Lead Capture Automation
Capture website inquiries, acknowledge them automatically, and route new leads to the right person.
À La Carte Services
AI & Automation Services for Your Business
Choose the automations you need to capture more leads, follow up with customers, and simplify everyday work.
- Expert setup
- Managed support
- Choose what you need
Buy all nine services separately
$881 / month
$1,717 total setup
Launch special
Explore the Advanced Platform
Get them all in the Advanced Platform
Each automation solves a specific problem. Connected in Advanced, they carry the work forward from the first inquiry to the next sale.
A website form can create or update a contact in your CRM, route the lead, and alert the right person. Your AI receptionist and website chatbot can book consultations directly. A booking can move the opportunity to the next stage, send confirmations and reminders, and notify your team. After the consultation, an automated email can share next steps or follow up with a prospect who hasn’t moved forward.
Your team can see where each opportunity stands and what needs attention, even when the conversation starts on one channel and continues on another.
$399 / month
Regularly $599 / month
$999 setup
55% less per month than buying all nine separately
Explore each service in detail
What’s Included in Each Automation
See what each service does and how it fits into your day-to-day work.
Lead Capture Automation
Website contact forms
Capture questions, consultation requests, and estimate inquiries directly from your website. Intake fields collect the information your team needs to respond.
CRM lead capture
Create or update a contact record from each submission so your team can find the original inquiry and see the contact’s history.
Mobile app lead alerts
Receive a push notification through the connected mobile app when a new inquiry arrives.
Automated email follow-up
Acknowledge the inquiry immediately and send a follow-up when appropriate, such as a prompt to provide missing information.
Lead categorization
Apply tags based on intake answers, such as service type, consultation, or estimate request.
Lead routing and response
Use the inquiry category to notify the appropriate team member and send a response that fits the request.
CRM & Pipeline Management
Contact records
Keep contact details, inquiry history, and follow-up activity together so the next person can pick up the conversation.
Sales pipeline
Configure stages around how you sell, from new inquiry through consultation, estimate, and decision.
Lead assignment and pipeline entry
Create an opportunity and assign an owner when a qualifying inquiry arrives through a connected source.
Pipeline workflows
Use agreed triggers, such as a completed booking, to update the opportunity stage or notify the person responsible for the next step.
Mobile CRM access
Review contacts and opportunities from the connected mobile app while away from your desk.
Automated Email Campaigns
Campaign audience and triggers
Define which contacts enter a campaign and when, using criteria such as inquiry type, customer activity, or inactivity.
Nurture and follow-up sequences
Send a scheduled series of emails that answers common questions and gives prospects a clear next step.
Seasonal outreach
Schedule approved messages around relevant service windows, announcements, or promotions.
Customer reactivation
Follow up with eligible past customers when it makes sense to invite them back or remind them about a recurring service.
Campaign setup and scope
Agree on the campaigns, copy, timing, and triggers during setup. New campaign creative and expanded sequences are scoped separately.
Reputation Management
Automated review requests
Send an email with a direct review link after an agreed customer milestone, such as completion of a service.
Review reminders
Schedule a follow-up request for eligible customers who have yet to respond.
Google review monitoring
View feedback from a connected Google Business Profile so your team can track incoming reviews and respond.
Customer feedback and alerts
Collect feedback through a satisfaction survey and alert a designated team member when a response needs attention.
Appointment Scheduling
Consultation and estimate booking
Let prospects choose a time for an introductory call, office consultation, or estimate visit. Field-service dispatch is scoped separately.
Online booking forms
Offer an online booking page or embedded form that shows available times and collects the information needed to prepare.
Appointment calendars and availability
Configure appointment types, booking windows, and availability rules around your team’s schedule. Calendar counts are agreed during setup.
Google or Outlook calendar sync
Check busy times on a supported connected calendar to help prevent double-booking.
Booking confirmations and reminders
Email the appointment details when a booking is made and send scheduled reminders before the visit.
Self-service rescheduling and cancellation
Give customers a way to change or cancel their appointment and update the booking when they do.
Internal booking notifications
Notify designated staff about new appointments and booking changes so they can prepare or adjust their schedules.
Post-appointment thank-you and next steps
Send an agreed follow-up after the meeting, such as a request for documents or instructions for accepting an estimate.
Prospect nurture campaign
Follow up by email after a consultation or estimate when the prospect has yet to move forward.
AI Website Chatbot
Website chat widget
Give visitors a place to ask routine questions about your services, business hours, or how to get started.
Approved business knowledge
Configure responses using approved website content and FAQ material supplied by your team.
Lead capture and handoff
Collect contact information and a short description of the request when a visitor wants a callback or needs help from your staff.
Unanswered questions and conversation history
Keep a record of the conversation and notify the appropriate person when a question needs human follow-up.
AI Voice Receptionist
Inbound call answering
Answer calls using an approved greeting and call flow, including when your team is unavailable.
Caller intake and message taking
Collect the caller’s name, callback details, and reason for calling so your team can follow up with context.
Call routing
Direct inquiries according to your call-handling rules or take a message when staff are unavailable.
Callback notifications
Send the designated team a summary of the inquiry and the information needed to return the call. Applicable voice usage is billed separately.
Documents & Contract Automation
Reusable templates
Configure recurring estimates or agreements with the fields your team uses to prepare each document.
Email delivery and electronic signatures
Send the configured document for review, signature, or estimate acceptance, depending on the workflow.
Pending-document reminders
Send an email reminder when an agreement or estimate is still awaiting a response.
Completion notifications and next steps
Notify your team when the recipient signs or accepts and send an agreed welcome email or next-step instructions.
Social Media Scheduling
Social media planner
Plan posts for supported connected accounts from a shared dashboard.
Content calendar
See what is scheduled by date and channel so your team can check timing and coverage before posts go live.
Multi-channel scheduling
Queue approved posts for selected channels and schedule posts in batches when content is ready.
Publishing and performance visibility
Review publishing status and available performance metrics for connected channels.