Managed Lead Conversion System For Service Businesses

Stop losing leads you already paid for.

Zylo Systems helps service businesses respond faster, recover missed opportunities, follow up automatically, and turn more inbound leads into booked jobs.

We build and manage the entire system for you — CRM, AI, follow-up, estimates, booking, reminders, pipeline tracking, and more.

Home Services • Medical & Healthcare • Fitness • Professional Services
Every lead has a next step
New Lead
Responded
Estimate
Booked
Confirmed
Showed
Won
Completed
Review

No more wondering who called, who got an estimate, who needs a follow-up, or which opportunities disappeared.

The Problem

You're already generating leads. The problem is what happens next.

Most service businesses don't lose every lead because of bad marketing. Every one of those gaps below can cost you a job — Zylo is built to close them.

Someone was busy when the phone rang.

A website inquiry sat unanswered for two hours.

An estimate was sent and nobody followed up.

The customer forgot the appointment.

One lead was in voicemail, another was in Instagram, and another was sitting in someone's texts.

Every one of those gaps can cost you a job.

The Solution

One managed system between the lead and the job.

Zylo connects the pieces that normally get handled manually. When a new lead comes in, the system can respond immediately, collect their information, organize them in the CRM, notify your team, help move them through the estimate process, follow up automatically, remind them about appointments, recover no-shows, and track the opportunity until it's won or lost.

And unlike buying another CRM, you don't have to build or maintain it yourself.

We set it up • We customize it • We manage it • We maintain it
What's Included

Everything your team needs to manage leads without chasing everything manually.

Lead Capture

Capture inquiries from your website, calls, forms, and supported messaging channels and keep them organized in one place.

AI Reception & Conversations

Voice AI and Conversation AI can answer common questions, collect customer information, and route leads to the right next step.

Missed-Call Recovery

If your team can't answer, automated follow-up helps keep the opportunity from disappearing.

Estimate Follow-Up

Your team controls pricing. Zylo handles the system around the estimate — delivery, follow-up, and moving interested customers toward the next step.

Booking & Reminders

Customers can book when appropriate, then automatically receive confirmations and reminders.

No-Show & Cancellation Recovery

Automatically follow up with customers who cancel or fail to show.

CRM & Pipeline

See exactly where every opportunity stands instead of searching through calls, texts, emails, and notes.

Review Requests

After successful jobs, automatically ask customers for reviews.

Reporting

Track leads, estimates, bookings, outcomes, and where opportunities are being lost.

Ongoing Management

We monitor the system, maintain workflows, make updates, and help keep everything running properly.

Why Zylo

You don't need another piece of software.

Most CRMs give you a login and expect your team to figure out everything else. Zylo is different.

We build the workflows around your business, including your services, hours, service area, pricing process, calendar, lead sources, and customer journey.

That means your staff gets a system they can actually use instead of another dashboard they have to learn how to build.

How It Works

We handle the setup. Your team handles the jobs.

01 / Review

We map your current process.

We review where leads come from, how calls are handled, how estimates are created, how customers book, and where follow-up currently breaks down.

02 / Build

We build your Zylo system.

We configure the CRM, pipeline, forms, AI agents, automations, follow-up, calendars, notifications, and reporting around your business.

03 / Launch

We connect it to your operation.

We connect the system to your website, phone process, calendars, forms, and relevant lead sources.

04 / Manage

We keep it running.

We monitor performance, fix issues, update workflows, and improve the system as your business changes.

Most implementations can be launched within approximately 7–14 business days after we receive the required access, information, and approvals.

Packages

Two ways to work with Zylo

Pricing is scoped to your business after a discovery call, but the service structure below is standardized for every client — we build it, customize it, manage it, and maintain it.

Zylo Core
Lead Conversion & Operations

Core is for businesses that already generate leads and want Zylo to manage what happens after those leads arrive.

