Product Name: LocalTry | The CRM That Changes Around Your Business
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Description:
The CRM we could never find
Stop buying another tool for every missing feature.
LocalTry connects the CRM, scheduling, money, reviews, marketing, publishing, and AI execution. When the business needs something new, the workspace can change without starting over.
Pay today with a 14-day money-back guarantee.
CRM, sales, jobs, communication, reputation, marketing, and publishing in one live workspace.
Add account-specific screens, fields, workflows, integrations, and operating views without another migration.
ClickBank securely processes checkout. Your selected monthly price is charged today and is covered by a 14-day money-back guarantee.
Every CRM solved one problem and created another. The missing feature always became the next migration.
Building the exact system a business needed was priced like an enterprise software project.
A complete CRM that can add account-specific screens, fields, workflows, and integrations when the business asks.
Connect a compatible AI tool to the same live business context, approved capabilities, and workspace your team uses in LocalTry. Keep the assistant you like without separating it from the work.
Use LocalTry with MCP-compatible AI clients while workspace permissions keep every business isolated and in control.
A dedicated ChatGPT experience is on the way, making it even easier to bring LocalTry business context and actions into a familiar conversation.
CRM records, workflows, tools, and workspace knowledge stay connected.
Each connection is authorized for the correct business and approved capabilities.
MCP keeps LocalTry useful beyond a single chat screen or AI provider.
The reason LocalTry exists
LocalTry starts as a complete operating system for customers, sales, scheduling, communication, reviews, marketing, publishing, documents, and workflows. Then it does the part no rigid CRM can do: it changes around the business using it.
Tell the Workspace Builder what is missing in plain words. It studies the existing workspace, designs the account-specific change, lets you review the plan, and applies a versioned result only to your company. For supported workspace changes, the new capability typically appears in the menu in about 15 to 30 minutes.
A real LocalTry workspace receiving a plain-language request, planning the change, and applying it to one business account.
Built for more than one kind of business
Field-service teams, agencies, consultants, and multi-location businesses each get the records, screens, connected tools, automation, and business memory their work requires.
Next 7 days: free implementation
Purchase LocalTry during the next 7 days and LocalTry will migrate the business data, connect supported existing tools, apply the brand, and customize the initial workspace at no additional charge.
Import and map customer, lead, and other supported operating data into the correct LocalTry records.
Configure the initial fields, views, workflows, permissions, branding, and business-specific operating structure.
Connect supported calendars, email, websites, accounting, social, marketing, and operational services using access the business provides.
Complete onboarding with a working starting workspace instead of facing an empty CRM and a pile of setup decisions.
A CRM that belongs to the business
Every LocalTry account can have its own modules, fields, views, dashboards, forms, checklists, workflows, permissions, and integration setup. A service company, agency, consultant, or multi-location operator does not have to share the same rigid workspace.
“Add a client launch board with credential tracking, SEO tasks, approvals, renewal dates, and a reporting dashboard.”
Every completed job becomes a review opportunity
LocalTry automates the ask, sends five-star customers straight to Google, and gives the business a private recovery path when something went wrong.
No forgotten follow-up. No five-star customer trapped behind extra clicks. No unhappy customer left invisible.
Turn completed work into a branded email, ready-to-send text, direct link, or QR code and track the request through completion.
A five-star tap immediately opens the connected Google review page. No extra question and no unnecessary decision screen.
Lower ratings and concerns enter a private needs-attention inbox so the business can respond, recover the relationship, and mark the issue resolved.
Import recent Google reviews, open the original public review, and keep review requests, private feedback, and public results together.
See the connected platform and follow a workflow from instruction to completed action.
Real LocalTry workspace screens. No income claims, staged testimonials, or implied results.
One platform, five growth engines
LocalTry operates the business, protects the reputation, publishes the brand, finds market insight, and adapts the workspace without losing the customer history underneath it all.
This is not a small CRM with an AI chat box added. LocalTry connects the daily operation, sales, customers, field work, marketing, reputation, publishing, documents, research, and custom automation in one business-aware workspace.
Choose the right workspace
All features are included. Operator provides 5 users and 15 workspaces; Scale provides 10 users and 50 workspaces. Client conversations, video meetings, browser automation, API access, and customization are included across the plans.
Every LocalTry feature, with room for your team and client workspaces.
5 users and 15 workspaces
Every LocalTry feature, with room for your team and client workspaces.
10 users and 50 workspaces
Every verified LocalTry capability is listed here so buyers can compare the complete CRM, review, operating, AI, customization, workflow, marketing, content, and integration platform behind each plan.
