Work Smarter With Automation and AI

One Platform. Every Customer Touchpoint.

Instead of relying on scattered tools, missed calls, delayed replies, and manual follow up, the Upgrade Automation Platform gives your business a smarter way to operate. From the moment a customer visits your website, submits a form, sends a message, or calls your business, the platform can begin working automatically.

It can capture lead information, send immediate email and text responses, launch follow up campaigns, route inquiries to the right person, schedule appointments, track opportunities in your pipeline, and keep your communication organized in one place.

The Upgrade Automation Platform is designed to help you capture more leads, respond faster, follow up consistently, organize your sales process, automate repetitive tasks, improve conversions, and scale more efficiently.

Customer Communication Automation

One of the most valuable parts of the Upgrade Automation Platform is automated customer communication. When someone fills out a form, books an appointment, misses your call, or replies to a message, the system can automatically respond and continue engaging them.

Your business stays responsive even when you are busy, unavailable, or focused on serving existing customers.

Done For You Setup

Every Upgrade Automation package includes done-for-you setup. We handle the implementation for you — CRM setup, pipeline configuration, form setup, automation workflows, email and SMS sequences, scheduling, notifications, routing logic, and website integration.

Once setup is complete, your automation begins working in the background. Leads are captured. Responses are sent. Follow ups are launched. Appointments are booked. Pipelines are updated — without you having to build the system yourself.

Starter Automation

$499 Setup   |   $199 per month

Best For: Small businesses that want to better organize their business, capture more opportunities, and begin automating customer communication without jumping into advanced automation right away.

Starter Automation gives your business a centralized system to help manage new inquiries, customer communication, appointments, and revenue opportunities in one place. Instead of relying on memory, email threads, text messages, and missed calls, your business begins operating from a more organized platform that helps you respond faster and reduce manual work.

This package is designed to help small businesses build a more professional foundation by capturing leads, tracking potential revenue, improving customer responsiveness, and keeping important business activity visible.

What's Included

Lead Capture

Starter helps ensure new opportunities are captured and stored automatically.

Website Lead Acquisition Form

We set up 1–2 website contact forms so customers can easily submit inquiries, request information, or ask for an estimate through your website.

CRM Lead Capture

When someone fills out a form, their information is automatically captured in your CRM so nothing gets lost and your business has a clear record of the opportunity.

Mobile Lead Notifications

You can receive mobile alerts when a new lead comes in so you know right away when someone is ready for follow-up.

Missed Call Text Back

If someone calls your business and you miss the call, the system can automatically send a text message back so you have a better chance of recovering that opportunity.

---

Lead Capture Automation

Starter includes basic automation so your business begins responding to inquiries automatically instead of relying on manual follow-up for everything.

2-Email Follow-Up Campaign

When a new lead comes in, the system can automatically send a two-email follow-up sequence. This helps create a fast, professional first impression and increases the chance that the lead stays engaged.

---

CRM & Pipeline

Starter gives you one place to help manage your business and track potential revenue opportunities.

CRM System

You receive access to your CRM so you can view contacts, inquiries, conversations, and opportunities from one centralized platform.

Pipeline Management (1 Pipeline)

Starter includes one visual revenue pipeline to help you see where business opportunities stand. For example, you may track stages such as:

This screen helps tell you who still needs follow-up, which proposals or estimates have not closed, which opportunities are active, and where your potential revenue stands.

Mobile App Access

You can access your CRM and business activity from your phone, which is especially useful when you are away from your desk.

---

CRM & Pipeline Automation

Starter includes basic CRM and pipeline automation to reduce manual work and keep opportunities organized.

Auto Assign New Leads

New leads can automatically be assigned in the system so they are ready to be worked right away.

New Lead Notifications

When a new opportunity comes in, the system can notify you so your business can respond quickly.

Auto Move New Leads to Pipeline

New leads can automatically be placed into the beginning stage of your pipeline so your process starts immediately without manual entry.

---

Campaigns & Outreach

Starter includes simple outreach automation to help your business stay visible and reconnect with people over time.

Seasonal Campaign Automation

We can set up simple campaigns that run during important times of year, such as spring promotions, summer specials, holiday reminders, year-end outreach, and service reminders. These help keep your business in front of customers without requiring manual follow-up every time.

Inactive Customer Reactivation Automation

This helps your business reconnect with people you have not heard from in a while — including past customers, old inquiries, unsold proposals, and unsold estimates. This is useful when someone showed interest before but never moved forward, or when a prior customer has gone quiet.

