Business Systems, Solutions & Automations
From the local shop to national and international companies, RetainLeads builds processes and automations that help you answer more calls, follow up with leads faster and ask for more reviews—from missed-call text-back and an AI receptionist available day and night to custom AI teams built for your business. We handle the setup for you.
- Done-for-you setup
- Core, Growth & Pro: month to month
- Keep your phone number
Illustrative workflow. Results vary by business. Click any step to inspect live automation sequence.
Pricing
Plans & Pricing
Transparent pricing with done-for-you onboarding and no lock-in contracts.
Core
“Catch Missed Calls and Boost Google Reviews”
One-time setup: $197 Gifted Free
- Missed-call text-back: missed callers get an automatic text from your business
- Google review requests + AI review replies (helps your reputation)
- Website chat widget
- Text follow-up: keep conversations going with leads and customers by text
- A simple CRM you can use from your phone: contacts, conversations and leads in one place
- 1,000 texts/month included*
- Monthly results email
- Keep your phone number — we forward missed calls; your number stays yours
- Done-for-you setup: phone number, texting registration, chat widget and AI configured for you
Month to month — cancel anytime.
30-day money-back guarantee on your first payment.
Growth
“Powerful AI Front Desk”
One-time setup: $497 Gifted Free
Everything in Core, plus:
- After-hours AI answering: when you're closed, AI answers in your business name, takes the caller's name, number and job details, and texts you a summary
- Fast lead follow-up: new leads get a text back within about a minute
- Effective Website: a professional 10–20 page website built for your business, set up to be found on Google and AI search (SEO and AI search ready)
- Booking calendar with appointment reminders
- Estimates, invoices and text-to-pay
- Monthly email newsletter or promo built from a template
- One-time database reactivation campaign at signup: reach past customers in your first week
- 700 AI voice minutes/month included*
- 1,500 texts/month included*
- Keep your phone number and your reviews
- Done-for-you setup: your after-hours AI trained and configured for you
Month to month — cancel anytime.
30-day money-back guarantee on your first payment.
Pro
“Premier Business Growth”
One-time setup: $997 Gifted Free
Everything in Core & Growth, plus:
- Full-time AI receptionist: answers calls and texts anytime, day or night, and books appointments on your live calendar
- AI Social Media Manager and social planner (for example, 3 posts a week)
- Ongoing nurture and seasonal campaigns
- 1,000 AI voice minutes/month included*
- 2,500 texts/month included*
- Google Maps Boost (Google Business Profile optimization)
- Website review widget
- Quarterly past-customer reactivation campaign
- AI Growth Agent: brainstorms seasonal offers, drafts promotional texts and runs past-customer reactivation campaigns
Month to month — cancel anytime.
30-day money-back guarantee on your first payment.
Business Solutions
“The Game Changer! Your Own Custom AI Systems & Teams”
One-time setup: $1998 starting at $1,998
Everything in Pro, plus:
- A complete business system custom-built for your company
- Dedicated AI bot employees designed for your business (for example: receptionist, sales follow-up, onboarding, customer support, and review and reactivation bots)
- Custom workflows, pipelines, and automations
- Integrations with the tools you already use
- Full custom API, webhook and database syncing
- Dedicated account engineer and ongoing AI tuning
Includes a written service agreement.
*Texts are counted in standard carrier segments of up to 160 characters (emojis or special characters lower that to 70). Texts and voice minutes reset each billing cycle and do not carry over. Contact us for a quote if you need more texts or voice minutes.
What We Build
Systems & Automations That Work for You
Everything your business needs to turn missed calls, search traffic, and manual follow-ups into booked jobs.
Missed-Call Text-Back
Missed callers get an automatic text from your business.
Google Review Requests + AI Review Replies
Ask customers for honest reviews and reply to reviews in your voice.
Website Chat Widget
Answer visitors in your words and send leads to your phone.
AI Call Answering
After-hours AI answering on Growth: AI answers when you can't and texts you the details. Full-time AI receptionist with calendar booking on Pro.
Websites Built to Be Found
A professional website set up for Google and AI search tools like ChatGPT, with chat and quote forms that turn visitors into text conversations.
Booking, Invoices & Text-to-Pay
A booking calendar with reminders, plus estimates, invoices and text-to-pay so customers can book and pay from their phone.
AI Social Media & Campaigns
An AI Social Media Manager and planner (for example, 3 posts a week) plus ongoing nurture and seasonal campaigns.
Custom Business Systems
Workflows, pipelines, integrations and dedicated AI bot employees designed around your processes.
