Your growth partner.
AI systems built to streamline your business.

AI automations, workflows and systems that generate leads, close deals, and scale operations.

Book a free business audit

Works with the tools you already use
GmailOutlookQuickBooksShopifyHubSpotSalesforceGoogle SheetsExcelSlackMicrosoft TeamsStripeSquareXeroCalendlyGoogle CalendarMailchimpZoomMonday.comNotion

The difference a custom system makes

Hours back

The repetitive work runs on its own, so your time goes to customers and growth.

This week To-do
Copy 14 new leads into the CRMdone
Chase 6 quote repliesdone
Build the Friday reportdone
Send 9 invoice remindersdone
Time saved this week0h 00m

Fewer mistakes

Data moves between your systems without retyping. Anything unusual is flagged for a person.

Invoice #1042 · Northside Fitness Checking
Monthly plan × 12$49.00
Setup fee × 1$150.00
Consulting hours × 6$95.00
Contract rate is $90Use $90
All lines match · ready to send

Faster responses

Replies and quotes go out while the customer is still interested.

Maya Chen · 9:41 pmHi! Do you have any openings this week? I’d like to get a quote.
You · 9:42 pmHi Maya, yes! I have Thursday at 10:30 or Friday at 2. Want me to book one?
Call booked · Thu 10:30 am

Clear numbers

The numbers you check every week, pulled together and waiting each morning.

Dashboard This week
$0+12% vs last week
MonWedFriSun

Not sure where to start? Start with one system.

From instant lead replies to quotes, invoices and daily reports.

AI lead generation

Lists of businesses that fit your ideal customer, with the right contact for each.

  • + Local business lists from Google Maps
  • + Contacts found and checked
  • + Sent straight to your CRM

Cold email sending

Your lead lists turned into personal outreach, sent from inboxes set up to land in the main inbox.

  • + Domain and inbox setup
  • + Inbox warmup
  • + Personalized sequences

Instant lead reply

Every inquiry from your site, ads or inbox gets a personal reply in minutes, day or night.

  • + Replies in minutes
  • + Qualifying questions
  • + Hand-off to a person

Lead scoring

Every inquiry scored on fit and interest, so the hottest leads reach you first.

  • + Fit and interest scoring
  • + Hot leads flagged to you
  • + Scores kept in your CRM

AI receptionist and missed-call text back

Calls answered after hours, appointments booked, and anyone you missed gets a text right away.

  • + Answers and books calls
  • + Instant missed-call texts
  • + Call summaries to your CRM

Booking and scheduling

Customers book themselves in, get reminders, and show up.

  • + Online booking
  • + Reminders and confirmations
  • + Reschedules handled

Job scheduling and dispatch

Jobs assigned to the right crew, schedules sent out, and customers told when you are on the way.

  • + Jobs assigned by area and skill
  • + Crew schedules sent daily
  • + On-the-way texts to customers

Review management

Happy customers get asked for a review at the right moment, and you see every new one.

  • + Review requests after each job
  • + New review alerts
  • + Draft replies for you

Referral programs

Happy clients get asked for referrals at the right time, and you see who sent whom.

  • + Referral asks after good jobs
  • + Referral tracking
  • + Thank-you rewards sent

CRM and sales automation

Your CRM does the work instead of just storing it.

  • + Lead routing
  • + Follow-ups that never forget
  • + Clean pipeline reports

Follow-up across channels

Follow-ups by SMS, email and DM that change based on what each lead does.

  • + SMS, email and DMs
  • + Triggered by opens, clicks and replies
  • + Stops when they respond

Sales call notes

Every sales call transcribed and summarized, with the follow-up email drafted for you.

  • + Call transcripts and summaries
  • + Notes saved to your CRM
  • + Follow-up email drafted

Quotes and proposals

Quotes and proposals drafted from a call or a form, ready for you to check and send.

