- The system
Follow one lead from form to booked call.
Four steps, each one playing as it scrolls into view. The names and numbers are samples: this shows how the system behaves, not a real client's data.
01 / Overview
One lead, from sign-up to the right next step.
A new lead signs up. The AI reaches them within minutes by call, WhatsApp or SMS, reads how it went and puts the lead in the right pipeline stage.
- In your client's account
- A new contact in the right stage, with a tag and a short summary.
- Replaces
- Leads that sit in an inbox until someone is free
02 / AI call
The call: friendly, short, and it ends in a booking.
The AI greets the lead by name, asks about the project, timeline and budget, and checks they are not already working with someone. If the timing is bad, it finds a better moment. If they are not interested, it says goodbye politely.
- In your client's account
- The call recording and transcript, saved on the contact.
- Replaces
- Manual dialing and missed calls
03 / After the call
Nothing to type up afterwards.
When the call ends, the AI reads the transcript, fills in the CRM record and decides what happens next: alert the team, confirm a booking, call back at the time asked, or start follow-ups.
- In your client's account
- Filled-in fields, notes and the recording on the CRM record.
- Replaces
- Hand-typed CRM notes
04 / Follow-ups
Quiet leads get chased, politely, for 30 days.
No answer? The AI waits an hour and tries again, then spaces out the attempts and adds an SMS. If the lead is still silent after 30 days, your team takes over.
- In your client's account
- A timeline of every attempt, so nobody has to remember to chase.
- Replaces
- Leads that quietly go cold
Want to see it on one of your client accounts? Start with a pilot on one client.
Start a pilot