Automation · The Zolley Platform
One login. Everything your marketing is doing.
Every client works on the Zolley Platform — the CRM, the inbox, the calendar and the reporting behind everything we build and run. Not a monthly PDF. The actual system, with your name on the door.
It’s behind every case study — a breath-coaching practice’s calendar that fills itself, a credit advisory’s follow-up in two languages, a reverse-mortgage brokerage’s review requests. See the case studies.
Hi — do you offer laser facials?
7:42 PMWe do — happy to walk you through it. Does Thursday morning work for a quick consult?
Sent automatically · 28 secondsThursday works.
7:44 PMAnswered — and booked — before anyone picked up the phone.
The CRM
Every lead becomes one record.
Clicked an ad, filled the form, called the office, connected to your WiFi — however they arrived, they become one contact with the whole story attached. No more "who spoke to this guy last?"
- Where they came from — campaign, keyword and page — attached automatically
- Every call, text and email on one timeline
- Your pipeline, and exactly where each person sits in it
- Consent captured and recorded properly — it matters in regulated work
Your contacts and your data are yours. Exportable, always.
Unified inbox
Calls, texts, email and chat — one thread.
Right now your leads are split across a phone, two inboxes and a chat widget nobody checks. The platform puts every conversation with a customer in one thread, whichever way they reached you.
- Texts, emails, calls and website chat together, in order
- Missed a call? The platform texts them back before they dial your competitor
- Reply from the app — your personal cell stays personal
- The whole team sees the same thread, so nothing gets answered twice or not at all
Automation
Follow-up that runs itself.
Speed decides who wins the lead — the business that answers in a minute beats the one that answers tomorrow. The platform answers in seconds, and keeps going until there’s an outcome, not just an attempt.
- A real reply inside a minute, any hour messaging allows — AI-drafted where it helps, sent by your rules
- Reminders until the appointment is booked — then reminders so they show up
- No-shows rebooked automatically instead of quietly lost
- After the job: the review request that builds your reputation while you sleep
Nothing here needs you to remember anything. That’s the point.
Reporting
Numbers you can actually act on.
Not a monthly PDF with a logo on it. A live view of what your marketing produced — which campaign, which customers, what it cost you — in plain numbers you don’t need us to translate.
- Which campaign produced which customer — by name, not by percentage
- What each source costs you, on your own numbers
- How fast leads get answered — the metric that quietly decides everything
- What to turn off — the report most agencies won’t show you
It comes with the work.
The platform isn’t an upsell bolted onto the invoice. It’s where everything we do for you lands.
Straight answers.
What people ask about the platform.
Do I have to learn a new system?
You have to log in — that’s about it to start. It arrives configured, there’s a phone app, and we walk you through the handful of screens you’ll actually use. Most owners live in the inbox and the calendar and ignore the rest.
Is this another subscription on top of the work?
The platform is included while we’re working together — it’s where the work lands, not a separate line item to decode. The specifics depend on the engagement — here’s how pricing works — and you’ll get the real number on the call.
Do I own my data — and can I take it with me?
Yes. Always. Your contacts, conversations and history are yours, and they export in standard formats whenever you ask. It’s your data in the plainest sense.
Can it work with the tools I already use?
Usually — connecting systems is half of what we do. Tell us what you’re running and we’ll tell you honestly what connects, what needs a bridge, and what’s genuinely worth replacing.
Will customers know it’s automated?
The automation answers fast and sounds like you — and a person takes over the moment the conversation needs one. Customers notice getting an answer at 9 PM. They don’t notice the plumbing.
Can my whole team use it?
Yes — everyone who answers customers gets a login and the phone app, and the whole team sees the same thread. Roles decide who sees what: the front desk works the inbox, the owner sees the numbers.
Do the texts and emails go out under my business’s name?
Yes. Messages send from a number and an address registered to your business, so customers see you — not us. Registration and opt-out handling are part of the setup.
The rest of the machine.
Every part below runs on the same system — the same CRM, the same reporting, the same people who answer the phone. Most businesses start with one and add the next once it has earned its place.
Not sure what order to do them in? See how the parts fit together, or ask on a call.
See it with your numbers in it.
Fifteen minutes. We’ll show you what the platform looks like doing your follow-up, with your leads — and tell you what it would take to get there.
