Front-desk automation for phone-heavy businesses
Built for businesses that live on the phone
Answers the calls, talks back like a person, and runs the follow-up: email, booking, posts, so nothing goes cold overnight. Syncs with HubSpot, Salesforce, Pipedrive, or Google Contacts.
15-minute call · No setup fee · Cancel anytime on month-to-month · No pressure
Choose your industry
The same complete setup, tuned to how your callers talk. Listed by where after-hours and missed-call coverage tends to pay off most.
HVAC
HVAC service & install
Callers need: no-heat / no-cool emergencies, tune-ups, quotes, and status on scheduled jobs, especially nights and peak season.
What we capture: address, system type, urgency, preferred arrival window, new vs. existing customer, and lead score.
CRM / tools: HubSpot and general CRM sync; ServiceTitan / Jobber-style handoffs on request.
- Answers while techs are on the road, and knows an emergency from a tune-up
- Pings you on hot leads, then follows up by text or email so same-day jobs don’t go cold
- Books appointments and fills your booking link (Growth and up)
- Answers quote and dispatch emails so they don’t pile up (Growth and up)
- Keeps posts going out so seasonal demand keeps coming (Growth and up)
- Custom dispatch and membership workflows built for your shop (Enterprise)
Plumbing
Plumbing
Callers need: leaks, clogs, water heaters, and after-hours emergencies: fast sorting of what’s urgent, not a menu tree.
What we capture: address, issue type, urgency, water shutoff status when relevant, and callback window.
CRM / tools: HubSpot and general CRM sync; field-service tools on request.
- Knows the emergency from the routine job before you call back
- Pings you on hot leads and follows up overnight by text and email
- Books service windows when you want them booked (Growth and up)
- Keeps insurance and property-manager email threads moving (Growth and up)
- Custom questions captured for your shop (Enterprise)
Roofing · AccuLynx-ready
Roofing & storm restoration
Callers need: inspections, repairs, replacements, claim status, often after hours or while you’re on a job.
What we capture: address, urgency, insurance/claim notes, preferred callback window, and lead score.
CRM / tools: AccuLynx-ready (new leads + job context for follow-ups). HubSpot and others available.
- Sorts storm, repair, and replacement callers without sounding like a robot menu
- Drops clean leads into AccuLynx so nothing sits in a notebook
- Books inspection windows when you want them booked (Growth and up)
- Pings you on hot leads and follows up by text and email after storm days
- Keeps posts going out for storm-season visibility (Growth and up)
- Roofing Claim Analyzer: reads claim PDFs for profitability, line items, checklist gaps, and the partial-replacement call; built for Sleeks roofing clients and pairs with AccuLynx phone workflows
- Honest scripts, no invented roof prices; every call recorded and transcribed
Electrical
Electrical
Callers need: service calls, panel upgrades, outages, and quote requests while crews are in the field.
What we capture: address, job type, urgency, property type, and preferred contact window.
CRM / tools: HubSpot and general CRM sync; field-service handoffs on request.
- Sorts service calls from project work on the first call
- Keeps after-hours callers from dialing the next shop
- Books estimates and fills your booking link (Growth and up)
- Answers emails and follows up by text so quotes don’t stall (Growth and up)
- Custom permit and project details captured (Enterprise)
Legal
Law firms & intake
Callers need: new-matter intake, conflict basics, urgency, and a clear next step, nights and weekends included.
What we capture: name, contact, matter type, timeline, opposing-party notes when relevant, and preferred callback.
CRM / tools: HubSpot and general CRM / practice-management handoffs; Clio-style workflows on request.
- Talks callers through intake, not a “press 1 for new clients” tree
- Ranks urgency so partners know who to call first
- Follows up by text and email so consults don’t ghost overnight
- Keeps intake and referral emails moving (Growth and up)
- Books consults (Growth and up); custom matter workflows (Enterprise)
Dental
Dental practices
Callers need: new-patient booking, emergencies, insurance questions, and reschedules when the front desk is slammed.
What we capture: patient name, reason for visit, urgency, preferred times, insurance notes, and new vs. existing.
CRM / tools: HubSpot and general CRM sync; practice-management / calendar handoffs on request.
- Answers after hours so emergency and new-patient calls aren’t lost
- Books appointments and fills your booking link (Growth and up)
- Follows up by text and email on no-shows and unconfirmed slots
- Keeps insurance and referral emails moving (Growth and up)
- Custom recall and membership workflows (Enterprise)
Real estate
Real estate
Callers need: showing requests, listing questions, and buyer/seller details, especially nights and weekends.
What we capture: name, contact, property interest, timeline, and preferred showing window.
CRM / tools: HubSpot and general CRM sync; Follow Up Boss / similar on request.
- Talks back, not a “press 1 for showings” tree
- Separates serious buyers from tire-kickers
- Pings you on hot leads and follows up overnight so they don’t go cold
- Books showings on your calendar (Growth and up)
- Posts listings on social (Growth and up); custom follow-up flows (Enterprise)
Auto repair
Auto repair & service
Callers need: drop-off slots, estimates, status checks, and quick sorting of tows and breakdowns while bays are full.
What we capture: vehicle info, issue, urgency, preferred drop-off, and whether they’re a fleet or retail customer.
CRM / tools: HubSpot and general CRM sync; shop-management handoffs on request.
- Gets the job details so advisors aren’t rebuilding notes from voicemail
- Books drop-offs and fills your booking link (Growth and up)
- Texts and emails customers when estimates are ready
- Keeps fleet and insurance email threads moving (Growth and up)
- Custom fleet and warranty workflows (Enterprise)
Property management
Property management
Callers need: tenant maintenance, sorting vendor calls, and after-hours issues that shouldn’t sit in a text thread.
What we capture: unit/address, issue category, urgency, access notes, and preferred callback.
CRM / tools: HubSpot and general CRM / ticketing sync; AppFolio-style workflows on request.
- Gets the maintenance details so nothing’s lost between the ring and the work order
- Sorts urgent after-hours calls and pings you right away
- Follows up with tenants and vendors by text and email
- Keeps maintenance and leasing emails moving (Growth and up)
- On-call rotation scheduling (Growth and up); custom work-order flows (Enterprise)
Cleaning & pest control
Cleaning & pest control
Callers need: one-time jobs, recurring routes, emergency pest calls, and reschedules when crews are already out.
What we capture: address, service type, frequency, urgency, access notes, and preferred window.
CRM / tools: HubSpot and general CRM sync; Jobber / Housecall Pro-style handoffs on request.
- Books one-time and recurring jobs without phone tag (Growth and up)
- Pings you on urgent pest calls and move-out cleans
- Follows up on quotes and confirmations by text and email
- Crew and route scheduling help (Growth and up)
- Seasonal campaign posts (Growth and up); custom route workflows (Enterprise)
Other
Any phone-heavy business
Callers need: a real conversation when you’re busy: quotes, bookings, status, and new-lead details.
What we capture: the fields that matter for your shop (custom scripts), then scores and logs the lead.
CRM / tools: HubSpot, Salesforce, Pipedrive, Google Contacts, and more.
- Med spas, insurance agencies, towing, landscaping, vets, home services, and more
- The phone gets answered and talked back to, plus follow-up text and email so leads don’t go cold
- Booking, email, posts, and crew scheduling (Growth and up)
- Custom features built for how your shop actually runs (Enterprise)
- We’ll map your calls and your desk on a 15-minute demo
See it for your trade
15 minutes. We’ll walk through how your calls, follow-up, and CRM would run.
No setup fee · Cancel anytime on month-to-month · No pressure