Manage your sales process effortlessly
Never Lose a Lead Again!
Struggling with getting valuable leads from all over the place and losing track of them or missing the follow up?
No More post it notes and napkins with contacts
No More forgetting to send that follow up email
No More entering in leads from social media messages
What is Lead Assistant?
Through the power of AI and Automation, Lead Assistant makes it easier to capture and organize your leads through a process that is automated with communication and tasks built in. Lead Assistant is easily accessed not only on your computer, but also in a powerful Mobile App.
Talk to your Lead Assistant through text or voice
Call the AI Assistant while you are on the road on your way to a showing or text it while you are waiting for lunch to be served. There for you whatever way is most convenient for you to access.
Captures and schedules leads on Social Media and the Web
No need to monitor and setup conversations on all these separate channels. Have AI answer while you monitor and engage these conversations with leads when the time is right.
Powerful automation driven by stages and triggers
Automation for simple to complicated tasks that are programmed into the system to handle communications, creating tasks and a variety of other activities. As simple or as complicated as you can define to make those administrative tasks a thing of the past.
How does the lead process work?
Leads get captured into a Lead Card
Through one of many ways including a call to your AI Lead Assistant or through one of your various online marketing channels.
Leads get handled in many ways depending upon...
How much information is available and what you want to happen next. Do you need more information from the lead? Do you need to gather information before you reach out to the lead? It all depends? Can be setup to suit your needs and your style and approach to managing your leads.
Leads engage and automation steps them through the process
Scripts and flows are created that step through a process of engaging with leads and reacting to their activities and inputs.
It can both read and deliver customized messages
It can interact with live calendars and synchronize
It can also execute actions based upon time
It can communicate through any channel you connect to it such as Email, Text, Facebook, Whats App, Slack, and many more
All leads can be viewed and managed by this Opportunities Dashboard
Call, message, create a task, tag a lead, update notes, make an appointment all within this view.
Most importantly move that lead anywhere in the stage to kick off another stage in the process.
We are not just a software solution...
We are technology partners. We know how complicated managing your business can be. And we also know you don't want to purchase something that makes your life harder because it's too hard to learn or keep up with day to day. That's why we have a different approach to support your efforts.
Intro Webinar Classes
Weekly Office Hours
Unlimited Development
Support Packages
Pricing
Limited Time Offer - Discounted Pricing
Monthly Plans with No Long Term Commitment
BASIC
$95
/MONTHLY
AI Assistant
Text Assistant
Web messaging
Email Integration
Calendar Integration
CRM
Mobile App messaging
Automation Support
1 User Access
200 Messages Included
$100 Setup Fee
PRO
$195
/MONTHLY
AI Assistant
Text Assistant
Web messaging
Email Integration
Calendar Integration
CRM
Mobile App messaging
Automation Support
3 User Access
500 Messages Included
$200 Setup Fee
ENTERPRISE
Custom
AI Assistant
Text Assistant
Web messaging
Email Integration
Calendar Integration
CRM
Mobile App messaging
Automation Support
5 User Access
Dedicated Setup
1000 Messages Included
Frequently Asked Questions
How long will it take to get setup and running?
Setup can usually be done in a day once scheduled for Basic. Pro setup depends upon various factors, but the timeframe is usually a week after initial onboarding meeting. Automations are dependent upon complexity of the automation. All setup require the import of a clean contact database to function.
Are the conversations saved or recorded?
Yes, the conversations are stored in the conversations section of the application so you can easily go back and look through the history. This is available in a browser through the web interface as well as through an app for Pro users that will allow you to view conversations on your phone.
Can I program or edit workflows myself?
Yes, absolutely. Once you get familiar with how they function, you can create new one or edit existing ones as much as you want.
Do you provide professional services?
Yes, we can support you on setup including import of contact database to custom development of workflows and webpages connected to workflows. Anything integrated with the platform we can support at a flat rate or $100/hour.
Is there a charge per message for using the service?
Yes, there is a $ 0.05 per message.
Is this integrated with a CRM?
Yes, this is absolutely integrated with a very sophisticated CRM that allows all sorts of options to manage dealing with both clients and prospective clients.
Is there a web app and what can I do with it?
The pro version has a web app and you can have conversations, update contact details and view flows. It can also be used as a phone dialer as well for additional cost.
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