Every Lead Answered in 30 Seconds.
Every Stage Followed Up Automatically.
"Quote, accept, complete, review — that whole process."
Now on autopilot, across all 6 branches.
This is exactly the four-stage follow-up Andrew described. Each transition triggers automatically.
Watch a single lead move through all 6 stages — in real time.
Click Run Lead Simulation to see exactly what happens when a homeowner submits a form on your site. Every touch point. Every channel. Zero salesman time.
Andrew, this is where your salesmen get their 10 hours per week back. The AI handles every touch point automatically — same SOP across every branch.
4 channels. 8 touch points. 14 days. Zero manual work.
Every lead gets the same proven cadence — the one that took Flagstone Roofing from 19% to 39% lead-to-appointment conversion.
Lives directly on top of your new CRM.
Plugs directly into your Roofer CRM.
Every AI call recording, full transcript, and lead status update syncs back automatically into Roofer — alongside JobNimbus, GoHighLevel, ServiceTitan, Close, and Zoho support if you ever expand the stack.
Since you're switching to Roofer, this becomes the engine that lives on top of it.
What this looks like running across all 6 Evans branches.
(Flagstone benchmark)
Per Branch
The Same SOP
Three steps. Zero salesman time.
Lead submits a form
From anywhere — your website, Meta ads, Google ads, or directly inside Roofer CRM's intake. We capture every source.
AI calls within 30 seconds
If they don't pick up, it double-dials immediately, then kicks off the multi-channel cascade — SMS, email, and follow-up calls on the proven schedule.
Booked into the right branch
Lead lands on the correct branch calendar inside Roofer CRM with the full conversation transcript attached. Your salesman just shows up.