Sales pipeline
Lead Qualification and Follow-up
Research, score and follow up every lead, so your salespeople spend their time on the buyers most likely to close.
Best for teams with at least 50 new leads a month, more leads than time to work them, and clear rules for a good fit.
Lead researchScoring by your rulesCRM recordsFollow-up until they answer
Customer service
Customer Support Resolution
Answer routine questions in seconds from your own approved documents, so your support team keeps more customers without hiring for every jump in volume.
Best for businesses with at least 300 support conversations a month, written policies, and customers who pay on a recurring basis.
Answers from your documentsRoutine requestsHandoffs with a summary
Phone and text reception
Voice and Text AI Reception
Answer every missed call, after-hours call and text, qualify the person and book the job, so customers stop going to the next business on the list.
Best for businesses that win work by phone or text, miss at least 10 calls a week, and earn $300 or more from a typical job or new client.
After-hours answeringCalls and textsCalendar bookingEmergency routingCRM entry
Back office
Document-to-System Processing
Read every incoming document, check it against your records and prepare the entry for approval, so the same team handles more volume without retyping.
Best for teams that receive at least 200 documents a month in a few recurring types and retype them into an accounting, policy or customer system.
Any document layoutChecks against your recordsApproval before posting
Onboarding
Employee Service and Onboarding
Handle every new hire's access, equipment, paperwork and approvals, so new people start billable work sooner.
Best for firms that hire or place at least four people a month and bill clients for their time from day one.
Access and equipmentApprovalsPolicy answers
Need a different service?
If none of these five fits, book a call and tell us what you need. We will say whether we can build it.