The systems

Built to fix your exact bottleneck

No generic templates. Every automation here solves one specific problem, matched to wherever your business is actually losing time or money.

< 5 min
LeadLock responds to every inbound lead, 24/7
100%
of leads get a follow-up, vs. the 27% industry average
Zero
manual CRM entry required with CRM Autopilot active
6+
automation systems available, from intake to reporting
What we solve

Three problems, three fixes

Tap any card to reveal the fix →

The toolkit

Every system in the stack

Flagship

LeadLock

AI lead response and intake automation

  • Responds to every lead in under 5 minutes, day or night
  • Has a real conversation to figure out what they actually need
  • Books the appointment straight onto your calendar, no extra step
Active

CRM Autopilot

Automatic lead tagging, scoring, and pipeline movement

  • Nobody's typing a lead's info into your CRM by hand anymore
  • Figures out which leads are worth calling first
  • Moves each one to the next pipeline stage on its own
Active

Follow-Up Engine

Multi-channel outreach that keeps going until they answer

  • Follows up by text, email, or WhatsApp automatically
  • Adjusts what it says based on how someone responds
  • Keeps in touch long after the first conversation, so old leads don't just disappear
Active

Intake Guardian

Form routing, spam filtering, and qualification

  • Filters out spam and bots before they ever reach you
  • Routes each inquiry to the right person automatically
  • Keeps your data clean, no messy entries to fix later
Active

Reporting Suite

Automated performance dashboards, delivered

  • See exactly what's working, updated in real time
  • Know how fast leads are getting a response, and where they're stalling
  • Comes with a live ROI dashboard, not just a static report
Custom

Custom Workflow

Bespoke automation for your specific process

  • Old software that doesn't talk to anything else? We'll bridge it
  • Need new software set up? We'll connect it to your existing tools
  • Built around how your business actually runs, not a generic template
  • End to end, from the first inquiry to the invoice
Industrial / Automotive / Manufacturing / Distribution

Legacy Systems Integration

Your ERP isn't going anywhere, and it shouldn't have to. We connect the systems you already run: SAP, Oracle, AS/400, custom shop-floor software, whatever's actually keeping the plant running, to modern automation and reporting, without a rip-and-replace project that stalls production.

Years spent inside industrial operations means we know these systems don't get replaced on a whim. They get worked around, carefully.

Bridge legacy ERPs and shop-floor systems to modern dashboards and reporting
Automate data flow between systems that were never built to talk to each other
No downtime, no re-platforming, no retraining your whole team on new software
Built by someone who's worked inside industrial operations, not just automation tools
Legal / Financial

Private Systems

Client files. Financial records. Case data. Some businesses can't run their automation on shared cloud AI, so we don't. We build the same intake, follow-up, and workflow systems everyone else gets, hosted entirely on infrastructure you control.

Private deployments available
Same recovered time and revenue as our standard systems
Hosted on private, self-managed infrastructure, not shared cloud AI
No client or case data used to train any public model
Under the hood

We build on tools like n8n and Activepieces, self-hosted for full data control. Nothing gets stored longer than it needs to be, and your data never leaves systems you control or approve.

Connects to your stack

Works with the tools you already use

Gmail
/
Slack
/
HubSpot
/
Airtable
/
Make.com
/
Calendly
/
Google Calendar
/
Twilio
/
Zapier
/
n8n
/
Gmail
/
Slack
/
HubSpot
/
Airtable
/
Make.com
/
Calendly
/
Google Calendar
/
Twilio
/
Zapier
/
n8n
/
Gmail
/
Slack
/
HubSpot
/
Airtable
/
Make.com
/
Calendly
/
Google Calendar
/
Twilio
/
Zapier
/
n8n
/
QuickBooks
/
Outlook
/
ServiceTitan
/
Jobber
/
Pipedrive
/
ActiveCampaign
/
Notion
/
Stripe
/
Xero
/
Monday.com
/
QuickBooks
/
Outlook
/
ServiceTitan
/
Jobber
/
Pipedrive
/
ActiveCampaign
/
Notion
/
Stripe
/
Xero
/
Monday.com
/
QuickBooks
/
Outlook
/
ServiceTitan
/
Jobber
/
Pipedrive
/
ActiveCampaign
/
Notion
/
Stripe
/
Xero
/
Monday.com
/
In plain English

What we actually do

Three things. Click any step to go deeper.

Your business today
Running lean
Questions

Common questions

Does the AI sound like a robot when it talks to my leads?

No. The responses are conversational and tailored to what the lead actually said. We configure the tone to match your business: professional, friendly, or direct. Most leads don't realize they're talking to an automated system.

Which automation should I start with?

For most service businesses, LeadLock is the right first move. If you're already responding fast but losing leads further down the pipeline, CRM Autopilot or Follow-Up Engine might be a better fit. The Deep Dive diagnostic answers this for your specific situation.

What tools does this connect to?

Anything with an API or webhook: GoHighLevel, HubSpot, Jobber, ServiceTitan, Google Calendar, Slack, Gmail, and dozens more. If you're using a spreadsheet, or legacy system, we can work around that too.

Can I see it working before I commit to a full build?

Yes. Book The Deep Dive, a paid diagnostic session where we map your intake process, show you exactly what would be automated, and demo how it could look. You leave with a build spec whether you hire us or not. In addition, the See the Shift page showcases a day in the life of automation to give you an idea of what automation can do.

Not sure where to start?

Our free calculator shows you exactly where you're losing money right now, and which fix to tackle first.