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AI-powered CRM and operations workspace for service businesses

LocalTry combines CRM, scheduling, sales, marketing, reputation management, and automation in one business workspace. It is designed for small service teams that want AI to help carry work forward, not just answer questions.

Agenticness = how independently a tool can take action, scored across 9 dimensions. Scored independently by David Kooi, Skylark Creations — see full rubric →

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Paid
Web
API
Integrations
B2B
Cloud Hosted
For Teams
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About

What It Is

LocalTry is a cloud-based business operations platform for service companies. It combines CRM, job scheduling, estimates, invoicing, customer communications, marketing tools, and a custom workspace layer into one system.

What to Know

LocalTry looks strongest as an all-in-one operations tool for small service businesses, especially teams that need CRM, scheduling, reviews, and marketing in one place. It appears more agentic than a standard CRM because it can take approved...

Key Features
CRM for customers, leads, notes, history, opportunities, and follow-ups
Job scheduling, dispatch, technician assignments, notes, and costs
Service price book, good-better-best estimates, invoices, payment links, and approvals
Online booking and a private customer portal
Branded review requests, Google review routing, private recovery feedback, and review monitoring
Use Cases
A small service business wants one system for leads, jobs, invoices, reviews, and customer communication
A team wants AI to turn completed work into review requests and route unhappy feedback privately
A marketing manager wants to generate and publish website content, social posts, and email campaigns from one workspace
Agenticness: Adaptive Collaborator

Proposes and executes multi-step plans with your approval.

High evidence
Last evaluated: Aug 12, 2026

Dimension Breakdown

Action Capability
Autonomy
Planning
Adaptation
State & Memory
Reliability
Interoperability
Safety
Operator Sovereignty

Categories

Pricing
  • Core ($59/month): Up to 3 users, with CRM, field work, sales, communication, customer portal, reputation tools, documents, and 300 Command Actions per month.
  • Operator ($99/month): Up to 10 users, with unlimited Command Actions, automation workflows, social publishing and listening, website growth tools, email marketing, marketing intelligence, and connected workspace integrations.
  • Scale ($199/month): Unlimited users and up to 3 locations, with the full Operator feature set plus multi-location capacity and deeper automation/data access.
Details
AddedAugust 12, 2026
RefreshedAugust 12, 2026
Quick Facts
DeploymentCloud-hosted
AutonomySemi-autonomous
Model supportSingle model
Open sourceNo
Team supportSmall team
Pricing modelSubscription
Interfaceweb, gui, chat, api
Sources
Last updated August 12, 2026
Free daily brief

When LocalTry changes its pricing, we catch it the next morning

We recrawl every tool in this directory daily. AI Insider is the 3-minute brief on what actually changed — pricing, features, score moves on our 36-point rubric — often before any press coverage. Sent daily. Skipped when nothing happened.

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