  • + Drafted from your pricing
  • + Sent and tracked
  • + Automatic follow-ups

Contracts and e-signatures

An accepted quote becomes a contract, gets signed online and kicks off onboarding.

  • + Contracts from your templates
  • + Online signing
  • + Onboarding starts on signature

Client onboarding

New clients get the right forms, welcome emails and setup steps without anyone chasing.

  • + Welcome sequences
  • + Forms and documents collected
  • + Your team notified

Email flows

The right email to the right customer at the right time: check-ins, offers, renewals.

  • + Win-back and check-in emails
  • + Follow-up sequences
  • + Written in your voice

Maintenance and renewal reminders

Service-due and renewal messages go out on schedule, so repeat work books itself.

  • + Service-due reminders
  • + Contract renewal notices
  • + Rebooking links included

Support bots

An assistant that answers common questions from your own info and passes the rest to you.

  • + Bookings, pricing and FAQs
  • + Answers from your documents
  • + Escalates to a person

Custom research agents

AI agents that research companies, markets or competitors and hand you a clean summary.

  • + Company and prospect research
  • + Competitor and market checks
  • + Summaries sent to your inbox or CRM

Team knowledge assistant

Your team asks how things are done and gets answers from your own docs and processes.

  • + Answers from your SOPs
  • + Works in Slack or Teams
  • + Points to the source doc

Document processing

Orders, invoices, forms and PDFs read and entered into your systems for you.

  • + Invoices, orders and forms
  • + Matched to your records
  • + Mismatches flagged

Purchase orders and stock reorders

Low stock spotted early and purchase orders drafted for your suppliers to approve.

  • + Reorder alerts
  • + Purchase orders drafted
  • + Supplier follow-ups

Alerts that matter

Get told when something needs you: a big deal stalls, a payment is late, stock runs low.

  • + Stalled deal alerts
  • + Late payment alerts
  • + Low-stock alerts

Reporting dashboards

The numbers you check every week, pulled together and waiting each morning.

  • + Daily summary email
  • + Live dashboard
  • + Alerts when numbers move

Systems integration

Your CRM, accounting, inventory and email working from the same information.

  • + One record everywhere
  • + Data in sync
  • + No copy-paste between apps

AI content

Social posts, emails and newsletters drafted in your voice for you to approve.

  • + Social posts
  • + Blog and email drafts
  • + Newsletters

Resume screening and interview scheduling

Applicants screened, interviews scheduled and candidates kept in the loop.

  • + Resume screening
  • + Interview scheduling
  • + Candidate updates

AI training for your team

Hands-on sessions so your team knows which AI tools to use and how to use them well.

  • + Team workshops
  • + Tool setup and guides
  • + Use cases for your business

Ongoing support

We watch your systems, fix issues fast and keep improving them as your business changes.

  • + Monitoring and fixes
  • + Monthly improvements
  • + A direct line to the person who built it

AI lead generation

Lists of businesses that fit your ideal customer, with the right contact for each.

  • + Local business lists from Google Maps
  • + Contacts found and checked
  • + Sent straight to your CRM

Cold email sending

Your lead lists turned into personal outreach, sent from inboxes set up to land in the main inbox.

  • + Domain and inbox setup
  • + Inbox warmup
  • + Personalized sequences

Instant lead reply

Every inquiry from your site, ads or inbox gets a personal reply in minutes, day or night.

  • + Replies in minutes
  • + Qualifying questions
  • + Hand-off to a person

Lead scoring

Every inquiry scored on fit and interest, so the hottest leads reach you first.

  • + Fit and interest scoring
  • + Hot leads flagged to you
  • + Scores kept in your CRM

AI receptionist and missed-call text back

Calls answered after hours, appointments booked, and anyone you missed gets a text right away.

  • + Answers and books calls
  • + Instant missed-call texts
  • + Call summaries to your CRM

Booking and scheduling

Customers book themselves in, get reminders, and show up.

