The operational backbone
your business is missing.
A business that can't answer its own phone, track its own leads, or follow up on its own prospects isn't ready for funding — and it isn't ready to scale. Lenders verify operational legitimacy. Clients expect professional communication. Neither tolerates gaps.
This system closes those gaps. AI handles your calls. CRM tracks every interaction. Automation handles the follow-up. Everything syncs. Everything runs on your brand.
View PricingOperational gaps are expensive
85% of callers who can't reach a business won't call back. They call your competitor. That's not a statistic you read in a report — it's a pattern that plays out every single day in businesses that don't have systems.
Missed calls become missed leads. Missed leads become missed revenue. And when you finally talk to a lender about funding, they check whether your business operates like a real operation — verifiable phone system, documented client interactions, professional communication.
This system solves both problems at once. It keeps your business operational and makes it verifiably so.
Every call answered
Winston responds 24/7 — nights, weekends, holidays. Natural conversation, not a phone tree.
Every interaction tracked
Calls, contacts, leads, tasks, appointments — all in one CRM on your own domain.
Everything connected
AI calls auto-populate the CRM. Follow-up tasks are created automatically. Nothing slips through.
Daily intelligence
Morning email digest with call summaries, new leads, pending tasks, and overdue items.
Three systems. One platform.
The phone system, CRM, and automation layer aren't separate products bolted together. They're components of a single integrated system — built in-house, operated on our infrastructure, running on your brand.
AI Phone Assistant
Winston
- 24/7 inbound call handling — AI answers before the second ring
- Natural, human-like conversation (not a phone tree or voicemail)
- Captures caller name, phone, reason for call automatically
- Answers business FAQs using your specific information
- Intelligent routing and escalation for urgent matters
- Full call recording with transcripts and sentiment analysis
White-Label CRM
Your domain, your brand
- Contact management with search, merge, dedup, and CSV export
- Lead pipeline with customizable stages
- Task management with due dates, assignments, and overdue alerts
- Appointment scheduling and calendar
- SMS campaigns — individual and bulk
- Multi-user access with role-based permissions
- White-label — runs on your domain (crm.yourbusiness.com)
Automated Workflows
Calls → CRM → Tasks → Reports
- AI calls auto-populate CRM contacts and call logs in real time
- Follow-up tasks created automatically from call summaries
- Hourly overdue task detection during business hours
- Daily email digest at 8:00 AM with full business snapshot
- Automatic contact deduplication by phone number
- Monthly usage and billing reports
Live in 3-5 business days
We handle the entire technical setup. No hardware. No software to install. No IT department needed.
Choose your tier and pay the setup fee
One-time fee covers the full build-out. No long-term contracts — cancel the monthly anytime.
Complete the intake form
Business name, hours, services, FAQs, how you want calls handled. Takes about 15 minutes. This is how we train your AI.
We build everything
AI phone agent configured with your business info. CRM portal created on your domain. Phone system, CRM, and automation integrated. DNS and SSL handled.
Go live
Your AI starts answering calls. Your CRM starts tracking interactions. You get daily reports. The system runs whether you're watching or not.
Transparent pricing. No surprises.
One-time setup fee covers the full build-out — phone provisioning, AI training, CRM creation, domain configuration, testing, and go-live. Monthly fee keeps everything running. Cancel anytime.
Starter
Core system for businesses getting operational.
- 1 phone number
- AI Phone Assistant (Winston) — 24/7
- Full CRM portal
- Real-time AI + CRM sync
- 500 AI call minutes/month
- 500 SMS messages/month
- 5 GB recording storage
- Up to 3 users
- White-label on your domain
- Email support
Growth
Expanded capacity with custom AI personality.
- 2 phone numbers
- AI Phone Assistant — 24/7
- Full CRM portal
- Real-time AI + CRM sync
- 2,000 AI call minutes/month
- 2,000 SMS messages/month
- 20 GB recording storage
- Up to 10 users
- White-label on your domain
- Custom AI voice personality
- SMS campaign templates
- Priority support (email + phone)
Scale
Full platform with unlimited capacity and integrations.
- Unlimited phone numbers
- AI Phone Assistant — 24/7
- Full CRM portal
- Real-time AI + CRM sync
- Unlimited AI call minutes
- Unlimited SMS messages
- 50 GB recording storage
- Unlimited users
- White-label on your domain
- Full AI voice clone
- Custom integrations (API + webhooks)
- Custom reporting dashboards
- Dedicated account manager
Usage overages: AI minutes $0.08/min · SMS $0.02/message · Storage $0.05/GB/month · Additional numbers $10/month each
The economics are straightforward
If your business misses 50 calls a month and each converted lead is worth $200, that's $10,000 in potential revenue hitting your phone. At a 20% conversion rate, that's $2,000 recovered — per month.
The Starter plan costs $49/month. That's a 40x return before you factor in the CRM, the automation, or the operational credibility you gain with lenders.
This isn't a cost. It's the infrastructure that makes everything else in your business work.
This is the beginning of a larger system
The AI phone and CRM are the first components of a complete business operating system. We're building toward a platform that helps businesses become structurally complete and permanently fundable — not just operationally active.
Current subscribers will have access to new capabilities as they ship. Early adopters build on the platform as it grows.
Your business needs a backbone.
Phone system. CRM. Automation. All integrated, all on your brand, all live in under a week.