles itself.
Review requests, follow-up sequences, reminders, task triggers — the platform runs the repetitive work so your team does not have to.
03
Nothing falls through a gap.
When tools are disconnected, things slip between them. One platform means no gaps — the customer record, the conversation, the next step, all connected.
04
You see what's actually happening.
Reporting across every part of the business — marketing, communications, pipeline, reputation — in one view, without a manual export.
Included in the platform
Everything. One login.
Pietra CRM is not a collection of separate tools. It is one platform. Every capability below is included — no additional subscriptions, no integration setup, no data living in a different system.
AI Voice AgentLive
AI Chat AgentLive
Websites & FunnelsLive
Intelligent CommunicationsLive
Workflow AutomationsLive
Sales PipelineLive
Reputation ManagementLive
Appointments & CalendarsLive
Payments & InvoicingComing Soon
Document SigningComing Soon
Marketing ManagerComing Soon
Get started
Want to see what it looks like when your business runs from one place?
Tell us what you're currently managing across — we'll show you where Pietra CRM brings it together.