Users are counted once across the subscription. Workspace allowances include the primary business and linked client workspaces. Client Conversations guests do not use CRM seats. Connected tools require the named service and its permissions. Third-party subscription, AI model, and usage charges are separate. Browser tasks require the desktop extension, an open browser, and an awake computer. Meeting screen sharing depends on browser and device support.
The intelligence and customization layer that makes LocalTry more than a fixed CRM.
LocalTry Command AI operator
Use plain language to find records, prepare work, run supported actions, and explain what needs attention.
LocalTry Command AI operator
Use plain language to find records, prepare work, run supported actions, and explain what needs attention.
Command works from tenant-scoped customers, jobs, sales, schedules, documents, marketing, and connected tools.
Command works from tenant-scoped customers, jobs, sales, schedules, documents, marketing, and connected tools.
Save operating preferences, onboarding answers, and reusable instructions so the AI remembers how the business works.
Save operating preferences, onboarding answers, and reusable instructions so the AI remembers how the business works.
Shared workspace architecture
Every LocalTry AI receives the same live map of the account’s pages, agents, tools, integrations, and tenant-safe database schema before it acts.
Shared workspace architecture
Every LocalTry AI receives the same live map of the account’s pages, agents, tools, integrations, and tenant-safe database schema before it acts.
Conversational business onboarding
Follow a guided checklist for AI models, social connections, branding, business APIs, and your first customization, with progress saved as you go.
Conversational business onboarding
Follow a guided checklist for AI models, social connections, branding, business APIs, and your first customization, with progress saved as you go.
File and CSV intelligence
Attach PDFs, documents, and images or import customer CSV files with column matching into the CRM.
File and CSV intelligence
Attach PDFs, documents, and images or import customer CSV files with column matching into the CRM.
Describe a change and create tenant-owned modules, fields, views, dashboard panels, and supported page attachments.
Describe a change and create tenant-owned modules, fields, views, dashboard panels, and supported page attachments.
Versioned workspace changes
Builder plans changes before applying them and keeps restore points without changing another customer’s workspace.
Versioned workspace changes
Builder plans changes before applying them and keeps restore points without changing another customer’s workspace.
Tenant-owned modules and records
Add business-specific modules, fields, views, forms, checklists, dashboard panels, and records without changing the global product or another customer’s account.
Tenant-owned modules and records
Add business-specific modules, fields, views, forms, checklists, dashboard panels, and records without changing the global product or another customer’s account.
Built-in specialist agents
SEO Blog Writer, Topical Map Generator, Social Writer, Research, Social Intelligence, SEO, Search Console, and Google Ads specialists.
Built-in specialist agents
SEO Blog Writer, Topical Map Generator, Social Writer, Research, Social Intelligence, SEO, Search Console, and Google Ads specialists.
Describe the specialist you need and add it to the business’s private agent roster and workflows.
Describe the specialist you need and add it to the business’s private agent roster and workflows.
Build visual, multi-step pipelines that connect agents, business data, approval steps, and publishing destinations.
Build visual, multi-step pipelines that connect agents, business data, approval steps, and publishing destinations.
See every scheduled workflow in one place, edit prompts, change schedule times, and expand one past-run date at a time.
See every scheduled workflow in one place, edit prompts, change schedule times, and expand one past-run date at a time.
Conversational AI workflow builder
Create a new workflow or revise the current one in plain language on desktop or mobile, then save it or fine-tune every tile and connector manually.
Conversational AI workflow builder
Create a new workflow or revise the current one in plain language on desktop or mobile, then save it or fine-tune every tile and connector manually.
Scheduled and proactive workflows
Run recurring checks, follow-ups, reports, content routines, and approval-based automations on a schedule.
Scheduled and proactive workflows
Run recurring checks, follow-ups, reports, content routines, and approval-based automations on a schedule.
Inspectable workflow runs
See the status and output of every step instead of wondering whether an automation completed.
Inspectable workflow runs
See the status and output of every step instead of wondering whether an automation completed.
Everything needed to move a lead through sale, scheduling, field work, payment, and reporting.
See today’s schedule, open follow-ups, reviews, business alerts, and the work that needs attention.
See today’s schedule, open follow-ups, reviews, business alerts, and the work that needs attention.
Company and person accounts with lead sources, multiple contacts, account relationships, duplicate detection and merging, plus notes, activities, jobs, photos, documents, estimates, invoices, payments, and reviews.
