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Business Systems, Solutions & Automations

From the local shop to national and international companies, RetainLeads builds the processes and automations that answer every call, follow up every lead and grow your reviews—from missed-call text-back and a 24/7 AI receptionist to custom AI teams built for your business. We set it all up for you.

Get Started — Choose Your PlanGet a free missed-call & reviews audit

Systems & Automations That Work for You

Missed-Call Text-Back

Every missed call gets an instant 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.

24/7 AI Receptionist (Growth and up)

Answers calls and texts in your business name and sends you the details. Live calendar booking on Pro.

Custom Business Systems (Business Solutions)

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 (Business Solutions)

Deep research agents, voice agents, AI chatbots and sales agents trained on your business.

APIs, Webhooks & Integrations (Business Solutions)

Custom APIs, webhooks, action buttons, live booking and unified dashboards connecting your tools.

HR, Recruiting & Marketing Systems (Business Solutions)

HR automation and recruiting, payments and billing, and marketing pipelines built around your team.

Example Conversations & Business Solutions

Your Business · Missed call

Hi! This is Your Business. Sorry we missed your call. How can we help?

Hi, the pipe under my kitchen sink is leaking. Do you have anyone available tomorrow?

Thanks for letting us know. Our team can come out tomorrow at 10am. Does that work for you?

10am is perfect! Here is my address: 123 Example Lane. See you then!

Thank you! Our team has you down for tomorrow at 10am at 123 Example Lane. See you then.

Fictional example messages; the Google review URL is a sample, not a live review link. Appointments and prices are confirmed by your team, not the automation.

What a Google Review Could Look Like

Fictional five-star examples for Your Business — not customer testimonials.

Sample Google review

Jane H.

“Your Business did a great job!!! Recommend anytime!!!”

Sample Google review

Marcus T.

“Friendly team, clear communication and excellent work. So glad we called!”

Sample Google review

Sarah B.

“They answered my questions and kept me updated from the quote to the finished job.”

Sample Google review

David R.

“Arrived when promised, explained the repair and left everything tidy. Thank you!”

Sample Google review

Emily S.

“A great experience from start to finish. I'd happily use Your Business again.”

Sample Google review

Robert M.

“Professional, helpful and easy to schedule. The finished work looks fantastic.”

Sample Google review

Lisa W.

“Really appreciated the quick response and attention to detail. Great job!”

Sample Google review

Anthony C.

“Our problem is fixed and the team made the whole process straightforward.”

Sample Google review

Patricia K.

“They took the time to explain everything. Highly recommend Your Business!”

1 of 9 examples · We request honest feedback, never a particular star rating. Results vary.

Included in every plan

Monthly Report Example

Your reviews, conversations and follow-ups in one monthly summary.

Your Business · Monthly Results

September 1–30, 2026

Sample report · Fictional data
Review requests sent
84
62 texts · 22 emails
New Google reviews
18
4.8 average rating for new reviews
Missed calls texted back
26
17 customers replied
Quotes followed up
32
14 customers replied · 6 bookings recorded
Website contact actions
21
12 text · 5 call · 4 email taps
Texts used
486 / 1,000
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 keeps every customer, job and team member organized.

Lead-to-Customer Pipeline

Every inquiry from your website, phone and social channels lands in one place, tagged by source and stage, so nothing slips through the cracks.

Inquiry → Pipeline stage → Team alert

Client Onboarding System

Welcome messages, intake forms, documents and kickoff scheduling run in order automatically — before, during and after a sale. Systems that help your business run smoothly.

Sale → Welcome → Intake form → Kickoff call

Team & Job Coordination

New jobs route to the right person with details, reminders and status updates, all visible in one view.

New job → Assign → Reminders → Status update

Help Desk & Ticketing

Customer questions become organized tickets with priority, owner and history, so support stays consistent as you grow.

Request → Ticket → Assign → Resolve

Automations

Repetitive follow-up and admin work handled on schedule, every time.

Quote Follow-Up

Open quotes get polite, timed follow-ups until the customer answers or your team closes them out.

Quote sent → Day 2 → Day 5 → Team review

Invoice & Payment Reminders

Friendly reminders before and after due dates that stop as soon as payment is recorded.

Invoice → Reminder → Payment recorded → Stop

Review Requests After Completed Jobs

Honest-review requests go out once a job is marked done, keeping your reputation work steady without extra effort.

Job done → Review request → Thank-you

Data Entry & Data Collection

Bots move information between forms, spreadsheets and your CRM, and gather public web data like listings or pricing into clean, usable lists.

Source → Clean & format → CRM or sheet

Bots & AI Agents

AI helpers for your customers on the outside and your team on the inside.

AI Receptionist

Answers common questions 24/7, then passes visitors to your team or books time on your calendar.

Question → Answer → Team or calendar

Deep Research Agent

Gathers market, competitor and industry data, then synthesizes it into clear briefs your team can act on.

Question → Research → Synthesize → Brief

Voice Agents

Natural-sounding AI voice agents handle inbound calls and approved outbound calls, then log every conversation for your team.

Call → Answer → Log → Team follow-up

AI Chatbots & Sales Agents

Respond to new inquiries in seconds, qualify leads with your questions and move ready buyers toward closing with your sales team.

