Funnel performance
Lead, demo, and paid trend across the week.
Pipeline makeup
Current CRM stages.
New 48
Demo 22
Trial 15
Paid 9
+25% conversions
AI chatbot and automated follow-up moved more inquiries into booked jobs.
10+ hrs/week saved
Scheduling, replies, and reminders moved into automations.
Faster lead-to-close
Pipeline stages, reminders, and checkout links reduced handoff gaps.
Plans and monetization
Starter
$49/mo
- 1 portal
- 1 AI agent
- Lead capture
- Calendar + email automation
Best value
Growth
$149/mo
- 3 portals
- Agent builder
- CRM pipeline
- Payments + marketplace
Pro
$297/mo
- Unlimited portals
- Voice AI
- Advanced analytics
- Priority onboarding
AI chatbot builder
Training documentsUpload FAQs, policies, service docs, and offer sheets.
Flow designerLead capture, booking, quote request, and handoff paths.
Live preview
Can you give me 5 Facebook ad ideas for my plumbing business?
Absolutely — I generated 5 ad angles focused on emergency service, same-day bookings, drain cleaning, water heater installs, and seasonal maintenance.
Fallback rate7%
Booked from bot18
Qualified leads41
Agent template library
Lead Capture BotSales
Estimator AssistantOperations
Customer Support BotService
Invoice Reminder AgentPayments
Review Request WorkflowRetention
Missed Call TextbackAcquisition
Lead capture form
Suggested actions after submit: create contact, tag source, send welcome email, route to demo or trial, and start nurture sequence.
Sales pipeline
New
BlueSky Electric$850 • VA-2
Demo
Joe's Plumbing$1,450 • Kevin
Trial
North Ridge Roofing$2,900 • VA-1
Paid
Iron Shield Security$3,200 • Kevin
Nurture and routing logic
Day 0Welcome email with trial + demo CTA
Day 1Tag engaged users and send reminder
Day 3Offer booking and reroute no-shows
Day 5Send plans and checkout handoff
Workflow engine
Lead form submittedCreate contact → tag ShieldCore Lead → send welcome email → notify owner
Demo bookedMove to Demo → confirmation → reminder sequence
Stripe payment receivedMove to Paid → onboarding → enable portal access
Customer inactive 7 daysReactivation → help content → support escalation
Voice AI and escalation
Inbound call flowGreeting → qualify need → confirm service → booking, payment, or human handoff.
Support handoffIf confidence is low or customer requests a person, transfer thread and attach transcript to CRM.
Upsell promptsSurface maintenance plans, add-ons, and digital products during service conversations.
Automation KPI board
Multi-portal architecture
Owner portalRevenue, team, automations, subscriptions
Technician portalJobs, calendar, work orders, status updates
Customer portalRequest service, track jobs, pay invoices
Permissions and security
MFA / secure sign-inOwner and admin protection
Role-based access controlAdmin / Technician / Customer roles
Portal isolationData separated by portal with approved sharing
Workflow historyAudit-friendly event stream
Industry templates
PlumbingUse template
ElectricalUse template
RoofingUse template
HVACUse template
SecurityUse template
Real EstateUse template
Marketplace and product cards
AI Lead Capture Kit
$49
Growth Subscription
$149/mo
Voice AI Add-on
$79/mo
Marketplace Bundle
$297
Conversational recommendations
Customer says“I need help getting more leads and I want to automate follow-up.”
ShieldCore suggestsGrowth plan + Lead Capture Bot + Booking + missed-call textback workflow
Ops control center
Onboarding84%
Bot accuracy92%
Portal health99.1%
Payment success97%
Launch checklist
Connect calendar and booking links
Attach Stripe payment links
Map lead form to CRM and tags
Load training documents for target industry
Enable MFA for owner accounts
Publish one case study and trust proof block