Company and person accounts with lead sources, multiple contacts, account relationships, duplicate detection and merging, plus notes, activities, jobs, photos, documents, estimates, invoices, payments, and reviews.
Customer activity timeline
Keep calls, emails, notes, follow-ups, jobs, sales documents, payments, reviews, and other customer activity attached to one durable history.
Customer activity timeline
Keep calls, emails, notes, follow-ups, jobs, sales documents, payments, reviews, and other customer activity attached to one durable history.
Handle email, SMS, calls, website forms, portal messages, social conversations, and internal notes in one searchable inbox with unread state, priority, teammate assignment, and automatic customer and opportunity linking.
Handle email, SMS, calls, website forms, portal messages, social conversations, and internal notes in one searchable inbox with unread state, priority, teammate assignment, and automatic customer and opportunity linking.
Run customer issues from one attention-first workspace with ticket numbers, queues, owners, priority, first-response and resolution deadlines, automatic SLA warning and escalation, customer replies, internal notes, resolution history, and saved knowledge articles.
Run customer issues from one attention-first workspace with ticket numbers, queues, owners, priority, first-response and resolution deadlines, automatic SLA warning and escalation, customer replies, internal notes, resolution history, and saved knowledge articles.
AI-assisted service resolution
Create a grounded reply, internal case summary, and next-action checklist from the real ticket timeline, approved knowledge, and current workspace without inventing policies or completed work.
AI-assisted service resolution
Create a grounded reply, internal case summary, and next-action checklist from the real ticket timeline, approved knowledge, and current workspace without inventing policies or completed work.
Notes and workspace stickies
Capture personal or team notes instantly, add optional deadlines, see due and overdue work, and pin movable old-school sticky notes to one page or across the entire CRM without losing them after refresh.
Notes and workspace stickies
Capture personal or team notes instantly, add optional deadlines, see due and overdue work, and pin movable old-school sticky notes to one page or across the entire CRM without losing them after refresh.
AI-assisted CSV customer import
Upload a customer CSV, map unfamiliar columns to the correct CRM fields, and import records without rebuilding the spreadsheet by hand.
AI-assisted CSV customer import
Upload a customer CSV, map unfamiliar columns to the correct CRM fields, and import records without rebuilding the spreadsheet by hand.
Lead and opportunity pipeline
Track stages, value, follow-up dates, reminders, recurring service plans, and future visits.
Lead and opportunity pipeline
Track stages, value, follow-up dates, reminders, recurring service plans, and future visits.
Schedule and appointments
Daily, weekly, and monthly views for jobs and appointments with assignments, rescheduling, and completion controls.
Schedule and appointments
Daily, weekly, and monthly views for jobs and appointments with assignments, rescheduling, and completion controls.
Technician routes and conflict checks
Review technician schedules, open mapped driving routes, and resolve assignment conflicts before work is dispatched.
Technician routes and conflict checks
Review technician schedules, open mapped driving routes, and resolve assignment conflicts before work is dispatched.
Manage active or archived jobs, technician assignments, job notes, photos, status, time, costs, and customer updates.
Manage active or archived jobs, technician assignments, job notes, photos, status, time, costs, and customer updates.
Technician time and job costing
Record and approve time, set labor cost, add job expenses, and understand the real cost of completed work.
Technician time and job costing
Record and approve time, set labor cost, add job expenses, and understand the real cost of completed work.
Gross profit and payroll export
Compare job revenue with labor and direct costs, review gross profit, approve time, and export payroll-ready records.
Gross profit and payroll export
Compare job revenue with labor and direct costs, review gross profit, approve time, and export payroll-ready records.
Maintain services, products, units, prices, and costs for consistent estimates and invoices.
Maintain services, products, units, prices, and costs for consistent estimates and invoices.
Good-better-best estimates
Create options and line items, send professional estimates, record approvals, and carry scope into the job and invoice.
Good-better-best estimates
Create options and line items, send professional estimates, record approvals, and carry scope into the job and invoice.
Create invoices from approved work, add payment links, track balances, and record payments without storing card details.
Create invoices from approved work, add payment links, track balances, and record payments without storing card details.
Sync the Stripe price book and invoices and create Stripe-backed invoices from LocalTry estimates.
Sync the Stripe price book and invoices and create Stripe-backed invoices from LocalTry estimates.
Wave Accounting workspace
Connect a Wave business and work with live customers, products and services, multi-line estimates, invoices, payments, the chart of accounts, money transactions, sales taxes, and vendors from a responsive accounting dashboard.
