AI Intake & CRM Automation
The problem
Leads and inquiries come in by phone, email, and form and get lost in the shuffle. CRM is always behind because manual data entry doesn't happen.
What we build
We build AI intake agents that capture, qualify, and route every inquiry automatically — populating your CRM with full context the moment a lead comes in.
Business impact
Zero dropped leads, faster first response, and a CRM that stays current without manual entry. Your team focuses on closing, not data hygiene.
Frequently Asked Questions
How long does this take to build?
6–10 weeks — intake systems are typically the fastest to deploy. If your current intake is phone and email with no existing CRM, add 2 weeks for CRM selection and setup.
Does this replace our current intake process?
It replaces the manual steps — answering every first-contact inquiry, routing leads, and manually entering data. Your team keeps all the relationship conversations that actually matter.
What do we need to have in place before starting?
A CRM — or willingness to adopt one — and a defined intake flow, even if it currently runs on phone and email. We build around your existing lead sources.
Our clients prefer talking to a person.
The AI handles first-response and routing, not the relationship. Every client still reaches a person for the conversations that require judgment. The system ensures those conversations happen faster and with better context.
System Overview
Typical Engagement