Tech Allies
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CRM and follow-up that answers, books and chases the lead while you’re on the job.

One inbox, missed-call text back, booking, automated follow-up, review requests and text-to-pay, set up under your business name.

Start a project

Or call us:636-328-7944

Every channel in one place, on desktop and phone. Example data.

This is the system we set up for every client: one place for every lead, with texts, reminders, review requests and invoices that go out on their own. It runs on a platform we've operated for years, configured for your trade, under your business name, with your data exportable any time. It is built for a 1 to 15 person shop where the owner still answers the phone from the truck.

What it does

Six things it does. Each one on its own.

Start with the one that’s costing you leads. Add the rest when you’re ready.

Lead capture and instant responseCalls, forms and ad leads land in one place and get the first reply you approved.
  • Website forms and chat
  • Facebook and Instagram lead forms
  • Missed-call text back
  • Call tracking numbers
  • Trigger links
  • QR codes
One inbox for every conversationTexts, email, WhatsApp, Facebook and Instagram messages and web chat in one place, on desktop and phone.
  • Assign to a tech or the office
  • Templates
  • Call recordings and transcripts
  • Internal notes the customer does not see
Booking, calendars and the sales boardCustomers book from a link. Jobs move from lead to paid on one board.
  • Self-booking links
  • Round-robin to the right tech
  • Reminders
  • Deposits at booking
  • Drag-and-drop pipeline
Automation and follow-upQuotes that go quiet get followed up until the customer says yes or no.
  • Visual workflows
  • Estimate follow-up
  • No-show recovery
  • Review requests
  • Seasonal and reactivation reminders
  • Email and text campaigns
AI receptionist and assistantsCalls answered after hours, questions handled, visits booked, with a person one transfer away.
  • AI phone agent
  • AI text agent
  • AI review replies
  • Drafted copy
Get paid and get reviewsEstimate, e-signature, invoice and pay-by-text in one thread, then the review request.
  • Estimates and proposals
  • E-signature
  • Invoices
  • Text-to-pay
  • Maintenance plans and subscriptions
  • Review widget
  • Listings

The sales board

From lead to paid job on one board.

Every card is a customer. Drag it across as the job moves, or let the automations move it for you. The same board is on your phone.

Sales board with example jobs. Names and numbers are made up.

Missed calls

What happens after a missed call.

The customer gets a text before they’ve called the next company. If they don’t reply, the office gets a task. If they book, the calendar fills in. Nobody has to remember.

The text goes out from your number, where permitted.
Ten minutes, no reply: a call-back task for the office.
Booked: confirmation text, reminder the day before, review request after the job.
The missed-call workflow, drawn from the one we set up for clients.

After hours

The call gets answered at 9 PM. The visit gets booked.

An AI receptionist answers when nobody can, asks the questions you’d ask, books the first open slot and texts the confirmation. Ask for a person and it transfers. Every call is summarized on the contact.

Hands off to a person on request.
Every call recorded and summarized.
You hear it before it goes live.
Example call. The receptionist answers when nobody can, books the visit, and hands off to a person on request.

Also included

What surrounds it.

The six things above are the core. These come with it.

Reporting and attributionWhich ad made the phone ring, and what the booked job cost, in one report.
Mobile appYour techs run the day from the phone they already carry. The office sees everything.
IntegrationsGoogle Business Profile, Facebook and Instagram lead ads, Google Ads, Stripe, Zapier and webhooks.
Your dataContacts and pipelines are exportable any time, plus the conversation history we are able to export. The number you already had stays yours. A number we set up for texting is a subscription that ends with the plan.
Setup and trainingDone for you in weeks, with your team trained by the person who built it. The two or three things your team will touch get written down.
SupportThe people who set it up are the people who answer when something needs changing. No account manager in between.

Start here

Start a project.

Tell us how a lead reaches you today and where it goes quiet.

Or call us:636-328-7944

Tell us where leads fall out.

We reply by the next business day.

We reply by phone or email. Texts only if you check the box below.

What do you need? (optional)

By sending this you agree to our terms and privacy policy. We reply by phone or email about your request. Your phone number on its own is not consent to text: automated texts go out only if you check the box above, and leaving it unchecked does not stop us replying. See our terms and privacy policy.

Common questions

Questions people ask.

If your question isn’t here, call 636-328-7944 and ask.

Do we have to replace the tools we already use?

No. We start with what's working and connect to it where we can. We only recommend replacing something when it's costing you leads.

What's it built on?

A platform we've run for years, set up under your business with your phone numbers and your customer list. We keep it clean as the platform changes, so you don't have to.

Will my techs use it?

It runs on the phone they already carry, and most of what they touch is a text thread. If adoption stalls, fixing that is part of our job.

What does it cost?

The core setup is part of the plan: contacts, one pipeline, a booking calendar, inquiry capture, the follow-up you approve, missed-call text back after carrier registration and setup, and reminders. $500 a month, no setup fee, month to month, with the website, the search work and the posts. Review requests, estimates, invoices, text-to-pay and the AI receptionist are quoted as add-ons once the plan is running. Texting, calls, email and the business number are usage, billed separately, with the rates and the billing method confirmed before anything is switched on. If you only want the follow-up system, ask and we will quote it on its own.

Stop losing the leads you already paid for.

Tell us how a lead reaches you today. We'll map where it leaks and what the system would do instead.

Start a projectGet your free website review

Or call 636-328-7944 or email josh@techallies.co.

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