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● AI CRM

Never Lose a Lead Again. $1/Month + AI Usage.

One inbox for calls, texts, email and social, with automated follow-ups, pipelines, reminders and review requests. Built on GoHighLevel.

At a glance

$1/month + AI usage

  • Unified inbox for every channel
  • Automated pipelines & workflows
  • Scheduling & appointment reminders
  • Review requests & reputation management
  • Usage-based billing for AI tasks
Real Fortress job
One dashboard

Every Channel, One Inbox

Calls, texts, email and social messages flow into one place.

CallsTexts (SMS)EmailFacebookInstagramGoogle ChatAI CRMBuilt on GoHighLevel
Automation

Follow-Up That Runs Itself

1New leadAny channel2PipelineAuto-moves stages3Follow-upTexts & emails4Booked jobReminders sent5ReviewRequest after job
Features

What's Included

Unified inbox

SMS, email, Facebook, Instagram and Google Chat in one place.

Visual pipelines

Drag-and-drop pipelines show where every lead stands.

Smart workflows

Automated follow-up sequences, review requests and appointment reminders.

Scheduling

Calendars and booking tied to your contacts.

Reputation

Automatic review requests after jobs.

Lead delivery

Pay-per-lead leads land straight in your pipeline.

AI tasks

AI features billed by usage.

Mobile access

Work your leads from your phone.

Real work

Close More of the Jobs You Get

  • Fast response wins jobs: the CRM keeps every lead in one place
  • Automated reminders cut no-shows
  • Review requests build your Google rating over time
  • Pairs with FieldTask for crews in the field
Screened lanai, Fortress Floor CoatingsREAL JOB
Screened lanai, Fortress Floor Coatings
Inside the AI CRM

Every Lead Lands In A Pipeline You Can See

Leads move from New Lead to Closed with AI texts, calls and reminders doing the follow-up. Screens below are examples with sample data.

Sample data
app.serviceprolink.io/opportunities

Opportunities · Coating Jobs

+ Add opportunity
New Lead3
Example pipeline
Dana Whitfield2-car garage · flakePPL lead
Marcus ReyesPool deck resurfacePPL lead
Tara NguyenPatio · 480 sq ftWebsite
Contacted2
Example pipeline
Brian LoweGarage + drivewayAI texted
Kelly OrtizLanai coatingAI called
Qualified2
Example pipeline
Sam Patel3-car garageVerified
Renee CarterFront porchVerified
Proposal Sent2
Example pipeline
Josh KimGarage · polyasparticQuote $4,850
Laura BrooksPool deckQuote $6,200
Closed2
Example pipeline
Eric MossDrivewayWon
Nina Shaw2-car garageWon

Example pipeline view, styled after the GoHighLevel board SPL runs on. Names are samples.

AI follow-up

Texts And Calls That Answer In Seconds

The AI texts new leads, calls them back, and books the estimate on your calendar, day or night.

Sample data
DW
Dana W.Text Message
Today 9:41 AM
New lead: garage coating, Niceville
Hi Dana! This is Gulf Coast Coatings. Thanks for asking about your garage floor. Is it a 2- or 3-car garage?
2 car. Lots of oil stains
No problem. We grind and repair first so stains won’t show. Can we come by Thu at 10 or Fri at 2 for a free estimate?
Thursday works
You’re booked for Thu 10:00 AM ✅ We’ll text a reminder the day before.
iMessage

AI text follow-up books the estimate

Sample data
AI
AI Voice AgentOn call · 01:42 · Live transcript
AI ASSISTANT

Hi, this is Ava with Gulf Coast Coatings. You asked about coating your garage floor. Do you have a minute?

HOMEOWNER

Yeah, it’s a two-car garage. Lots of oil stains.

AI ASSISTANT

Got it. We grind and repair the concrete first, so stains won’t show. Do you want a full flake look or a solid color?

HOMEOWNER

Flake. Can someone come out this week?

AI ASSISTANT

I have Thursday at 10 or Friday at 2. Which works better?

