That Keeps Your Sales System Working

CRM Setup & Ongoing Support

We set up CRM systems and provide ongoing support, optimization, and automation — so your team actually uses them and your leads don’t get lost.

Long-term CRM supportOne point of responsibilityDesigned to convert visitors into customersAdapted to your business

CRM Installed ≠ CRM Used

CRM gets installed, then forgotten.
Without support, teams stop using it.

No CRM Owner

After launch, no one is responsible.
Issues grow, fixes become risky.

CRM Doesn’t Scale

Your business changes, CRM doesn’t.
Processes quickly fall behind.

Think of it as a CRM that adapts as your business grows.

What Is CRM Setup & Ongoing Support

CRM setup is only the first step. Real value comes from ongoing support, improvements, and ownership. We make sure your CRM stays aligned with how your business actually works.

CRM Setup

CRM configured around your real sales process and daily operations.

Ongoing CRM Support

Regular updates, fixes, and adjustments as your business evolves.

Process Optimization

Continuous improvement of pipelines, workflows, and lead handling.

Automation & AI

Automating routine tasks to reduce manual work and errors.

Where Your AI Manager Works

Your AI Chat Bot Manager connects to the channels your customers already use — and responds instantly, 24/7.

Website & Lead Forms

Captures leads from your website and landing pages. Automatically creates contacts, deals, and tasks in CRM.

Sales Team & Reporting

Helps your team manage deals and follow-ups. Gives you clear visibility into sales performance and results.

One CRM system. One source of truth. Full control.

How CRM Setup & Support Works

A clear, structured process that keeps your CRM stable, up to date, and aligned with your business.

No chaos. No broken workflows. Just a CRM that works.

Step 01 — CRM Audit & Review

We analyze your current CRM, sales process, and data structure to identify gaps and issues.

We configure, rebuild, or clean up CRM to match how your business actually operates.

Pipelines, stages, and workflows are aligned with real team actions and responsibilities.

We handle fixes, changes, and updates as your business evolves.

We continuously improve performance with automation, reporting, and smart enhancements.

CRM Platforms We Work With

We support the most popular CRM systems used by businesses across the U.S.

HubSpot CRM
All-in-One CRM, Marketing & Service

Popular all-in-one CRM for marketing, sales, and service teams. We handle setup, customization, and ongoing support.

Salesforce
Advanced CRM for Complex Sale

Powerful CRM for growing and complex sales operations. We simplify workflows and keep the system manageable.

Monday CRM
CRM for Sales & Operations Teams

Flexible CRM-style system for sales and operations. We structure pipelines, automations, and reporting.

Other CRM Systems
We Support Existing & Custom CRMs

Using a different CRM or a custom setup?
We work with many platforms and adapt to what you already use — no forced migrations.

Zoho, Pipedrive, Freshsales, Close, Copper, custom-built CRMs, and others.

Why Businesses Trust
Our AI Manager

We build reliable AI systems designed to handle real customer conversations, bookings, and daily business workflows.

Our AI Chat Bot Manager is built for real operations — not demos or experiments. It follows your business rules, responds instantly, and handles customer conversations consistently, without missed messages or delays.

Always Available
— 24/7
Instant Replies,
Higher Conversions

You Stay in
Control

Modern Tools,
Simple Setup

Designed for daily business workflows.

Technology Behind the AI Manager

A reliable, scalable setup built with modern tools — designed to work quietly in the background and support real business operations.

Core Automation — n8n

n8n handles all logic, workflows, and integrations — connecting chats, bookings, calendars, and business rules in one place.

AI Engine

The AI processes messages, understands intent and context, and responds naturally — just like a trained manager.

Messaging & Channels

Connected via official APIs for Website Chat, WhatsApp, Instagram, and Messenger — secure and reliable.

Scheduling & CRM

Integrates with calendars, booking systems, and CRMs to check availability, create appointments, and store customer data.

Built to scale. Easy to maintain. No vendor lock-in.

Setup & Customization

Every AI Manager is customized to match your business, services, and workflows — no generic templates.

Configured for your business

We train the AI on your services, pricing logic, availability rules, and business hours, so it responds accurately and consistently.

Aligned with your real schedule

The AI follows your booking rules, prevents double bookings, and works seamlessly with your calendar or booking system.

Sounds like your brand

We adjust the tone of voice, language, and response style to match how your business communicates with customers.

Clear Communication

You decide when conversations should be handed off to a real person, keeping full control over customer interactions.

You control the rules. The AI handles the routine.

Pricing & Packages

Flexible pricing based on your business needs, channels, and level of automation.

Setup & Launch

$39900/One-time setup
  • AI Manager setup & configuration
  • Website or WhatsApp integration
  • Services, booking rules & logic
  • Calendar / booking system connection
  • Initial testing & launch
Get Started

Monthly AI Management

$24900/Month
  • Continuous AI monitoring & improvements
  • Workflow updates & logic adjustments
  • Conversation tuning & optimization
  • Booking flow support
  • Priority technical support
Start AI Management

Custom / Enterprise

from $49900/Month
  • Multiple channels & locations
  • Advanced booking logic
  • CRM & custom integrations
  • Dedicated workflows
  • Custom support & SLA
Request a Quote

WhatsApp integration is the most popular and highest-converting option for appointment-based businesses.

Ready to Automate Your Bookings?

Connect an AI Manager to your website and WhatsApp — and start responding to customers instantly, 24/7.

No contracts. Fully customized. Real results.

Gmail
518-564-000@itsolvita.com
Call any time
518-564-000
WhatsApp
wa.me/518-564-000

Frequently Asked Questions

FAQ

01 — Will the AI replace a human manager?

No. The AI handles routine questions and bookings, while complex or sensitive conversations can be handed off to a real person at any time.

Yes. You define services, rules, tone of voice, booking logic, and when the AI should involve a human. You stay fully in control.

No. We handle the entire setup, configuration, and testing. You only review and approve how the AI works before launch.

The AI can ask follow-up questions, suggest the next step, or transfer the conversation to a human when needed.

In most cases, yes. The AI can integrate with calendars, booking tools, or custom workflows depending on your setup.

No, but it’s highly recommended. WhatsApp is the most effective channel for fast replies and appointment bookings.

Yes. You can pause, adjust, or change workflows at any time.

Yes. We use official APIs and secure integrations to handle customer data responsibly.

Explore Our Services

EXPLORE
Website Development & Design

Beautiful, modern WordPress websites — designed for your brand and built to convert.

Automation & AI Solutions

Automate workflows and connect your business tools. Use AI to save time and reduce manual work.

IT Support

Reliable local IT support for homes and businesses.
Troubleshooting, setup, security, and ongoing help.

SEO & Online Marketing

Google Ads and online marketing for lead generation.
Setup, keywords, tracking, and basic automation.

AI Chat Bot Managers are commonly used by appointment-based businesses to automate customer communication across websites and messaging platforms. Unlike traditional chatbots, these systems handle real conversations, booking logic, and scheduling rules.