Everything your business needs.One system. One login.
From the first call to the five-star review, here’s what Intelli+ handles for you, all set up by our team.
Never miss a call, text or chat.
Every customer gets an answer in seconds, day or night, in your business’s voice.
24/7 AI receptionist
Answers calls, answers questions, quotes your standard prices and books the appointment.
Website AI chat
Chats with visitors on your site and books them while they’re interested.
Missed-call text-back
Anyone you miss gets a text in seconds, so they don’t call the next company.
Business phone
Business lines with smart call menus and routing to the right person.
Live transfer
Hands the call to you or your team whenever you want a human on the line.
One inbox
Calls, texts, emails, chats and Facebook messages in one place.
Turn every lead into a booked, paid job.
Follow-up happens on its own until the job is booked, signed and paid.
Automatic follow-up
Texts and emails every lead until they book.
Online booking
Customers pick a time from your real calendar, with reminders that cut no-shows.
Instant quote forms
Customers get a price estimate on your site 24/7.
Quotes and e-sign
Send a quote and get it signed from your phone.
Invoices and payments
Get paid by card or bank through Stripe or Square.
AI callbacks and past-customer calls
Calls new web leads back in about a minute, and checks in with past customers (only contacts who opted in).
Customer list and job tracker
See every lead and job from first contact to paid.
Your built-in CRM
Every customer, call, text, quote and job in one place. Your AI receptionist and follow-up messages update it for you, so it stays current without data entry.
See every conversation with a customer in one timeline
Every call, text and chat is logged to the customer record, newest first.
Track jobs from first call to paid invoice
Watch every job move through your pipeline without chasing status updates.
Your customer list is yours to export anytime
Export your full list as CSV whenever you want it. Your data stays yours.
Paperwork, invoices and admin, handled.
The busywork that eats your evenings runs in the background.
Automatic steps
Job booked, reminder sent, invoice sent, review requested, without you lifting a finger.
QuickBooks and Xero sync
Invoices and payments flow straight into your books.
Contracts and e-signatures
Agreements signed online, stored with the customer record.
Digital fax
Faxes arrive in your inbox (handy for dental and medical).
Marketing that runs itself, tracked to revenue.
More customers from the marketing you already do, and proof of what each dollar earns.
Review requests
Happy customers get asked for a review at the right moment.
Email and text campaigns
Promotions, reminders and seasonal offers sent automatically.
Social posting
Schedule posts across your social channels from one calendar.
Comment-to-message
Turns social comments into private conversations and bookings.
Call tracking
Each ad, listing and channel gets its own number, so you know what makes the phone ring.
AI Lead Spotter
Identifies eligible website visitors and starts follow-up, even if they never called.
Results screen
Calls, leads, booked jobs and revenue by source on one screen.
Your website and your business, in your pocket.
New website
Built to turn visitors into booked jobs, included on every plan.
Keep your website
We plug Intelli+ into the one you have.
Landing pages
For ads and special offers.
Intelli+ mobile app
Run everything from your phone.
Intelli+ works with the tools you already use
Plus hundreds more integrations.
What’s in each plan
| What you get | Core | Growth | Pro |
|---|---|---|---|
| Customer list, one inbox, online booking, missed-call text-back | ✓ | ✓ | ✓ |
| Website, landing pages, mobile app | ✓ | ✓ | ✓ |
| Quotes, e-sign, invoices, payments, QuickBooks sync | ✓ | ✓ | ✓ |
| Review requests, email and text campaigns | ✓ | ✓ | ✓ |
| Call tracking, results screen | ✓ | ✓ | ✓ |
| 24/7 AI receptionist and website AI chat | ✓ | ✓ | |
| Automatic follow-up, automatic steps | ✓ | ✓ | |
| Business phone, social posting | ✓ | ✓ | |
| AI callbacks and past-customer calls | ✓ | ||
| AI Lead Spotter, monthly ROI report | ✓ | ||
| Priority support, monthly strategy call | ✓ |
Want it all run for you? Done-For-You plans add managed ads, social and campaigns. See Done-For-You →
Not sure which pieces you need?
Book a free 15-minute call. We’ll look at how your business runs today and show you exactly what Intelli+ would do.