Business operations
CRM, phone answering and business automation services.
Business automation services from 850 I.T. cover CRM and marketing automation, phone answering, booking and review management. We set them up and administer them as one system your team signs into once.
- One CRM and inbox
- AI receptionist on the line
- Booking, reviews and campaigns
What business operations covers for your business.
Automation runs the repeating steps in calls, leads and follow-up, and a step that needs judgment is routed to your staff. AI handles reading and writing work such as sorting a message, drafting a reply or summarizing a call after it ends.
What it is
Business operations is the CRM, phone answering, booking, reviews and campaigns your business runs on, set up and administered as one connected system. An AI receptionist for small business answers the line, sorts each call and puts the caller's name, number and reason for calling on the record. Every text, chat message and email lands in the same inbox as the call, so your team works one thread per lead.
What you get
Once our CRM implementation services have built your pipeline, custom fields and tags, a new lead opens a deal automatically and a follow-up sequence starts, then stops the moment the customer replies. Appointments book onto a shared calendar with reminders, invoices and proposals go out and get signed from the same system, and a weekday morning report covers every call the receptionist answered overnight. Your staff sign in once, on one calendar, one record and one texting inbox.
The cost of scattered systems
A lead can sit for hours without a reply and go to whoever answers first, and an unanswered review reads as if nobody is paying attention. A missed call is the same problem on the phone: once a business's number carries carrier registration, missed call text back follows up on the call nobody picked up. Running the CRM, the calendar and the review requests as separate logins usually means nobody owns the follow-up, and the business only finds out when a customer mentions it.
What's included
CRM, phone answering, booking, reviews and campaigns.
Start with one service, or run them together.
AI receptionist and phone answering
Answers the line, sorts each call, captures the caller's name, number and reason for calling, and sends you a report every weekday morning.
Read the detailsCRM and lead follow-up
Pipelines, custom fields, tags and forms that turn a new lead into a deal, with follow-up sequences that stop once the customer replies.
Read the detailsWebsite chat, texting and missed call text back
Chat and texts land in the same inbox as your calls and email, with missed call text back once your number is carrier registered.
Read the detailsOnline booking and appointment reminders
Customers book their own appointment online, and text and email reminders cut down on no-shows before the visit.
Read the detailsReview management and reputation
Review requests go out after a job, and we draft and post the responses that come back, in your business's own voice.
Read the detailsEmail and text message marketing
Email and text campaigns and drip sequences from the same system, with carrier registration handled as part of setup.
Read the details
How it works
How a business operations setup runs.
- 01
Discovery and plan
We review how calls, leads, bookings and reviews are handled today, including any tools already in place, then plan which pieces of the system to set up first and in what order.
- 02
Build and connect
We configure the CRM, phone answering, booking calendars and campaigns to match your business, connect to the tools you already use where a connection exists, and test the call flow and workflows before a customer sees them.
- 03
Handover and administration
We train your staff on the parts they use day to day and keep administering the system after launch, including new fields and workflow changes as your business needs shift.
Setup, connections, limits and quoting.
What does the setup include?
Setup covers the pieces you choose: the CRM with pipelines and custom fields, the AI receptionist, automated appointment reminders on your booking calendar, review requests, and email and text campaigns. We configure each piece around your business, and platform administration and staff training are part of the work.
Can it connect to the tools we already use?
Where a connection exists, we link the CRM to the accounting, scheduling or field service tools you already run, so a job or a customer record does not need to be typed twice. Where there is no built-in connection, we work with what the two systems can export and import.
What does the AI receptionist not do?
The AI receptionist answers, sorts calls, takes down the caller's details and books on the calendar, but it does not transfer a caller to a person, and it answers only in English today. A call it cannot resolve is logged and reported, and a person follows up from there.
How does review management work?
Review management services cover sending a review request after a job, watching for new reviews and drafting the response, and keeping your listed hours and address correct across directories. Responses go out in your business's own voice, as a managed service rather than an automated one.
How do email and text campaigns work?
Text message marketing services and email campaigns run from the same system as your CRM, so a sequence can follow up on a lead or announce an offer to past customers. Business texting requires carrier registration first, which we handle as part of setup, so no text goes out on an unregistered number.
How is the work quoted?
The setup and the ongoing administration are quoted after a discovery meeting, based on which pieces you choose and how many people need access. The consultation to get started is online or by phone.
Frequently asked questions
What is business automation?
We build business automation around the phone answering, CRM, booking, reviews and campaign work your business runs on: software carrying out a repeatable step once you set the rule for it.
What is a business process automation service?
We set up and administer those automated steps as a service: the CRM, phone answering, booking and campaigns, configured around how your business already works, with administration continuing after launch.
What is all-in-one CRM software?
The system we run keeps the contact record, the pipeline, the shared inbox, the calendar and invoicing in one system, with one login for your team across every one of those tools.
What is the difference between a CRM and a lead management system?
A CRM tracks the relationship for as long as it lasts, including repeat business and service history; a lead management system covers only the period before the sale, capturing the inquiry, scoring it and running the follow-up until it becomes a customer or goes cold. Our system carries a lead into the same record it keeps once that lead becomes a customer, so nothing gets re-entered.
What is a lead management system?
Ours records where a new inquiry came from, sets its pipeline stage, and sends the follow-up reminders from the first contact.
Which parts of a business are worth automating first?
We start with the repeating steps that already follow a fixed process: sorting an inbound call, moving a new lead into the pipeline, or sending a reminder before an appointment. A step that depends on judgment, such as handling a complaint, stays with your staff even after the rest of the system is running.
Business operations
Tell us about your calls and leads.
Describe how calls, leads and follow-up work today, and which parts of the system you want. We will follow up to set up a discovery meeting.
Or call 850-400-2828Plan your business operations setup.
Book a consultation, online or by phone.