AI + CRM Solutions to Drive Results for Service-Based Businesses

See how Ramon Estrada streamlined his plumbing business operations, boosted client engagement, and increased revenue with Agentli's AI-powered CRM and automation.

Ramon Estrada

Estrada Plumbing & Heating

Fort Lauderdale, FL

Use Case: Local Service Business Workflow with AI + CRM Automation

Ramon Estrada ran a thriving plumbing and heating business in Fort Lauderdale, FL. Despite steady growth, he faced challenges like missed calls, scheduling conflicts, and inconsistent follow-ups with potential clients. His team struggled with manual processes, leading to missed opportunities, inefficiencies, and longer wait times for clients.

  • Manual intake forms and appointment scheduling

  • Missed calls and after-hours client inquiries

  • Inconsistent follow-ups leading to lost patients

  • Struggling to consistently gather client reviews

  • Low conversion rates from website visitors

Solution with Agentli.ai

After implementing Agentli.ai all-in-one CRM system combined with AI automation, Ramon Estrada's plumbing and heating business optimized lead capture, reduced no-shows, and increased appointment bookings. Here’s how the solution transformed his operations, here's how he changed his game:

Workflow Before vs. After Using Agentli.ai

  1. Lead Capture & CRM Management

  • Before: Leads were captured manually through calls, website forms, and emails, leading to inconsistent data entry and some leads slipping through the cracks.

  • After: Agentli.ai automatically captures and categorizes leads from all sources, ensuring no opportunity is missed.

  • Result: More than 30% increase in lead-to-service conversion rate.

  1. Appointment Scheduling & Reminders

  • Before: Appointments were scheduled manually, with reminders sent via text and email by the receptionist. No-shows were a common issue.

  • After: Agentli's AI-driven automated scheduling system handles appointment booking and sends personalized SMS/email reminders.

  • Result: More than 40% increase in appointment bookings and 50% decrease in no-shows.

  1. Follow-ups & Lead Nurturing

  • Before: Ramon's team struggled with consistent follow-up, leading to slower conversions and missed opportunities.

  • After: Agentli's automatespersonalized follow-ups with AI-driven SMS and email sequences, keeping leads engaged.

  • Result: Around 35% increase in lead engagement and faster conversion times.

  1. Customer Service After Hours

  • Before: Client inquiries outside business hours often went unanswered, leading to lost business opportunities.

  • After: Agenli.ai's Voice AI receptionist takes calls 24/7, gathers essential information, and schedules appointments.

  • Result: More than 20% increase in overall revenue due to capturing leads after hours.

  1. Marketing & Client Communication

  • Before: Marketing and communication efforts were manual and inefficient, often not reaching the right clients in time.

  • After: Agenli.ai's automates marketing campaigns, segmenting leads and sending targeted offers and promotions via email, SMS, and social media.

  • Result: +25% improvement in lead conversion and client retention.

  1. Operational Efficiency

  • Before: Manual tasks like data entry, follow-ups, and appointment scheduling consumed too much of the team’s time.

  • After: Agenli.ai's automation saves hours of manual work, allowing the team to focus on client care and service delivery.

  • Result: 12+ hours saved per week on administrative tasks.

Results & Impact

Lead Conversion Rate

+30% increase in lead-to-service conversion rate.

Operational Efficiency

12+ hours saved per week on manual tasks.

Revenue Growth

+20% increase in overall revenue.

Lead Engagement

+35% increase in lead engagement with personalized, automated follow-ups.

Appointment Bookings:

+40% increase in appointment bookings and 50% decrease in no-shows.

Customer Service

24/7 lead capture and service with Voice AI receptionist.

"Since we started using Agentli.ai CRM system, everything has changed for the better. The AI-driven automation has improved our lead conversion by 30%, and the automated scheduling and reminders have cut our no-shows in half. We’re seeing more appointments booked, and our revenue has increased by 20%. The Voice AI receptionist has also allowed us to capture leads outside of business hours, making a significant impact on our bottom line. The time we’ve saved with automation has been a game-changer, and we’re able to focus more on serving our clients."

Ramon Estrada, Owner,

Estrada Plumbing & Heating

Fort Lauderdale, FL