01
Missed-Call Text-Back
An automatic text reply when a call goes unanswered.
When you're with a customer, on a job, or after hours, calls get missed. Missed-call text-back sends the caller a short text so they know you saw the call and can reply right away.
What it can do:
- Send a text automatically when a call is missed
- Use a message written in your business's voice
- Log the conversation so your team can pick it up
- Notify you or your team when a reply comes in
02
Lead Capture & Automated Follow-Up
Collect every inquiry and follow up on a consistent schedule.
Leads come from forms, calls, messages, and ads. Santori can bring them into one place and set up follow-up designed to help you reply quickly and stay in touch until the lead is ready.
What's included:
- Lead capture forms for your website or landing pages
- Instant confirmation messages by text and/or email
- Follow-up sequences timed to your sales process
- Alerts so your team knows when a new lead arrives
03
CRM & Pipeline Setup
One organized view of your leads, customers, and deals.
A CRM is only useful if it matches how you actually sell. Santori can set up contact records, pipeline stages, and tags that reflect your process, so you can see what's next at a glance.
What's included:
- Pipeline stages built around your sales process
- Contact fields, tags, and notes structured for your business
- Automations that move leads between stages
- A walkthrough so your team knows how to use it
04
Appointment Booking & Reminders
Online booking with automated confirmations and reminders.
Let customers book a time without the phone tag. Automated confirmations and reminders are designed to help keep your schedule full and reduce missed appointments.
What it can do:
- Offer online booking linked to your availability
- Send confirmation messages when an appointment is made
- Send reminders before the appointment
- Make rescheduling simple for customers
05
Review Request Automation
Ask for reviews at the right time, automatically.
Many happy customers would leave a review if asked. Santori can set up a simple process that sends a review request after a completed job or visit.
What it can do:
- Send review requests after a job or appointment is completed
- Link customers directly to your review page
- Send a polite follow-up if there's no response
- Route private feedback to you so you can follow up
06
Business Workflow Automation
Repetitive tasks handled the same way, every time.
Data entry, handoffs, internal notifications, and status updates take time. Santori can map your processes and automate the steps that don't need a person.
What's included:
- A review of your current processes and handoffs
- Automated tasks, notifications, and status updates
- Standard steps documented so the process is repeatable
- Testing before anything goes live
07
Custom Integrations & AI-Assisted Processes
Connect your tools and add smart steps where they help.
When your tools don't talk to each other, work gets duplicated. Santori can connect the systems you already use and, where it makes sense, add AI-assisted steps such as drafting replies or sorting inquiries, with your team kept in control.
What it can do:
- Connect your existing tools so information moves between them
- Reduce double entry across systems
- Add AI-assisted steps for drafting, sorting, or summarizing
- Keep a person in the loop for decisions that need one