CRM, automation and AI in one package.

    One system keeps customer details together, takes over the repetitive follow-up, and gives your customers an AI receptionist and website chat to talk to.

    PipelineSample data
    New1
    Sam TaylorQuote request
    Replied2
    Priya N.Booking enquiry
    Dana K.Price question
    Booked1
    Marcus L.Site visit

    Not a pile of separate tools.

    The CRM, automation, AI receptionist, AI chat and SEO tools come together in one package, set up around how your business runs. Information from one part is available to the next, so nobody copies details between apps.

    Good for

    TradesRestaurantsCare providersProfessional servicesMulti-location businesses

    CRM

    Keeps customer details, enquiries and next steps in one place.

    Automation

    Takes over the copying, remembering and notifying: replies, reminders, alerts and follow-up tasks.

    AI receptionist

    Answers calls using information you approve, takes caller details and hands over to a person.

    AI chat

    Answers approved questions on your website and collects enquiry details.

    SEO tools

    Tools that support how your business appears in search. Hands-on SEO work is a separate service, quoted on its own.

    Set up for you

    We configure it around your business and help you start using it.

    See an enquiry go through.

    Sample data, same steps as the home page.

    Sample data. This shows how an enquiry can flow, not a completed integration.

    1 · Website enquiry
    NameSam Taylor
    MessageHi, could I get a quote for a roof repair?
    Send enquiry Sent
    2 · CRM record
    ST
    Sam TaylorQuote request · Website form
    StatusWaiting
    3 · Acknowledgement
    Prepared reply to Sam

    Thanks Sam, we have your quote request. Someone from the team will be in touch.

    4 · Owner alert
    New enquirySam Taylor · Quote request
    now
    5 · Follow-up task
    Call Sam Taylor about the quoteTask created from the enquiry
    6 · Handover
    TM
    A team member takes overThe system hands over. The conversation is theirs.

    Follow one phone call.

    A scripted call with sample data. Press Play to follow it from the customer’s phone to the owner’s. No audio plays and nobody is called.

    Customer’s phoneSample caller

    Scripted example. Sample data.

    Ready

    One call, seen from both phones.

    Press Play to follow a sample call from the customer’s phone to the owner’s.

    Owner’s phoneSample business owner

    Scripted example with sample data. No audio plays and nobody is called. In a real setup, the answers, call routing and alerts are agreed with you in your scope.

    Transcript of the sample call

    1. AI receptionist: Thanks for calling Riverstone Roofing. You have reached our virtual receptionist. How can I help?
    2. Caller: Hi, we have a leak in the roof after the storm. Could someone take a look?
    3. AI receptionist: Sorry to hear that. I can take your details so the team can call you back. What is your name?
    4. Caller: Sam Taylor.
    5. AI receptionist: Thanks, Sam. What is the best number to call, and which suburb is the house in?
    6. Caller: 04xx xxx xxx. It is in Brunswick.
    7. AI receptionist: Thank you. I have passed this to the team and someone will be in touch. Is there anything else?
    8. Caller: No, that is all. Thanks.

    From first conversation to live.

    Four steps, and you are never left guessing what comes next.

    1. 1

      Tell us how enquiries reach you

      Where they come from today, who deals with them and what should happen next.

    2. 2

      Agree the scope in writing

      We confirm what is included for your business before we start.

    3. 3

      We configure it

      Your CRM, automation and AI are set up around your process, and your forms are connected.

    4. 4

      Launch and manage

      We help you start, then provide the management or support agreed in your scope.

    What does it cost?

    Our prices and what each one covers are on the Pricing page.

    Quick answers.

    No. They come together in one package.

    The CRM, automation, AI receptionist, AI chat and SEO tools, set up around your business. Other features of the platform can be included where they fit. We confirm everything in your written scope.

    SEO tools are included. Hands-on SEO work, where we improve your pages and search presence, is a separate service that we scope and quote.

    Sometimes. We check what you use during scoping and tell you what can and cannot connect.

    Tell us what you want to build.

    Describe the project in a few lines. We reply with suggested next steps.

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