The missed call
A customer calls while you're with a client
Mere records the request and links the call to the customer record.
Review the request and arrange a callback.
For service businesses where the owner still answers the phone
Customer work, organized
Manage calls, quotes, and invoices in one place.
Mere connects messages and activity to each customer. Review follow-up tasks and decide what to send. AI assistance is optional.
Have an invite code?
thehairshop.meresmb.com / ops
Demo screenshot
Screenshots from the Hair Shop demo workspace. Explore the demo workspace
One price for your team Features included Export your customer data AI is off until you turn it on
Everyday examples
Make time for customer follow-up
The late invoice
An invoice is 40 days overdue
Review the customer's invoice and payment history before you prepare a reminder.
Choose when and how to follow up.
The quote request
A quote request arrives while you're busy
Keep the request, customer details, and follow-up task together so you can prepare a reply.
See which requests still need a response.
The slow week
Your calendar has unbooked appointments
Use your booking schedule and customer records to plan an offer.
Review the offer and choose who receives it.
How it works
One customer record across channels
In this example, Dana calls, books an appointment, pays an invoice, and responds to an offer. Each activity appears in the same customer record.
DW
Dana Whelan
Called about a color correction Mon 9:12 AM
Booked Thursday at 2:30 PM with Priya Mon 9:31 AM
Paid invoice #143 on the day it was sent Fri 4:02 PM
Opened an offer and selected the booking link Sun 7:48 PM
Example activity in one record
Use the customer's booking, payment, and message history to plan your next response. You can review the context in one place.
The board
See what needs your attention
The Ops board groups customer requests and internal tasks by urgency. Review work that needs a response, follow-up, or a decision between jobs.
Daily tasks
Manage your daily admin
Calls and messages
Customer requests
Keep calls and messages with customer records so you can review requests and respond.
Customer follow-up
Quotes and deals
Track unanswered quotes, open deals, and follow-up tasks in one place.
Marketing
Bookings and campaigns
Plan offers, prepare campaigns, and review results alongside your customer records.
Office tasks
Team responsibilities
Assign tasks, coordinate work between team members, and track due dates.
Your team works from the same customer records and task list.
Review and approval
You decide what to send
When you use AI assistance, review suggested actions and draft replies before approving them. Choose the access and approval settings that fit your business.
AI assistance is optional. You control its access and approvals.
Ownership
Your business, your data
Your domain
Use a domain you own for your website and booking pages.
Your email
Use email addresses on your business domain.
Your customer records
Export your customer list and interaction history when you need it.
Your workspace
Your business has a dedicated workspace and database.
You can export your customer data if you leave.
AI is off until you turn it on. You can manage your customer records and tasks without AI assistance.
Pricing
One plan for your business
Your plan includes the team, tools, and integrations.
One price per business
Include your team without a separate charge for each person.
Features included
Calls, messages, and integrations are included in the plan.
Founding rate
Ask about early access pricing. Businesses that join at the founding rate keep that rate.
Local partners
Get setup help from a local partner
Consultants, bookkeepers, and business operators can help with setup and ongoing support. Partners set their own rates. Your workspace stays in your name.
Early access
Request an invite for your business
Access is by invitation so each business gets help with setup. Leave your email address and choose the tasks you need help with.
Have an invite code?