Automations

Automation Built Around Your Business

We don't sell one-size-fits-all software. We build workflows around the way your business actually operates.

Never Lose a Lead Because You Missed a Call.

When a customer calls and the business can't answer, an automatic text message can be sent immediately, letting the customer know they've been contacted and providing the next step.

Missed CallAutomatic SMSCustomer RespondsTeam Follows Up

Best for: Plumbers, HVAC companies, electricians, contractors, salons, automotive businesses, home service companies, and other businesses that rely on phone calls.

Automate My Missed Calls

Turn Completed Jobs Into More Reviews.

When a job or service is completed, an automated SMS or email can ask the customer to leave a review.

Job CompletedReview RequestCustomer Leaves ReviewBusiness Gets Feedback

Best for: Home services, salons, automotive businesses, contractors, local service businesses, and appointment-based businesses.

Automate My Reviews

Reduce Missed Appointments.

Automatically remind customers about upcoming appointments through SMS or email, with customizable reminder timing.

Appointment BookedConfirmationReminderAppointmentFollow-Up
Automate My Appointments
Primary Solution

Respond to New Leads Before They Move On.

When a new lead enters your business, the information can automatically be captured, organized, and followed up with immediately.

Lead SubmittedLead CapturedCRM CreatedInstant SMS/EmailQualificationTeam NotificationAppointment
Automate My Lead Response

Recover Customers Who Didn't Finish Checking Out.

When a customer leaves an online cart without completing their purchase, an automated workflow can send a reminder and follow-up message.

Cart AbandonedWaitReminderFollow-UpPurchase
Recover My Abandoned Carts

Keep Your CRM Moving Automatically.

When a lead moves between pipeline stages, the system can automatically update records, notify the right person, trigger follow-up, and keep internal information organized.

Lead Changes StageRouterUpdate CRMNotify TeamTrigger Workflow
Automate My CRM

Send Every Request to the Right Person.

Incoming customer requests can be automatically categorized and routed to the correct department or employee.

Customer MessageAI ClassificationDepartmentAssigned EmployeeResponse
Automate My Support

Turn One Piece of Content Into Multiple Pieces.

Use AI to transform one video, article, podcast, or social post into multiple content formats.

One VideoShort ClipsSocial PostsCaptionsEmailBlog Content
Automate My Content

Connect the Tools Your Business Already Uses.

When information is created or updated in one system, automatically create or update the corresponding information in another system.

Tool AWebhook/APIAutomationTool B
Connect My Tools

Automate Your New Client Experience.

When a new customer becomes a client, automatically send welcome messages, instructions, forms, reminders, and other onboarding information.

New ClientWelcome MessageInformationFormsFollow-UpOnboarding Complete
Automate My Onboarding

Give Your Business an AI Receptionist.

An AI-powered voice receptionist can answer calls, handle common questions, collect information, and help customers with basic requests. Capabilities are scoped and confirmed with you before launch.

Incoming CallAI AnswersUnderstands RequestProvides InformationCollects DetailsTransfers or Books
Build My AI Receptionist

Follow Up With Every Event Lead Automatically.

After a webinar, event, or online meeting, automatically send the appropriate email and SMS follow-up sequence.

Event RegistrationEventAttendance DataEmailSMSFollow-UpAppointment/CTA
Automate My Event Follow-Up
Pricing

Automation Packages

Straightforward pricing based on how much of your front office you want automated.

Tier 1

Stop Losing Leads

From $1,000 setup + $250/mo


Missed call text-backInstant lead follow-upAppointment reminders and no-show recoveryBasic pipeline setupMonthly reporting
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Tier 3

Automated Growth Engine

From $5,000 setup + $1,200/mo — everything in Tier 2, plus:


AI phone receptionistAI text handlingDatabase reactivation campaigns
Get a Quote