Lead management for San Jose service businesses

You're running an HVAC, plumbing, or electrical business in San Jose. You're good at what you do. But every day, calls come in—and some slip through. A missed call during a busy afternoon, a voicemail that sits unheard until tomorrow. By then, your customer has already called someone else. SagiFlo stops that. It's an AI agent that answers every call, qualifies the caller in your company's name, books confirmed jobs straight to your Google Calendar, and texts you the details until the job is booked or closed.

San Jose's service market moves fast. With nearly a million residents across the city and surrounding areas like Campbell, Los Gatos, Santa Clara, and Milpitas, there's steady demand—especially during the brutal summer heat and wet winter season when HVAC units fail and pipes burst. But that same density means competition is fierce. The service businesses that win are the ones that answer first. SagiFlo answers your phone 24/7, capturing leads the moment they call, qualifying them in a voice that sounds like you, and booking the job in seconds. No human delay. No lead sitting in a voicemail. No guessing whether someone got back to your caller.

Once a job is confirmed, SagiFlo books it straight into your Google Calendar with all the details—customer name, address, phone, what they need fixed. You open the calendar and you see your full day. At the same time, it reads your QuickBooks invoices and cash flow so you know which leads are high-value and which ones need faster follow-up. The AI keeps going back to leads that haven't closed yet, sending automated follow-ups on a cadence you set, until either the job is booked or you've decided it's not happening. That's it. No switching between apps. No CRM to learn. No complicated setup. Just every lead captured, answered fast, and followed up until it's a booked job or a closed deal.