Front-desk automation for phone-heavy businesses
Built for businesses that live on the phone
Answers calls, talks back, qualifies the lead — and runs the follow-up desk (email, booking, social media) so nothing cools overnight. Syncs to your CRM — HubSpot, Salesforce, Pipedrive, or Google Contacts — and more.
15-minute call · No setup fee · No pressure
Choose your industry
Same automation stack — tuned to how your callers talk and where your leads go. Ordered by where after-hours and missed-call automation tends to pay off most.
HVAC · highest after-hours benefit
HVAC service & install
Callers need: no-heat / no-cool emergencies, tune-ups, quotes, and status on scheduled jobs — especially nights and peak season.
What we capture: address, system type, urgency, preferred arrival window, new vs. existing customer, and lead score.
CRM / tools: HubSpot and general CRM sync; ServiceTitan / Jobber-style handoffs on request.
- Answers when techs are on the road — separates emergency vs. maintenance
- Hot-lead alerts + optional follow-up text/email so same-day jobs don’t cool
- Appointment scheduling & online booking on Growth+
- Email triage for quote and dispatch threads (Growth+)
- Social media create/schedule/post to keep seasonal demand visible (Growth+)
- Custom dispatch or membership workflows on Enterprise
Plumbing
Plumbing
Callers need: leaks, clogs, water heaters, and after-hours emergencies — fast triage, not a menu tree.
What we capture: address, issue type, urgency, water shutoff status when relevant, and callback window.
CRM / tools: HubSpot and general CRM sync; field-service tools on request.
- Triages emergency vs. routine before you call back
- Hot-lead alerts + follow-up text/email overnight
- Books service windows when you want them booked (Growth+)
- Email triage for insurance / property-manager threads (Growth+)
- Custom intake fields for your shop on Enterprise
Roofing · AccuLynx-ready
Roofing & storm restoration
Callers need: inspections, repairs, replacements, claim status — often after hours or while you’re on a job.
What we capture: address, urgency, insurance/claim notes, preferred callback window, and lead score.
CRM / tools: AccuLynx-ready (new leads + job context for follow-ups). HubSpot and others available.
- Qualifies storm, repair, and replacement callers without sounding like an IVR
- Pushes structured lead cards into AccuLynx so nothing sits in a notebook
- Books inspection windows when you want them booked (Growth+)
- Hot-lead alerts + follow-up text/email after storm days
- Social media for storm-season visibility (Growth+); custom claim workflows on Enterprise
- Honest scripts — no inventing roof prices; transcript + recording on every call
Electrical
Electrical
Callers need: service calls, panel upgrades, outages, and quote requests while crews are in the field.
What we capture: address, job type, urgency, property type, and preferred contact window.
CRM / tools: HubSpot and general CRM sync; field-service handoffs on request.
- Qualifies service vs. project work on the first call
- Keeps after-hours inquiries from going to the next shop
- Scheduling & online booking for estimates (Growth+)
- Email triage + follow-up text/email so quotes don’t stall
- Custom permit / project intake on Enterprise
Legal
Law firms & intake
Callers need: new-matter intake, conflict basics, urgency, and a clear next step — nights and weekends included.
What we capture: name, contact, matter type, timeline, opposing-party notes when relevant, and preferred callback.
CRM / tools: HubSpot and general CRM / practice-management handoffs; Clio-style workflows on request.
- Talks back through intake — not a “press 1 for new clients” tree
- Scores urgency so partners know who to call first
- Follow-up text/email so consults don’t ghost overnight
- Email triage for intake and referral threads (Growth+)
- Appointment scheduling for consults (Growth+); custom matter workflows on Enterprise
Dental
Dental practices
Callers need: new-patient booking, emergencies, insurance questions, and reschedules when the front desk is slammed.
What we capture: patient name, reason for visit, urgency, preferred times, insurance notes, and new vs. existing.
CRM / tools: HubSpot and general CRM sync; practice-management / calendar handoffs on request.
- Answers after hours so emergency and new-patient calls aren’t lost
- Appointment scheduling & online booking (Growth+)
- Follow-up text/email for no-shows and unconfirmed slots
- Email triage for insurance and referral mail (Growth+)
- Custom recall / membership workflows on Enterprise
Real estate
Real estate
Callers need: showing requests, listing questions, and buyer/seller intake — especially nights and weekends.
What we capture: name, contact, property interest, timeline, and preferred showing window.
CRM / tools: HubSpot and general CRM sync; Follow Up Boss / similar on request.
- Talks back — not a “press 1 for showings” tree
- Qualifies serious inquiries vs. tire-kickers
- Hot-lead alerts + follow-up text/email so leads don’t cool overnight
- Showing scheduling & calendar booking (Growth+)
- Social media create/schedule/post for listings (Growth+); custom ISA-style flows on Enterprise
Auto repair
Auto repair & service
Callers need: drop-off slots, estimates, status checks, and tow / breakdown triage while bays are full.
What we capture: vehicle info, issue, urgency, preferred drop-off, and whether they’re a fleet or retail customer.
CRM / tools: HubSpot and general CRM sync; shop-management handoffs on request.
- Captures the job details so advisors aren’t rebuilding notes from voicemail
- Appointment scheduling & online booking for drop-offs (Growth+)
- Follow-up text/email when estimates are ready
- Email triage for fleet and insurance threads (Growth+)
- Custom fleet or warranty workflows on Enterprise
Property management
Property management
Callers need: tenant maintenance, vendor triage, and after-hours issues that shouldn’t sit in a text thread.
What we capture: unit/address, issue category, urgency, access notes, and preferred callback.
CRM / tools: HubSpot and general CRM / ticketing sync; AppFolio-style workflows on request.
- Captures maintenance details so nothing is lost between ring and work order
- Triages urgency for after-hours calls + hot-lead / urgent alerts
- Follow-up text/email to tenants and vendors
- Email triage for maintenance and leasing threads (Growth+)
- Employee scheduling for on-call rotation (Growth+); custom work-order flows on Enterprise
Cleaning & pest control
Cleaning & pest control
Callers need: one-time jobs, recurring routes, emergency pest calls, and reschedules when crews are already out.
What we capture: address, service type, frequency, urgency, access notes, and preferred window.
CRM / tools: HubSpot and general CRM sync; Jobber / Housecall Pro-style handoffs on request.
- Books one-time and recurring jobs without phone tag (Growth+)
- Hot-lead alerts for urgent pest or move-out cleans
- Follow-up text/email for quotes and confirmations
- Employee / route scheduling support (Growth+)
- Social media for seasonal campaigns (Growth+); custom route workflows on Enterprise
Other
Any phone-heavy business
Callers need: a real conversation when you’re busy — quotes, bookings, status, and lead intake.
What we capture: the fields that matter for your shop (custom scripts), then scores and logs the lead.
CRM / tools: HubSpot, Salesforce, Pipedrive, Google Contacts, and more.
- Examples: med spa, insurance agencies, towing, landscaping, veterinary, home services, and more
- Phone agent that talks back — plus follow-up text/email so leads don’t cool
- Booking, email triage, social media, and employee scheduling on Growth+
- Custom features built for your workflow on Enterprise — design automations unique to how you run
- We’ll map your call flow and desk on a 15-minute demo
See it for your trade
15 minutes. We’ll walk your call flow, follow-up desk, and CRM.
15-minute call · No setup fee · No pressure