Systems, Automations & Bots Built Upon Request
Tell us what you need and we build it for you—custom systems, automations and bots for your business.
AI Agents & Voice Agents
Deep research agents, voice agents, AI chatbots and sales agents trained on your business.
APIs, Webhooks & Integrations
Custom APIs, webhooks, action buttons, live booking and unified dashboards connecting your tools.
HR, Recruiting & Marketing Systems
HR automation and recruiting, payments and billing, and marketing pipelines built around your team.
See It In Action
Example Conversations & Business Solutions
Test how our automated text-back, AI intake, and appointment booking converse with customers seamlessly.
Your Business · Missed call
SMS & AI Assistant Active
Fictional example messages. Appointments and prices confirmed by your team.
What a Google Review Could Look Like
Fictional five-star examples for Your Business — not customer testimonials.
Jane H.
“Your Business did a great job!!! Recommend anytime!!!”
Included With Every Plan
Monthly Report Example
Your reviews, conversations and follow-ups in one monthly summary.
Your Business · Monthly Results
September 1–30, 2026
62 texts · 22 emails
4.8 average rating for new reviews
17 customers replied
14 customers replied · 6 bookings recorded
12 text · 5 call · 4 email taps
514 included texts remaining
Sample report with fictional data, shown for illustration only. Available measurements depend on connected services; contact taps are not confirmed bookings.
Business System Examples
Systems, Automations & Bots
Every business runs on processes. We design the systems, automations and bots that keep them moving — for local shops, national teams and international companies.
Business Systems
The backbone that helps keep customers, jobs and team members organized.
Lead-to-Customer Pipeline
Inquiries from your website, phone and social channels land in one place, tagged by source and stage, so nothing slips through the cracks.
Client Onboarding System
Welcome messages, intake forms, documents and kickoff scheduling run in order automatically — before, during and after a sale.
Team & Job Coordination
New jobs route to the right person with details, reminders and status updates, all visible in one view.
Help Desk & Ticketing
Customer questions become organized tickets with priority, owner and history, so support stays consistent as you grow.
Automations
Repetitive follow-up and admin work handled on schedule.
Quote Follow-Up
Open quotes get polite, timed follow-ups until the customer answers or your team closes them out.
Invoice & Payment Reminders
Friendly reminders before and after due dates that stop as soon as payment is recorded.
Review Requests After Completed Jobs
Honest-review requests go out once a job is marked done, keeping your reputation work steady without extra effort.
Data Entry & Data Collection
Bots move information between forms, spreadsheets and your CRM, and gather public web data into clean, usable lists.
Bots & AI Agents
AI helpers for your customers on the outside and your team on the inside.
AI Receptionist
Answers common questions day and night, then passes visitors to your team or books time on your calendar.
Deep Research Agent
Gathers market, competitor and industry data, then synthesizes it into clear briefs your team can act on.
Voice Agents
Natural-sounding AI voice agents handle inbound calls and approved outbound calls, then log conversations for your team.
AI Chatbots & Sales Agents
Respond to new inquiries in seconds, qualify leads with your questions and move ready buyers toward closing.
Integrations, APIs & Dashboards
Connect your tools, train your agents and see everything in one place.
APIs & Webhook Orchestration
Custom APIs and webhooks connect your forms, CRM, billing and internal tools so data moves on its own.
Skills & Knowledge Base Training
Train agents on your exact manuals, policies and price sheets, with custom skills and live search for up-to-date answers.
Custom Executive Dashboards & Analytics
Unified dashboards bring leads, sales, jobs and team activity together into clear charts for decision makers.
Buttons, Booking & Live Calendars
Action buttons and live booking calendars on your site and messages let customers schedule in a tap.
Operations & Systems
Systems for the parts of the business customers never see.
HR Automation & Recruiting
Applicant screening, interview scheduling and new-employee onboarding handled in order, so hiring stays organized.
Payments, Subscriptions & Billing
Invoicing, payment webhooks and recurring charge sync keep your billing records accurate across your tools.
Shipping & Logistics
Order updates, delivery notifications and carrier tracking kept in sync so customers and staff can see where things stand.
Manufacturing & Inventory
Stock levels, reorder alerts and production checklists that keep work moving and reduce manual counting.
Have a process in mind? We'll help you map it and build it.
Custom systems are scoped under Business Solutions with dedicated account engineering.
FAQ
Frequently Asked Questions
Quick answers about plans, billing, setup, and features.
Ready When You Are
Put your follow-up on autopilot—we build it with you.
Questions? Email support@retainleads.com