AI Receptionist + Follow-Up Agents

From missed call to booked job to paid invoice.

InvoicifyAI helps service businesses answer missed calls, capture requests, book the next step, send estimates and invoices, and follow up until the customer is handled.

Start with the AI Receptionist. Stay because every call connects to CRM, billing, documents, follow-up, and payment collection.

No contracts • Cancel anytime

Static preview of one service request moving from call intake to booking, follow-up, invoice, and payment
Your AI Employee at Work

AI Receptionist

Answering inbound service call

Your AI Employee

Thanks for calling Riverbend Services. I can help with that. Is this for a repair visit, maintenance, or a callback?

Customer

I need someone to look at a leaking fixture this week, ideally Tuesday morning if anything is open.

Live CallTouchpoint: 1 / 5

Example Workspace Snapshot

Example: AI Receptionist

Calls Captured Today

27

9 after-hours callers helped

Appointments Booked

13

14 routed for review

Service request created

Sample day

Sarah M. - leaking fixture

Caller

Sarah M.

Need

Leaking fixture

Preferred time

Tuesday morning

Outcome

Callback required

Team review task queued with the transcript and service notes.

Inbound Request FlowExample workflow

Illustrative activity trend for inbound request flow.

5

Connected workflow stages

Calls, CRM, estimates, invoices, feedback

4

Example intake outcomes

Book, callback, review, follow-up

2

Base plans that support receptionist setup

Professional and Business

Live AI voice demo

Try the AI Receptionist live

Hear what happens when a customer calls after hours, then test the follow-up agents that keep the work moving.

No signup required
Agents
Live demo

Receptionist

Answer inbound service calls, capture the request, and book the next step.

0:00
Human verification
Live transcript will appear here once you start talking.
Microphone access is required. Demo sessions are capped at 5 minutes, can end after 30 seconds of inactivity, and may end earlier during peak traffic.
Scenario setup
Ava
Working hours
Monday to Friday, 9:00 AM to 5:00 PM
Availability
Fresh availability windows are generated when you start the live demo.
Demo only. No real booking or customer record is created.
Location context
Ava shares this business location with callers.
Fixed
Blue Dance Studio, 125 King Street West, Toronto, ON
Customers come to the studio for classes and lessons.

Tip

Keep it short and realistic. These details shape the agent's responses in real time.

Who it's for

  • Home-service teams that miss calls while they are on job sites or after hours.
  • Physio, wellness, salon, and appointment-based studios that need routine scheduling coverage without collecting clinical details.
  • Dance, fitness, tutoring, and class-based businesses turning inquiries into trials and paid enrollments.

Who it's not for

  • Enterprises needing on-premise deployments or custom ERP workflows.
  • Product companies looking for a basic CRM without call handling, follow-up, or billing workflows.
  • Clinical advice, diagnosis, emergency handling, regulated triage, or health intake that requires regulated health data.

What makes us different from typical AI receptionist tools?

  • Most AI receptionists stop at a call summary. InvoicifyAI turns the call into structured CRM, estimate, invoice, and follow-up work.
  • Inbound reception and outbound follow-up agents share customer context instead of creating disconnected handoffs.
  • CRM, documents, billing, and payments stay together so every customer can move from first call to paid invoice.
Everything in One Workspace

Reception, CRM, billing, AI Advisor, and voice agents together

InvoicifyAI keeps customer context, follow-up workflows, and automation in one place. Each feature uses the right AI layer for the job, but your team works from a single system instead of stitching together disconnected tools.

Also in the workspace

Document Hub

Store contracts, receipts, policies, and client files with OCR and AI search in the same system.

Explore Document Hub

How the workspace connects

One customer moves through the same system from first call to post-job follow-up. The AI Receptionist captures the request, then CRM, billing, Document Hub, AI Advisor, and follow-up agents keep the work moving.

How it works

One customer. Front desk, CRM, documents, billing, and follow-up connected.

Hear the agents

Meet the phone team

The receptionist handles inbound service calls. The outbound agents own one revenue-stage job each, from lead qualification to customer feedback.

Inbound calls
Live

Receptionist

Handles the first live customer moment: answers, captures context, and confirms a booking, service request, callback, or review path for the team.

