Custom CRM, ERP and AI systems
AI systems built around your business.
A CRM and ERP, an AI receptionist, follow-up and a website, built from the ground up around how your business works and run by our team.
See one inquiry become a booked visit
- Thanks for calling Summit & Sage Remodeling, this is Emma. How can I help?
- Hi, I’d like a quote to remodel our main bathroom.
- Happy to help. Is it a full remodel, or mainly the shower and tile?
- Full remodel. Honestly, what does that cost? Another company quoted us $34,000 and that felt crazy.
- Fair question. Most full bathroom remodels we do land between $22,000 and $38,000. The biggest swings are moving plumbing and the tile you choose. Our estimator gives you a fixed, itemized price after a free visit, so you can compare like for like.Answered from your price ranges
- Okay. Are you licensed and insured? Our last contractor disappeared halfway through.
- I’m sorry that happened. We’re licensed and insured, and one project manager stays with you from demolition to the final walkthrough, with a written schedule before we start. I’ll text you our license and insurance details right after this call.Handled the objection, proof sent by text
- That helps. We’re in Plano and hoping to start next month.
- We can start next month. First, our estimator can come out Thursday, October 15 at 1:00 PM, or Friday, October 16 at 2:00 PM. Which works best?
- Let me check with my husband and get back to you.
- Of course. I’ll text you both times so you can just reply with one.Follow-up set for tomorrow, 9:00 AM
New lead
Dana Ruiz · Bathroom remodelPhone · answered by Emma · just now
Deck repairWebsite form · 7:12 PM
Followed up
Gate quote$2,400 · Reminder 1 sent
Visit booked
Patio extensionWed 10:00 AM
Won
Roof repair$3,150 · Deposit paid
Captured from the call
- Service
- Full bathroom remodel
- Location
- Plano, TX
- Timeline
- Start next month
- Asked about
- Price, license and insurance
- Sent
- License and insurance details
- Status
- Checking with her husband
- Next step
- Follow up tomorrow, 9:00 AM
- Yesterday 4:12 PMCall ended without a booking. Follow-up scheduled.
- Today 9:00 AM · sent by EmmaHi Dana, it’s Emma from Summit & Sage. Still happy to come out for the bathroom estimate. Thursday, Oct 15 at 1:00 PM or Friday, Oct 16 at 2:00 PM?
- 9:14 AM · Dana repliedFriday the 16th at 2 works!
- 9:14 AM · Emma repliedYou’re confirmed for Friday, October 16 at 2:00 PM with our estimator, Mike. We’ll text you a reminder the day before.
- 9:14 AMConfirmed: Fri, Oct 16, 2:00 PM. Added to the calendar.
Follow-up plan: visit not booked
- Day 1Text with two timesSent
- Day 3Text with this week’s openingsNot needed
- Day 7Reminder for your team to callNot needed
Stops the moment the customer replies. Your wording, your timing.
Mon12
Site visit10:00
Tue13
Install day8:00
Wed14
Patio extension10:00
Thu15
Estimate1:00
Fri16
Estimate · Dana Ruiz2:00 PM · Confirmed
Confirmed: Friday, Oct 16 at 2:00 PM. Texted to Dana, call notes sent to Mike.
Our team has built for
Past clients of our CEO and our development team, from work delivered before Mortise. Logos belong to their owners and are shown to illustrate that experience, not as endorsements of Mortise.
The problem
You do the work to win the job. Then it slips through the back office.
More leads only help if you answer them, follow them up and turn them into work.
Calls and inquiries that wait
The phone rings on a job site, a form comes in at 7pm. By the time someone replies, the customer has booked whoever answered first.
What it costs you: the job, before you ever quoted it.
Quotes nobody follows up
You did the visit and priced the work. The customer meant to reply, a busy week went by and nobody chased it.
What it costs you: work you already paid to win.
A back office in heads, texts and spreadsheets
Who was quoted, what was agreed, when the crew starts. It lives in someone’s phone until the day it doesn’t.
What it costs you: mistakes, rework and repeat work that never comes back.
