Sheet S-105Systems & Automation
One system running your calls, texts, forms and follow-up
Most businesses run five different logins for calls, texts, forms, calendar and reviews. Summit wires them into one CRM, adds the automations that keep leads from going cold, and gives you one inbox and one team accountable for all of it.
S-105 · Free audit
Get your free systems audit
Tell us your trade and phone number. We will show you where a lead is currently slipping between calls, texts and follow-up.
S-105.1 · What's included
One connected system instead of five logins
Every piece tied to the same customer record.
- Calls
- Texts
- Forms
- Calendar
- Reviews
Your CRM One inbox · one team
- CRM + pipeline, set up for you
- Automations that follow up without you
- One point of contact
S-105.2 · Day to day
Where automation shows up
It runs in the background. You see the booking.
- One-tap review requests
- Replies in one inbox
- Drafted responses
- Lead comes inCall, text or form
- One inboxReply drafted for you
- You answerOne tap to send
S-105.3 · Your package
Automation stacks as you climb
Exactly as listed on the pricing page.
- Step 01 · The base
Basecamp
$147/mo
- Website
- Local SEO
- Google profile
- Step 02 · Adds inbox, trust + reactivation
Peak
$297/mo
- + One inbox, drafted replies
- + Review Engine
- + Past-customer reactivation
S-105.4 · AI
AI where it saves real hours
A good assistant knows what it should not do.
Audit my systemsDoes
- Drafts your replies
- Flags what needs a fast answer
- Sends anything outside its rules to you
- Pairs with the AI Front Desk
Never
- Invents prices
- Invents licenses
- Invents guarantees
Systems & Automation questions
What is actually automated?
One-tap review requests go out after a job finishes. Replies from all of it land in one inbox with drafted responses ready to send.
Do I need to learn a new CRM?
No separate login to babysit. We set up and run the CRM inside the same system your calls, texts, forms, calendar and reviews already flow through.
Which package includes this?
Peak adds one inbox with drafted replies, the Review Engine and past-customer reactivation on top of everything in Basecamp. Speed-to-Lead is a separate add-on. See the full breakdown on the pricing page.
How does AI fit in?
AI drafts replies and flags what needs a fast answer, so you spend less time typing the same responses. It does not invent prices or promises. Anything outside its rules comes to you first.
