AI chat conversation on a smartphone screen glowing in a dark room
AI Lead Handling · CRM · Automations

Every Lead Handled, End to End

One system for trades and home service businesses. AI answers every call, chat, and form. A customized CRM built around how jobs actually move. Automations that follow up, chase quotes, win reviews, and re-engage past customers, all running in the background while you're on the tools.

Why It Matters

Built for the way trades actually work

Generic CRMs assume a sales rep sitting at a desk. Home service businesses run on the tools, not behind one, and leads that don't get answered on the first ring go to the next name on the list. We built the whole system around that reality.

AI answers every lead, 24/7

Voice, chat, SMS, and forms all picked up in under a second, nights, weekends, holidays, mid-job when your hands are dirty. Every lead gets qualified against your criteria and booked into your calendar before anyone calls a competitor.

A CRM built for trades

Not a generic sales CRM. Pipelines and deal stages built around how trades actually run jobs, quote requested, on-site, quoted, deposit taken, scheduled, completed, invoiced. Reporting on the numbers you actually care about: booked revenue, close rate by lead source, avg. ticket.

Automations on autopilot

Quote follow-ups sent automatically. Review requests fired after the job is completed. Unbooked leads dropped into nurture sequences that keep working while you're on the tools. Repeat-customer campaigns that pull revenue out of your existing base. Nothing sits in someone's notebook or gets forgotten in an inbox.

What Changes

The baseline every setup hits

These are the coverage benchmarks the whole system is built to hit from day one, the ones that separate a business that captures every lead from one that lets them walk.

100%
Leads Answered
Nothing goes to voicemail
24/7
Always On
Nights, weekends, holidays
What's Included

Three pillars, one system

AI to answer every lead, a CRM built for how trades actually work, and automations that keep every conversation moving without human input. All three set up around your business.

AI Response

Answers every channel, 24/7

Voice AI on the phone, chat on the website, SMS from your business number, forms on landing pages, all handled by one AI trained on your services, pricing, service area, and qualifying questions. Same natural conversation whether it's a call at 8am or a text at midnight. Complex or high-value calls hand off to you with a full transcript so you never walk in cold.

Trades CRM

Customized to your trade

Not another generic sales CRM. Pipelines built around trade workflows, quote requested, on-site, quoted, deposit, scheduled, in progress, invoiced, paid. Deal stages that match how you actually run jobs. Reporting on booked revenue, close rate by lead source, average ticket, tech utilization, and every other number that matters to a home service business.

Automations

Follow-through, automated

Quote follow-ups sent on your timeline. Review requests fired the moment the job's marked complete. Unbooked leads dropped into nurture sequences that stay warm for months. Repeat-customer campaigns that pull revenue out of your existing base. Seasonal service reminders that bring the phone back to life. All built into the CRM, all running while you're on the tools.

How We Set It Up

From kickoff to live on real leads

AI, CRM, and automations all built around how your business runs. Nothing goes live until you've watched every part of it handle your own calls.

01

Map & Configure

We map your business into the system, services, pricing tiers, qualifying questions, service area, deal-breakers, sales cycle, follow-up cadence. That map builds the AI conversation flow, the CRM pipelines and stages, and every automation that fires off them.

02

Build & Test

The AI, CRM, and automation stack all get built and connected, phone system, website chat, forms, calendar, review platform. We run it against your own recorded calls and real test leads so you see every conversation, every stage change, and every automation fire before anything goes live on real customers.

03

Launch & Tune

Goes live on real inbound leads with you monitoring the whole system. We tune AI responses, refine pipelines, and adjust automations each week based on what you flag. It gets sharper the longer it runs.

Common Questions

FAQ about AI lead handling

The questions we get most often on our first calls with prospects considering AI.

Will it sound like a robot to my customers?
No. The voice AI uses natural conversational speech, not a scripted IVR menu. It's trained on the way your business talks, same tone, same terminology, same qualifying questions you'd ask. Most callers don't realize they're speaking to an AI until we tell them, and by then the appointment is already booked.
What happens on calls the AI can't handle?
If a call falls outside what the AI is trained on, a complex quote, a warranty dispute, an emergency the AI wants a human on, it hands off to you or your team with a full transcript and summary. You never walk into a call cold. You get the context first, then the caller.
How is this different from a call answering service?
Answering services take a message. This is a full lead system: the AI qualifies against your criteria, books the appointment, drops the lead into your CRM, and kicks off the automations, quote follow-up, review requests, nurture, all before the call ends. No callbacks, no missed follow-ups, no leads sitting in someone's notebook overnight.
How is your CRM different from HubSpot, Jobber, or ServiceTitan?
HubSpot and Salesforce are built for B2B sales reps. Jobber and ServiceTitan are field-service ops platforms, great for dispatching techs, weaker on marketing and lead nurture. This CRM is built specifically for the marketing side of a home service business: lead handling, quote follow-up, nurture sequences, review generation, repeat-customer campaigns. The pipelines match how trades actually move jobs. If you already run a field-service platform for ops, Jobber, ServiceTitan, Housecall Pro, FieldEdge, or something else, in most cases we can connect the two so booked jobs flow across automatically. You keep the ops tool you know, we handle everything upstream of it.
Do I need to bring my own CRM?
No, a customized CRM is part of the setup. We build it around your business: pipelines matched to how your jobs actually move, deal stages that fit your sales cycle, follow-up automations for quotes and unbooked leads, and reporting on the numbers you actually track. Every AI conversation and booked appointment lands in there automatically.
Do I still need a receptionist?
That's your call. Some clients keep their receptionist for the highest-value calls and let the AI handle overflow, after-hours, and web leads. Others replace the front-desk phone entirely. We'll walk you through both models on the first call and let you pick.

Ready to run the whole lead system on autopilot?

Book a 30-minute strategy call. We'll show you what a natural AI conversation actually sounds like, walk you through the CRM and automations built for trades, and map out what going live looks like for your business.

Book A Strategy Call