Lead follow-up automation for service businesses
AI CRM and Lead Automation That Answers Every Lead in Minutes
Missed-call text-back, instant follow-up on every form and ad lead, one inbox for every channel, review requests, and repeat-work reminders, running automatically for service businesses. Included with every HelixEdge ad or SEO plan, or set up on its own.
Response time
Minutes, 24/7
Channels
SMS, email, missed-call text-back
Included
With every ad or SEO plan
What you get
What Our AI CRM Service Includes
Missed-Call Text-Back
When you cannot pick up, the caller gets a text within seconds.
Instant Lead Follow-Up
Every form and ad lead gets an SMS and email within minutes, then a short sequence if they go quiet.
One Inbox for Every Lead
Calls, texts, forms, and Facebook messages in one place.
Appointment Booking
Leads can book straight into your calendar from the text thread.
Review Requests
After every completed job, automatically.
Pipeline and Reporting
Every lead from first contact to booked job, with its source attached.
Ready to see what this looks like for your company?
AI CRM by industry
AI CRM for Every Trade We Serve
HVAC CRM and Automation
Every lead gets a text and email back within minutes, day or night, so no booked job ever slips away.
Electrician CRM and Automation
Every lead gets a text and email back within minutes, day or night, so no booked job ever slips away.
Roofing CRM and Automation
Every lead gets a text back within minutes, every quote gets followed up, and every finished roof gets a review request.
Plumber CRM and Automation
Every lead gets a text and email back within minutes, day or night, so no booked job ever slips away.
Pressure Washing CRM and Automation
Every quote request gets a text back within minutes, and every finished job gets a review request and a rebook reminder.
Chiropractor CRM and Automation
Every inquiry gets a text back within minutes, every no-show gets a rebook nudge, and every visit gets a review request.
How it works
How Our AI CRM Process Works
01
Map Your Lead Flow
We walk through how calls, forms, and messages reach you today and where they fall through.
02
Build and Connect
The CRM is set up, connected to your phone, forms, ads, and Google Business Profile, and the messages are written in your voice.
03
Test Every Path
We submit test leads through every channel and confirm the text-back, the email, and the inbox all fire.
04
Run and Refine
Follow-up runs on its own. We review response times and reply rates monthly and tighten the sequences.
A Lead You Do Not Answer in Five Minutes Is a Lead Your Competitor Gets.
Book a meeting and we will map where your leads leak and fix it.
What owners say
Straight From Google Reviews
“Talk about an underrated business, the communication was spot on, the person I spoke with had all the answers to my questions. All around very helpful service. I will continue to use HelixEdge in the future.”
Nakka · 5-star Google review
“I am having really good experience with HelixEdge. Communication was on point the whole time, super easy to work with, and they clearly know what they’re doing.”
Somaly · 5-star Google review
“Super quick and professional with the request I had! For sure will be using them in the future!”
James · 5-star Google review
“Helixedge saved my business. I went from stressing about bills to now my company is flourishing! I am forever grateful for Brady Collette and the work he has done for me! Not a dollar wasted!”
Will · 5-star Google review
Keep reading
From the HelixEdge Blog
Scheduling software knows about jobs. Invoicing knows about money that already moved. Here is what a CRM does with everyone…
The three sequences that book work: instant reply, the follow-up cadence on a quote nobody has signed, and the long-term…
What AI answering and text handling genuinely do for a service business today, the calls that must reach a human,…
Straight answers
AI CRM FAQ
Short, honest answers. If yours is not here, ask us directly.
Still Have a Question?
Book a 20-minute call. You will talk to Brady, not a sales rep, and leave with a straight answer.
What does an AI CRM actually do for a service business?
It answers every lead fast, without staff. Missed calls get a text back in seconds, forms get a reply in minutes, and every conversation lands in one inbox. After the job it requests the review and handles the reminders.
Is this included with your ad management?
Yes. Every company that runs ads or SEO with HelixEdge gets the CRM and follow-up automation included. It can also be set up on its own.
Will the automated texts sound like a robot?
No. The messages are written in your company voice, and a real person can jump into any conversation from the inbox at any time.
Do I need this if I already have a dispatch or scheduling tool?
Your scheduling tool manages jobs after they are booked. The CRM manages leads before they are booked. The two work together.
Ready when you are
Let's Plan Your AI CRM Launch
Tell us your trade and your city. We will look at what you are running now, show you where the leads are leaking, and give you a straight plan.
- Reply within one business day
- Owner to owner, not a sales rep
- Based in Mississippi, working nationwide
We reply within one business day. Your info is never sold or shared.