Intelligent Intake

Never miss another qualified lead — 24/7.

Phone, chat, or widget that answers, qualifies, and routes leads into your CRM—24/7.

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Start when you are ready to ask questions.

Answers, qualifies, and routes—into your CRM

Every tier includes a system that captures inbound leads 24/7 and turns them into clean, actionable records.

  • Answers instantly
  • Qualifies callers naturally
  • Categorizes inquiry type
  • Captures structured data
  • Pushes clean records into CRM
  • Sets follow-up expectations
  • Protects compliance

Three tiers. Clear scope.

Foundation for small teams, Growth for scaling, Enterprise for multi-location and custom needs.

Growth

Best for teams actively scaling.

Growing teams · Multi-category intake · After-hours volume

Foundation outcomes plus correct category routing, after-hours capture, and pipeline automation so your team only touches ready leads.

  • Everything in Foundation
  • Multi-category routing (4-bucket structure)
  • Advanced Information Extractor
  • CRM field mapping optimization
  • Pipeline automation
  • After-hours strategy
  • SMS follow-up automation
  • Call tagging & analytics dashboard
  • 60 days support
  • One after-launch tuning session within 45 days

Enterprise monthly scales with number of lines, locations, and custom integrations.

Priced on revenue impact

We don't bill by AI minutes. We price on the value of never missing a qualified lead.

Real estate

Average commission per closed deal is $8,000–$15,000. One extra qualified lead that closes per year is all it takes.

One closed deal pays for the system many times over. The rest is upside.

Service businesses

Typical job value is around $2,000. Two extra booked jobs per month is a conservative outcome for many service businesses.

That’s $4,000+ in new revenue every month. ROI in weeks, not years.

Optional add-ons

Chat, SMS, calendar, or custom voice.

AI Chat Widget

Website chat capture and qualification tied into your intake workflow.

SMS nurture automation

Automated text follow-up to improve response speed and booking rates.

Calendar booking integration

Direct handoff from qualified lead to your scheduling flow.

Call recording + AI summary dashboard

Conversation summaries and trends for operational visibility.

Custom branding voice + persona

Brand-aligned language, tone, and qualification style.

Frequently asked questions

What counts as a "qualified" lead?

We define it with you up front. Typically it means contact info captured, inquiry type identified, and enough detail to follow up—whether that's a phone call, form, or chat. The AI is trained on your criteria so it doesn't waste your time on junk.

Do we need a CRM already?

Yes. We integrate with HubSpot, Salesforce, and similar. If you don't have one yet, we can include CRM setup in scope or point you to a tier that fits. The intake system pushes clean, structured records into your CRM so your team only sees ready leads.

How long until it's live?

Foundation tier is typically 2–4 weeks from kickoff to go-live: dedicated line or widget, prompt and knowledge base, CRM integration, testing, and 30 days support. Growth and Enterprise depend on routing complexity and number of integrations.

What if call volume is low?

We price on the value of never missing a lead, not on minutes. Low volume doesn't mean low value—one missed deal in real estate or one missed job in a service business can be worth many times the monthly cost. The system is there when you need it.

Can we use our own voice or branding?

Yes. Custom voice and persona are available as add-ons. We can match your brand tone and use a cloned or selected voice so callers and chatters get a consistent experience with your business.

Is this just for phone, or chat and widget too?

All of the above. You can start with a dedicated AI phone line, an AI chat widget on your site, or both. Tiers and add-ons cover phone, chat, SMS, and calendar—we recommend based on where your leads come from and how you want to capture them.

Ready to get started

Tell us about your volume and CRM. We'll recommend a tier and send a clear quote.