  • + Online booking
  • + Reminders and confirmations
  • + Reschedules handled

Job scheduling and dispatch

Jobs assigned to the right crew, schedules sent out, and customers told when you are on the way.

  • + Jobs assigned by area and skill
  • + Crew schedules sent daily
  • + On-the-way texts to customers

Review management

Happy customers get asked for a review at the right moment, and you see every new one.

  • + Review requests after each job
  • + New review alerts
  • + Draft replies for you

Referral programs

Happy clients get asked for referrals at the right time, and you see who sent whom.

  • + Referral asks after good jobs
  • + Referral tracking
  • + Thank-you rewards sent

CRM and sales automation

Your CRM does the work instead of just storing it.

  • + Lead routing
  • + Follow-ups that never forget
  • + Clean pipeline reports

Follow-up across channels

Follow-ups by SMS, email and DM that change based on what each lead does.

  • + SMS, email and DMs
  • + Triggered by opens, clicks and replies
  • + Stops when they respond

Sales call notes

Every sales call transcribed and summarized, with the follow-up email drafted for you.

  • + Call transcripts and summaries
  • + Notes saved to your CRM
  • + Follow-up email drafted

Quotes and proposals

Quotes and proposals drafted from a call or a form, ready for you to check and send.

  • + Drafted from your pricing
  • + Sent and tracked
  • + Automatic follow-ups

Contracts and e-signatures

An accepted quote becomes a contract, gets signed online and kicks off onboarding.

  • + Contracts from your templates
  • + Online signing
  • + Onboarding starts on signature

Client onboarding

New clients get the right forms, welcome emails and setup steps without anyone chasing.

  • + Welcome sequences
  • + Forms and documents collected
  • + Your team notified

Email flows

The right email to the right customer at the right time: check-ins, offers, renewals.

  • + Win-back and check-in emails
  • + Follow-up sequences
  • + Written in your voice

Maintenance and renewal reminders

Service-due and renewal messages go out on schedule, so repeat work books itself.

  • + Service-due reminders
  • + Contract renewal notices
  • + Rebooking links included

Support bots

An assistant that answers common questions from your own info and passes the rest to you.

  • + Bookings, pricing and FAQs
  • + Answers from your documents
  • + Escalates to a person

Custom research agents

AI agents that research companies, markets or competitors and hand you a clean summary.

  • + Company and prospect research
  • + Competitor and market checks
  • + Summaries sent to your inbox or CRM

Team knowledge assistant

Your team asks how things are done and gets answers from your own docs and processes.

  • + Answers from your SOPs
  • + Works in Slack or Teams
  • + Points to the source doc

Document processing

Orders, invoices, forms and PDFs read and entered into your systems for you.

  • + Invoices, orders and forms
  • + Matched to your records
  • + Mismatches flagged

Purchase orders and stock reorders

Low stock spotted early and purchase orders drafted for your suppliers to approve.

  • + Reorder alerts
  • + Purchase orders drafted
  • + Supplier follow-ups

Alerts that matter

Get told when something needs you: a big deal stalls, a payment is late, stock runs low.

  • + Stalled deal alerts
  • + Late payment alerts
  • + Low-stock alerts

Reporting dashboards

The numbers you check every week, pulled together and waiting each morning.

  • + Daily summary email
  • + Live dashboard
  • + Alerts when numbers move

Systems integration

Your CRM, accounting, inventory and email working from the same information.

  • + One record everywhere
  • + Data in sync
  • + No copy-paste between apps

AI content

Social posts, emails and newsletters drafted in your voice for you to approve.

  • + Social posts
  • + Blog and email drafts
  • + Newsletters

Resume screening and interview scheduling

Applicants screened, interviews scheduled and candidates kept in the loop.

  • + Resume screening
  • + Interview scheduling
  • + Candidate updates

AI training for your team

Hands-on sessions so your team knows which AI tools to use and how to use them well.

  • + Team workshops
  • + Tool setup and guides
  • + Use cases for your business

Ongoing support

We watch your systems, fix issues fast and keep improving them as your business changes.

