Town Hall
An AI CRM that keeps the work moving
Town Hall captures people from website conversations and connected email, keeps them under the same company, and puts the next action in front of you. Less hunting. More follow-through.
Productivity is keeping context with the work.
A CRM that starts after the conversation has already happened asks the team to re-type what the visitor said. Town Hall starts earlier: the HEA captures identity and intent, then the team works the relationship in the same place.
Where it helps
From first question to next action
Small teams lose time reconciling a chat log, an inbox, and a spreadsheet. Town Hall keeps those signals on one board, under one company, with one next step.
- See who just spoke to the HEA, and what they asked.
- Link people to a company from the website, not a loose name.
- Cut the list once and reuse that segment.
- Open My Tasks instead of scanning every card.
What Town Hall adds to a busy week.
The gain is not a larger database. It is less re-entry, fewer lost threads, and a clearer queue of what to do next.
Conversation and email in one place
Website chats with a confirmed contact become relationships. Connected mailboxes add what happened in email. You do not start from a blank row.
People under the same organization
Add a company with its website. Pick it when you add a contact or a relationship. Work-email matches can link people in one step.
One language for every list
Organizations, contacts, and relationships use the same filters. Typed search stays in your tab. A saved segment is what you share. An organization cut can limit the other tabs.
My Tasks, not a second tool
Planned next actions land on My Tasks. Team Tasks is there when someone leads Town Hall. The board still holds the full relationship.
A simple Town Hall flow.
Keep the visitor conversation useful first. Then let Town Hall hold the people, the company, and the next step.
Talk
The HEA answers from your knowledge and collects a work identity when the visitor is ready.
Land
A contact and relationship appear in Town Hall with the conversation context attached.
Group
Place the person under a company so later emails and chats join the same record.
Cut
Filter the list, save a segment, or use those organizations across Contacts, Relationships, and Tasks.
Do
Open My Tasks, complete or skip the next action, and keep the timeline honest.
CRM productivity matrix
Town Hall sits between a spreadsheet you rebuild every week and a generic CRM that never saw the website conversation.
| Feature | Town Hall | Spreadsheet | Generic CRM |
|---|---|---|---|
| Capture | |||
| Website conversation context | Yes Identity and intent land on the relationship | Manual paste | Form or import after the fact |
| Connected mailbox | Yes Eligible email can update the board | Separate inbox | Optional add-on sync |
| Daily work | |||
| Companies as first-class records | Yes People and cards sit under one organization | A name column | Accounts, if you maintain them |
| Shared list cuts | Yes Saved segments; typed search stays in your tab | Filters you rebuild | Saved views, often per user |
| Next-action queue | Yes My Tasks from planned actions on open cards | A separate list | Tasks module, if licensed |
| Included with the HEA | Yes Town Hall is part of the account plan | Free, until it is not | A second product |
Put the next conversation on a board you already use.
Start with a HEA on your website. Town Hall is included in the account plan. This page does not claim that Town Hall replaces an external CRM you already run, or that it syncs to one.