service

AI Voice Agent, CRM Automation, Follow-Up System

Website

upontheroofs.com

Project Overview

Up on the Roofs is a Philadelphia-based roofing company. We built an AI-powered call handling and follow-up system that ensures no lead is ever missed, while automating everything from intake to post-proposal follow-up. The system captures lead details instantly, blocks spam, and handles follow-up via SMS and email — allowing the owner to focus entirely on closing deals and running projects.

our role

We designed and implemented a complete lead intake and automation solution using Retell.ai, N8N, Pipedrive, ElevenLabs, Twilio, and Stripe. The AI voice agent answers calls, qualifies leads, records details directly into the CRM, and triggers automated workflows for proposal follow-up and payment link generation.

challenges

  • High volume of spam calls wasting valuable time
  • Missed calls translating directly into lost jobs worth $10–15K
  • Manual follow-ups eating into evenings and weekends, delaying responses to prospects

Key Results

  • Lead handling time reduced from 60–90 minutes to 10 minutes
  • 100% of spam calls blocked
  • 0% missed calls
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