Wave Accounting workspace
Connect a Wave business and work with live customers, products and services, multi-line estimates, invoices, payments, the chart of accounts, money transactions, sales taxes, and vendors from a responsive accounting dashboard.
Upload or create contracts, waivers, proposals, scopes, and PDFs; attach them to customers and email secure links.
Upload or create contracts, waivers, proposals, scopes, and PDFs; attach them to customers and email secure links.
Review performance across jobs, revenue, time, costs, reviews, sales, and marketing activity.
Review performance across jobs, revenue, time, costs, reviews, sales, and marketing activity.
Create repeat-service plans, track the next visit, and generate the recurring jobs that keep customers from slipping away.
Create repeat-service plans, track the next visit, and generate the recurring jobs that keep customers from slipping away.
Give your team individual logins, roles, and activation controls. The same person can work across authorized workspaces.
Give your team individual logins, roles, and activation controls. The same person can work across authorized workspaces.
Keep each business or client in its own workspace with separate records, integrations, branding, and an easy workspace switcher. The primary workspace counts toward the plan allowance.
Keep each business or client in its own workspace with separate records, integrations, branding, and an easy workspace switcher. The primary workspace counts toward the plan allowance.
Keep the customer informed before, during, and after the work and turn great service into repeat business.
Use a business-specific booking page, services, availability, and request workflow instead of a one-trade template.
Use a business-specific booking page, services, availability, and request workflow instead of a one-trade template.
Booking-to-job conversion
Review a booking request, update its status, match the customer, and convert the approved request into a scheduled CRM job.
Booking-to-job conversion
Review a booking request, update its status, match the customer, and convert the approved request into a scheduled CRM job.
Give customers private access to their booking, jobs, estimates, invoices, documents, and business communication.
Give customers private access to their booking, jobs, estimates, invoices, documents, and business communication.
Two-way client workspaces
Share audits, articles, social work, documents, and deliverables while clients send requests, messages, notes, and approval-ready tasks back to the team.
Two-way client workspaces
Share audits, articles, social work, documents, and deliverables while clients send requests, messages, notes, and approval-ready tasks back to the team.
Client tasks and checklists
Turn client requests into trackable tasks with details, priorities, checklist steps, progress states, and a shared completion history.
Client tasks and checklists
Turn client requests into trackable tasks with details, priorities, checklist steps, progress states, and a shared completion history.
Google Calendar two-way sync
Bring connected Google Calendar events into the schedule and sync LocalTry bookings and work back to the calendar.
Google Calendar two-way sync
Bring connected Google Calendar events into the schedule and sync LocalTry bookings and work back to the calendar.
On-my-way and ETA updates
Prepare a customer text from the logged-in team member with an ETA calculated from Google Maps.
On-my-way and ETA updates
Prepare a customer text from the logged-in team member with an ETA calculated from Google Maps.
Job-complete review workflow
Prepare the completion message and review link without changing payment status in the connected field-service system.
Job-complete review workflow
Prepare the completion message and review link without changing payment status in the connected field-service system.
Review requests and tracking
Turn completed work into a ready-to-send email, text handoff, link, or QR code and track the request through completion.
Review requests and tracking
Turn completed work into a ready-to-send email, text handoff, link, or QR code and track the request through completion.
Five-star Google review routing
A five-star tap immediately opens the connected Google review page, removing extra questions and clicks for the happiest customers.
Five-star Google review routing
A five-star tap immediately opens the connected Google review page, removing extra questions and clicks for the happiest customers.
Private feedback recovery inbox
Lower ratings and customer concerns land in a private needs-attention inbox so the business can respond quickly and mark the issue resolved.
Private feedback recovery inbox
Lower ratings and customer concerns land in a private needs-attention inbox so the business can respond quickly and mark the issue resolved.
Branded review experience
Use the business logo, colors, job, and technician context on a mobile-friendly review page instead of sending customers to a generic form.
Branded review experience
Use the business logo, colors, job, and technician context on a mobile-friendly review page instead of sending customers to a generic form.
Find the correct Google place, import recent public reviews, monitor the reputation from LocalTry, and open the original Google review when needed.
Find the correct Google place, import recent public reviews, monitor the reputation from LocalTry, and open the original Google review when needed.
Keep every uploaded job image in one searchable gallery with job links, captions, destinations, and archive controls.
Keep every uploaded job image in one searchable gallery with job links, captions, destinations, and archive controls.
Create embeddable lead forms and public links; match or create customers and notify the business of submissions.
Create embeddable lead forms and public links; match or create customers and notify the business of submissions.
Describe the offer in plain language and let AI draft the heading, description, success message, and right customer fields for review before launch.
