New lead response
Instant welcome messages inviting the lead to book a call.
Automation — workflows
Workflow automation that keeps work moving without anyone pushing it.
Workflow automation means the system handles repeatable steps — replying to new leads, sending reminders, moving records between stages, notifying the right person — so your team stops doing them by hand. Site & Wire builds automations inside your CRM and across your connected tools.
Workflow Automation
Common automations
Follow-up sequences
Timed reminders so quotes don't sit unanswered.
Booking automation
Bookings create or advance leads and appointments automatically.
Won and lost handling
Invoices sent on win; polite close-out messages on loss.
Team notifications
Alerts to the right channel when a client messages or pays.
SMS and email reminders
Appointment confirmations and payment reminders.
Related
Connected services
Most projects combine more than one of these.
AI Receptionist
AI phone receptionist and voice automation connected to a CRM.
Learn moreCustom CRM Development
Custom CRM systems built around a business's own process.
Learn moreIntegrations
Stripe, QuickBooks, Google Workspace/Drive, n8n, Supabase, booking and API integrations.
Learn moreRelated services
Next step
Tell us what you need built.
Book a short call or start a project. We work with clients locally around Fayetteville, NC and anywhere in the US.