Every lead gets a first call
It gives each new lead an owner, makes sure somebody calls, and walks every open lead with you each morning.
6 minto first call, down from 2 h 40 min*
Integrate365.ai · Your AI team
Watch it.
Watch it.
Teach it once.
The home-services CRM with an AI team built in. It follows up leads, confirms appointments and chases paperwork on its own computer, where you can watch every click. Show it a task once and it does it your way from then on.
your-company.integrate365.ai/ai-team
Preview · sample data
What your AI team got done
Leads followed up
41
+38% vs beforeSpeed to first call
6 min
was 2 h 40 minAppointments confirmed
23
no-shows down 31%Contracts signed
5
+4 vs last monthJobs scheduled
4
2 days faster to installMoney collected
$48,200
3 fundings chasedAbout 31 hours saved ≈ $930 of payroll this weekConfirmations, follow-ups, paperwork and reports your team didn't do by hand.
IT PAID FOR ITSELF4.1×Time saved vs. what it costs
Preview with sample data from the Integrate365 demo workspace.
What it does
The work that slips through the cracks, handled.
Your AI team works the same screens your people do: leads, appointments, projects and money. It never forgets a follow-up.
Tomorrow is confirmed today
Every afternoon it checks tomorrow's visits. Anything unconfirmed gets a text drafted for your OK.
31% fewerno-shows*
The busywork, off your team
Project stages, commissions, lender fundings and weekly reports: the work your team was doing by hand.
~31 hourssaved in a week ≈ $930 of payroll*
*From a sample week in the Integrate365 demo workspace. Your results depend on your volume and the skills you turn on.
How it works
It works on its own computer. You can watch every click.
No black box. Your agent runs in a real browser inside your Integrate365 workspace. Watch it work, take over to show it something new, and approve what it learned.
Click a step to try it yourself, or
your-company.integrate365.ai/leads
Agent's computer
Leads
4 leads · $0 on this page
- MGMaria Gonzalezmaria.gonzalez@example.com · Prosper, TXNew LeadAlex Morgan1m ago
- ARAna Ramirezana.ramirez@example.com · McKinney, TXNew LeadAlex Morgan1m ago
- JCJames Carterjames.carter@example.com · McKinney, TXNew LeadAlex Morgan1m ago
- ECExample Customercustomer@example.com · Dallas, TXNew LeadJordan Lee63d ago
Lead reassigned
Right nowWorking
Morning lead walkthrough
12 leads with a pending action · 3 need a call today
What it did
Live, newest first
- Checking tomorrow's appointments3:33 PM · Appointments
- Building the Roofing project stages3:33 PM · Projects
- Recalculating a commission3:19 PM · Earnings
- Setting up the Windows project type3:12 PM · Project types
- Answering a rep in #sales3:05 PM · Knowledge
You're watching your agent's own computer. Press Show it once to take over: the agent pauses, records what you do and turns it into a skill draft you approve.
Hand off a lead after the first call
- Open Leads
- Follow the recorded clicks and fields, in the same order
- Keep in mind: Mark it Contacted, then give it to Jordan.
- Check the result on screen before saying it is done
Guardrails added automatically: asks before sending anything to a customer, never stores a password, re-reads the live record before acting.
What it can do
Dozens of skills on day one. Plus the ones you teach it.
Turn on what you need. Skills that need another tool wait until you connect it, and anything learned from you shows up here for review first.
39Skills on
24Ready when you connect
2Learned from you
2Waiting for your review
Skills carry the method only: how the work is done. Your logins, customers, prices and conversations never leave your workspace, and nothing from another company ever comes in. Skills that touch a customer or money always wait for a person's OK.
One platform
Your CRM and your AI team, in one place.
Integrate365 is the CRM built for home-services companies, and your AI team works right inside it. It sees the same leads, projects and calendars your people do, so there's no extra tool to learn.
Leads
Gives every new lead an owner and a first call, and walks the open ones with you each morning.
Appointments
Checks tomorrow's visits every afternoon and records how each one ended.
Projects
Builds the stages for new kinds of jobs and chases the documents a project is waiting on.
Install Calendar
Gets signed jobs onto the calendar sooner, so installs start days earlier.
Earnings
Recalculates a rep's commission when a deal changes, and shows you the difference.
Finance
Follows lender fundings until the money lands and keeps bank movements matched to jobs.
Talk to it
Ask it like you'd ask your office manager.
By voice in the app, or in your team chat.
YouWhat do we have tomorrow?
Your AI team4 visits. 3 are confirmed. The 10 AM roof inspection isn't yet. Want me to draft a text to the setter?
YouYes, send it to me first.
Your AI teamDrafted. It's waiting for your OK.
Built for home-services teams:HVACRoofingWindowsAny home-services trade
Guardrails
It learns how you work. It never takes your data with it.
Every skill is built so you stay in charge: you see what it does, you approve what it learns, and it checks with a person before anything that matters.
Skills carry the method only: how the work is done. Your logins, customers, prices and conversations never leave your workspace, and nothing from another company ever comes in.
A person's OK on what matters
Skills that touch a customer or money always wait for a person to approve them.
Passwords are never saved
Passwords you type while teaching are never written into a skill.
Re-checks before it acts
Guardrails are added to every skill automatically. It re-reads the live record before acting and asks before sending anything to a customer.
Nothing runs unapproved
A new skill stays a draft until you or an admin approve it. You can switch any skill off at any time.
Every click in plain sight
Watch it work on its own computer, live. Press Show it once and it pauses immediately.
A log of everything it did
"What it did" keeps a timestamped list of every task, newest first, so nothing happens off the record.
What is Integrate365?
Integrate365.ai is the CRM for home-services companies, with an AI team built in. Your AI team follows up leads, confirms appointments, keeps projects moving and handles paperwork, on its own computer where you can watch every click.
How does it learn a new task?
Press Show it once and do the task the way your best person does it. Talk it through if you like. The agent pauses, records each click as a step and turns it into a skill draft. It only uses the skill after you or an admin approve it.
Will it message my customers on its own?
No. Skills that touch a customer or money always wait for a person's OK. When it needs to text someone, it drafts the message and waits for approval.
What happens to our data?
Skills carry the method only: how the work is done. Your logins, customers, prices and conversations never leave your workspace, and nothing from another company ever comes in. Passwords you type while teaching are never saved in a skill.
Can I see what it's doing?
Yes. Watch it work shows the agent's own computer live, what it's doing right now, and a timestamped list of everything it did, newest first.
Who can approve a new skill?
You or an admin. Every skill learned from a Show it once session stays a draft until someone approves it, and you can turn any skill on or off at any time.
Integrate365.ai · Your AI team
Watch it.
Watch it.
Teach it once.
Your AI team, built into your CRM.
- See it work a live Integrate365 workspace
- Teach it one of your own tasks in a few clicks
- Pick the skills that fit your team
Book a demo
Tell us a little about your team and we'll set up a walkthrough.