Core and Premium Automations
Automations that do the busywork, so your team doesn't.
We design workflows that capture every lead, route it to the right owner, follow up automatically, and keep your CRM clean, so your time is spent on strategy and revenue, not typing reminders and hoping things get done.
- Built for you, not a template
- Works with all major CRMs and field software
- One-time $999 setup
Lead Tracking and Follow-Ups
Centralized lead tracking so you always know where leads are coming from and where they are in the pipeline, with instant, consistent follow-up.
Reputation Management
From requesting the review to responding and reposting, we do it all for you.
Scheduled Service Reminders and Annual Follow-ups
Postcards, emails, and texts, all set up and scheduled based on your specific recurring frequency.
Plans
Two plans. Built around how you work.
Every plan includes a custom buildout of your automations and a one-time $999 setup.
Core Automations
The system that makes sure no lead slips through. $999 one-time setup.
- Lead tracking and pipeline setup
- Instant email and text follow-up
- Estimate and quote follow-up
- Reputation management with review requests and review replies
- Automated appointment reminders
- Database reactivation and promotional campaigns
- Two-way integration with your field software
Premium Automations
Everything in Core, plus the tools that win more jobs. $999 one-time setup.
- Everything in Core Automations
- Missed-call text-back
- Call tracking and recording
- Lead scoring and smart routing
- Scheduled service reminders and annual follow-ups
- Website chat widget connected to your CRM
- AI-assisted automations
- Referral program automation
- Staff training for your team
- Priority support
Need something more custom? Custom Software Solutions start at $2,497 per month. Book a strategy call and we'll scope it with you. Additional usage fees apply for metered services such as SMS messaging, phone calls and third-party integrations, billed separately.
How it works
From sign-up to running on autopilot.
- 1Choose a plan
Check out online in a few minutes, or book a call if you'd like to talk it through first.
- 2Onboarding call
We learn your services, your sales process and the software you already use.
- 3We build and connect
We build your workflows, connect your CRM and field software, and test everything.
- 4Launch
Your automations go live and we keep them running.
Questions
Frequently Asked Questions
What's the difference between Core and Premium Automations?
Core Automations covers lead tracking, instant follow-up, estimate follow-up, reputation management, appointment reminders, reactivation campaigns and two-way integration with your field software. Premium adds missed-call text-back, call tracking and recording, lead scoring and smart routing, service reminders, a website chat widget, AI-assisted automations, referral program automation, staff training and priority support.
Is there a setup fee?
Yes. Both plans have a one-time $999 setup fee that covers the custom buildout of your automations.
Which software do you work with?
We integrate with all major CRMs and field software, including Jobber, Housecall Pro, Markate, The Customer Factor, ResponsiBid, CompanyCam, Zapier and more.
Are there other costs?
Subscription pricing covers access to our platform and core features. Usage fees apply for metered services such as SMS messaging, phone calls, ad placements and third-party integrations. These are billed separately.
Can I upgrade from Core to Premium later?
Yes. You can move up to Premium at any time, and we'll add the extra automations to your existing setup.
Ready to put your follow-up on autopilot?
Pick a plan, or book a strategy call and we'll show you where to start.