Call comes in
Caller asks about a job or appointment → agent answers, gets the details + urgency.
Phone automation
From missed call to CRM.
Watch the path a lead takes when your phone automation picks up.
15-minute call · No setup fee · No pressure
Three steps
Qualify + log
Lead card lands in your CRM with transcript and recording saved.
You get the lead
You get the hot-lead alert; optional follow-up text goes out so nothing cools overnight.
Not an IVR. Not voicemail.
Talks back
Answers after hours and during busy days. Real conversation — not press-1.
Captures details
Name, number, address, job type, urgency. Scores hot / warm / cold.
Honest scripts
No inventing prices. You approve outbound until you’re ready.
Works with your CRM
We sync into the tools you already run — no need to switch CRMs.
- Push new phone leads as structured cards (name, job type, urgency, score)
- Save transcript + recording with the lead
- Optional pull for follow-ups when your CRM supports job context
HubSpot, Salesforce, Pipedrive, or Google Contacts — and more, including custom connections when you need them.
- HubSpot
- Salesforce
- Pipedrive
- Google Contacts
- + others
Go-live path
- Kickoff form (hours, scripts, CRM access)
- Configure & connect
- Test calls together
- Go live — you approve outbound until you’re ready
Hear it on a real call.
15 minutes. We’ll walk your missed-call flow and CRM handoff.
15-minute call · No setup fee · No pressure
Or call/text James: (330) 607-9508