Describe the offer in plain language and let AI draft the heading, description, success message, and right customer fields for review before launch.
Lead submission automation
Every public or embedded form submission is saved, matched to or created as a customer, counted by form, and emailed to the business owner.
Lead submission automation
Every public or embedded form submission is saved, matched to or created as a customer, counted by form, and emailed to the business owner.
Connect Gmail, Outlook, Cloudflare email, or SMTP and send approved customer communication from CRM context.
Connect Gmail, Outlook, Cloudflare email, or SMTP and send approved customer communication from CRM context.
Run the growth work normally split across analytics tools, agencies, social schedulers, email platforms, and writers.
Google Search Console dashboards
Choose among connected properties and review clicks, impressions, CTR, rankings, queries, landing pages, and saved histories.
Google Search Console dashboards
Choose among connected properties and review clicks, impressions, CTR, rankings, queries, landing pages, and saved histories.
Google Ads and Local Services Ads dashboards
Review accounts, campaigns, spend, conversions, lead quality, and saved performance snapshots.
Google Ads and Local Services Ads dashboards
Review accounts, campaigns, spend, conversions, lead quality, and saved performance snapshots.
Use live account data for AI-written findings, scoring, priorities, and next actions instead of a fixed scoring script.
Use live account data for AI-written findings, scoring, priorities, and next actions instead of a fixed scoring script.
Automatic marketing refresh
Refresh connected property dashboards every 24 hours and keep earlier reports available for comparison.
Automatic marketing refresh
Refresh connected property dashboards every 24 hours and keep earlier reports available for comparison.
Multiple-property audit history
Connect multiple Search Console or Google Ads properties, keep each dashboard and audit, and switch between current and prior runs without losing the evidence.
Multiple-property audit history
Connect multiple Search Console or Google Ads properties, keep each dashboard and audit, and switch between current and prior runs without losing the evidence.
Turn polished marketing dashboards and reports into reusable records in the document library.
Turn polished marketing dashboards and reports into reusable records in the document library.
Email broadcasts and drip campaigns
Choose recipients, generate branded HTML email, send newsletters or sequences, and track delivery, opens, clicks, and unsubscribes.
Email broadcasts and drip campaigns
Choose recipients, generate branded HTML email, send newsletters or sequences, and track delivery, opens, clicks, and unsubscribes.
Social publishing workspace
Connect direct social profiles, create unique branded posts, choose destinations, and publish or schedule from LocalTry.
Social publishing workspace
Connect direct social profiles, create unique branded posts, choose destinations, and publish or schedule from LocalTry.
Connected social channel coverage
Publish to connected Facebook, Instagram, X, LinkedIn Business, and Pinterest accounts through direct provider connections.
Connected social channel coverage
Publish to connected Facebook, Instagram, X, LinkedIn Business, and Pinterest accounts through direct provider connections.
Job-to-social content creation
Choose an optional job, pull its saved photos, and have AI write a unique brand-aware post without exposing work-order numbers or private addresses.
Job-to-social content creation
Choose an optional job, pull its saved photos, and have AI write a unique brand-aware post without exposing work-order numbers or private addresses.
Multi-photo and multi-destination publishing
Attach several job photos to one post, choose the connected destinations, approve the result, and publish without creating one post per image.
Multi-photo and multi-destination publishing
Attach several job photos to one post, choose the connected destinations, approve the result, and publish without creating one post per image.
Google Business publishing
Create approved updates from business context and job photos and publish posts or profile media to the selected location.
Google Business publishing
Create approved updates from business context and job photos and publish posts or profile media to the selected location.
Social listening and brand research
Search public web and social results for mentions, winning posts, topic momentum, intent, and useful source evidence.
Social listening and brand research
Search public web and social results for mentions, winning posts, topic momentum, intent, and useful source evidence.
Deep social insight briefs
Turn research evidence into trigger points, patterns, meaningful content opportunities, and specific execution recommendations.
Deep social insight briefs
Turn research evidence into trigger points, patterns, meaningful content opportunities, and specific execution recommendations.
Saved social research runs
Keep the sources and AI analysis from every run so valuable research remains available later.
Saved social research runs
Keep the sources and AI analysis from every run so valuable research remains available later.
Draft, review, edit, and publish branded pages and articles through WordPress or a custom website connector.
Draft, review, edit, and publish branded pages and articles through WordPress or a custom website connector.
Website inventory and page-gap plan
Crawl the connected website, identify missing or weak permanent pages, save a prioritized checklist, and avoid recommending duplicate or competing pages.
