For agencies & lead-driven businesses

Turn leads into booked appointments automatically.

Capture inbound leads, qualify them with AI, route them into CRM, trigger instant follow-up, book calls and expose the whole funnel in one client-facing dashboard.

Run the demo For agencies
<60 sec
Target first-response window
3-tier
Hot / warm / cold qualification
6-step
Automated conversion workflow
1 view
Lead-to-booking visibility

Demo configuration only. Production implementations connect to the client's actual CRM, forms, calendars and messaging stack.

One flow, six jobs automated

The product is the full conversion layer after marketing creates the lead — not another dashboard that still needs someone to do the work manually.

01Capture
02AI score
03CRM route
04Follow-up
05Booking
06Reporting

Interactive lead demo

Submit a sample lead. The dashboard simulates the production workflow an agency can white-label for its own clients.

New inbound lead

Lead processed. CRM + follow-up workflow simulated successfully.

Automation timeline

Live simulation
Waiting
Lead capturedWebsite / ads / landing page
AI qualificationIntent, urgency, budget and fit
CRM routingContact + opportunity + source attribution
Instant follow-upEmail / SMS / WhatsApp / call task
Booking handoffCalendar + owner notification
LeadSourceAI scoreStatusNext action
James R.Google AdsHOT · 92BookedSales call today
Olivia T.Meta AdsWARM · 74Follow-upEmail #2 in 4h
Daniel K.OrganicCOLD · 41Nurture7-day sequence

Built for white-label agency delivery

Keep the client relationship and strategy. Use this system as the technical delivery layer behind your existing lead-gen, paid-media, CRM or retention offer.

Your brand stays front and center

The workflow can run under your agency's offer, terminology and client-facing process. No need to introduce another vendor to the client.

Custom engineering when templates stop

APIs, webhooks, CRM logic, dashboards, databases, booking flows and internal tools can be connected around the client's current stack.

Repeatable recurring delivery

Start with one workflow, then reuse the core architecture across similar accounts with monitoring, maintenance and expansion as recurring work.

What your client sees

  • Faster lead response and cleaner qualification
  • Consistent CRM stages, ownership and follow-up
  • Booking handoff and pipeline visibility
  • A workflow aligned to the agency's existing service

What we handle behind the scenes

  • Workflow architecture, APIs and webhook integrations
  • AI qualification logic and routing rules
  • Error handling, logging and handoff documentation
  • Custom front-end/admin views when off-the-shelf tools fall short
HubSpotGoHighLeveln8nMakeAPIsWebhooks
Designed as a technical partner model: the agency owns the client, pricing and strategy; the automation layer is implemented to fit the existing delivery stack.

Request a pilot workflow map

Share the stack you already use and the handoff that is breaking. The first step is a small, scoped workflow — not a platform migration.

What happens next

The request is reviewed against your current lead source, CRM and booking process. If there is a sensible automation fit, the pilot is scoped around one concrete workflow.

  • One lead source or intake path
  • One CRM / pipeline handoff
  • Qualification, routing and follow-up logic
  • Logging, error handling and handoff notes
Agency partners can keep the client relationship, branding and commercial terms. This form is for scoping the technical delivery layer.

Tell us about the workflow

No account is created and no payment is taken here. This form is only used to understand the workflow and reply about a possible implementation.
Thanks — the pilot request was submitted. The next step is to review the current stack and identify the smallest workflow worth automating first.