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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Chalmsy offers AI-driven business management software tailored for small service-oriented enterprises such as florists, event coordinators, venues, interior designers, consultancies, and various trades. The platform streamlines the process from initial inquiry to finalized payment, allowing users to describe a job in simple terms while Chalmsy automatically generates a customized, branded proposal using the user's own materials, labor rates, and multipliers. Clients can conveniently review, comment, and accept proposals online, transforming accepted work into a project, followed by invoicing and bookkeeping entries, ensuring that no information is redundantly entered across different tools. The software encompasses features like quoting and estimating, proposal revisions and change orders, online approvals, deposit management, payment schedules, automated follow-ups for quotes, a client relationship management system, project oversight, invoicing capabilities, receipt capture, ledger management, profit-and-loss analysis, and integration with QuickBooks. Additionally, it seamlessly connects with Gmail, Google Calendar, and Google Drive with just one click, enhancing overall efficiency. Notably, all documents reflect your brand identity rather than Chalmsy's, with pricing structured per business rather than per user, starting at just $15 a month, making it accessible for small businesses. This comprehensive solution empowers entrepreneurs to manage their operations effectively without the hassle of multiple software platforms.

Description

Thread Pilot is an intelligent assistant designed for Gmail, which identifies email threads that have not received responses and generates context-specific follow-up messages for users to edit and send. This tool can be scheduled to run daily or activated as needed, allowing users to set customizable lookback periods, filter out junk and promotional content, and organize drafts for easy review while preventing duplicate follow-ups. Additionally, users can personalize their follow-up templates to better suit their communication style. Built using Google Apps Script and the Gmail API, Thread Pilot seamlessly creates drafts within Gmail itself and includes enhanced support for users managing multiple accounts, along with analytics features to track performance. Its user-friendly design ensures that managing follow-ups becomes a more efficient and streamlined process.

API Access

Has API

API Access

Has API

Screenshots View All

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Screenshots View All

No images available

Integrations

Gmail

Integrations

Gmail

Pricing Details

$15/month, seats included
Free Trial
Free Version

Pricing Details

$3.99/month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Chalmsy LLC

Founded

2026

Country

United States

Website

www.chalmsy.com

Vendor Details

Company Name

Switch Labs

Founded

2024

Country

United States

Website

www.switchlabs.dev/thread-pilot-for-gmail

Product Features

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Product Features

Alternatives

Alternatives