CRM and lead routing
Every lead lands in one place and goes to the right person, with nothing sitting in an inbox nobody checks.
Leads come from forms and ads, from calls and DMs. When each source ends up somewhere different, some of them get lost. We connect the sources to one CRM.
Routing rules send each lead to the right office or agent, and alerts go out when something waits too long. Your team sees the full history before they call.
A common mistake
Letting leads sit in an inbox nobody owns.
How we approach it
Pick one job
A single task that eats your team's time. Not a platform overhaul.
Build on your data and guardrails
Your data, your brand voice, your rules. Nothing runs outside what you approve.
Keep a person in charge
Anything unclear goes to a human. Approvals come before changes that matter.
Measure, then expand
If the first job saves time, we pick the next one.
What we track
- Time saved on the chosen task
- Leads routed without delay
- Handoffs to people
- Errors caught in review
What we need from you
- Access to the systems involved
- Your approved answers and rules
- A person who owns approvals
- Patience for a test period
How it usually unfolds
- Setup
Workflow review and access to the tools involved.
- Build
Agent or automation built, tested with your team.
- Ongoing
Tuning, and the next task when the first is stable.
Every practice moves at its own pace, so we do not attach dates to these phases.
Questions we hear
Do we have to change CRM?
Usually not. We work with what you have when possible.
Will AI replace my front desk?
That is not the goal. Automation takes repetitive tasks off the desk, and people stay in charge.
Can I try something first?
Yes. Our free bots are on the site.
Tell us what you are building.
Pricing and scope are set on the first call.