Solar Routes
HVAC Routes
Fiber RoutesAI organizes the lead work.
Build your workflow around AI that organizes incoming leads and helps identify the next action, with the context your team needs in one place.
ORGANIZE & PRIORITIZE AI-NATIVE SALES SOFTWARE
AI works your leads.
Your team closes.
Built for AI to organize, contact, and follow up with your leads—connecting your call center, in-home sales teams, and marketing in one shared platform.
Your own software, built around your business. Describe how your team works, and use AI to create your SOPs and workflows—then review, adjust, and put them to work.
Built for roofing, solar, HVAC, and fiber teams.Custom-built for your business. Connected to your team.
///YOUR TERRITORY. YOUR OPPORTUNITY.↗
Put your next opportunity on the map.Homes, territories, and your next move.
THE CONVERSATION STARTS HERE ↗
01 / MAKE MORE OF YOUR EXISTING PIPELINE
Give every lead
a team behind it.
AI handles the lead work. Your reps bring the relationships and judgment. Shared history keeps the next call, reply, or handoff connected to what happened before.
Outreach keeps moving.
Bring leads into the dialer and use AI to contact and follow up with them through your configured workflow, with timing and handoff rules set by your team.
CONTACT & FOLLOW UPYour reps stay connected.
Keep conversations, notes, appointments, and outcomes together. Give reps the history to continue a conversation when a lead is ready for their help.
HAND OFF & CLOSE02 / SEE THE SOFTWARE
One lead history.
One connected team.
Bring lead details into the dialer and keep conversations, notes, appointments, and outcomes connected. Give your reps the context to pick up where the last interaction left off.
Everything you need for the next conversation.
Keep lead details, call controls, notes, and results together in one focused workspace.
Actual software screenshots. Dialer shown with sample data; screens may vary by configuration.
MORE CAPACITY, WHEN YOU NEED IT
A team behind your team.
Extend your sales operation with managed services, alongside the software.
03 / YOUR INDUSTRY. YOUR ROUTE.
Same ambition.
Different routes.
AI and your team, working around the sales process your industry needs—from the first conversation to the next appointment.
BUILT AROUND YOUR ROOFING BUSINESSYour next roofing job
starts with a conversation.
Connect homeowner interest with your sales team. Build a plan for outreach, qualification, and inspection appointments in the areas you serve.
Windows, remodeling, or another home service?
04 / BUILT AROUND HOW YOU SELL
Describe your process.
Build it with AI.
Tell AI how your team works.
Explain your sales stages, lead sources, team roles, and follow-up rules. Your custom workspace starts with the way your business operates.
Turn your SOP into a workflow.
Use AI to help create your standard operating procedures and workflows. Review the steps, timing, and handoffs, then adjust them to fit your team.
Put AI and your team to work.
Put your reviewed workflow into action. Keep AI follow-up, the dialer, and your reps connected through shared lead history, and refine the process as your business changes.
A few good questions.
Is the software customized for our business?+
Yes. Each customer gets software built and configured around their business, including their workflows, lead fields, team setup, and branding. AI helps turn the process you describe into SOPs and workflows you can review and adjust.
Do we have to buy leads or calling services?+
No. Start with the software and your own leads and team. Managed ad campaigns and call-center agents are additional services for teams that want help generating and working new opportunities.
How do AI and our reps work together?+
Define which leads and follow-up steps AI handles, and when a person takes over. The shared lead history gives your reps context for the next conversation. Your demo should walk through a handoff using your actual process.
How will we know it’s improving sales?+
Start with your current response times, booked and held appointments, and closed deals. Compare those outcomes for similar leads after setup, so you can see what changes in your operation.
What does it cost?+
Pricing depends on your market, campaign scope, software needs, and the level of calling support. Start with a conversation so the plan reflects your business.
What if we offer more than one service?+
Tell us which trades and markets you serve. We’ll map out the right setup during your growth-planning conversation.
START WITH THE OPPORTUNITIES YOU ALREADY HAVE
Let’s put AI to work
with your sales team.
Your leads. Your reps. A shared plan for follow-up.