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Services

Grow your business with AI, built around how you operate.

From your website and sales process to your CRM, reporting and team workflows, we build and connect the systems that help your business grow. Improve what already works, add the capabilities you’re missing and give your team the tools to win more work and deliver it efficiently.

Book A Strategy Call Explore our services

What we build

One clear flagship. Everything around it.

AI reception is where many of our clients start. Around it, our development team builds, implements and integrates the systems a growing business runs on, using AI where it helps and ordinary software where that’s the better fit.

Flagship

AI reception, inquiries and booking

Give potential customers a clear, timely path from first contact to the right next step.

Calls, web chats and forms are answered in your company name, the right questions are asked, and each inquiry is booked, routed or handed to your team under your rules. It can support your receptionist or sales team rather than replace them.

Example

A homeowner calls at 7pm about a new fence. The call is answered in your company name, the project details and location are collected, and an estimate visit is offered from your calendar. Your estimator sees it all in the morning.

What we can implement
  • AI phone reception and call routing
  • Website chatbots and inquiry qualification
  • Speed-to-lead workflows for new web inquiries
  • Estimate booking and calendar handoffs
  • Customer questions answered from business information you approve
Illustration: one inquiry, handled
  1. AnsweredIn your company name, under your hours
  2. QualifiedJob type, location and timing collected
  3. Booked or routedEstimate offered, or passed to your team

Your team takes over whenever your rules say a person should.

Try the live call demo

Sales follow-up and CRM

Give your team a clearer sales process and help more opportunities progress toward won work.

Whether you run a CRM today or work from spreadsheets and inboxes, we can set up, improve or connect what you use, then add the follow-up and reminders that keep opportunities moving.

Example

Every quote you send gets an owner and a follow-up date. Customers who haven’t decided hear from you on a schedule you approve, and replies go straight to the estimator who sent the quote.

What we can implement
  • CRM setup, improvements and integrations
  • Quote and estimate follow-up with wording you approve
  • Pipeline stages, ownership and next-step reminders
  • Reactivation of relevant past inquiries and customers
  • Lead sourcing and enrichment workflows, where the data can be used lawfully

Websites and customer experience

Make your business easier to understand, trust and buy from.

A better website does more than capture leads. It explains what you do, answers routine questions and keeps customers informed, which can take pressure off your office too.

Example

A customer with a booked install can check their project status, see what to expect on the day and message your team, instead of calling the office to ask.

What we can implement
  • Website development and redesign
  • Landing pages and conversion funnels
  • SEO audits
  • Connected forms, chat and booking journeys
  • Customer portals and project-update pages

Reporting and business visibility

Get clearer information to make decisions and manage growth.

A business can have a strong sales process and still not see it clearly. We connect the data you already have into reporting you can act on. Reports can only use what has been recorded, so part of the work is capturing the right information from here on.

Example

Every Monday you get one summary: new inquiries by source, estimates booked, quotes outstanding and jobs won last week, pulled from the tools your team already uses.

What we can implement
  • Sales and operational dashboards
  • Lead-source and conversion tracking
  • Pipeline and team activity reporting
  • Connections between your existing data sources
  • Automated reports and relevant notifications
Illustrative layout only. No real data.

Team workflows and integrations

Help your team work together efficiently as the business grows.

We connect the tools you already use so information moves between them without retyping, and the right person knows what happens next. Where ordinary automation does the job, that’s what we use.

Example

When a job is won, the job record, scheduling request and crew notes are created from the sales details, so nobody copies information between systems.

What we can implement
  • Connections between your CRM, forms, calendars and other tools
  • Automated task assignment and internal handoffs
  • Team communication and project coordination tools
  • Internal AI knowledge assistants for your processes and documents
  • Custom agents for suitable repetitive work
One illustrative handoff. Yours would follow how your team works.
  1. InquiryDetails captured once, with the source recorded
  2. SalesQuote sent, owner assigned, follow-up scheduled
  3. WonJob record and scheduling request created
  4. DeliveryCrew gets the scope, address and customer notes

Custom applications and AI systems

Build the capability your business needs when standard tools don’t fit.

