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    AI + Lead Management for Service Businesses

    Build a Better System for Every Lead.

    Sōsuke combines lead management, customer communication, booking and practical AI automation into one system built around your business.

    Start with the foundation. Add AI, follow-up, booking and revenue automation as your company grows.

    Start with Sōsuke OS from around $199/month. Larger AI systems scale with your team, usage and automation needs.

    Proven systems. Configured around your business.

    Start with the foundation. Add automation as it creates value.

    The Ladder

    Start Small. Build As It Pays Off.

    Every level includes the features of the levels before it.

    1. 01

      Sōsuke OS

      Manage the leads.

    2. 02

      Lead Rescue

      Respond automatically.

    3. 03

      AI Front Desk

      Handle incoming calls.

    4. 04

      AI Front Office

      Connect calls, booking and follow-up.

    5. 05

      AI Revenue System

      Automate more of the revenue cycle.

    The Foundation

    Sōsuke OS

    The Lead Management Foundation

    Sōsuke OS gives a service business one place for leads, conversations, booking and pipeline management. It's built especially for businesses still running on:

    SpreadsheetsNotebooksPersonal text messagesEmail inboxesDisconnected web formsMemoryNo formal CRM

    Lead Capture

    • Website forms
    • Custom inquiry forms
    • Landing-page forms
    • Webhook lead intake
    • Manual lead entry
    • Supported lead-source connections

    CRM

    • Contacts
    • Leads
    • Customer records
    • Custom fields
    • Notes
    • Lead source
    • Communication and activity history

    Pipeline

    • New Lead
    • Contacted
    • Qualified
    • Estimate / Appointment
    • Follow-Up
    • Won
    • Lost

    Booking

    • Basic calendar
    • Appointment / estimate booking
    • Booking links where appropriate

    Communication

    • Communication history
    • SMS where configured
    • Email where configured
    • Calls where configured

    Team

    • User accounts
    • Permissions where supported
    • Shared customer information
    • Lead visibility

    Base Configuration

    • Initial pipeline setup
    • Basic custom fields
    • Forms
    • Lead source configuration
    • Initial users
    • Business information

    Sōsuke OS does not automatically include advanced AI agents and complex automation. It is the foundation those systems run on. It is also not a replacement for technician dispatch, route management, payroll, inventory or job-costing software.

    The Systems

    What Gets Added at Each Level.

    01

    Sōsuke OS

    The lead management foundation.

    One organized place for leads, conversations, booking and pipeline.

    Included

    • Lead capture and forms
    • CRM and customer records
    • Customizable pipeline
    • Booking foundation
    • Communication history
    • Team access
    • Base configuration

    Best for solo operators and small businesses that need to get organized.

    02

    Lead Rescue

    Respond automatically.

    Includes everything in Sōsuke OS

    Respond to opportunities faster so fewer leads disappear while the team is busy.

    Included

    • Missed-call response
    • Instant web-lead response
    • SMS follow-up
    • Email follow-up
    • Lead notifications
    • Basic lead routing
    • Basic pipeline automation
    • Appointment / estimate reminders
    • Basic follow-up workflows

    Best for businesses already generating leads but losing them to inconsistent response and follow-up.

    03

    AI Front Desk

    Handle incoming calls.

    Includes Sōsuke OS + everything in Lead Rescue

    A customized AI front line for incoming calls and inquiries — connected to your lead system, not a disconnected phone bot.

    Included

    • AI receptionist
    • 24/7 or after-hours answering
    • Business-specific knowledge and FAQs
    • Lead capture and qualification
    • Caller information collection
    • Priority / emergency identification
    • Call summaries
    • Routing, human transfer and escalation
    • CRM updates
    • Booking where appropriate
    • Ongoing AI tuning

    Best for growing businesses receiving enough calls to benefit from an AI front line.

    04

    AI Front Office

    Connect calls, booking and follow-up.

    Includes everything in AI Front Desk

    Connect more of the customer intake process so fewer tasks depend on someone remembering to do them manually.

    Included

    • Advanced booking
    • Automated lead follow-up
    • Estimate follow-up
    • Appointment reminders
    • No-show recovery
    • Review requests
    • Multiple workflows
    • Team routing
    • Internal notifications
    • Pipeline automation
    • Expanded reporting
    • More customization
    • Ongoing system optimization

    Best for established businesses with office staff, estimators or salespeople handling leads.

    05

    AI Revenue System

    Automate more of the revenue cycle.

    Includes the full Sōsuke OS + AI Front Office foundation

    For businesses with enough lead and customer volume to automate more of the revenue cycle.

    Included

    • Multiple AI agents and functions
    • Inbound AI
    • Outbound AI
    • Dead-lead reactivation
    • Unsold-estimate recovery
    • Past-customer reactivation
    • Long-term lead nurturing
    • Seasonal campaigns
    • Advanced workflows
    • Advanced lead routing
    • Custom integrations
    • Expanded reporting
    • Performance optimization
    • AI strategy reviews

    Best for higher-volume businesses where conversion and reactivation move real revenue.

    06

    Custom AI Operations

    For larger or more complex businesses.

    Includes everything above

    Quoted individually around your operation.

    Included

    • Multiple locations
    • Multiple departments
    • Large databases
    • Multiple AI agents
    • Complex automation
    • Custom integrations
    • High call volume
    • High messaging volume
    • Large sales teams
    • Custom reporting
    • Ongoing automation development
    Compare

    Everything Accumulates as You Move Up.

    A checkmark means the feature is included at that level and every level after it.

