Most lost work is not lost to a competitor. It is lost to a quote nobody chased, a missed call nobody rang back, and a note on the back of a docket. AIssie already answers the call and asks the questions, so it knows who got in touch, what they wanted, what they were quoted and whether they booked — and it keeps a list of every one of them, moving each lead along as things happen rather than waiting for somebody to update it.
Every lead carries a stage — New, Contacted, Quote sent, Won, Lost — and it moves on its own. Your assistant quotes a price, the lead becomes Quote sent. Somebody books, it becomes Won. You are reading a pipeline that reflects what actually happened, not one that reflects who remembered to tick a box.
Set a reminder on any lead and it emails or texts whoever it belongs to when it is due, with a count on the Leads tab for anything overdue. Separately, AIssie can chase the customer itself — a text or a call a few days after a quote, asking whether they want to go ahead.
Website and social enquiries record where the visitor came from: the campaign, the ad, or the site that linked to you, named rather than lumped together. Visitors sent by an AI assistant get a channel of their own, so you can finally see whether ChatGPT and Gemini are recommending you.
Put a value on a lead and the list tells you how much work is sitting at each stage, so you know whether this month is already covered or whether it is time to chase. A robocall or your own testing goes to Not a real lead, and stays out of the numbers instead of counting as a job you lost.
Calls, website chats, Facebook and Instagram messages, WhatsApp, text messages and your own notes sit on one timeline under the person they belong to, newest first. Somebody rings back three weeks later and whoever picks up can see the whole story, including the price they were given.
It is part of the portal rather than another subscription, and there is no import step or sync to go wrong — the leads are there because AIssie took the enquiry. If you already run HubSpot or something of your own, captured leads can be pushed there too.
For most small businesses, no. AIssie holds every customer it has spoken to, what was said, what they were quoted, where they came from and where the job stands, with notes and reminders against each one. If you already run a CRM you are happy with, captured leads can be pushed into it instead — but you do not need one for any of this to work.
No, and that is the point. The lead exists because AIssie answered the call or the chat, so the name, the number, the question, the price it quoted and any booking are recorded as they happen. You add the things only you know — a note, a value, who is looking after it.
Yes. Calls, website chat, Facebook and Instagram messages, WhatsApp and text messages all land in the same list under the same customer, so somebody who rang on Monday and texted on Friday is one person with one history rather than two entries.
Mostly by itself. Capturing a lead marks it Contacted, giving a price marks it Quote sent, and a booking marks it Won. It only ever moves forward on its own, so a second call cannot drag a quoted job back to the start, and it will never decide on its own that you lost a job — that is yours to say.
For website and social enquiries, yes: the campaign, the ad, or the site that linked to you, named rather than shown as a bare "referral". Visitors sent by an AI assistant such as ChatGPT or Gemini are recorded under their own channel. A phone call is recorded as a phone enquiry, since a call carries nothing to trace it back with.
Yes, and it is worth being clear about the two halves. Reminders are for you — an email or a text to whoever owns the lead when it is time to ring somebody. Follow-up messages are for the customer: a text, an email or an outbound call a set number of days after a quote or a job, in your wording.
Yes. Invite your team, give each lead an owner, and reminders reach that person rather than everybody. You can also give somebody view-only access if you want them to see the work without being able to change it.
Yes. Export your customer list to a spreadsheet whenever you like, with each one's stage, owner and where they came from in it. They are your customers and your records — nothing is locked in.