Simple Plans for Everyone

Function: Automatically takes new inbound leads (from website forms, chat, social media), scores them, sends an appropriate follow‑up email/text/meeting invite, updates CRM.
Why important: Many small businesses struggle with lead follow‑up, timing, and consistent outreach. Automates first stages of sales funnel.
Value proposition: More leads converted, human sales team focuses on warmer leads.

Function: 24/7 live‑chat / messaging agent that handles FAQs, basic support tickets (returns, order status, service requests), escalates to humans when needed.
Why important: Customer service is a pain point; businesses want to be responsive without hiring large teams. Recent reviews show chat‑AI for SMBs is in demand.
Value proposition: Better customer experience, lower cost, consistent responses.

Function: 24/7 live‑chat / messaging agent that handles FAQs, basic support tickets (returns, order status, service requests), escalates to humans when needed.
Why important: Customer service is a pain point; businesses want to be responsive without hiring large teams. Recent reviews show chat‑AI for SMBs is in demand.
Value proposition: Better customer experience, lower cost, consistent responses.

Function: Generates posts (text + graphics) for social platforms, schedules them, monitors engagement, suggests improvements.
Why important: SMEs often under‑invest in content because it’s time‑consuming; automation helps.
Value proposition: More consistent presence, more leads/visibility.

Function: Triggers emails, SMS, ads based on behaviors (e.g., site visit, cart abandoned, past purchase), segments list, A/B tests messages.
Why important: Marketing automation remains a big ROI driver; SMBs often don’t have in‑house expertise.
Value proposition: More revenue per marketing dollar, higher conversion.

Function: Generates invoices, sends reminders for payment, automatically applies late‑fees or flagging, integrates with accounting.
Why important: Cash flow matters hugely for small businesses; late payments hurt.
Value proposition: Faster payments, fewer overdue invoices, better cash flow.

Function: Monitors stock levels (for e‑commerce or retail), predicts reorder points, triggers purchase orders or alerts when low.
Why important: Stock‑outs or overstock both cost money; smaller businesses often lack sophisticated systems.
Value proposition: Optimized inventory, fewer losses, better working capital.

Function: For service firms: when a new client signs, the agent sends welcome materials, schedules kickoff, assigns tasks, tracks milestones.
Why important: Ensures consistent onboarding, reduces mistakes, frees up staff time.
Value proposition: Better client experience, more efficient internal processes.

Function: Automates new employee paperwork, orientation schedule, training assignments, reminders, monitors completion.
Why important: Even small businesses need HR workflows; reduces administrative burden.
Value proposition: Faster ramp‑up, fewer missed tasks, better compliance.

Function: Based on service parameters, auto‑generates proposals/quotes, sends to client, tracks status, follows up.
Why important: Professional proposals help close deals; small businesses may struggle with consistency and speed.
Value proposition: Faster turnaround, better win‑rate, more deals.

Function: Monitors review sites/social for mentions, alerts owner to negative reviews, suggests responses, requests reviews from customers automatically.
Why important: Reputation is critical, especially locally; many SMEs don’t actively monitor.
Value proposition: Better reputation management, more positive reviews, more trust.

Function: For regulated small businesses: monitors document expiry dates (licenses, insurance), ensures compliance tasks are done, reminds staff, generates audit reports.
Why important: Non‑compliance can cost fines; many SMBs neglect this.
Value proposition: Mitigated risk, fewer penalties, peace of mind.

Function: Tracks customer behaviors, predicts churn risk (e.g., decreased usage, missed renewals), triggers retention outreach.
Why important: Losing customers hurts; proactive retention helps.
Value proposition: Reduced churn, more stable revenue, less effort to win back lost clients.

Function: Monitors supplier contracts, delivery performance, flags potential issues, triggers re‑order or alternative sourcing when needed.
Why important: For SMBs relying on suppliers, issues disrupt operations; oversight helps.
Value proposition: Smoother supply chain, fewer surprises, better cost control.

Function: Automatically reviews contract expiry dates, renewal terms, flags upcoming renewals or renegotiations, summarizes key terms for owner.
Why important: Many small businesses simply lose value because they forget renewals or miss renegotiation windows.
Value proposition: Better contract management, saved costs, improved terms.

Function: Manages event/webinar signups, sends reminders, handles attendance data, triggers follow‑up messaging to attendees/non‑attendees.
Why important: Many service businesses use events/webinars; running them manually is tedious.
Value proposition: More registrations, better engagement, better conversion from event to client.

Function: Monitors supplier contracts, delivery performance, flags potential issues, triggers re‑order or alternative sourcing when needed.
Why important: For SMBs relying on suppliers, issues disrupt operations; oversight helps.
Value proposition: Smoother supply chain, fewer surprises, better cost control.

Function: Handles inbound/outbound voice calls for basic tasks: bookings, order status, payment reminders, capturing lead details then hand off.
Why important: Phone still major channel for many local businesses; voice agents are less common but growing.
Value proposition: 24/7 call handling, fewer missed calls, professional voicemail dynamic.