$285+
Estimated cost of a single missed inbound call. The acquisition cost does not disappear when the phone goes unanswered.
001 Pronto CRM · Smart Pipeline
Every lead captured, tracked, and managed in one place. Full call history, deal stages, and auto-populated from every interaction.
✓CRM included in every Pronto plan — including Presence.
002 The instrument
The pipeline is not a list of forms. Every stage change triggers the next action, updates the record, and keeps the team moving.
Drag a request between stages — or click a stage to preview what happens next. Browse the board with the stage tabs; move a request forward with →.
003 The cost of losing the trail
Estimated cost of a single missed inbound call. The acquisition cost does not disappear when the phone goes unanswered.
Of callers may try a competitor after an unanswered call. The opportunity moves before your team sees it.
Of callers who reach voicemail do not leave a message. A blank record is still a lost signal.
Reference figures from industry studies and benchmarks. Results vary by trade, market, season, response time, and lead quality.
004 Auto-populated
Voice, chat, and forms write to the same contact and opportunity record. The contractor never has to retype what the customer already said.
The call captures the category, urgency, service area, appointment request, and estimated opportunity value.
Personal information is submitted directly from the browser. Names, phone numbers, and addresses do not pass through the model.
Forms normalize phone numbers, preserve attribution, and create an opportunity without another round of manual data entry.
005 A real record, before the call ends
Every action is written to the record as the interaction happens.
▶Hear this exact call on the ProntoVoice landingcategory: hvac · urgency: today
Today at 3:30 PM · synced with calendar
zip: 28217 · address stored on the contact record
Customer receives the appointment confirmation and estimated timing
Pronto Dispatch · New Request · $2,500 estimated value
006 Deal stages
Pronto Dispatch keeps every request visible from the first interaction through completion, follow-up, or no coverage.
Creates the opportunity, stores the request ID, and preserves the source channel.
request_createdNotifies reachable professionals while keeping the customer updated.
pros_alertedThe first professional to accept receives the opportunity atomically.
accepted_atAppointment details are written to the opportunity and the calendar.
appointment_bookedCompletion can trigger reviews, follow-ups, reporting, and reactivation.
completedA ZIP without coverage becomes a waitlist opportunity instead of disappearing.
waitlist-zip007 Full history
Every conversation, channel, appointment, and attribution detail stays connected to the same record.
session_id, transcript link, channel, source, UTM data, and call history remain attached to the contact.
assistant_transcript_urlConversation history is signed with HMAC so browser-side edits cannot rewrite what happened.
history_integrityKnow whether the opportunity came from web chat, web voice, a phone call, or a campaign.
source: pronto-assistant008 The guards
The system is designed around the failures that burn trust: duplicate requests, silent alerts, uncovered ZIP codes, and double assignment.
The same request_id ends the second workflow before it creates a duplicate job.
A unique idempotency key protects forms against double clicks and repeated submissions.
When urgency is emergency, the internal alert is sent before the rest of the sequence.
A request that remains in New Request receives a second urgent notification.
A ZIP requires three or more reachable professionals within the defined service radius.
If the CRM is temporarily unavailable, the request remains in the log.
The first professional to open the acceptance link gets the job. Never two.
Professionals receive the work and ZIP code before acceptance — not the customer’s address.
009 Capture more value
Seasonal nurture
Capture the original request, qualify the scope, and let Pronto Automations run the follow-up sequence your team cannot run manually.
Charlotte seasonal signals
010 Built-in discipline
After a denied roofing claim in North Carolina, there is a statutory window where requesting payment can create serious exposure.
Consent text, consent timestamp, source URL, and communication history remain attached to the record. Recording announcements and communication rules still apply to every business.
011 Plans
Pronto CRM comes with every plan from Answer up. What changes is what runs on top of it — whether the AI calls out, what it can quote on the call, and what it plugs into.
Build your digital presence.
Your AI employee for everyday conversations.
Turn conversations into more work.
Your brand, your app, and people behind it.
Setup is $0. Voice minutes come included from Answer up — 300 on Answer, 1,000 on Pipeline, 2,500 on Engine — and anything past that runs $0.15, $0.12 or $0.10 per minute. Pay yearly and two months are included. Pronto never takes a commission on your jobs. Pronto CRM comes with every plan from Answer up.
012 Questions
013 Pronto CRM · Smart Pipeline
Capture the lead. Keep the history. Move the job forward. See how Pronto CRM fits your operation.