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- # Lead Capture & Nurturing
- # AI Conversations
- # AI Appointment Setting
- # AI Receptionist
- # Pipelines & Reporting
CRM & Automation
Google Partner
Google Ads Certified
No long-term contracts
CRM & Lead Generation
Paid campaigns measured in calls, leads and sales, not clicks.
CRM & Automation
- # Lead Capture & Nurturing
- # AI Conversations
- # AI Appointment Setting
- # AI Receptionist
- # Pipelines & Reporting
Google Partner
Google Ads Certified
No long-term contracts
Northline Heating & Cooling
Example HVAC company
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1
Customer calls to book Daniel, a homeowner, needs a furnace tune-up
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2
AI Receptionist answers “Thanks for calling Northline. I can book you Thursday at 9:30 am.”
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3
Appointment booked Thursday, 9:30 am, in Northline’s calendar
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4
Saved in Northline’s CRM Contact, call summary and next step · team notified
A real business flow. Daniel calls Northline Heating & Cooling, an HVAC company, to book a furnace tune-up. The AI Receptionist answers, books him for Thursday at 9:30 am and saves everything in Northline’s CRM.
Manage your whole customer journey in one platform
Start with what your business needs most. For many of our clients, that’s lead capture: every enquiry from your website, ads, phone calls and social media lands in one inbox and gets a fast, automatic reply.
From there, we can bring the rest of your business onto the same platform, including bookings, customer conversations, your sales pipeline, payments and reporting.
Built on HighLevel and set up by Evolv, it fits the way you work today and scales as you grow, with no need to switch systems later
From there, we can bring the rest of your business onto the same platform, including bookings, customer conversations, your sales pipeline, payments and reporting.
Built on HighLevel and set up by Evolv, it fits the way you work today and scales as you grow, with no need to switch systems later
How it fits together, for an example HVAC company. Leads from Northline’s website, ads, phone calls, chat and social messages land in one CRM. The team gets a notification, the lead gets a reply straight away, and every job moves through the pipeline without anyone copying details between apps.
Our premier AI CRM marketing tools
Elevate your business with our AI CRM marketing tools. Our CRM software is more than just a marketing platform. It’s your partner in achieving business success, with everything you need to capture, nurture and convert leads in one place.
Booking automation
Automatically book leads and prospects into your calendar, and keep the conversation going with nurture campaigns you build in the campaign builder.
Artificial intelligence
Artificial intelligence and machine learning manage your conversations, from website chat and text replies to phone calls answered by our AI Receptionist.
Customer maintenance
Manage your clients, leads, websites, funnels, calendars and other services, all in one place.
Collect customer payments
Stripe is built in, so you can collect payments on your websites, funnels and bookings and when you sell your services.
Lead capture
Use the page builder to create landing pages, surveys and forms that send every new lead straight into your CRM.
Lead nurturing
Multi-channel follow-up campaigns by text, email and social media that capture every lead’s response.
Workflow and Pipeline Management
See exactly where every lead sits in your sales funnel and what needs to happen next.
Full analytics reports in one place
One dashboard shows where your leads are and the revenue in each stage of your pipeline.
What it does for your business
Putting your leads and customers in one system pays off in three ways.
Lead Management
Our CRM captures your leads and helps you act on them, unlocking the potential of every interaction and driving growth.
Client retention
With all your leads and customers in one place, you can keep every interaction consistent and personal, improving satisfaction and long-term loyalty.
Business growth
Centralizing your leads makes scaling seamless and gives you a solid foundation to grow and diversify your business.
Connect with your customers the way they prefer
No one wants to call businesses anymore. Asking customers to phone you is starting to feel like asking them to send a fax. They would rather send a text, a message or a chat, and our CRM gives them every option.
AI chatbot and text back
Answer website chats around the clock and text back missed calls, so every enquiry turns into a conversation.
Mobile app
Monitor your leads, reply to customers and grow your business on the go.
Google chat
Turn your Google Business Profile into a lead generator, with chat built in.
