The complete AI operations suite for small business owners — phone, email, chat, marketing, leads, CRM, invoicing, contracts, taxes, finances. Deploy in an afternoon. Sophia does the rest.
Built on the same stack Fortune 500s use
15 tools. 5 dashboards. 3 spreadsheets. And it still feels like you're running the business between customer calls. The tools weren't built for you — they were built for enterprises with staff to run them.
Every module is production-ready on day one. Sophia — your AI operator — has a job in each one. You approve, she does the work.
Sophia answers 24/7, triages, transcribes, dispatches, and books calendar slots.
Sophia drafts every reply in your voice. You review and send with one click.
Site chat widget. Sophia captures leads and hands you the warm ones.
Requests, replies, and reputation across Google, Yelp, Facebook.
Weekly content brief tied to your actual sales. Canva-ready. Auto-posted.
Ranked by fit + intent. Top 5 to call. Everything else nurtured.
Ready-to-deploy funnels for your industry. Sophia tunes them weekly.
Emails, SMS, estimates, contracts, social — all voiced like you.
Contacts and deals kept clean. No more stale records.
Parts, products, and services. Low-stock reorder handled.
Draft, send, chase, and reconcile. Cash comes in faster.
MSA, SOW, NDA, W-9. Reviewed in plain English. Flagged for you.
Policies, COIs, renewals — never miss a lapse.
Live P&L, cash forecast, and monthly close packet in one click.
Quarterly estimates, 1099s, W-9 chase, accountant packet.
Local, Docker, edge, or hosted Sophia. One-click launch.
Upgrade to always-on hosted Sophia by JOOLT in <10 minutes.
If you're the one still answering the phone, chasing invoices, and posting on Instagram — this is for you.
HVAC, plumbing, electrical, landscape
Solopreneurs, freelancers, coaches
Marketing, design, dev shops
SaaS, courses, membership sites
Trades, remodel, construction
JOOLT SMB Suite runs on your machine using Claude Code and MCP. Your data never leaves your control. No servers to run. No engineers to hire.
Mac, PC, or on your server. Claude Code runs the agent locally.
The AI operator. Plans, drafts, decides. Uses your tools via MCP.
QuickBooks, HubSpot, Gmail, PayPal, Twilio, Canva — all wired.
No middleman. No SaaS subscription per module. No lock-in.
The Suite is a DIY bundle — you own it, run it, keep it forever. When you're ready to hand off more (voice, always-on, full automation), we build Sophia Presence or Sophia SMB Pro with you. Not self-serve — we book a call and tailor it.
Upgrades are white-glove, not self-serve. We assess, plan, and build with you.
joolt.io/agent-rep →Every buy of the SMB Suite pairs your Sophia with a dedicated JOOLT A2A Agent — a JOOLT-hosted specialist agent that talks to Sophia over the open Agent-to-Agent protocol. It answers her questions, handles escalations, stays in sync with the JOOLT platform, and pulls updates + templates without you lifting a finger.
Think of it as a senior JOOLT ops partner on Sophia's team. Always on. Free forever. No seats to buy.
A one-time purchase for the Suite plus a $24.99/mo license that covers ongoing updates, your JOOLT A2A Rep Agent, and Sophia core services. Sophia Presence and SMB Pro are book-a-call.
You do the setup. Your free JOOLT Rep Agent has your back.
These aren't self-serve. We build them with you.
The Suite runs on your tools — QuickBooks, Gmail, Stripe, and more. Connect them yourself for free, or have us do it. Your credentials never leave your computer.
Not sure which tools you need connected? Start free in the app — your JOOLT Rep will tell you exactly what to pick.
No. If you can install a Mac or Windows app, you're 90% of the way there. The setup wizard walks you through connecting your tools. Your JOOLT rep handles the rest.
On your machine. The SMB Suite runs locally via Claude Code + MCP. Sophia (Claude) reads and writes to your existing tools directly. Nothing goes to a JOOLT server unless you upgrade to hosted Sophia.
Perfect. The Suite connects to what you already have — QuickBooks, HubSpot, Gmail, PayPal, Square, Twilio, Canva, Notion, DocuSign, and more. No migration required.
Yes. Voice is handled via Twilio (or your existing VOIP). Sophia answers, triages, transcribes, and can book calendar slots. You define what she can do without asking.
The Suite is a DIY bundle — you buy it, install it on your machine, and run it yourself. Your free JOOLT Rep Agent helps in the background. Sophia Presence adds voice (phone, callbacks, real conversations) and is built with you — not self-serve, book a call. Sophia SMB Pro is full end-to-end automation with a dedicated human JOOLT partner — also book a call.
Because they're tailored. Voice needs your number, your tone, and your call flow. Full automation needs to fit your workflow, not the other way around. We meet, we scope, we build. That's how we make sure it works.
Your JOOLT Rep is a dedicated JOOLT-hosted A2A (Agent-to-Agent) agent paired with your Sophia. It's an AI teammate — not a human — which is why we can give it to every buyer forever. It handles escalations, keeps Sophia in sync with the JOOLT platform, and pulls updates + templates on your behalf. A human JOOLT partner is available on Growth & Agency tiers. Read more at joolt.io/agent-rep.
The Agency / Reseller plan is designed for consultants, agencies, and integrators. White-label the Suite, deploy for clients, share in Sophia upgrade revenue.
One purchase. One afternoon of setup. Sophia takes over.