Connect your AI to your Lavo CRM account to manage customers, quotes, jobs, scheduling, invoices, and payments through natural conversation. Look up customer history, draft and send quotes, schedule and complete visits, create invoices, and record offline payments — all without leaving the chat. The plugin operates as your authenticated Lavo CRM user with the same permissions, and respects your account's opt-outs, quiet hours, and delivery settings. Card charges and marketing campaign sends are intentionally restricted to the Lavo CRM app itself.
What you can ask
What does my day look like? Show today’s visits, quotes still out, and money collected.
