Jacko CRM & Pipeline
One inbox. Every job, from first call to paid invoice.
Calls, texts, emails, and DMs land in one stream, attached to the right customer. The pipeline shows every job in motion, so nothing lives in someone’s head or dies in someone’s voicemail.
1-833-219-2003 · Your customer list belongs to you, always
Your contacts, finally organized
A walk through contacts and pipeline inside Jacko.
Where is that customer? Depends who you ask.
In most family businesses, the customer record is scattered across:
- A text thread on the owner’s personal phone
- An email chain in someone else’s inbox
- A Facebook message nobody has checked since Tuesday
- A sticky note that said “call back Thurs” until it fell behind the desk
Every one of those scraps is a job that can quietly disappear. Not because anyone dropped it on purpose. Because there was no single place where it could not be dropped.
A lead is not lost in a moment. It is lost in the gaps between apps.
Why one inbox matters
One customer, one record, one truth
Every channel, one stream
Phone calls, voicemails, texts, emails, webchat, and social DMs all land in the same inbox, matched to the customer they belong to. When Mrs. Alvarez calls, her whole history is on the screen: the quote from March, the text thread, the review she left.
A pipeline you can read at a glance
New lead, quoted, booked, in progress, invoiced, paid. Every job sits in a stage, so Monday morning starts with “here is what is stuck” instead of “what are we forgetting?”
The AI keeps it filled
When Voice AI answers a call or Conversation AI books a job, the contact, notes, and appointment write themselves into the record. No data entry, no “I’ll log it later.”
Follow-ups that fire themselves
A job sitting too long in “quoted” can trigger a friendly nudge automatically, through workflows you approve in plain English.
Rides in your pocket
The same inbox and pipeline live in Jacko Mobile, so the answer to “where is that customer?” is always in your hand.
Your customer list is the family jewels. Treat it that way.
A customer list built over twenty years of honest work is the most valuable thing a family business owns after its name. Which is why it should alarm you how many platforms hold that list hostage: export disabled, data trapped, leave and lose everything.
Jacko is built on the opposite principle, the same one behind everything Twin Shores does: your contacts, conversations, and history are yours. Export any time, leave any time, take everything. We would rather earn your renewal than block your exit.
And because the pipeline connects to reporting, that list stops being a pile of names and starts telling you which customers, channels, and jobs actually make you money.
Software that traps your customer list was never your software.
House policy on data
Put every job in one place.
Bring us your current system, even if it is a legal pad and a prayer. We will show you what your week looks like inside Jacko.
No long-term contracts. Full export any time. Your list stays yours.