Your AI receptionist, working in Simpro.
The Leadout AI Agent for Simpro sits inside Leadout CRM and does the front-office work in Simpro. It puts new enquiries into Simpro, answers questions from your live jobs, and runs your workflows off Simpro's milestones.
Ask questions · Run automations · Take actions · Inside Leadout CRM
Ask Simpro anything, in plain words.
Which quotes have waited two weeks? What's finished but not invoiced? Who's booked Thursday? The AI Agent looks it up in Simpro and answers in the CRM.
At your desk
In the CRM's AI assistant, with a year of Simpro history behind it. 30 of 30 test questions answered correctly on a working Simpro build.
From your phone
The same questions from the CRM's mobile app, wherever you are.
The morning brief
Today's bookings, quotes waiting more than seven days, invoices more than 30 days overdue and jobs not yet invoiced, for the owner.
No login sees pay rates, bank details or tax file numbers, and customer-facing agents never see prices.
Simpro moves the job. Your workflows move with it.
Each Simpro milestone is a trigger in Leadout CRM, so your workflows run off what actually happened in Simpro.
Quote sent, accepted or declined
Move the deal, start or stop the follow-up, thank the customer.
Job booked, completed or invoiced
Confirm the visit, ask for a review, move the job card.
Invoice paid or overdue
Close the loop, or start a polite reminder.
Technician on the way
A text with the technician's first name, when they start travel in Simpro.
Paid jobs to Google Ads
The real value of each paid job, reported back to the ad that brought it.
Each milestone arrives within seconds, read fresh from Simpro, so a workflow never acts on a stale copy.
Workflow steps that write to Simpro.
Actions are steps you drop into a workflow. Each one writes only what it's for, logs it, and never deletes.
Send to Simpro
A form, chat or call becomes a Simpro customer, site and quote or job, with private notes and a cost center for each job type.
Write it up with AI
An AI step writes the job description from the customer's words, with no prices, and picks and names cost centers from your own list.
Look up a job or quote
The receptionist checks Simpro before it answers a customer by text or chat.
Check before you chase
A quote follow-up reads the quote first, so nobody chases a quote that was accepted by phone.
Add a note to Simpro
The CRM conversation added to the customer's notes in Simpro. Add-only.
Send a document
Supplier invoices, supplier quotes and work orders, read by AI and approved by a person before they go in.
You switch each action on yourself, one at a time.
One MCP connection. Limits set by role.
MCP (Model Context Protocol) is the standard way AI connects to business systems. The AI Agent for Simpro is an MCP server, so the CRM's AI asks Simpro for what it needs, through a login that only sees what its role allows.
Customers' bots
Job and quote status only. No prices, no invoices, no bank details.
The office
Read-only answers about jobs, quotes, schedules and invoices, a year back.
The owner
Everything the office sees, plus the money: what's owed, what's overdue, what's not invoiced.
About 25 task-level tools, not 400 raw endpoints, so the AI picks the right one. Claude and ChatGPT can connect to the same server.
Your CRM's agent, or a chat assistant?
Claude and ChatGPT can connect to Simpro through an MCP server too. Here's how that compares with the AI Agent for Simpro working inside Leadout CRM.
| A Simpro MCP in Claude or ChatGPT | The AI Agent for Simpro | |
|---|---|---|
| Who uses it | Staff with a Claude or ChatGPT seat | Your customers, the office and the owner |
| What starts it | Someone types a question | A customer's text, a form, a Simpro milestone, or a question from your team |
| Your customers | It isn't built to talk to them | New enquiries go into Simpro, and their job and quote questions are answered by text, chat and phone |
| Simpro events | It waits to be asked | Quote, job and invoice milestones run your workflows |
| Writing to Simpro | Whatever the server allows, whenever the AI decides to call it | Only the workflow steps you switch on. No duplicate customers, no deletes, and paperwork approved by a person |
| Who sees what | Usually everything the API key can see, for everyone using it | A login per role: no prices for customers, and no pay rates or bank details for anyone |
| The tools | Endpoint by endpoint: create, update, list | About 25 task-level questions, plus actions built for the job |
| A record | Each person's chat history | A log of every lookup and write: which login, which record, when |
| Where it lives | The Claude or ChatGPT app | Leadout CRM, beside your contacts, conversations and pipelines |
Claude or ChatGPT is better for
Open-ended thinking: analyzing a quarter's jobs, drafting a tender, or mixing Simpro with your email and documents. Great for one person's own questions.
The AI Agent is better for
Running the business: enquiries into Simpro, milestones moving your pipeline, texts going out and customers answered, with nobody opening a chat.
It isn't either/or. The AI Agent's MCP server can connect to Claude and ChatGPT too, through the same role-limited logins. Use them for the thinking, and the AI Agent for the running of the business.
Safe to connect to a business system.
Proper sign-in
OAuth sign-in with PKCE, finished with a one-time code from your own login. No shared passwords.
Your key, sealed
Your Simpro API key is sealed for your business only, and turned off by you at any time.
Questions only read
Asking never changes Simpro. Only the actions you switch on write, and nothing deletes.
Inside Simpro's limits
Calls are paced to Simpro's API limits, so your own users never feel it.
Every call logged
Which login asked, which records were read or written, and when.
Not used to train AI
Your Simpro data runs your business and nothing else.
Leadout CRM, with the AI Agent for Simpro built in.
Leadout Pro is Leadout CRM connected to your Simpro by the Leadout AI Agent for Simpro, with a website we build and host for you. US$299 a month after 30 days free.
Leadout CRM
Contacts, conversations, pipelines, the receptionist and your follow-ups in one place, on desktop and in the mobile app.
The AI Agent for Simpro
Enquiries into Simpro, milestones back out, answers from live Simpro and paperwork read for you. All included.
A website, built for you
Up to 20 pages, written, built and hosted while you're a member.
Already on HighLevel or Lana? Don't open a new account: move yours across and keep every contact and conversation.
Ask about the AI Agent for Simpro.
Tell us what you'd like it to do in your Simpro. It comes straight to us, and a person replies within one business day.
Simpro in your CRM, answered.
Why not just connect Claude or ChatGPT to Simpro?+
You can, and for one person asking their own questions it works well. It waits to be asked, though: it won't answer your customers, run off Simpro's milestones or put enquiries into Simpro, and it usually sees everything the key can. The AI Agent does those inside your CRM, and it will connect to Claude and ChatGPT too.
Is this Simpro's own MCP?+
No. It's Leadout's, built on Simpro's public API, and it runs inside Leadout CRM. Simpro's own AI works inside Simpro, and the two work side by side.
Do we need Leadout CRM?+
Yes. The AI Agent for Simpro comes with Leadout CRM in Leadout Pro. Already on HighLevel or Lana? Move your account across and keep everything.
Can it change our Simpro?+
Only through the actions you switch on. Questions only read, and nothing ever deletes.
Can I ask it from my phone?+
Yes. Ask from the CRM's mobile app, and the AI Agent for Simpro answers from your live Simpro.
What does it cost?+
It comes with Leadout Pro: US$299 a month after 30 days free, with the CRM and a website built for you.
Put Simpro in your CRM.
Fifteen minutes. We'll show you the questions, automations and actions on a working Simpro.
Hayden Nosatti · Leadout · Sydney