Stop losing jobs to slow follow-up.
We set up your CRM and build the automations that answer every lead, follow up on every estimate, remind every customer and ask for every review, connected to the field software you already use. Built for you, so your team just works the leads.
Connects with the software you already use
Busy teams drop leads.
Most lost jobs aren't lost on price. They're lost to a slow reply, an estimate nobody followed up on, or a happy customer nobody asked for a review. Automations catch all three, every time.
Instant replies
Every new lead gets a text and email right away, day or night, before they call the next company.
- Instant text and email
- Missed-call text-back
- AI chat on Premium
Estimate follow-up
Open quotes get followed up on a schedule until the customer says yes or no, so fewer estimates go cold.
- Automatic estimate reminders
- Stops when they book
- Synced with your field software
More reviews
Review requests go out after every job, and we help you respond to the reviews that come in.
- Requests after every job
- Review response help
- Referral automation on Premium
Automations that do the busywork, so your team doesn't.
Every plan starts with the follow-up system every service business needs, built inside your CRM and connected to your field software.
- 01
Lead tracking and pipeline setup
Every lead in one place, with a clear pipeline from first contact to booked job.
- 02
Instant email and text follow-up
New leads hear from you right away, without anyone stopping to type a message.
- 03
Estimate and quote follow-up
Open estimates get followed up automatically so fewer quotes go cold.
- 04
Reputation management
Review requests after every job, plus help responding to the reviews that come in.
- 05
Appointment reminders
Automatic reminders cut no-shows and keep your schedule full.
- 06
Database reactivation and campaigns
Bring past customers back with promotions and seasonal campaigns to the list you already have.
- 07
Two-way field software integration
Your CRM and field software stay in sync, so nobody enters the same job twice.
- 08
Missed-call text-back
Miss a call and the caller gets a text right away, so the lead stays with you instead of calling the next company.
- 09
Call tracking and recording
See which marketing made the phone ring, and review recorded calls to coach your team.
New lead flow
Illustration of a typical Core build. Yours is built around how you sell and schedule.
Core or Premium?
Core covers the follow-up every business needs. Premium adds AI chatbots that answer on social media, your website and text, plus smart routing and tools that keep customers coming back.
| $497 / monthCore | $997 / monthPremium | |
|---|---|---|
| Lead tracking and pipeline setup | Included | Included |
| Instant email and text follow-up | Included | Included |
| Estimate and quote follow-up | Included | Included |
| Reputation management | Included | Included |
| Appointment reminders | Included | Included |
| Database reactivation and campaigns | Included | Included |
| Two-way field software integration | Included | Included |
| Missed-call text-back | Included | Included |
| Call tracking and recording | Included | Included |
| Lead scoring and smart routing | Not included | Included |
| Scheduled service reminders and annual follow-ups | Not included | Included |
| AI chatbots for social media, website chat and texting | Not included | Included |
| AI-assisted automations | Not included | Included |
| Referral program automation | Not included | Included |
| Staff training and priority support | Not included | Included |
Two plans. Built for you.
Both plans include a one-time $999 setup, where we build your workflows and connect your software. Move from Core to Premium any time.
Core Automations
The follow-up system every service business needs.
- Lead tracking and pipeline setup
- Instant email and text follow-up
- Estimate and quote follow-up
- Reputation management
- Automated appointment reminders
- Database reactivation and campaigns
- Two-way field software integration
- Missed-call text-back
- Call tracking and recording
Premium Automations
Everything in Core, plus tools to capture and route more jobs.
- Everything in Core
- Lead scoring and smart routing
- Scheduled service reminders and annual follow-ups
- AI chatbots for social media, website chat and texting
- AI-assisted automations
- Referral program automation
- Staff training and priority support
Set up for you.
You don't build anything. Here's what happens after you sign up.
- 1
Choose a plan
Pick Core or Premium, or book a strategy call to decide which fits.
- 2
Onboarding call
We learn how you take leads, quote, schedule and follow up today.
- 3
We build and connect
Your pipeline and workflows are built and connected to your field software.
- 4
Review and launch
You see the messages before they go live, then the automations start working every lead.
- 5
Support and improvements
We adjust workflows as your business changes. Premium includes staff training and priority support.
Ongoing
Automation questions.
Not sure which plan fits? We'll walk through your current process with you.
Book a strategy callHow much do CRM automations cost?
Core Automations is $497 a month and Premium Automations is $997 a month. Both include a one-time $999 setup for building your workflows and connecting your software.
What's the difference between Core and Premium?
Core covers lead tracking, instant follow-up, estimate follow-up, reviews, reminders, reactivation campaigns, field software integration, missed-call text-back and call tracking and recording. Premium adds lead scoring and routing, service reminders, AI chatbots for social media, website chat and texting, AI-assisted automations, referral automation, staff training and priority support.
Which software do you integrate with?
We connect with Jobber, Housecall Pro, Markate, The Customer Factor, ResponsiBid, CompanyCam and Zapier, among others. If you use something else, ask us on a strategy call.
Can I upgrade later?
Yes. You can move from Core to Premium at any time.
Are texts and calls included?
Usage fees for metered services like texts, phone calls and third-party integrations are billed separately from the plan.
Do I have to build anything myself?
No. We build the workflows, connect your software and launch everything for you. Your team just works the leads.
Ready to stop chasing leads?
Let your CRM do the follow-up, while your team does the work.
Or call (817) 904-9003