    Sōsuke OS

    • Lead CRM
    • Custom pipeline
    • Forms / lead capture
    • Booking tools
    • Customer records
    • Team access
    • Communication history

    Lead Rescue

    Sōsuke OS +

    • Lead CRM
    • Custom pipeline
    • Forms / lead capture
    • Booking tools
    • Customer records
    • Team access
    • Communication history
    • Missed-call rescue
    • Instant web-lead response
    • SMS / email follow-up
    • Lead routing
    • Pipeline automation

    AI Front Desk

    Lead Rescue +

    • Lead CRM
    • Custom pipeline
    • Forms / lead capture
    • Booking tools
    • Customer records
    • Team access
    • Communication history
    • Missed-call rescue
    • Instant web-lead response
    • SMS / email follow-up
    • Lead routing
    • Pipeline automation
    • AI receptionist
    • AI qualification
    • Call summaries
    • Human escalation

    AI Front Office

    AI Front Desk +

    • Lead CRM
    • Custom pipeline
    • Forms / lead capture
    • Booking tools
    • Customer records
    • Team access
    • Communication history
    • Missed-call rescue
    • Instant web-lead response
    • SMS / email follow-up
    • Lead routing
    • Pipeline automation
    • AI receptionist
    • AI qualification
    • Call summaries
    • Human escalation
    • AI booking
    • Advanced follow-up
    • Estimate follow-up
    • No-show recovery
    • Review automation
    • Multiple workflows

    AI Revenue System

    AI Front Office +

    • Lead CRM
    • Custom pipeline
    • Forms / lead capture
    • Booking tools
    • Customer records
    • Team access
    • Communication history
    • Missed-call rescue
    • Instant web-lead response
    • SMS / email follow-up
    • Lead routing
    • Pipeline automation
    • AI receptionist
    • AI qualification
    • Call summaries
    • Human escalation
    • AI booking
    • Advanced follow-up
    • Estimate follow-up
    • No-show recovery
    • Review automation
    • Multiple workflows
    • Outbound AI
    • Dead-lead reactivation
    • Customer reactivation
    • Advanced integrations
    • Advanced reporting
    • Ongoing strategic optimization

    Why the Price Goes Up as the System Grows.

    Higher levels aren't just an unlocked feature. They generally involve more of everything:

    Team membersLeadsCallsAI usageSMS and email usageWorkflowsIntegrationsCustomizationSupportOngoing optimization

    Built to Grow With Your Team.

    Every system includes team access.

    As the business grows, additional users can be added so everyone works from the same lead system instead of separate phones and inboxes.

    OwnerOffice managerReceptionistSalespersonEstimatorManager

    Larger teams may require additional onboarding, permissions, training, support and system administration.

    Pricing

    Pay for the System You Actually Need.

    Sōsuke OS

    From $199/month

    The lead management foundation: CRM, pipeline, forms, booking and communication history.

    Managed AI Systems

    From $349/month

    Lead Rescue, AI Front Desk, AI Front Office and AI Revenue System — each one includes everything before it.

    Build up as you need more automation, users and AI.

    Sōsuke is structured so smaller businesses can begin with the foundation, and larger businesses can use more users, automation, AI, workflows and support as they grow.

    The system expands without forcing you to rebuild everything from scratch.

    A Two-Person Crew and a Twenty-Person Company Shouldn't Pay the Same.

    Build up as you need more automation, users and AI.

    Add-Ons

    More Ways Sōsuke Can Help.

    Lead Capture

    • Website forms
    • Custom forms
    • Landing pages
    • Webhook lead intake
    • Lead source connections

    CRM

    • CRM setup
    • Custom pipeline
    • Custom fields
    • Contact migration
    • Lead migration
    • Database cleanup

    AI

    • AI receptionist
    • After-hours answering
    • Overflow answering
    • Lead qualification
    • Outbound AI calls
    • Website AI chat

    Follow-Up

    • Missed-call recovery
    • Instant web-lead response
    • Estimate follow-up
    • Long-term nurture
    • No-show recovery
    • Appointment reminders

    Revenue Recovery

    • Dead-lead reactivation
    • Unsold-estimate recovery
    • Past-customer campaigns
    • Seasonal campaigns
    • Maintenance reminders
    • Customer reactivation

    Reputation

    • Review requests
    • Review automation
    • Post-service follow-up

    Integrations

    • Webhooks
    • Zapier
    • Make
    • Calendars
    • Supported CRM connections
    • Website integrations
    • APIs where practical

    Reporting

    • Lead reporting
    • Pipeline reporting
    • Lead source reporting
    • Campaign reporting
    • Custom dashboards

    Internal AI

    • Knowledge assistants
    • SOP assistants
    • Internal information systems

    Strategy

    • AI opportunity audit
    • Workflow audit
    • Automation planning
    • AI strategy
    • Ongoing optimization

    AI Keeps Changing. Your Business Should Benefit From It.

    Sōsuke continuously tests practical AI agents, automation and business tools. When new capabilities become genuinely useful for capturing leads, improving follow-up, reducing repetitive work or creating additional revenue, we determine whether they belong in your system.

    You shouldn't have to become an AI expert yourself.

    Built by a service-business owner who knows what happens when you're doing the actual work and the phone, follow-up, marketing and admin are all competing for attention.

    What Could We Take Off Your Plate?

    Tell us what repeatedly steals your time, slows down your leads, or gets forgotten when business gets busy. We'll tell you what is realistically worth building first.

    Already talked with us? View Detailed Systems & Pricing →