What we build
Four parts. One system that fits.
Start with the part you need most or build the whole thing. Every part is designed around your business and joined to the rest, never off-the-shelf software with your logo on it.
- AI receptionistAnswers your business line in your company name, asks your questions and books the visit.
- CRM and back officeEvery lead, quote, job and customer in one place, kept up to date for you.
- Lead response and follow-upFast replies to every inquiry and follow-up on every quote, in your words.
- Website and local searchA fast site built to be found locally, with a chat assistant that books work.
01 · AI receptionist
Your phone, answered like you’d answer it.
A receptionist built around your services, your service area and your booking rules. It sounds natural, not like a phone tree, and hands the call to your team whenever you want it to.
- Answers in your company name, day and night, including when the crew is on a job.
- Asks the questions your estimator would ask and collects the project details.
- Books visits into your calendar by your rules.
- Texts your team a summary and sends the customer a confirmation.
02 · CRM and back office
Every lead, quote and job. Finally in one place.
The demo at the top is the idea: one place where every call, follow-up and booking is recorded, without anyone typing it up. Yours is designed around how your business runs, then kept clean by our team.
Designed around your stages
Your services, your fields, your pipeline. Not a template with your logo on it.
Connected to the tools you keep
Your phone line, website, calendar, email and the software you already use.
Kept clean by our team
We keep records current and fix anything that breaks, so your team trusts it.
Your team can step in any time
Every call, reply and follow-up is visible, and a person can take over whenever they want.
03 · Lead response and follow-up
Reply first. Follow up until they decide.
The business that replies first and keeps following up wins the job more often. We set it up so that happens on every lead and every quote, without anyone having to remember.
An inquiry comes in
A call, a website form, a chat or a message. Day or night.
A reply goes out in minutes
In your company’s voice, with the right questions for the job.
Follow-up runs on its own
On your timing and wording, until the customer books, declines or asks a question.
The work reaches your calendar
Booked visits and won jobs go straight to your schedule and your team.
04 · Website and local search
A website that works as hard as your crew.
Easy to find in your area, quick on any phone and built to turn a visit into a booked estimate, instead of a brochure nobody reads.
- Found in the towns you serveService and area pages for the jobs and places you want more of.
- Fast on every phoneMost customers find you on their phone, so the site is built for it first.
- A chat assistant that booksAnswers questions on every page and offers a time for the visit.
- Wired into everything elseEvery form and chat flows into your CRM and your follow-up.
Running Facebook, Instagram or Google ads?
Every ad lead, answered in a minute.
Whatever the platform, ad leads go cold fast. Most businesses reply hours later, if at all, and the money spent on the click is wasted. With Mortise in place, every lead from your ads gets a reply straight away and a real chance to book.
- Someone clicks your adOn Facebook, Instagram or Google, they fill in your form or tap to call. The lead lands in your CRM straight away.
- Emma replies within a minuteForm leads get a text and a call. Calls from your ads are answered live, in your company’s name.
- She answers and booksQuestions about price, timing and the job, then a visit booked into your calendar.
- You see which ads bring in workEach lead keeps the platform and campaign it came from, so you can put your budget behind what books jobs.
How it works
Built from the ground up. Run with you.
No two businesses run the same way, so no two of our systems are the same. This isn’t a template we copy and paste between clients.
We map your business
A call with our CEO: how calls, leads, quotes and jobs move through your business today, where work slips, and what would help most.
We build it from the ground up
Our development team designs and builds your system around what we mapped: your services, your rules, your wording. We bring across your data, connect the tools you keep and test it with your team before it goes live.
We run it with you
We keep it up to date, fix anything that breaks and improve it as your business grows.
Your team still sets every price, scope and decision. We handle the answering, the tracking, the chasing and the reminders.
Book a call
Your business needs a system that works as hard as you do.
Pick a time for a 30-minute call with the CEO of Mortise. He’ll look at how calls, leads, quotes and jobs move through your business today, and show you what we’d build and what it would take.
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Budget under $2,500, or not ready for a build yet? Start with our free audit.