---

Reputation Management

Starter helps your business begin collecting feedback and protecting its reputation.

Review Request Automation (Email Only)

After a completed job or appointment, the system can automatically send an email asking the customer for feedback.

Review Funnel (Rating + Routing Automation)

Customers are guided through an internal feedback process first so reviews can be routed the right way.

Positive Feedback Automation

If feedback is positive, the system can guide the customer toward leaving a public review on platforms like Google.

Negative Feedback Automation

If feedback is negative, the system can automatically send a crafted response and alert the appropriate people so the issue can be addressed quickly before it turns into a public review.

---

Appointment Automation

Starter makes scheduling easier and helps reduce missed appointments.

Online Form Scheduling

Customers can request or book appointments through a form that checks your most up-to-date connected calendar availability.

Internal Booking Notifications

When an appointment is booked, the system can notify you automatically.

Appointment Reminder Automation

Starter includes email appointment reminders to help reduce no-shows and keep customers informed.

---

System Features

Starter includes access to core platform features that help you manage your business from one centralized system.

Mobile App Access

Manage leads, conversations, and appointments from your phone while on the go.

Unified Conversations Panel

Customer communication is stored in one place, helping you keep track of emails, calls, and related business conversations more easily.

Revenue Pipeline Dashboard

Your pipeline provides a visual dashboard of active opportunities and potential revenue so you can quickly understand what needs attention.

Connected Business Calendar

The platform connects to your preferred calendar, such as Google Calendar, Outlook, or Microsoft 365, so appointment availability reflects your real schedule and helps prevent double-booking.

Unified Messaging Platform

The platform gives you one place to manage customer communication. Starter includes email communication and conversation tracking, with additional messaging capabilities in higher packages.

Back to Comparison Table

Advanced Automation

$899 Setup   |   $399 per month

Best For: Businesses ready to scale operations, automate customer engagement, and introduce AI-driven communication and lifecycle automation.

Advanced Automation builds on Growth by introducing deeper automation, customer lifecycle management, AI-powered chat engagement, and more advanced outreach and scheduling capabilities. This package is designed for businesses that want their system to actively manage engagement, follow-up, and customer movement through their business automatically.

While Growth improves follow-up and engagement, Advanced begins automating customer lifecycle management and ongoing business development.

Everything in Growth, plus:

Lead Capture Automation

Advanced includes everything in Growth and adds:

Advanced Lead Nurture Campaign

Advanced introduces longer-term nurture campaigns designed to keep prospects engaged over time. These campaigns help maintain communication with leads that are not ready to convert immediately and keep your business top of mind.

---

CRM & Pipeline Automation

Advanced expands automation capabilities with:

Multi-Pipeline Automation

Advanced allows automation across multiple pipelines, helping manage both sales opportunities and service execution workflows.

Customer Lifecycle Automation

Advanced introduces lifecycle automation that allows customers to move automatically through different stages such as New Lead, Active Opportunity, Customer, Repeat Customer, and Reactivation. This helps automate long-term customer engagement.

---

Campaigns & Outreach

Advanced includes everything in Growth and adds:

Monthly Outreach Automation (2 Campaigns)

Advanced increases outreach to two recurring campaigns, allowing more consistent engagement through monthly check-ins, service reminders, promotions, or customer engagement outreach.

Always-On Re-Engagement Automation

Advanced introduces always-on re-engagement automation designed to continuously identify inactive contacts and re-engage them automatically. This helps ensure your business is continuously reconnecting with past opportunities.

---

Reputation Management

Advanced includes everything in Growth and adds:

Testimonial Website Publishing

Advanced allows positive customer feedback to be automatically published to your website testimonial section. This helps build credibility and strengthen your online presence automatically.

---

Appointment Automation

Advanced includes everything in Growth and adds:

Voice AI Appointment Booking

Advanced introduces AI voice scheduling, allowing customers to book appointments through voice interactions. This expands scheduling automation beyond forms and chatbot scheduling.

---

AI Chat

Advanced expands AI chat capabilities with:

Live Chat Takeover

Advanced introduces live chat takeover capabilities, allowing conversations to be handed off when needed.

AI Conversation Routing

Advanced introduces routing automation to direct inquiries appropriately.

AI Lead Qualification (Chat)

Advanced introduces AI lead qualification to help identify higher-value opportunities automatically.

---

AI Voice

Advanced introduces AI voice capability.

AI Voice Receptionist

Advanced includes an AI voice receptionist to help answer calls and capture inquiries automatically. This helps your business respond to incoming calls even when unavailable.

Back to Comparison Table