The
Legendary
Operating
System
Empowering local businesses with AI-driven automations, an all-in-one CRM, and the ultimate toolkit to dominate your service area. Stop chasing leads and start scaling.
Stop Lead Leakage
Never lose a customer to a missed call again. Our automated Missed Call Text-Back immediately engages...
The Ultimate Arsenal
Wield everything you need in one centralized hub. We replace 10+ disjointed software subscriptions to...
Dominate Locally
Built specifically to help Holmes County and regional service businesses crush the competition...
Everything you need. Nothing you don't.
Excalibur CRM consolidates your marketing, sales, and communication tools into a single command center built for local businesses.
Unified Conversations
Every message from every channel — one inbox. SMS, email, Facebook, Instagram DMs, Google Business messages, WhatsApp, and web chat all land in a single thread per contact.
- Full conversation history across all channels
- Respond from one screen — no app switching
- Internal team notes & assignments on each thread
- Mobile app — reply from anywhere
Contact Manager
More than a spreadsheet. Every contact gets a 360-degree profile: interaction history, source, tags, notes, deals, and custom fields unique to your business.
- Unlimited contacts — no per-seat pricing
- Smart lists that auto-update by behavior
- Auto-capture leads from forms, ads & landing pages
- Bulk tagging, filtering, and segmentation
Email Campaigns
Design, send, and track email campaigns right from your CRM. Build newsletters, promotions, and drip sequences without a separate email platform.
- Drag-and-drop email builder
- Pre-built templates for common campaigns
- Open & click tracking with analytics
- Segment sends by tags, behavior, or custom fields
Automations
Set up workflows that run on autopilot. When a lead fills out a form, they get a welcome email, an SMS reminder, and a task assigned to your team — automatically.
- Visual drag-and-drop workflow builder
- Trigger on form fills, bookings, tags, or ad clicks
- Multi-channel sequences (email + SMS + voicemail)
- Conditional branching based on customer behavior
Reputation Manager
Automatically request reviews from happy customers. Monitor Google and Facebook reviews from one dashboard and respond quickly to build trust.
- Automated review requests after service
- Centralized dashboard for all review platforms
- Quick-response templates
- Route negative feedback privately before it goes public
Sales Pipeline
See every deal at a glance. Drag-and-drop cards through custom stages — from first inquiry to closed sale — so nothing falls through the cracks.
- Visual kanban board for every deal stage
- Track deal value, probability & close dates
- Multiple pipelines for different services
- Built-in appointment scheduling & calendar sync
Every conversation.
One screen.
Your customers reach out from everywhere — text, email, social media, Google. Excalibur pulls it all into a single, organized inbox so you can respond fast and never lose a lead.
Each contact's full history lives in one thread, regardless of which channel they used. Your team sees the same context, can leave internal notes, and hand off seamlessly.
- Reply to an SMS and an Instagram DM from the same screen
- See who's waiting, who's been helped, and who needs follow-up
- Works on desktop and mobile — respond on the go
Replace the stack. Keep the power.
Stop paying for tools that don't talk to each other. Excalibur CRM replaces them all.
Full operational access to the Excalibur CRM toolset. Ideal for teams ready to manage their own workflows, funnels, and unified inbox.
- 14-day free trial
- Unlimited contacts & users
- Unified messaging inbox
- Drag-and-drop automations
- $50 one-time credit for SMS/Email
- Community support
We build your account from the ground up to be fully operational out-of-the-box. Perfect for businesses needing white-glove onboarding.
- Business profile & domain configuration
- Phone System, QuickBooks & Stripe setup
- Custom workflow & pipeline architecture
- 1-on-1 team onboarding & training
Ready to take command?
See Excalibur CRM in action. Book a free, no-pressure demo and we'll walk you through exactly how it works for your business.