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CRM / Dashboard

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.

£4,000 Price agreed upfront No hidden extras
SPECIFICATION — PORTAL + AI CRM / Dashboard
What you get

Everything included, nothing hidden.

WHAT YOU GET — INCLUDED CRM / Dashboard
Everything in Pro
WhatsApp and SMS messaging
AI qualification and follow-up
Conversation logging
Prompt maintenance and monitoring
Token optimisation
Clean handover to a person
SCOPE7 deliverables included
The detail

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.

Who this is for

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.

When this is not the right answer

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.

How it works

Step by step.

01
Scope CRM and messaging
02
Configure platform instance
03
Integrate AI messaging via Twilio
04
Verification
05
Test
06
Handover and training
Typical timescale
Around 4 weeks, once we have what we need from you.

Common questions

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.
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.
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.
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.