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Automation

The work after the call, done for you.

Every call and every lead sets off the right next steps — CRM updates, confirmations, reminders and follow-ups — without anyone at a desk.

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The system

From first ring to follow-up. Automatically.

Behind every conversation is a chain of actions — each one logged, connected to your tools, and finished without anyone at a desk.

Event log · example call

  1. Incoming call

    A customer calls your main line — day or night.

    19:42:07call.incoming · +1 (416) 555-0148

  2. AI Receptionist

    Answered instantly, in your business's voice.

    19:42:08agent.answered · first ring

  3. Customer qualified

    Need, urgency and location understood.

    19:42:51intent=emergency_repair · priority=high

  4. CRM updated

    Contact and job details saved where your team works.

    19:43:02crm.contact.upsert · tag:no-heat

  5. Appointment booked

    Scheduled into a real open slot, using your rules.

    19:43:20calendar.event.create · 20:30 · on-call tech

  6. Confirmation sent

    The customer gets the details by text before they hang up.

    19:43:24sms.send · "You're booked for 8:30 PM"

  7. Follow-up

    Reminders, review requests and re-engagement — on schedule.

    +1 dayfollowup.schedule · review request

What we automate

Built around your workflow.

We build each automation around how your business runs, so every step after the call happens on time, every time.

  1. 01

    AI Voice Agents

    Custom voice agents for repeatable phone work — inbound or outbound.

    • Appointment reminders and confirmations
    • Outbound lead follow-up calls
    • After-hours intake and dispatch
    • Workflow design and call scripting

  2. 02

    Business Automation

    The busywork between steps, handled automatically.

    • Lead routing and team notifications
    • Scheduling and dispatch automations
    • Quote and estimate follow-ups
    • Review requests after every job

  3. 03

    CRM & Follow-Up

    Every lead captured, organized and followed up — from calls, forms and ads.

    • CRM setup and pipeline design
    • Automatic lead capture
    • Text and email follow-up sequences
    • Past-customer reactivation

Automation comes built into our Growth and Scale plans; larger custom automations are scoped in a Custom plan. Compare plans

Also available Websites, local SEO and digital marketing — built to feed the same system. Ask about them on your demo.

See what we'd automate for you.

Book a 30-minute demo. We'll map how leads come in today and show you every step we can take off your plate.

Book a Demo