Inquiry → Qualify → Hand off → Close

Sales & Customer Service Bots

Warm bots respond to new inquiries; outreach bots start respectful conversations; service bots handle order status and common requests.

Inquiry → Qualify → Hand off to sales

Internal Team Assistant Bots

Help your team draft replies, summarize calls and answer questions about policies, price sheets and procedures from your own documents.

Staff question → Your documents → Answer

Custom Bots on Request

Booking, intake, support or order-status bots designed around the way your business already works.

Your workflow → Custom bot → Live

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.

Event → Webhook → API → Your tools

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.

Your documents → Training → Skilled agent

Custom Executive Dashboards & Analytics

Unified dashboards bring leads, sales, jobs and team activity together into clear charts for decision makers.

All sources → Dashboard → Insights

Buttons, Booking & Live Calendars

Action buttons and live booking calendars on your site and messages let customers schedule in a tap.

Button → Pick a time → Confirmed

Growth & Marketing

Outreach, insight and planning tools that support how you grow.

Marketing & Outreach Bots

Coordinated email campaigns, text follow-ups and AI voice agents that reach out, answer inquiries and keep your brand in front of the right people.

Audience → Email, text or voice → Replies to team

Content & Media Outreach

AI-assisted writing for posts, newsletters and press outreach, scheduled across your channels and reviewed by your team.

Idea → Draft → Approve → Publish

Reports, Charts & Surveys

Dashboards and customer surveys that turn your activity into clear charts, so you can see what's working at a glance.

Data → Charts → Monthly summary

Growth Tracking & Strategy

Track trends over time, model future projections and plan growth strategies with your numbers in front of you — then put the plan into action with the right systems.

Track → Project → Plan → Implement

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.

Applicant → Screen → Interview → Onboard

Payments, Subscriptions & Billing

Invoicing, payment webhooks and recurring charge sync keep your billing records accurate across your tools.

Invoice → Payment → Sync → Receipt

Shipping & Logistics

Order updates, delivery notifications and carrier tracking kept in sync so customers and staff always know where things stand.

Order → Ship → Track → Notify

Manufacturing & Inventory

Stock levels, reorder alerts and production checklists that keep work moving and reduce manual counting.

Stock check → Low alert → Reorder

Scheduling & Dispatch

Appointments, crews and routes coordinated with automatic confirmations and reminders.

Booking → Dispatch → Reminder → Complete

Have a process in mind? We'll help you map it and build it.

Get Started — Choose Your Plan📅 Schedule a Call

Custom systems are scoped under Business Solutions.

Examples of what we can build; features depend on your plan and setup.

Plans & Pricing

Core

“Catch Every Missed Call”

$149/month

or $1,639/year (1 month free)

One-time setup: $197

  • Missed-call text-back: every missed call gets an instant text from your business
  • Google review requests + AI review replies (helps your reputation)
  • Website chat widget
  • 1,000 texts/month included*
  • Monthly results email

Month to month — cancel anytime.

Get Started
Most Popular

Growth

“AI Front Desk”

$297/month

or $3,267/year (1 month free)

One-time setup: $497

Everything in Core, plus:

  • 24/7 AI receptionist that answers calls and texts in your business name — trained to keep calls short and send you the details
  • Fast lead follow-up: new leads get a text back within about a minute
  • 700 AI voice minutes/month included*
  • 1,500 texts/month included*

Month to month — cancel anytime.

Get Started

Pro

$497/month

or $5,467/year (1 month free)

One-time setup: $997

Everything in Growth, plus:

  • Live calendar booking: the AI books appointments on your calendar
  • 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
  • Your Own Strategy Agent

Month to month — cancel anytime.

Get Started

Business Solutions

“Your Custom AI Team”

Starting at $998/month

or from $10,978/year (1 month free)

One-time setup: starting at $1,998

Final pricing depends on the size of your custom build and is confirmed on your strategy call.

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
  • AI Agents: dedicated AI agents, deep research agents, voice agents, AI chatbots and sales agents
  • Integrations & Architecture: custom APIs, webhooks, bespoke integrations, action buttons, live booking calendars and unified dashboards
  • Intelligence & Training: custom skills, live search, knowledge base training and secure cloud storage
  • Departmental Automations: HR automation and recruiting, payments and billing, and marketing pipelines
  • Monthly optimization and a monthly strategy call
  • Priority support

Includes a written service agreement — its term and scope are set in your proposal.

Book a Strategy Call
  • Core, Growth & Pro are month to month
  • Cancel a month-to-month plan anytime, keep your number and reviews
  • We set it all up for you

Setup fees cover your done-for-you install: phone number, texting registration, Google reviews, chat widget, and AI setup.

*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. Extra texts and minutes can be added anytime.

Get a free missed-call & reviews audit

Tell us about your business and we'll review how calls, reviews and website visitors are handled today.

Frequently Asked Questions

Core, Growth and Pro are month to month — you can cancel anytime. Business Solutions is a custom build and does include a written service agreement.

Get Started — Choose Your Plan

Questions? Email support@retainleads.com

Get Started — from $149/mo