  • + Monitoring and fixes
  • + Monthly improvements
  • + A direct line to the person who built it

AI lead generation

Lists of businesses that fit your ideal customer, with the right contact for each.

  • + Local business lists from Google Maps
  • + Contacts found and checked
  • + Sent straight to your CRM

Cold email sending

Your lead lists turned into personal outreach, sent from inboxes set up to land in the main inbox.

  • + Domain and inbox setup
  • + Inbox warmup
  • + Personalized sequences

Instant lead reply

Every inquiry from your site, ads or inbox gets a personal reply in minutes, day or night.

  • + Replies in minutes
  • + Qualifying questions
  • + Hand-off to a person

Lead scoring

Every inquiry scored on fit and interest, so the hottest leads reach you first.

  • + Fit and interest scoring
  • + Hot leads flagged to you
  • + Scores kept in your CRM

AI receptionist and missed-call text back

Calls answered after hours, appointments booked, and anyone you missed gets a text right away.

  • + Answers and books calls
  • + Instant missed-call texts
  • + Call summaries to your CRM

Booking and scheduling

Customers book themselves in, get reminders, and show up.

  • + Online booking
  • + Reminders and confirmations
  • + Reschedules handled

Job scheduling and dispatch

Jobs assigned to the right crew, schedules sent out, and customers told when you are on the way.

  • + Jobs assigned by area and skill
  • + Crew schedules sent daily
  • + On-the-way texts to customers

Review management

Happy customers get asked for a review at the right moment, and you see every new one.

  • + Review requests after each job
  • + New review alerts
  • + Draft replies for you

Referral programs

Happy clients get asked for referrals at the right time, and you see who sent whom.

  • + Referral asks after good jobs
  • + Referral tracking
  • + Thank-you rewards sent

CRM and sales automation

Your CRM does the work instead of just storing it.

  • + Lead routing
  • + Follow-ups that never forget
  • + Clean pipeline reports

Follow-up across channels

Follow-ups by SMS, email and DM that change based on what each lead does.

  • + SMS, email and DMs
  • + Triggered by opens, clicks and replies
  • + Stops when they respond

Sales call notes

Every sales call transcribed and summarized, with the follow-up email drafted for you.

  • + Call transcripts and summaries
  • + Notes saved to your CRM
  • + Follow-up email drafted

Quotes and proposals

Quotes and proposals drafted from a call or a form, ready for you to check and send.

  • + Drafted from your pricing
  • + Sent and tracked
  • + Automatic follow-ups

Contracts and e-signatures

An accepted quote becomes a contract, gets signed online and kicks off onboarding.

  • + Contracts from your templates
  • + Online signing
  • + Onboarding starts on signature

Client onboarding

New clients get the right forms, welcome emails and setup steps without anyone chasing.

  • + Welcome sequences
  • + Forms and documents collected
  • + Your team notified

Email flows

The right email to the right customer at the right time: check-ins, offers, renewals.

  • + Win-back and check-in emails
  • + Follow-up sequences
  • + Written in your voice

Maintenance and renewal reminders

Service-due and renewal messages go out on schedule, so repeat work books itself.

  • + Service-due reminders
  • + Contract renewal notices
  • + Rebooking links included

Support bots

An assistant that answers common questions from your own info and passes the rest to you.

  • + Bookings, pricing and FAQs
  • + Answers from your documents
  • + Escalates to a person

Custom research agents

AI agents that research companies, markets or competitors and hand you a clean summary.

  • + Company and prospect research
  • + Competitor and market checks
  • + Summaries sent to your inbox or CRM

Team knowledge assistant

Your team asks how things are done and gets answers from your own docs and processes.

  • + Answers from your SOPs
  • + Works in Slack or Teams
  • + Points to the source doc

Document processing

Orders, invoices, forms and PDFs read and entered into your systems for you.

