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WHAT WE DO

Lead Response & Intake
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Document request reminders
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Automated follow-up sequences
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Missed call SMS follow-up
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Instant email response
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Consultation booking automation
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Appointment reminders
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Intake workflow automation
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Basic Lead Qualification
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CRM Automations
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Task Reminders
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Pipeline Movement
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Contact Management
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Lead Creation
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Reporting
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Response time monitoring
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Lead source tracking
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Conversion dashboards
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Basic lead / response dashboard
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Advanced Automations
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After-hours lead handling
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Advanced lead routing
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Onboarding workflows
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Engagement workflows
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Document collection automation
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Multi-step workflow automation
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Internal alerts
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Reactivation campaigns
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Voice AI
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AI receptionist
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Missed call callback agent
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After-hours phone answering
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Appointment scheduling by phone
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Call qualification
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Call routing
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SPENCER (AI Assistant)
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AI concierge
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Website assistant
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Branded internal AI assistant
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Advanced workflow intelligence
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Intake classification
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Document data extraction
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Workflow decision support
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Internal assistant upgrades
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Document summaries
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Email drafting
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SOP / internal Q&A
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Consultation summaries
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