Everything in Pro, with WhatsApp and SMS conversations handled by AI.

Everything in the Pro tier, with WhatsApp and SMS conversations handled by AI. Enquiries go cold in the gap between somebody getting in touch and somebody replying, and that gap is widest exactly when messages arrive: evenings, weekends, and the middle of a job.

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✓ £4,000 ✓ Price agreed upfront ✓ No hidden extras

SPECIFICATION · PORTAL + AI CRM / Dashboard

Portal + AI

£4,000

then £349 a month

One-off, fixed price.

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TIMESCALEaround 4 weeks

START TODAYlive by Tue 20 Oct

Everything included, nothing hidden.

WHAT YOU GET · INCLUDED CRM / Dashboard

✓Clients and contacts

✓Quotes and proposals

✓Projects and tasks

✓Document storage

✓Your branding

✓Hosted, backed up and kept updated

✓Support tickets

✓Invoicing and payments

✓Multiple users with roles

✓Reporting dashboard

✓WhatsApp and SMS messaging

✓AI qualification and follow-up

✓Conversation logging

✓Prompt maintenance and monitoring

✓Token optimisation

✓Clean handover to a person

SCOPE16 deliverables included

You get messaging over WhatsApp and SMS, AI qualification and follow-up, every conversation logged against the contact record, and a clean handover to a person when it matters. Customers are told they are talking to an AI, because pretending otherwise falls apart the moment somebody asks a question it cannot handle.

The monthly at this tier buys something specific: prompt maintenance, conversation flow updates, monitoring what the AI is actually saying, and token optimisation. It is not a message allowance dressed up as a service.

Two practical things before you buy. Your messaging runs on your own Twilio account and your own AI credits, paid directly, at cost.

We do not resell you messages at a markup, our job is to keep that bill as small as possible, and if something you are planning is going to push it up we tell you before it happens rather than after.

And WhatsApp Business verification with Meta takes one to two weeks and is outside anyone's control, so it needs planning into the timeline rather than discovering at the end.

You get enquiries outside working hours and they wait until somebody is free, by which time people have gone elsewhere. Your team answers the same first questions over and over and loses selling time to it. You have enough message volume that following up by hand genuinely does not happen, and you want the conversations recorded against the customer rather than living on somebody's phone.

If your message volume is low, a person replying is better and cheaper, and the Portal Pro gives you the system without the messaging. If every enquiry needs an expert answer from the first message, automated qualification will get in the way. If you want a chatbot answering questions on your website rather than conversations over messaging, that is the AI Chatbot.

Step by step.

Scope CRM and messaging

Configure platform instance

Integrate AI messaging via Twilio

Verification

Test

Handover and training

Then it's yours. Live, documented, and supported whenever you want to take it further.

Typical timescale

Around 4 weeks, once we have what we need from you. Start today and you could be live by Tuesday 20 October.

Common questions

Who pays for the messages themselves?▾

You do, directly. The Twilio and AI accounts are opened in your name and you pay what they cost, with nothing added by us. It means you can see the real running cost, and the incentive runs the right way: our job is to make that bill smaller, not to profit from it being larger.

Will customers know they are talking to an AI?▾

Yes, because we tell them. Pretending otherwise goes wrong the moment somebody asks something it cannot handle. What matters more is that it hands over to a person cleanly when it needs to, and that handover is built in rather than bolted on.

What does the monthly actually buy at this tier?▾

Prompt maintenance, conversation flow updates, monitoring what the AI is actually saying, and token optimisation. Automated conversations drift as your services and your questions change, and left alone they start giving answers you would not give. None of it is a message allowance.

What happens to the conversations afterwards?▾

Every one is logged against the contact record, so whoever picks the customer up can see exactly what was said. That log is worth reading in its own right: it shows what people keep asking, which is usually a list of things missing from your website.

How we make money

We charge for work, and that is all. Your ad spend, your software subscriptions and anything else bought on your behalf go on your own accounts at cost, with nothing added by us.

Our prices are published and they are the same for everyone.

Read how we work and how we make money →

Talk to us about your system.

Straight answer, no obligation. Tell us what you need and we will tell you what it takes.