Automation and AI that answer every lead, day and night.
AI chat, instant lead routing, live call transfer, CRM and text follow-up, built around how your business already works. You own every account; we build it, test it side by side and look after it.
- Quoted per project, fixed price
- You own every account
- Tested side by side before go-live
Most leads are lost after the click
Getting found is half the job. The other half is answering fast, every time, without your team drowning in copy-paste.
Slow first reply
The first business to call back often wins the job. A lead that waits until tomorrow usually calls someone else.
Nights & weekends
Customers search when they have a problem, not during office hours.
Scattered data
Leads in emails, spreadsheets and a CRM nobody updates. Follow-ups slip.
Too many tools
A chain of monthly subscriptions just to move a lead from A to B, and it breaks quietly.
Six automations, one goal: no lead left behind
AI website assistant
A chat assistant on your website that answers the way your best front-desk person would: services, areas, hours, how the process works. When a visitor is ready, it collects their details and passes the lead to your team, with the full conversation attached.
Good for: Busy service businesses, after-hours leads, bilingual markets
- Trained only on information you approve; anything else goes to your team
- English and Spanish
- Works on phones; no app to install
- Every chat logged so you can see what customers ask
- Replaces "we're online" chat widgets that nobody answers
Instant lead routing & live transfer
Every form or chat lead is saved first, so nothing is ever lost, then checked for duplicates and spam and sent to the right person, office or partner by rules you choose (service, state, amount, hours). If you want, the customer can be connected to a live person by phone while they're still on your site.
Good for: Multi-location businesses, partner/referral networks, lenders and brokers
- Routing rules by service, location, amount, time of day
- Lead saved before anything else happens
- Duplicate and spam filtering
- Optional live call transfer with a short spoken intro to your team
- Missed transfer → automatic callback text and team alert
CRM & workflow automation
We connect your website, forms, phone system and email so every lead lands in your CRM with the right fields, owner and next step, and the follow-ups run on their own. Where you're paying for a chain of tools to pass data along, we can often replace it with one direct connection.
Good for: Teams that live in a CRM, or paying for several glue tools
- Podio and other CRMs with an API
- Automatic tasks, reminders and status changes
- Fewer monthly subscriptions (Zapier-style tools)
- Clean data: no copy-paste between systems
- We run new and old setups side by side until the numbers match
Text-message follow-up
An automatic text the moment a lead comes in, follow-ups if they don't answer, and replies routed back to your team. Messages are sent from your business number, with opt-out handling built in.
Good for: Any business where the first call-back wins the job
- Instant first reply
- Follow-up sequences you approve
- Replies go to the right person
- Opt-out (STOP) handled automatically
Smart lead forms
Short, step-by-step forms with ZIP-code lookup, photo or document upload and spam protection. We test the failure path too: if a lookup service is down, the customer can still finish and send the form.
Good for: Quote requests, applications, intake forms
- Multi-step forms that feel short
- ZIP lookup fills city and state
- Photo/document upload
- Spam protection without annoying puzzles
- Every field mapped to your CRM
Website security & monitoring
Malware cleanup, removal of backdoors and fake admin accounts, a clean rebuild where needed, hardening, daily monitoring and off-site backups. We recently rebuilt a heavily infected site with hundreds of local pages without losing a single page or phone number.
Good for: WordPress sites, sites with many local pages, anyone hit by a hack
- Malware and backdoor removal
- Clean rebuild from verified files
- Login and plugin hardening
- Daily health checks and alerts
- Off-site backups you can restore
Built on our own businesses first
We run lending and mortgage websites ourselves, so these systems were built for our own leads before we offered them to anyone:
- Lead forms with ZIP lookup that keep working when a lookup service fails
- Podio CRM workflows that create, assign and follow up on every application
- A lead router that sends each application to the right lender in seconds, with live call transfer (in final testing)
- A bilingual AI assistant for our loan and mortgage sites (in preview)
- A full malware cleanup and clean rebuild of a site with hundreds of local pages, with every page and phone number kept
We tell you what’s live and what’s still in testing. If we haven’t done something before, we say so.
What we connect
From first call to live, with no surprises
Free 20-minute call
You show us how leads reach you today and where they get stuck.
Written plan + fixed quote
What we'll build, which accounts you'll own, timeline and one price.
Build + side-by-side test
The new system runs next to your current one until every lead matches.
Go live + monitoring
We switch over, watch every lead for the first weeks and fix anything fast.
Optional monthly care
Updates, new rules and a monthly report of leads handled.
Quoted per project, fixed price
After a free 20-minute call you get a written plan and one fixed price. What affects it: how many systems we connect, how many routing rules, whether you want live call transfer, and whether you’d like monthly care afterwards.
Already a local SEO client? Automation fits on top of any plan. See SEO plans →
Automation questions
How much does automation cost?
Every project is quoted after a free 20-minute call, because a single AI assistant and a full lead-routing system are very different jobs. You get a written plan with a fixed price before any work starts.
Do I need to change my CRM or website?
Usually not. We connect what you already use. If something truly can't be connected, we'll tell you on the call.
Will the AI assistant make things up?
It answers only from information you approve and hands anything else to your team. We test its answers before it goes live and you can read every conversation.
What happens if something breaks?
We build with a safety net: leads are saved before they're sent anywhere, so a failure in one tool never loses a lead, and we're alerted. New systems run side by side with your old setup until the numbers match.
Who owns the accounts and data?
You do. Accounts are opened in your name, keys and passwords are stored securely, and lead data is used only to deliver your leads.
Can you replace Zapier or other paid tools?
Often, yes. Where a tool only passes data from A to B, a direct connection is cheaper and more reliable. We'll list what can go on the call.
How long does a project take?
Small pieces like a smart form or a text follow-up take days. A full lead-routing system with live transfer typically takes a few weeks including side-by-side testing.
Do you work with businesses outside the U.S.?
Our focus is U.S. local businesses. Call (888) 210-2005 and we'll tell you honestly if we're a fit.
Book a free 20-minute automation call
Tell us how leads reach you today. We’ll reply within 1 business day to set up a short call and show you what we’d automate first.
Prefer to talk? (888) 210-2005
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