AI voice call with live transcript

Sample data
?
(555) 013-7781Text Message
Missed call · 6:12 PM
Sorry we missed your call! This is Gulf Coast Coatings. What project can we help with?
Pool deck is cracking, need it redone
We can help. Could you text 2–3 photos of the deck?
📷 Photo
Thanks! Mike will call you tomorrow at 9 with a ballpark. Sound good?
Perfect 👍
iMessage

Missed-call text-back

Real-time alerts

You Know The Moment Something Happens

Missed calls get an automatic text back. Booked appointments, new leads and AI replies show up on your phone.

Sample data
☎
nowMissed call · (555) 013-7781Auto text-back sent: “Sorry we missed you! What can we help with?”
✓
1mAppointment bookedMarcus R. · Estimate Thu 10:00 AM · added to calendar
★
4mNew verified leadPool deck resurface · 32541 · skip traced ✓
💬
6mAI replied to Tara N.“Yes! We do patios. Want a quick quote?”

Example phone notifications

Sample data
Contacts › Dana Whitfield
DW
Dana Whitfield
pay-per-leadverifiedgarage
Phone(555) 014-2290
Project2-car garage · full flake
StageQualified
Activity
💬
AI text sent
“Hi Dana, it’s ServiceProLink for Gulf Coast Coatings. Still want that garage quote?”2 min after lead
📞
AI call · 3m 12s
Qualified: 2-car garage, wants flake, owns homeDay 1
📅
Appointment booked
Estimate Thu 10:00 AM · synced to calendarDay 1
⭐
Review request queued
Sends after job is marked completeAuto

Example contact record with full activity history

Automations

Workflows That Never Forget A Follow-Up

Speed-to-lead, no-reply nudges, reminders and review requests all run on their own.

Sample data
Automation › Workflows › New Lead Speed-to-Lead
⚡
Trigger: New lead addedPay-per-lead or website form
💬
AI text within 60 secPersonal intro + photo request
⏱
Wait 5 min · no reply?Branch
📞
AI voice callQualifies + offers times
📅
Book appointmentCalendar + reminder texts

Example speed-to-lead workflow

Sample data
BL
Brian L.Text Message
Day 3 · No reply
Hi Brian, just checking in on your driveway quote. Still interested?
Day 7
We have an opening next week in your area. Want me to hold a spot?
Yes, sorry been busy!
No worries! Tue 9 AM or Wed 1 PM?
iMessage

Example long-term nurture texts

FAQ

Common Questions

How much is the AI CRM?

$1 per month plus AI usage. AI tasks are billed by usage.

What platform is it built on?

GoHighLevel.

Which channels are in the inbox?

Calls, texts, email and social messages, including Facebook, Instagram and Google Chat.

Does it send follow-ups automatically?

Yes. Workflows can send follow-up sequences, appointment reminders and review requests.

Will my pay-per-lead leads show up here?

Yes. Leads are delivered straight into your CRM pipeline.

Can my crew use it with FieldTask?

Yes. FieldTask syncs two ways with the CRM.

Is there a contract?

No. There's no contract for the AI CRM.

The 5-Lead Test

Try It With 5 Leads, Then Decide

Get 5 triple-verified leads in your area, work them, and only keep going if the jobs close.

Starting at $100 per leadNo ad spend · No contracts
Coated driveway by Fortress Floor CoatingsREAL JOB

Questions? Call (844) 484-3800

Put Every Lead in One Place

Start with the CRM for $1/month, then add a 5-lead test.

or call (844) 484-3800

Real Fortress job

AI Usage Pricing

$1/month plus usage. You pay only for what you use, at these rates.

Outbound calls$0.035 per minute
Inbound calls$0.0213 per minute
Text messages (SMS)$0.0208 per segment
Email$0.0017 per email
Email verification$0.0063 per email
Workflow premium actions$0.025 per run
Reviews AI$0.025 per review
Content AI$0.225 per image or 1,000 words
Voice AI$0.05 per minute
Conversation AI$0.05 per AI response
WhatsApp$0.185 per message
Domain purchase$12 per domain
AI model usage in workflows and AI agentsPer token at 2.5x model cost

Usage is charged to your account balance and shown in your account. Carrier and registration fees for texting are billed at cost.

See full pricing