Zidy vs CrewBoard

Zidy transforms the way your business talks to customers with the unified communications hub that puts real‑time conversations, bookings, reviews, payments, and marketing automations on a single screen. Running a growing team means juggling multiple channels and touchpoints. Zidy consolidates SMS, social messaging, voice, reviews, and scheduling into one intuitive dashboard so you can serve customers faster, capture more leads, and keep every teammate in sync—anywhere, even offline. Key Capabilities: • Unified Inbox: Handle SMS, Facebook Messenger, and Instagram DMs side‑by‑side with internal team chat and group threads. • AI Assistance Everywhere: Deploy an AI chatbot and real‑time voice AI to greet visitors, qualify leads, book appointments, summarize chats for your team, and free you from repetitive replies. • Voice Calls In & Out: Make and receive calls directly inside Zidy, with automatic call logging and follow‑up suggestions. • Bookings & Reminders: Let customers self‑schedule, then send automatic confirmations and day‑of reminders to minimize no‑shows. • One‑Tap Review Requests: Invite happy clients to post Google Business reviews and reply to feedback without leaving the app. • Payments & Invoices: Send secure payment links in any chat and track status in real time. • Marketing & Automations: Build targeted SMS campaigns or set rule‑based sequences to re‑engage, request reviews, or nurture leads. • Templates & Personalization: Insert merge‑fields for names, dates, or service details to keep every message personal at scale. • Multi‑Location Support: Manage branding, numbers, and reporting for each branch from one login. • Role‑Based Access: Grant granular permissions so owners, managers, and agents see only what they need. • Third‑Party Integrations: Connect your CRM, calendar, or favorite apps to trigger workflows automatically. • Offline Mode: Draft messages, queue updates, and review customer histories, even with no signal; Zidy syncs the moment you’re back online.

Your crew talks. We organize. Stop running your business through 47 group texts. CrewBoard sorts through the noise so you stay up to speed — without reading every message. Your crew chats like they always do. You stay on top of what matters: what's pressing, what's pending, and what's getting done. HOW IT WORKS Every message your crew sends gets read and sorted — flagged, task, or normal chat. The signal gets surfaced. The chatter stays in the chat. • Flagged — Important stuff surfaces automatically. Nothing slips through the cracks, and your crew never has to text you twice. • Tasks — A normal message like "Jake, grab filters from Lowe's before Park Ave" becomes a tracked task. It shows up pending for them and you. They mark it done; you see it done. • Events — Schedule the day's jobs. Your crew sees what to do and when. You see what's in progress and what's overdue — a pulse check without waiting for a reply. FOR THE OWNER • Every message auto-sorted, so you don't miss a beat • Big picture or little picture, fast • See what's pending, without keeping a separate list • The whole business on one screen FOR THE CREW • No new app to learn — they text like they do now • Job details right in the chat, so they know what to do and when • Their own simple dashboard — a glance at the day, no mental list • Everything in one place — they never have to leave the chat BUILT FOR SERVICE BUSINESSES Landscaping, cleaning, HVAC, trades, restoration, pest control, pool service — any crew, any size. If your work happens out in the field, CrewBoard fits. SIMPLE PRICING You pay as the owner. Your crew joins free. 14-day free trial, 5 minutes to set up. Cancel anytime from settings — no phone call, no runaround. Run your business. Not group texts.