AI-Agents for Sales Coordinators working with ServiceM8
ServiceM8 is a field service app and small business management platform for your computer, iPhone and iPad. Track staff locations, navigate to jobs, and control your estimates, invoicing, scheduling, safety reports, clients & more.
Send first replies to website leads and flag details sales still needs.
Your website leads get a helpful first reply, and your sales team sees the questions and contact details it still needs.
49 toolsSend first emails to referred leads and keep the next step on each lead.
New referral leads get an introduction tied to their stated need, and you can see the exact email and next step on the lead.
20 toolsBook prospect meetings across the team and send joining details.
Your prospective clients get a confirmed host and meeting link, while your round-robin rules balance team bookings.
29 toolsCombine repeat form entries into one daily lead list.
Your team gets a real estate lead list every evening, with repeat visitors combined and clear follow-up requests at the top.
38 toolsFollow up on seller leads and brief Agents on each inquiry.
Give homeowners a relevant first reply while your sales Agent gets the property details and questions needed for the next conversation.
35 tools