If your business needs a system that does not fit neatly into a standard package, we can assess it and scope a custom build. Every custom project starts with discovery and technical scoping, so you know what’s practical before anything is built.

Example

A fire protection contractor wants technicians to log deficiencies on site and have them appear in the office’s repair-quote queue in the format the team already uses. Nothing off the shelf fits, so it’s scoped as a custom build.

What we can implement
  • Custom internal web applications
  • Customer and team portals
  • Mobile applications, where the workflow justifies one
  • Bespoke AI assistants and business agents
  • Custom integrations, browser tools and specialist applications

Depending on the need, a build can be delivered as a web app, a mobile app, a Chrome extension, a Telegram bot or the first version of a SaaS product.

Ongoing support

Built for your business. Supported as it grows.

Systems need looking after as your business, team and tools change. Ongoing management is agreed separately from the build, with a defined scope, so you know what’s covered. It isn’t unlimited, and it isn’t automatically part of every implementation.

  • AI and automation monitoring
  • Workflow and prompt improvements
  • Website maintenance
  • Troubleshooting and agreed optimization
  • New integrations and features as your needs change

Service finder

What would you like to improve or build?

Choose a goal to see where we’d usually start. It’s a quick guide, not an audit, and every service is listed above.

Choose a goal to see the services that fit and an example of what we could build.

Generate and convert more business

Where we’d start

For example

Respond to new inquiries promptly, book estimates straight into your calendar and follow up on open quotes on a schedule you approve.

Book A Strategy Call

Respond to customers faster

Where we’d start

For example

Calls and web chats are answered in your company name, routine questions are answered from information you approve, and anything that needs a person reaches the right one.

Book A Strategy Call

Improve our website

Where we’d start

For example

A redesigned site with clear service pages, a quote request that books straight into your calendar, and an SEO audit showing where you could be easier to find.

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Get more from our CRM

Where we’d start

For example

Your existing CRM gets clear pipeline stages, an owner for every opportunity and next-step reminders, connected to your forms and calendar where practical.

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See our numbers more clearly

Where we’d start

For example

A dashboard showing where inquiries come from, how many become estimates and jobs, and what’s still outstanding, built from the tools you already use.

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Connect our tools and team

Where we’d start

For example

When a job is won, the job record, scheduling request and crew notes are created automatically, so nobody retypes details between systems.

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Build a custom system

Where we’d start

For example

A portal, internal app or AI assistant scoped around one specific workflow, starting with discovery so you know what’s practical before anything is built.

Book A Strategy Call

Industries

Built for the trades we know.

Examples of work we can assess in each industry. Every business is different, so we start with your priorities rather than a fixed list.

  • Estimate scheduling from calls and web inquiries
  • Quote tracking and follow-up on open estimates
  • Installation and repair handoffs from sales to crews
  • Customer updates before and during the job
  • Visibility across estimates, jobs and crews

For fence, gate and deck companies

Book A Strategy Call See the fence & deck page
  • Website conversion for exterior painting and staining work
  • Estimate follow-up with wording you approve
  • Crew coordination and job scheduling
  • Project communication with customers
  • Repeat maintenance reminders, such as restaining a deck, from your own records

For painting and staining companies

Book A Strategy Call See the painting & staining page
  • Routing service inquiries to the right person
  • Follow-up on repair quotes your team has approved
  • Scheduling handoffs for accepted work
  • Customer communication about visits and outstanding quotes
  • Operational reporting across quotes, jobs and follow-up

For fire protection contractors

Technical scope, pricing, compliance decisions and approval of repair work stay with your qualified team.

Book A Strategy Call See the fire protection page

Next step

Grow your business with AI, built around how you operate.

Give your business the systems it needs for its next stage of growth. From a better website and clearer reporting to connected teams and custom AI applications, Mortise builds around your priorities to support more revenue, stronger operations and a business that can do more.

Book A Strategy Call