An AI sales and admin system that runs on autopilot. It replies to every lead in your voice, follows up, books calls and sends the paperwork after a yes. You step in only where you choose. It all runs from your CRM. A CRM is simply one place that holds every lead, conversation and next step.
Turn interest into a booked call, without you chasing.
Every lead in one place. Forms, DMs, email and bookings land in your CRM, tagged by source.
ExampleSomeone hears you on a podcast and downloads your guide. They land in your CRM, tagged "podcast", and the next stage starts on its own.
Every inquiry answered. AI replies in your voice, day or night, using your offers and prices.
ExampleA prospect asks about your group program at 9 p.m. The AI replies right away, answers from your program details, and offers times for a call.
Calls booked for you. AI checks fit, books calls on your calendar, sends reminders and rebooks no-shows.
ExampleSomeone misses their discovery call. A few minutes later, they get a kind note with new times. When they pick one, it lands on your calendar.
Follow-up that never forgets. AI follows up until they book, reply or opt out.
ExampleA lead asks about pricing, then goes quiet. Over two weeks, the AI follows up with helpful notes and an easy way to book. You get an alert in case you want to reach out yourself.
Make saying yes, and starting well, easy.
From yes to paid. Proposal, contract and invoice go out after a yes, with e-sign and autopay.
ExampleAfter a great call, you mark the deal as won. The proposal, contract and invoice go out together. If nothing is signed in three days, a polite reminder goes out for you.
Calls are only recorded or summarized when everyone on the call agrees. Some states require this.
A smooth first week. Welcome emails, intake forms and session reminders run on their own.
ExampleThe moment a contract is signed, the client gets a welcome email, an intake form and a link to book their first session.
Keep clients longer, earn referrals, and see what works.
Renewals on a schedule. Check-ins, testimonial requests and renewal nudges, timed for you.
ExampleFour weeks before a package ends, the client gets a check-in and a renewal nudge. You get a heads-up in case you want to talk in person.
See what brings clients. A monthly view of leads, calls booked, show rate and revenue by source.
ExampleAt month end, you can see which source brought the most booked calls, and which one turned into paying clients.
The system does the work. You set the rules, and you can see everything it does.
Replies to leads, follows up, books calls and sends the paperwork after a yes. It's trained on your offers, prices, tone and past emails.
Sensitive or unusual questions are handed to you. So is anything outside the rules you set.
You see every message in one place. You can change the rules or pause the system any time.
Put confidential client conversations into AI tools unless you agree. Text a lead, or call them with AI, without their prior express written consent. Record or summarize a call unless everyone agrees.
We recommend a short note that replies are AI-assisted. Some states require this for sales bots.
We recommend the simplest, lowest-cost tool that fits how you sell, and we build on what you already have when we can.
Often a fit for most coaches and consultants
An all-in-one CRM with calendars, email, text messages, pipelines and automation in one account.
Often a fit if you use other Zoho apps
A flexible CRM with solid automation, at a price that suits smaller practices.
Often a fit for firms with a sales team
The most customizable option, for consultancies with several sellers or complex pipelines.
Often a fit when you already have a CRM
HubSpot, HoneyBook, Dubsado or another tool. If it can do the job, we build on it instead of starting over.
We also connect the tools around your CRM. That includes Calendly, Cal.com or Acuity for booking, and Google Workspace or Microsoft 365 for email. It also includes Stripe for payments and Zoom or Google Meet for calls.
A working system, and the confidence to run it.
Free Lead Follow-Up Review. No pitch deck. If we're not the right fit, we'll say so.