  • + Invoices, orders and forms
  • + Matched to your records
  • + Mismatches flagged

Purchase orders and stock reorders

Low stock spotted early and purchase orders drafted for your suppliers to approve.

  • + Reorder alerts
  • + Purchase orders drafted
  • + Supplier follow-ups

Alerts that matter

Get told when something needs you: a big deal stalls, a payment is late, stock runs low.

  • + Stalled deal alerts
  • + Late payment alerts
  • + Low-stock alerts

Reporting dashboards

The numbers you check every week, pulled together and waiting each morning.

  • + Daily summary email
  • + Live dashboard
  • + Alerts when numbers move

Systems integration

Your CRM, accounting, inventory and email working from the same information.

  • + One record everywhere
  • + Data in sync
  • + No copy-paste between apps

AI content

Social posts, emails and newsletters drafted in your voice for you to approve.

  • + Social posts
  • + Blog and email drafts
  • + Newsletters

Resume screening and interview scheduling

Applicants screened, interviews scheduled and candidates kept in the loop.

  • + Resume screening
  • + Interview scheduling
  • + Candidate updates

AI training for your team

Hands-on sessions so your team knows which AI tools to use and how to use them well.

  • + Team workshops
  • + Tool setup and guides
  • + Use cases for your business

Ongoing support

We watch your systems, fix issues fast and keep improving them as your business changes.

  • + Monitoring and fixes
  • + Monthly improvements
  • + A direct line to the person who built it

While you work, your system works too.

Leads answered, follow-ups sent and reports ready. Anything important waits for your OK.

12Leads answered
31Follow-ups sent
9Invoices handled
31
Calendar6m
Call booked
Intro call with Maya Chen · Thu 10:30 am
H
HubSpot4m
New lead added
Maya Chen asked for a quote on the website. Reply sent 9:42 pm.
&
Lever&Line2m
Needs you
Invoice #1043 uses $95/hr but the contract says $90. Fix it?
Fixed
M
Gmail1m
Re: Quote Q-218
Hi Dana, just checking in on the quote we sent Tuesday. Happy to adjust anything.
qb
QuickBooksnow
Invoice ready · #1042
Northside Fitness · $2,000.00. Matched to the signed quote.
Approved

Real integrated workflows.

Built around how your business operates.

Inquiry receivedReply sent · 1 minAdded to CRM
Generate leads

Instant lead reply

Every new inquiry gets a personal reply in minutes, day or night, and lands in your CRM.

Walkthrough coming soon

Our proven framework

AuditPlanExecuteSupport

Audit

Free business audit

A free 30-minute call where we look at how your business runs, see where the time goes and map out exactly where AI can make the biggest difference.

• How work moves today

• The tools you already use

• What’s worth automating first

Plan

Your proposal

A clear scope, timeline and fixed price. No surprises and no hourly billing, so you know exactly what you’re getting.

• The system, step by step

• A fixed timeline

• A fixed price

Execute

The build

We build, test and launch your system on your tools. You get weekly updates and a working system, not a slide deck full of promises.

• Tested on your real work

• Live only with your OK

• Plain-English handoff

Support

Ongoing support

An optional monthly plan for monitoring, improvements and new additions, so your system keeps getting better over time.

• Monitoring and quick fixes

• Improvements as you grow

• New steps and tools added

Industries we serve

Built for your operating needs.

Every build is custom. Here’s what we build for businesses in each industry.

Explore industries

Wholesale and distribution

Home services

Health and wellness

Professional services

Real estate and property

E-commerce and retail

Construction and trades

Agencies and marketing

Questions
answered.

Something else on your mind? Bring it to your free business audit.

What kinds of businesses do you work with?

What happens on the free business audit?

How much does it cost?

Do we have to change our software?

Is our data safe?

How long does a build take?

Ask anything

Get an instant answer about what we build, how it works, timing and cost. Answers come straight from our own business information.

Ask a question about Lever&Line…

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What would you build for my business?

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See all questions