Every channel becomes a lead
A phone call, a text message and a Yelp or Zola enquiry email all create a row in the same pipeline. A voicemail goes recording → transcript → AI summary → extracted booking details → lead, with nobody retyping anything.
Show prices for
Custom CRM & AI booking platform · 2025–2026
A multi-tenant CRM that runs a limo operator's whole front office: leads, one inbox, AI quoting, contracts, deposits, dispatch hand-off and a business-intelligence layer.
Built and run in production. Our own limo company runs on it every day. No outside operator pays for it yet, and we say so.
What we built
A phone call, a text message and a Yelp or Zola enquiry email all create a row in the same pipeline. A voicemail goes recording → transcript → AI summary → extracted booking details → lead, with nobody retyping anything.
One list of ten required fields is read by every quoting path. Short of it, the customer is asked for the gap, their answer is extracted back into the lead, and the quote goes out once the lead is complete.
A stackable pricing-rules engine holds the operator's seasons, minimums, flats and fees. On our own limo company, the AI's quotes match the owner's manual quotes on real jobs.
E-signed contracts, card authorisation and Stripe deposit links, sent by text and email.
LimoPilot Connect: an operator directory searchable by city, airport and vehicle, partner invitations, private quoting, job hand-off onto a real booking and tiered cascading dispatch.
A daily brief, a health score you can take apart, forecasts graded against what actually happened, channel attribution and a what-if simulator. When it can't measure something, it says so instead of guessing.
Opt-outs and Do-Not-Disturb are respected per channel inside the send path. When a text is blocked, it falls back to email where allowed and never clears the flag.
Every table carries a tenant id with row-level security, white-label branding per operator, roles and an editable permission matrix.
18 modules
Stack
Services involved: Custom software & web apps, CRM setup & migration, AI chat assistants, Workflow automation.
The constraint map
Before we wrote features, we mapped what actually limits a small limo company: 32 constraints across regulation, costs, the market, the owner's time and cash flow. Then we were honest about which ones software can touch.
Calls, texts and marketplace enquiries become leads automatically, and the AI replies on the channel the customer used.
One inbox. Email replies thread back into the same conversation.
The operator's rate card as stackable rules, so the AI quotes the same way the owner would.
Ten required fields. The AI asks for what's missing before it will quote.
E-sign contract and deposit link in the same conversation.
Affiliate module plus the Connect network: directory, private quoting, hand-off, cascading dispatch.
A daily brief, graded forecasts and channel attribution, with refusals where data is thin.
Every booking keeps its conversation, quote, signed contract and card authorisation together. It can't stop a dispute; it gives you the paper trail.
Forecasts help you see the trough coming. They don't move the weddings.
Takes the front-office paperwork off the owner. It will not drive the run or wash the car.
No software fixes these. We say so.
No software fixes these either.
Verdicts describe what the software is designed to do. They are not measured results for any outside operator.
Lesson
A messaging provider returned "201 Created" for texts it later failed to send, and for two days our inbox showed a checkmark beside every one. Nothing was technically an error, so nothing was logged. We fixed it by recording delivery status from the provider and showing the real reason on screen. Since then, every automation we build has to say out loud when it didn't do its job. Silent success is the most expensive bug in automation.
More work
Business website · 2026
The website for our own chauffeur and party-bus company in Dallas–Fort Worth, Austin and Houston.
Read the case studyCustomer portal · 2026
A marketing site and a customer portal for a towing-industry brand in our group: staff see every account, customers see their own Google Business Profile performance.
Read the case studyTwelvefold instant answers
Scripted from our price list and FAQ · not AI