Website inventory and page-gap plan
Crawl the connected website, identify missing or weak permanent pages, save a prioritized checklist, and avoid recommending duplicate or competing pages.
Turn an approved checklist item or plain-language request into a complete responsive, branded page draft with useful sections, proof needs, calls to action, and internal links.
Turn an approved checklist item or plain-language request into a complete responsive, branded page draft with useful sections, proof needs, calls to action, and internal links.
Website GSC fix checklist
Combine live Search Console data with the website inventory, save every issue as a checklist, and apply supported fixes only after a real publish succeeds.
Website GSC fix checklist
Combine live Search Console data with the website inventory, save every issue as a checklist, and apply supported fixes only after a real publish succeeds.
Draft approval and bulk publishing
Keep pages and articles in review, publish one selected draft, or publish all approved drafts while retaining individual success and failure results.
Draft approval and bulk publishing
Keep pages and articles in review, publish one selected draft, or publish all approved drafts while retaining individual success and failure results.
Build entity-first topic clusters, content gaps, internal links, briefs, and a prioritized publication roadmap from website and optional GSC data.
Build entity-first topic clusters, content gaps, internal links, briefs, and a prioritized publication roadmap from website and optional GSC data.
Turn topical maps into a duplicate-safe content roadmap, create one scheduled draft daily, or run a protected three-topic batch without runaway usage.
Turn topical maps into a duplicate-safe content roadmap, create one scheduled draft daily, or run a protected three-topic batch without runaway usage.
Content clusters and internal-link planning
Build topic clusters, canonical keys, priorities, slugs, and internal-link direction while checking the saved roadmap so the same article is not written twice.
Content clusters and internal-link planning
Build topic clusters, canonical keys, priorities, slugs, and internal-link direction while checking the saved roadmap so the same article is not written twice.
Long-form SEO Blog Writer
Create branded 1,500+ word HTML articles with direct answers, proper headings, tables, callouts, FAQs, and useful structure.
Long-form SEO Blog Writer
Create branded 1,500+ word HTML articles with direct answers, proper headings, tables, callouts, FAQs, and useful structure.
Create images from workflow or post context with the business’s connected image model and save them to the gallery.
Create images from workflow or post context with the business’s connected image model and save them to the gallery.
Website job-photo routing
Send job photos to the correct city and service gallery instead of a generic website destination.
Website job-photo routing
Send job photos to the correct city and service gallery instead of a generic website destination.
Shopify AI commerce workspace
For ecommerce businesses, connect Shopify through OAuth and manage catalog, content, SEO, marketing, operations, reporting, and verified AI audits from a dedicated store command center.
Shopify AI commerce workspace
For ecommerce businesses, connect Shopify through OAuth and manage catalog, content, SEO, marketing, operations, reporting, and verified AI audits from a dedicated store command center.
Live Shopify store intelligence
Use current products, variants, collections, orders, customers, inventory, analytics, and store evidence to find problems and prepare approved actions instead of relying on generic ecommerce advice.
Live Shopify store intelligence
Use current products, variants, collections, orders, customers, inventory, analytics, and store evidence to find problems and prepare approved actions instead of relying on generic ecommerce advice.
Teachable education workspace
For education businesses, connect Teachable and work with courses, students, enrollment, pricing, transactions, progress, and automation signals from a dedicated school command center.
Teachable education workspace
For education businesses, connect Teachable and work with courses, students, enrollment, pricing, transactions, progress, and automation signals from a dedicated school command center.
Keep generated work on-brand and connect the tools the business already depends on.
Brand profile and guidelines
Store logos, colors, audience, voice, writing samples, imagery rules, and AI-generated brand standards.
Brand profile and guidelines
Store logos, colors, audience, voice, writing samples, imagery rules, and AI-generated brand standards.
Brand-aware output everywhere
Apply the business logo and approved guidelines to public emails, posts, blogs, documents, contracts, estimates, and invoices.
Brand-aware output everywhere
Apply the business logo and approved guidelines to public emails, posts, blogs, documents, contracts, estimates, and invoices.
Connect Google Calendar, Gmail, Outlook, Google Ads, Search Console, Stripe, QuickBooks, WordPress, LinkedIn, Drive, and Notion.
Connect Google Calendar, Gmail, Outlook, Google Ads, Search Console, Stripe, QuickBooks, WordPress, LinkedIn, Drive, and Notion.
API Agent and tenant-only connectors
Describe a missing integration, research its official documentation, create the required credential fields and operations, run a safe health check, and register verified tools for every AI in that business.
