Automation software that handles the follow-up you don't have time for.
Reply to new leads in seconds, text back missed calls, send appointment reminders and ask for reviews, automatically. Alcreo builds the workflows around how your business runs and hands the conversation to a person when it needs one.
Example workflow
The tasks that matter most are the easiest to skip.
Nobody forgets the big jobs. What slips are the small, repetitive steps around them: texting back a missed call, confirming tomorrow's appointments, checking in on a quote from last week, asking a happy customer for a review.
Each one takes two minutes. Done consistently, they add up to more booked work and fewer no-shows. Done "when there's time," they mostly don't happen, especially in your busiest weeks, which is exactly when leads are coming in.
Automation makes those steps happen the same way every time, without someone having to remember.
Triggers, actions and conditions, in plain English
Every automation is a workflow: when something happens, do these steps. You don't need to build them yourself, but it helps to know the pieces.
Triggers
The event that starts a workflow. Examples: a form is submitted, a call is missed, an appointment is booked or marked no-show, a deal moves to a new pipeline stage, an invoice is paid, or a lead hasn't replied in a set number of days.
Actions
What happens next: send a text or email, create a task, assign a lead to a teammate, add a tag, move an opportunity, notify your team, or wait a set time before the next step.
Conditions
Rules that change the path. If the lead replied, stop the follow-up. If the service is over a certain value, notify the owner. If it's after hours, send a different message.
Workflows most businesses start with
New lead response
Every new inquiry gets a personal-sounding text or email within seconds, lands in your pipeline, and creates a callback task for the right person.
Missed-call text back
When you can't pick up, the caller gets a text so the conversation continues instead of going to a competitor. Missed-call text back
Appointment reminders
Confirmations at booking and reminders before the visit, with an easy way to reschedule. Reminders help reduce no-shows; results depend on your customers. Scheduling
Quote follow-up
A short sequence of check-ins after an estimate goes out, which stops as soon as the customer replies or books.
Review requests
After a job is marked complete or an invoice is paid, a review request goes out with a direct link to your Google profile.
Internal notifications
Alerts to your team when a high-value lead arrives, a deal goes stale or a payment fails, so the right person acts quickly.
Re-engagement campaigns
A friendly check-in for customers who haven't booked in a while, sent only to people who agreed to hear from you.
Payment reminders
Polite reminders for unpaid invoices, with a text-to-pay link through Alcreo Payments. Payments
Where automation stops and people take over
Good automation handles the routine and gets out of the way. It shouldn't pretend to be a person in a sensitive conversation or keep messaging someone who has already replied.
How we set up your automations
Find the leaks
We look at how leads, calls and appointments are handled today and where things fall through.
Write the messages
We draft every text and email in your voice, and you approve them before anything is sent.
Build and test
We build the workflows, run test leads through them and check that each step fires when it should.
Review and refine
Once real customers flow through, we check what's working and adjust timing, wording and rules.
Automation that's built for you, not handed to you
Most automation tools give you a blank canvas and a library of tutorials. That's powerful if you have the time. Most owners don't.
Set up from your answers
We build your first workflows during setup, using your services, hours, team and the way you like to talk to customers.
One connected system
Workflows run on the same records as your CRM, inbox, calendar and payments, so there's no patching three apps together with connectors.
Adjusted as you grow
Add a new service, a new teammate or a new location, and we update the workflows to match.
What to think about first
Start with the leaks
The best first automations fix places where you already lose business: slow replies, missed calls, no-shows and quotes that never get followed up. Fancy campaigns can wait.
Texting has rules
Business texting in the US requires carrier registration (A2P 10DLC) and customer consent. We handle the registration paperwork during setup, and approval timing depends on the carriers.
Connecting other tools
Most everyday automation runs inside Alcreo. It also connects with tools like QuickBooks, Zapier, Google, Instagram and LinkedIn, plus many other connections, and workflows can send and receive webhooks.
What it costs
Workflows are included in both plans. Texting and calls have no caps; usage is billed to your account as you go. See pricing
Automation questions
What can I automate in my business?+
The most common starting points are new-lead replies, missed-call text back, appointment confirmations and reminders, quote follow-ups, review requests, payment reminders and internal task assignments.
Do I have to build the workflows myself?+
No. We build your first set during setup and adjust them as you go. You can also edit them yourself if you like.
Will automated messages sound robotic?+
They shouldn't. We write them in your voice, use the customer's name and details, and keep them short.
What happens when a customer replies?+
Follow-up sequences stop and the reply goes to your inbox so a person can respond.
Is this the same as the AI receptionist?+
No. Workflows follow rules you set. The AI receptionist holds live phone conversations. They work well together.
Do automations send texts, emails or both?+
Either or both. Each step can send a text, an email or an internal notification, and you can choose different channels for different customers.
Can automation replace my staff?+
That's not the goal. It removes repetitive steps so your team can spend more time with customers.
Find out what you could automate first.
We'll look at where leads and appointments slip today and show you the workflows that would catch them.