AI CRM & Portals
Win Every Lead.
Let AI Follow Up.
A CRM built around how your business actually sells. Calls, forms, texts, Google Maps and ChatGPT leads land in one pipeline, and AI replies, follows up and reminds so nothing slips.
Leads now arrive by phone, form, text, Google Maps and ChatGPT. When they live in five different places, some never get a reply.
Every Lead, From Every Channel
Phone calls, website forms, emails, texts, Google Business Profile messages and AI search referrals all land in one inbox. Each lead shows where it came from, what they asked for and what happens next.
- Calls logged with a transcript and summary
- Duplicate contacts merged automatically
- See which channels bring paying work
AI That Scores, Replies and Follows Up
AI reads each lead, scores how good a fit it is and sends a friendly reply within a minute. Then it keeps following up until the lead books, says no or needs you.
- Lead scoring based on your best past jobs
- Replies in your tone, from your real prices
- Big or unusual jobs flagged for a human
A Portal for Your Own Customers
Give customers one link to see their quote, approve it, book a time, upload photos and pay. Fewer phone calls asking for updates, and a more professional experience from the first click.
- Quotes approved and signed online
- Booking, reminders and job updates
- Review request sent after every job
What’s Included
Built around your pipeline, not a generic template. Everything below can be switched on as you need it.
Calls, forms, emails, texts, Maps and AI search leads in one place, with the full history.
Each lead is scored on job type, size, location and urgency, so you call the best ones first.
A helpful first reply in under a minute, day or night, using your real services and prices.
AI drafts quotes from your price list and job notes. You approve, it sends and tracks them.
Booking reminders, quote follow-ups and check-ins go out on time without anyone remembering.
A short, well-timed request after each finished job, sent by text or email.
Connected to the Tools You Already Use
Your CRM should not be one more app to update. We connect it to your accounting, calendar, email and phone so information moves on its own, and nobody re-types it.
- QuickBooks for quotes, invoices and payments
- Google Calendar and Outlook for bookings
- Gmail, Outlook and SMS for every message
Included with every plan
Your Arctec Client Portal
Every Arctec client gets a private dashboard at arctecportal.com. See your results in plain English, approve work before it goes live and request anything without digging through email.
- Leads, calls and search results, updated daily
- Nothing goes live without your sign-off
- Request changes and track them to done
How We Build Your CRM
Every business sells a little differently. We map yours first, then build only what helps. You get a fixed scope and timeline in writing before we start.
Where leads come from, what you ask them, how you quote and where things fall through today.
We design the pipeline, AI replies and follow-ups, and connect your phone, email, calendar and accounting.
Contacts, jobs and open quotes come over from spreadsheets or your old system, cleaned up.
A short training for your team, then monthly reviews to tune scoring, replies and reports.
Works Even Better Together
The CRM is the hub. These feed it more leads and take more work off your plate.
Questions, Answered
Anything else? Ask us directly.
How much does a custom AI CRM cost?
Do I have to replace the software I use now?
Does it work with QuickBooks and my calendar?
How does AI lead scoring work?
What is the Arctec client portal?
Is my customers’ data safe?
Stop Losing Leads Between the Cracks
Book a free AI audit. We’ll map where your leads come from, where they get stuck and what an AI CRM would change.