API Agent and tenant-only connectors
Describe a missing integration, research its official documentation, create the required credential fields and operations, run a safe health check, and register verified tools for every AI in that business.
Encrypted integration credentials
Store tenant-specific API keys and connection IDs encrypted, test them without exposing secrets, and keep another customer’s accounts and destinations isolated.
Encrypted integration credentials
Store tenant-specific API keys and connection IDs encrypted, test them without exposing secrets, and keep another customer’s accounts and destinations isolated.
Send bug reports, help requests, or feature requests with the current page and device context; queued retries keep the report from being lost during an outage.
Send bug reports, help requests, or feature requests with the current page and device context; queued retries keep the report from being lost during an outage.
Use business-approved social profile IDs for publishing without exposing another client’s destinations.
Use business-approved social profile IDs for publishing without exposing another client’s destinations.
Direct WordPress and custom website APIs
Publish or update approved pages, blogs, and galleries through tenant-owned website credentials.
Direct WordPress and custom website APIs
Publish or update approved pages, blogs, and galleries through tenant-owned website credentials.
Automatically or manually sync customers, technicians, orders, scheduled jobs, routes, and job-jacket data.
Automatically or manually sync customers, technicians, orders, scheduled jobs, routes, and job-jacket data.
Connect an OpenAI-compatible or Anthropic Messages provider, then choose the text and image models workflows should use.
Connect an OpenAI-compatible or Anthropic Messages provider, then choose the text and image models workflows should use.
Use approved custom integrations and export customer, job, sales, payment, time, cost, and reporting data.
Use approved custom integrations and export customer, job, sales, payment, time, cost, and reporting data.
Advanced automation and reporting
Build more complex multi-step operating, marketing, communication, and cross-location routines.
Advanced automation and reporting
Build more complex multi-step operating, marketing, communication, and cross-location routines.
Customization and integration planning
Request workspace-specific changes, integrations, and multi-workspace operating improvements from the customization assistant.
Customization and integration planning
Request workspace-specific changes, integrations, and multi-workspace operating improvements from the customization assistant.
Talk, collaborate, and meet without moving the customer to another CRM.
Private client conversations
Invite clients to their own conversation rooms, share messages and files, and restrict each room to its invited members.
Private client conversations
Invite clients to their own conversation rooms, share messages and files, and restrict each room to its invited members.
Team channels and direct messages
Use team channels, group and direct messages, search, threads, unread markers, pins, and reactions.
Team channels and direct messages
Use team channels, group and direct messages, search, threads, unread markers, pins, and reactions.
Email replies inside conversations
Send room notifications and bring supported connected-mailbox replies back into the same conversation.
Email replies inside conversations
Send room notifications and bring supported connected-mailbox replies back into the same conversation.
Instant video conferencing
Start a Meet call from a conversation or the calendar and open the video room inside LocalTry.
Instant video conferencing
Start a Meet call from a conversation or the calendar and open the video room inside LocalTry.
Create a meeting with a date and time, see it on the LocalTry calendar, and rejoin from the calendar or conversation.
Create a meeting with a date and time, see it on the LocalTry calendar, and rejoin from the calendar or conversation.
Meeting email invitations
Send branded meeting links to invited participants and see invitation delivery status.
Meeting email invitations
Send branded meeting links to invited participants and see invitation delivery status.
Present your screen in supported desktop browsers while participants follow along. Browser and device permissions apply.
Present your screen in supported desktop browsers while participants follow along. Browser and device permissions apply.
Mobile and desktop meeting access
Join video meetings from supported mobile and desktop browsers with a shareable meeting link. Camera and microphone permissions apply.
Mobile and desktop meeting access
Join video meetings from supported mobile and desktop browsers with a shareable meeting link. Camera and microphone permissions apply.
Conversation files and membership controls
Upload private attachments, manage guests and teammates, archive or remove rooms while retaining customer records.
Conversation files and membership controls
Upload private attachments, manage guests and teammates, archive or remove rooms while retaining customer records.
Connect browser work to your workflows and inspect every result.
Give a conversational browser task to your connected AI model, attach files, watch progress, and stop the task when needed.
Give a conversational browser task to your connected AI model, attach files, watch progress, and stop the task when needed.
Use the downloadable Chrome or Edge extension with signed-in website sessions. Cookies and passwords stay in your browser.
Use the downloadable Chrome or Edge extension with signed-in website sessions. Cookies and passwords stay in your browser.
Background browser workflows
Run browser steps without watching the workflow page. The extension-managed runner stays in the background; the browser must remain open and the computer awake.
