Add-ons
Start with answered calls. Add more when the workflow is ready.
Every team begins with Voice: answer the phone, capture what the customer needs, and send the next step to the right person. Real estate is the first packaged workflow. Mortgage and legal are still small, reviewed pilots. For trades, home services, dental, and other teams, we add deeper workflows only when the day-to-day process is clear enough to support well.
Keep the customer record up to date after a call, without retyping the same notes.
- Update the customer or lead record after the call
- Create follow-up tasks for the right person
- Keep call notes attached to the existing workflow
Owner visibility
Coming soonSee where calls are coming from, how quickly they get answered, and which follow-ups are still open.
- Call volume by source
- Response time and booking visibility
- Follow-up completion and outcomes
Smarter follow-up
Coming soonPrioritize the calls that need attention first and remind the team when the next step is due.
- Priority signals from caller intent
- Suggested next actions
- Reminders based on the call
We're collecting requests from service businesses now. Tell us what you need if your team wants to be considered for a private pilot.