Numa is the AI Customer Operations System built for dealerships that are tired of losing revenue and customers to broken processes. Every day, service calls go unanswered, advisors spend their time fielding "where's my car?" instead of selling work, and managers only find out about unhappy customers after the bad review is already posted. Numa fixes this at the infrastructure level that can follow-up with your customers automatically and give visibility into customer satisfaction to your advisors, reps, and managers. Operator answers and routes every inbound call so nothing goes dark. Status Updates proactively reaches out to customers so advisors stop drowning in callbacks. Voice AI books appointments automatically so customers never wait. LiveCSI flags heat cases in real time so managers can intervene before a CSI score takes the hit. Opportunities can proactively reach out on declined services, open recalls, and equity moments. And it all runs through one unified system: one inbox, one shared context. The result: recovered revenue, freed-up advisors, and a customer experience that increases CSI and builds loyalty.
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Bigly Sales runs AI outbound and inbound calling as a managed service. Its AI voice agents call new and aged leads, qualify them against your criteria, live-transfer interested prospects to your team, book appointments, and answer inbound calls 24/7, with every disposition, transcript and recording written back to your CRM.
Bigly's team builds the campaign for you. Scripts are written with Claude, ChatGPT and other leading LLMs, and the platform tests script versions on live calls and keeps the best performer. Bigly also handles phone-number procurement, carrier registration, more than 200 whitelisted local-presence lines, spam monitoring and call routing. Before every dial, the system checks consent, suppression and DNC lists, known TCPA litigants, and state and federal calling rules and quiet hours.
The reporting dashboard measures success rate per lead, cost per live transfer and cost per human contact, and breaks the dial-to-transfer funnel into each stage, including transfers lost to an unanswered buffer or a carrier error. Lead sources are ranked side by side by success rate and cost. An hour-by-hour chart shows when leads convert.
With the Bigly Sales MCP server, customers can manage campaigns from Claude or ChatGPT: push a list into an active campaign, check minute usage, pull transcripts, or ask which leads want a demo.
Customers use it for lead reactivation, speed-to-lead follow-up, appointment setting, inbound answering and warm transfers in insurance, lending, home services, legal and fundraising. It integrates with HubSpot, Salesforce, Zoho CRM, Pipedrive, GoHighLevel and other CRMs, and plans start at $99 a month, with a free 30-minute AI calling setup to begin.
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Wenly
Wenly operates as a cloud-based AI receptionist and phone-answering solution tailored for small service-oriented companies. It effectively manages calls that are forwarded from a designated business number, utilizing the service, pricing, and service area details provided by the business. The system excels in differentiating between urgent and routine inquiries, directing emergency calls to an on-call number, and filtering out spam and telemarketing calls. Following each call, Wenly sends an email containing the caller's information, along with a summary, transcript, and recording of the conversation. This service caters specifically to industries such as HVAC, plumbing, electrical, roofing, garage door services, towing, locksmithing, and real estate, all of which primarily rely on phone communications for customer inquiries. Various plans are available, offering call-minute allowances, and the Starter plan and above include calendar booking features. Additionally, Wenly supplies weekly performance reports and a chat widget for websites, while the Managed plan offers a review of leads by human agents. Companies can retain their existing phone numbers, and callers are informed that their calls are being answered automatically and could be recorded for quality assurance. Overall, Wenly streamlines communication for small businesses, enhancing their customer service capabilities.
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Run a Call
Run a Call is the all-inclusive HVAC management system designed specifically for residential companies generating between $1 million and $5 million in revenue. This solution streamlines operations by replacing platforms like ServiceTitan, Jobber, Housecall Pro, and FieldEdge with a single, flat monthly fee for each shop that covers all features—eliminating per-seat charges, lengthy contracts, and termination fees.
Notable features include:
• An AI Receptionist that operates 24/7, ensuring every call is answered and jobs are booked before the homeowner ends the call.
• A dispatch system with a drag-and-drop reassign functionality that factors in drive times.
• Instant estimates displayed on-site as Good/Better/Best choices, allowing for quick signatures.
• A seamless transition from jobs to invoices, with records maintained from sale to payment and automatic posting to QuickBooks.
• A visually engaging price book featuring Good/Better/Best options, complete with photos accessible on the service truck.
• Membership management through the Comfort Club, conveniently displayed on one screen with auto-renewal and text-to-pay options.
• An offline-capable mobile app that provides full functionality directly on the service truck.
• Enhanced client communication capabilities that integrate calls, texts, and emails, all linked to the customer's address.
The pricing structure is straightforward: $499 per month, with the first 25 founding shops benefiting from a special rate of $199 monthly for life, along with an optional AI Receptionist add-on for $99 per month and a premium setup service included. This makes it an attractive option for HVAC businesses looking to optimize their operations and improve customer engagement.
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