Digital answering service + crm: the ultimate business solution

Transform Customer Interactions into Lasting Relationships

Core Functionalities and Benefits

Key Benefits:

Capture Every Opportunity: From calls to social media
Seamless Integration: Answering service feeds directly into CRM
Automated Follow-Ups: Never miss a lead again
360° Customer View: All interactions in one place
Data-Driven Insights: Understand and anticipate customer needs

Why It Matters:

In today's digital age, an answering service alone isn't enough. Our integrated solution ensures every customer touchpoint is captured, managed, and leveraged for growth.

Impact on Your Business:

✔Accelerated growth through improved lead management
✔Enhanced customer satisfaction with personalized interactions
✔Increased efficiency in sales and support processes

Experience the power of a truly modern customer relationship solution.

more than a crm

The All-in-One Business Solution

Understanding the True Cost of CRM Solutions

Cost Comparison: Salesforce vs. HubSpot vs. our All-in-One Business Solution

To illustrate, let’s compare the costs for a small business with 5 employees:

*Salesforce Unlimited (5 users)

✔Monthly Subscription: $2,500 ($500.00 per user)
✔Full-Time Administrator: ~$6,000
✔Total Monthly Cost: ~$8,500
✔Setup Complexity: High
✔Small Business Suitability: Low

*HubSpot Professional (5 users)

✔Monthly Subscription: $1,200 (limited to 2,000 contacts)
✔Full-Time Administrator: Not Required
✔Total Monthly Cost: $1,200
✔Setup Complexity: Medium
✔Small Business Suitability: Medium

Our Solution (Unlimited Users)

✔Monthly Subscription: $297 (unlimited contacts)
✔Full-Time Administrator: Not Required
✔Total Monthly Cost: $297
✔Setup Complexity: Low (Done For You)
✔Small Business Suitability: High

*CRM only, you set up the automations and systems

Experience the Transformation: Your Business, Reimagined

See how your business will run with our AI-Powered System in place...

Video Embed

Features Highlighted in the Video

Instant Estimate Form: Collects details about the roof issue and provides an immediate estimate.
AI Chat Widget: Assists in answering questions and booking appointments.
Lead Notification: Immediate notifications about new leads via email or SMS, based on your preference (Yahoo and Gmail in this demo).
Automated Follow-Up: Sends confirmation emails and text messages to customers.
Customer Profile and Information Logging: Logs all customer details and interactions into the CRM.
Mobile App: Allows updating job details and managing customer interactions on the go.
Detailed Job Documentation: Logs inspection details, photos, and estimates.
Automated Contract Management: Automatically sends out the standard contract for electronic signature and deposit request.
Automated Feedback Request: Sends automated text messages requesting service reviews.
Invoicing and Payment Reminders: Automatically generates and sends invoices and follows up with payment reminders. Tap to Pay and/or Text to Pay options are also available to set up but were not covered in the video.
Referral Tracking: Tracks new leads that come through referrals and logs them into the CRM.
Automated Campaigns: Sends seasonal maintenance reminders, special discounts, birthday wishes, holiday greetings, maintenance tips, and reminders for add-on services like gutter cleaning, roof blowing/sweeping, moss removal, and annual roof inspections.

These are just some of the powerful features available with this comprehensive CRM solution, designed to streamline your business operations and enhance customer engagement.

Incredible Attention to Details

Satisfaction Guarantee

Quick and On-Time