Sales workflows
Every lead caught, qualified, and followed up, without anyone chasing.
More booked jobs from the leads you already get, and a follow-up that never forgets.
Already running in production
This is the same lead-capture, outbound, and follow-up engine we run to fill our own pipeline, with an AI review queue so nothing embarrassing ever sends.
How your Sales runs, end to end.
Each stage hands off to the next automatically, all inside your Portal. You watch it happen and step in only when something needs your call.
Lead lands
From your site, ads, and listings
Captured & routed
Deduped and sent to the right rep
Followed up
Email and SMS until they reply
Booked
Straight onto your calendar
Proposal sent
Branded quote, accept and pay
What your Sales workflows do.
Each one runs every day from inside your Portal without anyone having to remember it. We build the workflows you need and run them for you every month, so the work happens whether your team is busy or not.
Lead capture and routing
Core buildEvery inbound from your site, ads, and listings captured into one place the moment it lands, then routed to the right person.
- Website, ad, and listing forms captured into one inbox instantly
- Facebook and Google lead-ad webhooks wired in
- Auto-dedup, enrichment, and routing so nothing sits unanswered
SDR and outbound engine
Core buildA full outbound machine that sources prospects, scores them, and works them with sequences you approve before anything sends.
- Prospect sourcing and targeted list building
- AI lead scoring on every prospect
- Multi-touch email and DM sequences with a human review queue
Follow-up and nurture
Automatic follow-up across email and text until they book or opt out, so no lead goes cold because nobody had time.
- Multi-channel email and SMS sequences
- Reply detection that pauses the sequence and hands off to a human
- Long-term nurture for the leads not ready yet
Proposals and quoting
Branded proposals and quotes generated in minutes, sent, and tracked the moment a client opens them.
- Branded proposal and estimate pages
- A live estimate calculator your prospect drives
- Accept and pay in one step
Also included
Unified conversations inbox
Every inbound conversation across channels in one place, so your team replies fast without app-switching.
Booking and scheduling
Leads book straight into your calendar, with reminders that cut your no-shows.
Built into your Portal, run for you.
Your Sales workflows plug straight into your Portal. We build them, wire them into where your data already lives, and run them for you every month with all tool and API costs included.
They usually start as your first workflows on Build at $2,500/mo, on your Portal, and most owners grow into a full department from there as they see it work. See pricing.
Who this is for
Service businesses losing leads to slow follow-up, or leaving outbound on the table because nobody has time to run it.
Pira reports to you
You never have to log in to know how it is going.
Pira is the AI that runs your Sales workflows, and she keeps you posted right on your phone. A morning brief, a ping the moment something moves, and a heads-up any time something is waiting on your call.
- A morning brief, so you start the day knowing where things stand
- A ping the moment something important happens
- A heads-up when something is paused and needs your approval
Sample reporting with a placeholder brand.
Stronger together.
Get started
Want your Sales workflows running for you?
Tell us how it works in your business and we will show you the build, on your own Portal, and what it costs.