CRM with an employee built in

Hire your CRM.
Text it. Consider it done.

Yaap is a full CRM with an AI employee that lives inside it. Text it like a teammate — "create an invoice for John, $450, tile work" — and it actually does the work. Pipelines, estimates, invoices, payments. One system, every channel.

14-day free trialCancel anytimeEmployee included on every plan
9:41
Y
Yaap
Today 9:41 AM
+iMessage
Leads 3
Estimates 3
Invoices 12
live
LeadStatusValue
DC
Daniel Chen
Chen Tile & Stone
qualified
$3,200
RP
Renée Park
Park Family
contacted
$1,450
TW
Thomas Whittle
Whittle Roofing
new
Activity
Waiting for activity…
conversational control

Text it like a teammate. UI optional.

Yaap takes plain English. Capture leads, send estimates, take payments, chase overdues — all from wherever you read texts. No app to open, no forms to fill. Your CRM just responds.

#1 — Capture
new lead: Trey Howard, kitchen sink replace, 555-0188
Logged Trey Howard. Status: new. Want me to text him a hello?
#2 — Bill
invoice Daniel Chen $1,200 for the regrout, due Friday
Drafted invoice #INV-228$1,200, due Fri. Reply YES to send.
#3 — Follow up
who hasn't paid me this week?
3 overdue. $2,340 across Mendez, Park, & Whittle. Send reminders?
onboarding

Onboard it with your playbook.

Yaap reads your knowledge base and SOPs — pricing rules, tone of voice, service-area policies — so it acts the way your business does. Not generic AI. Your AI.

  • Upload PDFs, paste from Google Docs, or write articles in-app.
  • Define skills — repeatable workflows it can run end-to-end.
  • Updates propagate instantly. Change a price, retrain in zero seconds.
Operations · Knowledge
6 articles · 4 skills
SOPHow we quote bathroom remodelspricing · skills
KBAfter-hours response templatetone · messaging
SOPMaterials markup (15% standard, 20% rush)pricing
KBService area + travel-fee zoneslogistics
SOPNet-15 terms, late fee 1.5%/moinvoicing
KBSubcontractor handoff checklistoperations
example — sending an invoice
invoice the Hendricks job, $4,500
Drafted invoice #INV-229$4,500 to Hendricks Family.

Reply YES to send, EDIT to change line items, CANCEL to discard.
edit — add $200 for the haul-away
Updated. Total now $4,700. Reply YES to send.
yes
Sent
trust & permissions

A responsible employee — not a loose cannon.

Anything involving money or a customer-facing message waits for your sign-off. Yaap also respects your org chart: owners can do more than members. Delegation stays safe.

1

Confirms before sending

Invoices, estimates, customer messages, payment captures — all gated by a simple YES / EDIT / CANCEL.

2

Respects roles

Yaap inherits the same role you do. A member's agent can't approve a refund either.

3

Always logs the receipt

Every action it takes appears in the activity log, attributed and replayable.

under the hood

One brain. Every channel.

The agent, the buttons in the UI, the API, and your automations all call the exact same actions. Nothing is second-class. If your team can do it, Yaap can — and vice versa.

TOOL REGISTRY
One shared engine
create_lead · send_estimate · take_payment · update_inventory · ~140 more
AGENTText (SMS)
CLICKSWeb app UI
CALLSPublic API
TRIGGERSAutomations
Same call. Same permissions. Same audit log. Always.
the full CRM

A real system underneath.

The agent is impressive because there's a complete CRM for it to operate. Every feature you'd expect — and every one of them is something Yaap can run for you.

Pipelines

Drag-and-drop deal stages. Multiple pipelines.

Invoices & payments

Card payments via Stripe. Auto-create from accepted estimates.

Estimates

Line items, accept/decline tracking, convert in one tap.

Unified inbox

SMS + email per customer. One thread, full history.

E-sign documents

Templates, rich-text or PDF, full audit trail.

Embeddable forms

Drop on your site. Submissions become leads.

Automations

Visual builder. Runs the same actions the agent does.

Inventory & subs

Track stock, recurring billing, materials adjustments.

Your employee can…

Leads & customerscapture, update, convert, search, archive
Dealscreate, move through pipeline stages, update
Estimatesbuild line items, send, mark accepted/declined
Invoicescreate (or from estimate), send, take payment
MessagingSMS + email to customers
Notes & taskslog activity, create and assign to-dos
Inventory & subscriptionsadjust stock, recurring billing
Documents & formsgenerate, send for e-signature
It can't reconfigure automations, API keys, or workspace settings. Those stay with admins, in the UI. A guardrail, not a limitation.
try it live

Text Yaap. Right here.

No signup. Type a command like you'd text a teammate and watch the response. It's a real AI — same one we ship.

Hey 👋 I'm Yaap. Try me — "new lead jordan ave, kitchen remodel" or "invoice mendez $900".
4 messages left this sessiondemo
who it's for

Built for owner-operators who live in the truck.

If your office is your phone, Yaap is the back-office that lives there with you. Run your business between jobs, after hours, on the drive home — by text.

01Tile & remodels
02HVAC
03Landscaping
04Cleaning
05Plumbing
06Electrical
07Roofing
08Pest control
09Carpentry
10Home services
11Locksmiths
12+ more
pricing

The employee is included.

No add-on. No "AI credits." Every plan ships with a full Yaap — running on your data, by your rules.

Starter

$29/mo
Employee includedon every plan, every action
Up to 2 seatsadd more for $12/mo each
Pipelines, invoices, estimates
SMS + email inbox
Start free trial

Scale

Custom
Everything in Pro
API + webhooks
Custom skills + integrations
Dedicated onboarding
Talk to us
let's go

Stop opening the CRM. Just text it.

Two weeks free. Cancel anytime. Your employee starts on day one.