Background browser workflows
Run browser steps without watching the workflow page. The extension-managed runner stays in the background; the browser must remain open and the computer awake.
Pair mobile LocalTry with an authorized desktop Browser Companion to request browser work from your phone.
Pair mobile LocalTry with an authorized desktop Browser Companion to request browser work from your phone.
Medium and Substack publishing
Add article publishing to workflows using your browser session and return the published article link.
Medium and Substack publishing
Add article publishing to workflows using your browser session and return the published article link.
AI Operator sign-in destinations
Save Medium, Substack, and other site URLs so browser tasks can find the correct workspace destinations.
AI Operator sign-in destinations
Save Medium, Substack, and other site URLs so browser tasks can find the correct workspace destinations.
Department and worker management
Organize workers by department and role, assign managers, define missions, and configure autonomy and budgets.
Department and worker management
Organize workers by department and role, assign managers, define missions, and configure autonomy and budgets.
Review planned assignments, expand the daily to-do list, and see completed work alongside items that need attention.
Review planned assignments, expand the daily to-do list, and see completed work alongside items that need attention.
Worker handoffs and shared memory
Retain assignment evidence, departmental communication, and workspace-scoped work history for later tasks.
Worker handoffs and shared memory
Retain assignment evidence, departmental communication, and workspace-scoped work history for later tasks.
Goals, budgets, and approval controls
Set worker goals and spending boundaries, review work, and control which assignments are approved to run.
Goals, budgets, and approval controls
Set worker goals and spending boundaries, review work, and control which assignments are approved to run.
Daily department and boss reports
Review reports of completed work, outstanding assignments, and items that require a decision.
Daily department and boss reports
Review reports of completed work, outstanding assignments, and items that require a decision.
Use the specialist workspace that matches your business and the APIs you authorize.
Education: Talk to Teachable
Ask the education-page assistant about the connected school and run supported Teachable operations with course and student context.
Education: Talk to Teachable
Ask the education-page assistant about the connected school and run supported Teachable operations with course and student context.
Teachable student and enrollment sync
Organize enrollments and student records separately from instructors and connect school data to customer profiles.
Teachable student and enrollment sync
Organize enrollments and student records separately from instructors and connect school data to customer profiles.
Teable database and spreadsheet access
Read and write authorized Teable tables through schema-checked custom tools, Command, and workflow agents.
Teable database and spreadsheet access
Read and write authorized Teable tables through schema-checked custom tools, Command, and workflow agents.
Squarespace commerce tools
Use supported Squarespace commerce operations. Page and blog editing depends on a supported website integration or authorized browser session.
Squarespace commerce tools
Use supported Squarespace commerce operations. Page and blog editing depends on a supported website integration or authorized browser session.
QuickBooks accounting connection
Use supported accounting operations with authorized QuickBooks business data.
QuickBooks accounting connection
Use supported accounting operations with authorized QuickBooks business data.
Meta advertising insights
Read Meta advertising performance separately from organic social analytics.
Meta advertising insights
Read Meta advertising performance separately from organic social analytics.
Review scheduled posts with media, edit unpublished content, and reschedule posts in the social calendar.
Review scheduled posts with media, edit unpublished content, and reschedule posts in the social calendar.
Platform-specific social analytics
Inspect available provider metrics for approved Facebook, Instagram, X, LinkedIn, and Pinterest connections.
Platform-specific social analytics
Inspect available provider metrics for approved Facebook, Instagram, X, LinkedIn, and Pinterest connections.
YouTube analytics through Maton
Discover YouTube through Find connections and view supported channel analytics. Analytics-only, not video uploading.
YouTube analytics through Maton
Discover YouTube through Find connections and view supported channel analytics. Analytics-only, not video uploading.
E-signatures and signing records
Send secure estimate or document signing links and retain signed PDFs and signature audit details.
E-signatures and signing records
Send secure estimate or document signing links and retain signed PDFs and signature audit details.
Split payments and refunds
Track deposits and remaining invoice balances and use supported Stripe refund operations.
Split payments and refunds
Track deposits and remaining invoice balances and use supported Stripe refund operations.
Use password reset, two-factor authentication, sign-out controls, and workspace activity records.
Use password reset, two-factor authentication, sign-out controls, and workspace activity records.
MCP and external AI access
Connect an authorized external AI client to supported LocalTry tools through MCP while retaining workspace permissions.
MCP and external AI access
Connect an authorized external AI client to supported LocalTry tools through MCP while retaining workspace permissions.
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