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The Automated Workflow

How The System Works.

Every plan includes a dedicated Local or Toll-Free number. Start with a standalone Text Loop or Voice Loop, or upgrade to the all-in-one Complete Lead Loop. Here is exactly what happens when a customer calls you.

The Old Way

  • •You are mid-consultation or on a job site. The phone rings. You can't answer.
  • •The lead hits your voicemail, hangs up, and calls your competitor from Google.
  • •You call back 45 minutes later, only to hear: “Sorry, we already booked with someone else.”

The Loop Engine

  • •Our system instantly texts back the missed call, or our Live Voice Assistant answers the phone for you.
  • •Your phone buzzes with a text and email containing the lead's name, number and a summary.
  • •The lead is saved as a contact, ready for you to call or text back. Connections to your own CRM are available on request.

Standalone Plan 1

The Text Loop

When a customer calls your new number and you can't answer, our safety net catches them before they call your competitor. You can then chat with them directly through our mobile app.

  • Instant auto-text sent to the caller.
  • Alert hits your mobile inbox app.
  • Text them back from your phone.
“Hey, I need a quote...”
(Goes to voicemail)
“Hi! It's the team at the office. We're on a job site right now. How can we help you today?”
“Do you do free consultations?”
“Yes we do! I can take your information so our owner can call you back. What is your first and last name?”
Summary sent by text and email

Standalone Plan 2

The Voice Loop

Our Live Voice Assistant answers your phone 24/7. It talks naturally, captures the caller's name and number, and sends you a text and email summary so you can jump in.

  • Voice assistant answers and gathers lead info.
  • Summary sent by text and email.
  • Text them back from the mobile app.

The All-In-One Upgrade

Complete Lead Loop

Replace your clunky software. You get the Text Loop, the Voice Loop, and our all-in-one CRM right on your mobile phone.

  • Voice assistant handles the live call.
  • Lead drops into the Sales Lead Loop CRM.
  • Automated email sequences and follow-up.

Voice assistant + Mobile CRM + Follow-up

Where It Fits.

Illustrative examples of how different businesses could use each package. These are example scenarios, not customer results.

Example: Medical Spa

Package: Voice Loop

The situation:

Staff are with patients and can't answer the phone, so consult requests slip away.

How it helps:

The Live Voice Assistant answers every call, captures the caller's name and number, and texts and emails the front desk a summary to follow up on.

Example: HVAC & Plumbing

Package: Complete Loop

The situation:

Emergency replacement calls come in while the owner is on a job or asleep.

How it helps:

The Live Voice Assistant answers at 2 AM, alerts the owner by text and email, and the lead lands in the CRM with automated follow-up.

Example: High-End Salon

Package: Text Loop

The situation:

The phone rings constantly on Saturdays and distracts stylists.

How it helps:

Every missed call gets an instant text to start the conversation, and the owner gets an email alert.

Stop Leaving Money on the Table.

Experience what your customers will hear, or jump straight into the pricing tiers to find the right fit for your business. Questions? Read the FAQ.