Faster response
Reply to eligible missed calls, forms, emails, or inquiries and notify the right person.
Automation Services
Practical automations that respond, follow up, route, update, and notify.
Choose a standard automation package based on workflow capacity. Tell us what should trigger, what should happen next, and which approved tools are involved.
Choose based on what you need now.
Each package has a clear included scope. You can configure and purchase a standard package without waiting for a proposal.
Consistent follow-up
Keep leads, estimates, appointments, reviews, payments, and past customers from being forgotten.
Connected operations
Move information between approved tools, create tasks, update records, and summarize activity.
Demo Workflows
See what the automation packages can handle.
These are illustrative workflow examples—not claims about a specific customer or guaranteed results. Final workflows depend on approved tools and package limits.
New-lead response
Trigger: A form, eligible missed call, or new inquiry arrives.
Possible actions: Send an acknowledgment, notify staff, route the lead, and update an approved sheet or CRM.
Starter Automation Suite
Configure This PackageFollow-up and booking recovery
Trigger: A lead has not replied, booked, or approved an estimate.
Possible actions: Run an approved follow-up sequence, deliver a booking link, route replies, and update lead status.
Growth Automation Suite
Configure This PackageAppointment and operations flow
Trigger: An appointment, payment, or customer-status change occurs.
Possible actions: Send confirmations and reminders, notify staff, sync approved systems, and generate a management summary.
Operations Automation Suite
Configure This PackageAutomation packages.
The one-time setup fee is paid at checkout. Monthly service begins when the approved system goes live.
Automation
Starter Automation Suite
$497 setup
$197/month
Best for: Businesses that need faster response or relief from one or two repetitive processes.
Up to 2 workflows
- Up to 2 configured workflows
- Lead or inquiry response options
- Basic qualification and routing
- Staff notifications
- Booking-link delivery
- CRM or spreadsheet updates
- Basic monitoring and email support
Most Popular
Automation
Growth Automation Suite
$997 setup
$397/month
Best for: Businesses losing revenue through inconsistent follow-up, scheduling, estimates, or retention.
Up to 4 workflows
- Up to 4 connected workflows
- Multi-step lead follow-up
- Advanced qualification and routing
- Booking, reminders, and recovery
- Estimate or proposal follow-up
- CRM pipeline updates
- Standard support and minor adjustments
Automation
Operations Automation Suite
$1,497 setup
$597/month
Best for: Businesses ready to connect revenue, customer service, payments, and internal operations.
Up to 7 workflows
- Up to 7 connected workflows
- Revenue and operations workflows
- Customer onboarding and routing
- Invoice and payment follow-up
- CRM and system synchronization
- Management summaries
- Priority support and quarterly optimization review
What you provide
Help us build quickly.
- Accurate business and contact information
- Required logos, text, images, offers, and account access
- Timely feedback and approvals
- Permission to connect approved third-party tools
Not included unless stated
Outside standard scope.
- Unsupported or undocumented systems and integrations
- Regulated or sensitive data without a separately approved environment
- Unlimited usage, unlimited workflows, or 24/7 human support
- Automated high-impact decisions without appropriate human review
Ready to configure your automation package?
Choose your package, tell us what you want included, accept the Terms, and continue to secure setup-fee payment.
Configure & Checkout