Resources

Get value on day one

Short guides for the first things most teams do.

Try it in two minutes

Open the demo, check the Command Center, then open Lead Recovery and act on the top item.

Bring in your leads

Export leads from your current tool as CSV, then import and map the columns. Duplicates are flagged, not merged.

Connect email and calendar

Go to Integrations, connect, then press “Test connection”. Anything not working shows its reason.

Choose what the AI may do

Start every AI employee at Draft or Ask approval. Raise a level only after you trust its drafts.

Your first workflow

Pick a template, run the simulation, check who would receive what, then launch.

Read your results

Revenue Intelligence keeps estimates, attributed results and recorded payments apart.

Talk to us

Questions, Enterprise plans or a connector you need. We reply by email.

Common questions

What does Lead Growth OS do?

It brings every lead into one place, finds the ones being missed, prepares follow-ups, helps book appointments and tracks what actually turned into revenue.

Who is it for?

Businesses that live on inquiries and appointments — home services, clinics, agencies, dealerships, real estate and B2B teams. Our first focus is home-services businesses.

How does setup work?

Open the sample business to try it in seconds. For your own business: get a business phone number inside the app in a minute, register for US texting with one form (we send it to the carriers for you), connect email and calendar, import leads from a CSV, then choose what the AI may do.

Which integrations are supported?

The integrations page lists every connector with its honest status: available now, needs setup, or planned. We never mark a connector as working before it is tested.

What can the AI do on its own?

Only what you allow. Each AI employee has a level: suggest, draft, ask approval, execute, or act within a policy. You can pause any of them in one click.

What always needs approval?

Discounts, refunds, bulk messages and changes to important records always need a person’s approval, whatever the level.

Are texts and calls included?

Yes. Every plan includes texts, call minutes and phone numbers — Starter 500 texts, Growth 2,000, Pro 5,000. You get a heads-up at 80%. Need more? Add 1,000 texts for $20; they never expire.

How are AI and message costs calculated?

Every AI action and message records its cost, so you can see what each channel and AI employee uses. You set a monthly budget per AI employee; when it is used up, that employee stops.

How is customer data handled?

Each workspace is kept separate, access follows roles, and opt-outs are respected on every channel — STOP works on every text. Every text records why it was allowed, and we never sell data or use it to train AI.

Can I export my data?

Yes. Leads, customers, deals, quotes, payments, messages and tasks export to CSV at any time, and the owner can download the whole business as one file to move it.

What support is available?

Help guides inside the app on every plan, email support, and onboarding help on Growth and above.