AI Inquiry Management
We connect your website forms, ads, phone calls, and CRM so every customer inquiry is captured, scored, followed up with, and routed to the right person without manual admin work.
What this capability brings into the business
What sits outside this scope
Capabilities that can be added when the system needs them
| Add-On | Price | Description |
|---|---|---|
| Additional location routing | $197/mo | Route inquiries by branch, territory, or service area. |
| Advanced reporting dashboard | $297/mo | Custom KPI dashboard for inquiry source, response speed, bookings, and revenue attribution. |
| Custom workflow setup | $197 | One-time configuration for a niche workflow, department, or internal approval path. |
Where this capability creates the most leverage
Expected timeline
Timeline starts from signed agreement and completed intake form.
How the work moves
We map your inquiry sources, service areas, contact rules, intake questions, and follow-up expectations.
We connect your forms, phone system, ads, and CRM via API or webhook. If you do not have a CRM, we set up a clean starter workspace.
We build routing rules, notifications, tags, status updates, and follow-up reminders for each inquiry type.
Each inquiry is scored against your service fit, urgency, location, and completeness. High-priority inquiries trigger instant alerts.
Inquiries land in your CRM with clean source attribution. We review quality monthly and improve the workflow as volume grows.
Questions, answered
AI Inquiry Management
Capture, qualify, and route every customer inquiry automatically.