See how Core handles new opportunities.

Every potential customer lands in one place, from first call to finished job.

One inbox for calls and messages, with a text back on missed calls.

Follow-up can continue automatically until your team steps in.

Review requests can be sent after a job. From $299/mo for established local businesses.

When someone contacts your business, Core helps keep the opportunity organized and moving.

Missed call
  1. Missed call
  2. Text back
  3. Reply
  4. Next step
Website inquiry
  1. Inquiry
  2. Captured
  3. Organized
  4. Follow-up
Completed job
  1. Job done
  2. Review request
  3. Review

Live example

You were busy. Your system wasn't.

A missed call becomes a conversation and a next step.

Missed call response

2:14 PM

Incoming call

John Martinez
Missed call

Hi John, sorry we missed your call. How can we help?

I need an estimate for my roof.

New opportunity createdAppointment · Thursday, 10:00 AM
You were busy. Your system wasn't.

One example of how Core responds while you work.

  • Call answered by text
  • Conversation organized
  • Next step scheduled
Inside the dashboard

Here is what keeps it organized behind the scenes.

01Every potential customer in one place

See who contacted you, what they need, and what should happen next. Pipeline is the software term for this view.

See CRM & business automation
Every potential customer in one place

New lead

Maria G.

Roof inspection · New inquiry

Maria S.

Solar quote · Requested

Contacted

Luis R.

AC replacement · Called back

Estimate sent

Dora V.

Kitchen remodel · Estimate sent

Won

Jorge T.

Re-roof · Scheduled

02Calls, texts and messages together

Keep calls, texts, and web inquiries in one place, with automatic responses and follow-up where appropriate.

See lead follow-up & missed-call text-back
Calls, texts and messages together
  • Maria G.

    SMS

    Yes, that works.

  • Maria S.

    Web chat

    Can you come Friday?

  • Luis R.

    SMS

    Thanks for the quote.

Valley Roofing

SMS · Missed call text-back
Hi, this is Valley Roofing. Sorry we missed your call, how can we help?
Need a roof inspection this week, storm damage.
We can do Thursday at 10am. Confirm?
Yes, that works.

Sent automatically in under 3 seconds

03Ask for reviews after a completed job

Review requests can be sent when your team marks the right job as complete.

See review generation
Ask for reviews after a completed job

Google review request

Sent after a job your team marks complete.

Sandra M.

Fast, clean work and they actually answered the phone.

Rick P.

Booked same week. Great crew.

Review request sent · Job completed

04Follow-up that happens automatically

Follow-up can continue automatically until it's time for your team to step in. The software term is automations.

See the conversion website
Follow-up that happens automatically
  • Missed call → text back

    Runs in under 3 seconds

    On
  • New lead → SMS + email sequence

    5 touches over 7 days

    On
  • Appointment → reminders

    24h and 1h before

    On
  • Job complete → review request

    Sent same day

    On

Illustrative example, not a live account.

How it works

One potential customer, from search to the next step.

  1. 01

    Found on Google

  2. 02

    Call missed

  3. 03

    Auto text-back

  4. 04

    Form filled

  5. 05

    Customer information saved

Want the model behind it? Read The System, or the full list of what gets installed in Operations.

Core brings your website, customer information, follow-up, booking, review requests, and tracking together. $299/mo

Common questions

What is included in the Core System?

An Essential Website, one place for every potential customer, calls and messages together, missed-call texts, follow-up, review requests after completed jobs, booking, and a clear view of where inquiries came from.

How does missed-call text-back work?

When a call goes unanswered, the system sends a text from your business number within seconds asking what the customer needs. The reply lands in the same inbox, so the conversation continues instead of the caller dialing the next company on Google.

Do I have to change how my team works?

No. Potential customers still arrive by phone, form, or map listing. Automatic responses, reminders, and review requests can handle repetitive steps, while your team steps in when a person is needed.

Does the Core System work with local SEO and AI search?

Yes. Visibility work helps search systems understand the business. Core helps organize what happens after someone contacts you. Search positions and AI mentions are not guaranteed.

Scale Systems Growth Audit

We'll review how customers currently find you, contact you and what happens after they become a lead.