What AutoCampaign does
Everything your team needs to capture, convert, and keep customers.
AutoCampaign brings your CRM, conversations, AI Employees, follow-up, booking, and customer engagement into one place.
- 14-day free trial
- You approve every message
- No contracts
Product preview of the AutoCampaign workspace for Gustline HVAC: a lead list with new, qualified, follow-up and booked leads; the conversation with Maya R., who asks at 9:02 PM for an estimate after her AC died; the Lead Employee’s draft reply asking for her ZIP code, waiting on the Approve button; and a checklist showing the lead qualified, follow-up scheduled and an appointment as the next step.
Built for growing home-service businesses
Every channel
- Phone
- SMS
- Web chat
The problem
Leads come from everywhere. Your team shouldn’t have to chase them.
Four homeowners, four doors, one evening — and every one of them is talking to two other companies.
- HVAC
“My AC isn’t cooling.”
Google Ads lead form · 6:48 PM
- Plumbing
“I have a leak under my sink.”
Website form · 7:15 PM
- Electrical
“Can someone inspect my panel?”
Text message · 8:02 PM
- Roofing
“I need an estimate after the storm.”
Missed call · 9:30 PM
While your crew is on the job, AutoCampaign drafts the reply, you approve it, the estimate books onto your calendar — and you can see what happened to every one of them.
01Capture
Every lead gets a place to go.
Website forms, ad leads, calls, texts, WhatsApp and web chat flow into one customer record with the source attached — so nothing sits in a voicemail or an inbox nobody checks.
Diagram: leads from the website, Google Ads, Meta, phone, text, WhatsApp and web chat flow into AutoCampaign, where a lead record is created for Maya R. with the source attached, and the Lead Employee drafts the first reply.
02Respond
Every lead deserves a response.
Your Lead Employee drafts a reply the moment a lead lands, answers the questions you get every day, and moves the conversation toward an appointment — with you approving what goes out.
Product preview: a text conversation handled by the Lead Employee for Gustline HVAC. Maya R. asks at 9:02 PM whether someone can come tomorrow for a 14-year-old AC; the AI drafts a reply asking for her ZIP code and whether she wants a replacement quote, which waits on the Approve button; after approval it sends, Maya replies with her ZIP code, and the AI offers two estimate times. A side panel shows the AI summary (AC replacement, high intent, Cedar Park) and the next step: offer an appointment time. The per-conversation Autopilot switch is off.
03Qualify
Turn conversations into opportunities.
The questions you would ask — what is wrong, where, how soon, owner or tenant — get asked in plain language and saved to the contact, so you know which leads are worth a visit before anyone drives.
Product preview of a lead record for Maya R.: service AC replacement, location Cedar Park 78613, urgency this week, property owner, intent high — saved by the Lead Employee at 9:06 PM — with the lead at the Qualified stage between New and Estimate booked.
04Follow up
Don’t let good leads go cold.
When a homeowner goes quiet, follow-up keeps the conversation moving — by text or email, on the schedule you set — until they reply, book, decline, or your team takes over.
Product preview of a follow-up plan for Jordan P., who asked for a furnace replacement quote: an initial reply on day 0, a follow-up on day 1 and a helpful reminder on day 3 are done; the customer replied on day 4, so the follow-up stopped automatically and the Lead Employee drafted the next reply for approval.
05Book
Move qualified customers toward the calendar.
The reply carries open times from your real calendar. The homeowner picks one, it lands on the calendar with reminders set, and your team sees the job details before they arrive.
Product preview: two times from the calendar are offered, Thursday 8:00 AM and Thursday 1:00 PM; the homeowner picks 8:00 AM and an estimate is booked for Thursday, May 28 at 8:00 AM with Jenna S. in Cedar Park, with reminders the day before and two hours before.
06Channels
Meet customers where they already are.
Text, email, WhatsApp, phone and web chat all land on the same customer record, so a conversation that starts in one place can carry on in another without anyone losing the thread.
Diagram: Maya R. can reach Gustline HVAC by text, WhatsApp, email, phone or web chat; every channel writes to the same customer record, and the Lead Employee works from that record.
AI Employees
Your CRM comes with an AI team.
Each AI Employee has one job and does it on every channel, around the clock, with you approving what goes out.
- Follow-up EmployeeOpen estimates: keeps following up until there is a decision.See how it works
- AI ReceptionistThe phone: answers calls, offers times and takes a message for your team.See how it works
- Customer Service EmployeeExisting customers: questions, visit updates and review asks.See how it works
- Appointment BookerThe calendar: books, moves and cancels visits in the conversation.See how it works
CRM + AI
Your CRM is the memory. Your AI team does the work.
Every reply, question, quote and booking is written to one customer record. The AI team reads from it before it acts and writes back what happened — so your contacts, conversations and history stay true without anyone typing notes.
Diagram: the AI team responds, qualifies, follows up and books; every action is written to the customer record, which holds contacts, conversations, appointments and history.
07Analytics
Know what happens after the lead arrives.
See where leads get stuck — answered, qualified, booked, estimated, won — and the leads behind each number, so the next thing to do is obvious.
Product preview of this week’s lead funnel for Gustline HVAC: 42 new leads, 31 responded, 18 qualified, 11 appointments, 7 estimates — with a callout that 6 qualified leads have not had a follow-up this week and drafts are waiting for approval.
Everything you need. One platform.
Fourteen features, four jobs. All of them share one contact list, one inbox and one login.
AI Employees
Give your CRM a team that actually works.
Lead Employee · Follow-up Employee · AI Receptionist · Customer Service Employee · Appointment Booker
Capture
Every lead lands somewhere you will see it.
Engage
Every conversation in one inbox, on every channel.
Convert
Replies, follow-up and booking that run while you work.
Grow
Know what happened, and go back to the customers you already have.
Where it fits
Built for the work before the job.
Works alongside the tools you use to run jobs. Connect Jobber or JobNimbus so a won lead becomes a job in the software you already run.
Your field-service software runs the job. AutoCampaign helps you win it.
AutoCampaign
- Lead
- Respond
- Qualify
- Estimate
- Follow up
- Booking
Your field-service software
- Dispatch
- Technician
- Job
- Invoice
- Payment
Turn your CRM into an AI team.
Respond faster, follow up consistently, and give your team more time for the jobs that matter.
Public pricing. No contracts. Cancel anytime.