Managed CRM
Contacts, opportunities, pipeline stages and CRM organization
Lead Capture
Website forms, calls, chat and connected lead sources
Instant Lead Response
Immediate automated response to new inquiries
Conversation AI
AI for web chat/SMS conversations and lead intake
Voice AI
AI phone receptionist for inbound/missed-call coverage
Missed-Call Text Back
Automatically follows up when calls aren't answered
Lead Intake
Collects contact details, service needs and business-specific information
Booking Automation
Moves qualified leads toward scheduling
Booking Integrations
Works with existing systems such as Square when appropriate
Estimate Automation
Estimate workflow for businesses that require quotes/inspections
Estimate Follow-Up
Follows up with prospects who haven't accepted/booked
Unbooked Lead Nurture
Continues following up with leads who haven't scheduled
Appointment Confirmations
Confirms upcoming appointments
Appointment Reminders
Automated SMS/email reminders
Cancellation Recovery
Attempts to rebook cancelled appointments
No-Show Recovery
Follows up with customers who miss appointments
Customer Reactivation
Brings previous/inactive customers back
Review Requests
Automatically asks completed customers for reviews
Human Handoff
Transfers situations requiring a person to staff
Pipeline Tracking
Tracks the customer from lead → appointment → customer
Reporting
Leads, bookings, pipeline and conversion reporting
Ongoing Management
Zylo maintains, adjusts and troubleshoots the system
You generate the leads. Zylo helps turn them into customers and keeps the entire process organized.
Book a Strategy Call

Small telecommunications and usage-based charges may apply depending on usage and setup.

Zylo Marketing
Acquisition + Conversion

Marketing includes everything in Core, plus Zylo takes responsibility for helping the business generate and nurture demand.

Google Ads Management
Campaign creation, management and optimization
Meta Ads Management
Facebook and Instagram advertising
SEO
Local SEO, on-page optimization, keyword targeting and organic visibility
Reputation Management
Review monitoring, generation strategy, responses/processes and reputation reporting
Email Marketing
Promotional, nurture and reactivation campaigns
SMS Marketing
Promotional campaigns and database reactivation
Marketing Automation
Connect campaigns directly into Zylo's CRM/follow-up system
Lead Routing
Paid and organic leads automatically enter the appropriate pipeline
Campaign Reporting
Leads, CPL, ad spend, conversions and campaign performance
Ongoing Optimization
Continual adjustments based on actual performance
Zylo helps generate the opportunities and manages the system that converts them into customers.
Book a Strategy Call

Includes everything in Zylo Core. Ad spend is separate and paid by the client.

Is This You?

Zylo works best when you already have leads coming in.

Good Fit

  • You consistently receive inbound leads.
  • You miss some calls or can't always respond immediately.
  • Your estimates don't always get followed up.
  • Customers occasionally cancel or no-show.
  • Your lead information is scattered.
  • Your staff is spending too much time on repetitive manual follow-up.

Not a Fit

  • You receive almost no inbound opportunities.
  • You expect guaranteed revenue.
  • You only want cheap CRM access.
  • You aren't willing to keep basic customer and job outcomes updated.
FAQ

Frequently asked questions

Does Zylo generate leads?

Zylo Core focuses primarily on what happens after a lead comes in — response, organization, follow-up, estimates, booking, reminders, and pipeline management. If you also want help generating leads, Zylo's marketing package can manage advertising alongside the conversion system.

Is Zylo just a CRM?

No. A CRM is part of the system, but Zylo is a managed lead-conversion operation. We build, customize, integrate, maintain, and manage the workflows around your business.

Does the AI replace my staff?

No. The AI handles repetitive front-end tasks such as answering common questions and collecting lead information. Your team still handles the situations that require human judgment, pricing, customer service, and actual job fulfillment.

Can the AI quote customers?

Only when a business has explicitly approved specific pricing. For services that require manual pricing, your team determines the price. Zylo handles the system around collecting the information, sending the estimate, and following up afterward.

What happens if the AI can't answer something?

The system can escalate or hand the conversation to your team when a customer needs human assistance.

Can Zylo work with my existing website?

Usually, yes. Depending on your current setup, we can connect forms, tracking, lead capture, booking, and other components to your existing site.

How long does setup take?

Most systems can be launched within approximately 7–14 business days once we have the required information, access, and approvals.

Are results guaranteed?

Yes, with a specific, bounded guarantee: if we don't recover at least 3 qualified leads or booked appointments in your first 30 days, you don't pay for that month. Beyond that initial threshold, results still depend on factors including lead volume, lead quality, pricing, sales ability, service quality, availability, and market conditions — our job is to build and manage the infrastructure that helps your business respond consistently and lose fewer opportunities.

Ready When You Are

You've already paid for the lead. Don't lose it because nobody followed up.

See where opportunities are falling through your current process and whether Zylo can help.

3 qualified leads or booked appointments recovered in 30 days — or you don't pay.

No pressure. We'll review your current lead flow, follow-up process, booking process, and pipeline and determine whether the system makes sense for your business.