The follow-up that never slips.
Most jobs aren't lost on the first call — they're lost in the follow-up that never happened. We set up a CRM that captures every lead and works it automatically: texts, reminders, review requests, and quote follow-ups, all running in the background while you run the business.
Veteran-founded. Based in York, Pennsylvania.
From first touch to closed, on rails.
Every lead lands in one place and moves through the same proven path — no sticky notes, no "I'll call them tomorrow," no leads falling through the cracks.
Lead capture
Calls, web forms, and messages all flow into one system automatically — every lead logged the moment it comes in, nothing left on a notepad.
Your own CRM workspace
A dedicated CRM built for your business, with every contact, conversation, and job in one place — so you always know where each lead stands.
Automated nurture
The system follows up for you: texting, appointment reminders, review requests, and quote follow-ups — sent on time, every time, until the lead converts or closes out.
Reporting & weekly summary
A clear weekly summary of what came in, what got booked, and what needs attention — so you can see the whole pipeline at a glance.
The busywork, handled in the background.
Automated texting
Instant replies to new leads and two-way texting that keeps the conversation going — most customers answer a text faster than a call.
Appointment reminders
Automatic reminders before every job to cut no-shows and keep the schedule full.
Review requests
A request goes out after the job, while you're still top of mind — the simplest way to build up your Google reviews.
Quote follow-ups
Open quotes get chased automatically so they don't go cold — the difference between a maybe and a booked job.
Your phone calls feed the same system.
Vapi voice, wired into your CRM
Pair this with your Vertex Ops AI receptionist and the calls don't just get answered — the caller, the reason, and the outcome flow straight into the CRM. A new caller becomes a contact, a booked job becomes an appointment, and the follow-up sequence kicks off on its own. One operation, not a stack of tools that don't talk to each other.
See the AI Receptionist →A2P 10DLC compliance, handled for you.
Carriers now block business texts from numbers that aren't properly registered — which is why a lot of "automated texting" quietly lands in a spam folder or never arrives at all.
We handle carrier registration so your texts get through.
We register your business and campaigns for A2P 10DLC — the carrier program that authorizes application-to-person texting — so your reminders, follow-ups, and review requests actually reach your customers instead of getting filtered. It's the unglamorous part most setups skip, and it's the part that decides whether your texts work at all.
Scoped to your business.
Custom automation and CRM aren't one-size-fits-all, so we don't pretend they are. We look at how your business actually runs, what you want automated, and where leads are slipping — then scope a build and a price that fit. No bloated package you half-use.
The fastest way to a number is a short call.
Tell us where the follow-up is breaking down. We'll map what we'd build, what it connects to, and what it costs — on the call, in plain terms.
Get a scope on a 15-minute call →Tell us what's slipping through.
We get back to you to set up a short call.
A short call to map your pipeline. Where are leads going cold?
We build and launch it. CRM, automations, and registration handled.