All of these conversations arrive in one inbox, attached to the right contact, so your whole team can see the history and reply from anywhere.
One conversation, whatever the channel. Emma filled in Northline’s Facebook ad form, replied on Facebook and got her confirmation by email. Northline’s team sees it all in one thread and replies from the desktop or the mobile app.
Every call answered with our AI Receptionist
Some customers will always pick up the phone. Text back keeps the conversation going when you miss a call, and our AI Receptionist goes a step further: it answers your calls day and night, so you don’t miss the ones that matter.
Answers every call, 24/7
In a natural voice, during busy hours, after hours and on weekends.
Handles the routine questions
Hours, services, pricing and directions, answered from your business information.
Books appointments
Straight into the same calendar your website, text and chat bookings use.
Hands over when a person is needed
Urgent, sensitive or complex calls are transferred to your team or flagged for a callback.
Saves every call in your CRM
Caller details, a call summary and the full transcript, with the same follow-up as your other leads.
Calls land in the same place. The AI Receptionist answers, books and hands every call to the CRM with a summary and the transcript, so phone leads get the same follow-up as forms and messages.
AI appointment setting software
Running an appointment-based business comes with its own challenges. Our AI text scheduling system is a game-changer: it works 24/7 without fatigue, so you don’t miss opportunities or end up with double bookings.
Accepts appointment requests from your website, web chat, texts, DMs, Facebook Messenger and more
Sends customers a link to book themselves by text, for existing customers and new leads alike
Intelligent rescheduling spots conflicts and suggests another time in real time
Connects with your calendar apps and business software
Follows up with ready-made text and advertising campaigns
Lets customers book 24/7, at any hour
Sends automatic text reminders to reduce no-shows
Books calls answered by your AI Receptionist into the same calendar
We recommend starting with your existing customer database. Targeted campaigns and online booking reach those customers for free, then we add ads to bring in new leads.
Stay booked, stay busy. AI-powered text scheduling fills your calendar for you. Customers pick a time that’s actually free, reminders go out on their own, and replies update the booking.
Workflow, pipelines and full analytics
Our workflow and pipeline management tools track where every lead sits in your sales funnel, and full analytics reports in one place show your leads and the revenue in each stage, so you can see what’s working.
Know what’s in the pipeline and where it came from. Every lead sits in a stage with its value, and the numbers update as jobs move. These figures are example data.
The rest of the stack
Your CRM is where every lead ends up. These services help more of them arrive, and make sure none of them wait.
FAQ
Answered questions.
Everything you might want to know about our CRM, up front.
What CRM do you use?
We build on HighLevel, an all-in-one CRM and marketing platform. Your account is set up and branded for your business, and we handle the setup, integrations and ongoing changes.
Can you bring over my existing contacts?
Yes. We import contacts from a spreadsheet or an export from your current CRM, map the fields, tag them and check the data before anything is sent. Your existing customers are often the best place to start.
Can my team use it on their phones?
Yes. The mobile app lets your team monitor leads, reply to customers and get new-lead notifications on the go.
Can it take payments?
Yes. Stripe is built in, so you can collect payments on your website, funnels and bookings and when you sell your services.
What does it cost?
It depends on how many pipelines, automations and integrations you need. Book a consultation and we will scope it with you and give you a clear quote.
Does it use AI?
Yes. Artificial intelligence and machine learning manage routine conversations by chat and text, and can book appointments using your services, hours and booking rules. You decide what it handles and when a person takes over.
Can it answer my phone calls?
Missed calls get an automatic text back. Add our AI Receptionist and your calls are answered too: it works around the clock, answers common questions, books appointments into your calendar and saves the caller’s details, a call summary and the transcript in your CRM. Urgent or complex calls can be transferred to your team.
Get in touch
Edmonton, Alberta
One CRM.
Your whole business.
Marketing, leads, bookings, payments, pipelines and reporting, all managed on a single platform set up around the way you work. Book a consultation and we’ll show you where to start.