  • Answers inbound service calls
  • Collects request details
  • Books safe appointment windows
  • Routes callbacks for review

Hear a sample

Duration 2:02

Live
Warm lead follow-up

Lead Qualification Agent

  • Calls leads within minutes
  • Qualifies using BANT criteria
  • Validates contact information

Hear a sample

Duration 3:07

Live
Estimate follow-up

Estimate Follow-up Agent

  • Calls after quote is sent
  • Handles objections professionally
  • Creates urgency to close

Hear a sample

Duration 1:20

Live
Invoice reminders

Invoice Reminder Agent

  • Calls as soon as invoice is due
  • Negotiates payment plans
  • Gets firm commitments

Hear a sample

Duration 1:00

Live
Post-service feedback

Customer Feedback Agent (NPS)

  • Calls after service completion
  • Captures NPS scores
  • Collects testimonials

Hear a sample

Duration 1:29

Reception and follow-up belong in the same workspace, so the customer journey feels connected instead of split across disconnected tools and handoffs.

Start with reception. Grow into the full workflow.

Receptionist bundles include the required base plan. Choose a regular plan instead if you only need invoicing, documents, CRM, or follow-up agents without inbound call coverage yet.

Recommended

AI Receptionist bundle

Professional + AI Receptionist

Best for small teams that need missed-call coverage, CRM, invoicing, AI Advisor, and invoice follow-up.

$129/month
  • Professional base: CRM, Document Hub, AI Advisor
  • 1 follow-up voice agent: Invoice Collection
  • 200 reception minutes / month after activation
Start Setup

AI Receptionist bundle

Business + AI Receptionist

Best for teams that want inbound call coverage plus every revenue-stage follow-up voice agent.

$149/month
  • Business base: everything in Professional
  • All 4 follow-up voice agents
  • Higher Document Hub and AI Advisor limits
  • 200 reception minutes / month after activation
Start Setup
Different pathNeed a plan without AI Receptionist?Open base plans for invoicing, documents, CRM, or follow-up agents without inbound call coverage.

Starter

Invoicing Core

$14.99USD/month
  • Unlimited invoices & estimates
  • Unlimited clients
  • Document Hub with 10 GB secure storage
  • AI document search & chat (100 queries / month)
  • AI-powered receipt scanning
  • Expense tracking & categorization
  • Basic financial reporting
  • Professional PDF generation
  • Recurring invoices
  • ❌ No CRM features
  • ❌ No AI Advisor access
  • ❌ No AI voice agents
  • ❌ Manual follow-ups only
Start Free Trial
BEST VALUE

Professional

CRM + AI Advisor + 1 Voice Agent

$29.99USD/month
  • Everything in Starter
  • Document Hub with 50 GB secure storage
  • AI document search & chat (500 queries / month)
  • ✨ Full CRM Suite
  • ✨ AI Advisor included (50 monthly queries)
  • Lead management & BANT scoring
  • Visual sales pipeline
  • Opportunity tracking
  • Activity timeline
  • 📞 1 AI Voice Agent included
  • • Invoice Collection Agent
  • • Automated overdue follow-ups and payment-plan handling
  • AI Receptionist coverage can be added during setup*
  • Advanced analytics dashboard
Start Free Trial

Business

4 Follow-up Voice Agents + AI Advisor

$49.99USD/month
  • Everything in Professional
  • Document Hub with 100 GB secure storage
  • AI document search & chat (2,000 queries / month)
  • ✨ AI Advisor included (100 monthly queries)
  • 🚀 All 4 revenue-stage AI Voice Agents included
  • • Lead qualification, proposal follow-up, collections, and feedback coverage
  • • Shared operating context across CRM, billing, and call outcomes
  • AI Receptionist coverage can be added during setup*
  • Complete revenue workflow coverage
  • Priority support
Start Free Trial

* Displayed bundle prices are rounded for readability. Billed as the required base plan plus AI Receptionist coverage.

Receptionist bundle details

The Professional bundle combines the Professional plan with AI Receptionist coverage for $129/month total. Receptionist coverage includes 200 reception minutes each month. Need more capacity? Add 100 more minutes for $29.

AI Advisor Top-Ups

Professional includes 50 monthly queries and Business includes 100. Need more? Buy 250 more for $19 or 600 more for $39. Top-ups are one-time purchases, charged immediately, and expire 12 months after purchase.

Frequently Asked Questions

Want the full AI Advisor walkthrough?

Explore AI Advisor