Wootomatic AI
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Wootomatic Systems
On Demand Capabilities

AI Automation Services Built for Service Businesses

From AI chatbots and CRM pipelines to reputation management and workflow automation. Every build is custom-crafted for your unique business needs. Select a service below to explore its full capabilities and implementation roadmap.

Every service is available across our 26 California service areas

Ad Campaign Management & Attribution

Launch, manage, and attribute paid ad campaigns across Google, Meta, and TikTok — with CRM-tracked leads and clear ROI reporting. Sync audiences, trigger retargeting, and tie every dollar to revenue.

  • Google, Meta & TikTok ad campaign management
  • CRM-tracked lead attribution & ROI reporting
  • Audience sync & behavior-based retargeting
  • Spend alerts, A/B testing & performance dashboards
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AI Chatbots & Voice Assistants

Deploy 24/7 conversational AI agents trained on your business data across web, SMS, WhatsApp, and social. They answer FAQs, qualify leads, book appointments, and escalate to your team with full context — no scripting required.

  • Custom knowledge-base & brand-voice training
  • Omnichannel: web, SMS, WhatsApp, Instagram, Facebook
  • Native CRM contact creation & pipeline updates
  • Human handoff with full conversation context
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Appointment & Calendar Automation

Let clients self-book 24/7 with conflict-free calendar automation. Round-robin and service-based routing, automated reminders, reschedule links, and no-show recovery sequences that protect your revenue.

  • 24/7 self-serve booking across web, SMS & chatbot
  • Round-robin, service-based & multi-staff routing
  • Automated SMS & email reminders + reschedule links
  • No-show recovery sequences & deposit collection
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Automation Audit & Strategic Consulting

Unsure where to start? Our automation architects analyze your operations and deliver a high-ROI implementation roadmap — bottleneck analysis, stack cost-optimization, and hands-on staff training included.

  • In-depth operational bottleneck analysis
  • Software stack cost-optimization report
  • Prioritized ROI automation matrix
  • Hands-on staff training & video documentation
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Branded Mobile Apps (iOS & Android)

Launch your own white-labeled iOS and Android app for clients and members — bookings, courses, communities, and push notifications, all under your brand and synced to your CRM.

  • White-labeled iOS & Android apps under your brand
  • Bookings, courses, community & content access
  • Push notification campaigns & automations
  • App activity synced to CRM contact records
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Call Tracking & Number Pools

Know which campaigns drive calls with dynamic number insertion, call recording, and keyword-level attribution. Route calls intelligently and log every conversation back to the right CRM contact.

  • Dynamic number pools & source-level tracking
  • Call recording, transcription & AI call scoring
  • Keyword & campaign attribution to revenue
  • Smart routing & CRM contact call logging
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Courses & Digital Products

Sell and deliver online courses, memberships, and digital products with secure access, drip content, and progress tracking — all hosted inside your platform with automated purchase follow-up.

  • Hosted courses with drip content & progress tracking
  • Digital product delivery & secure access control
  • Purchase-triggered CRM & email automations
  • Affiliate, coupons & one-click upsells
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CRM & Pipeline Automation

A unified CRM built around your sales process — custom pipelines, fields, and automated stage transitions. Track every contact, deal, and conversation in one place with smart task assignment and payment collection.

  • Custom pipelines, stages & fields modeled to your process
  • Automated deal stage transitions & task assignment
  • Unified contact, conversation & deal history
  • Built-in invoicing, payments & opportunity tracking
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E-Commerce & Checkout Store

Run a full online store with secure checkout, inventory, and abandoned-cart recovery — built right into your CRM. Sell physical or digital products with automated fulfillment, payments, and follow-up sequences.

  • Product catalog, inventory & secure checkout
  • Stripe, PayPal & gateway payment processing
  • Abandoned-cart email & SMS recovery automations
  • Order-triggered CRM deals & fulfillment workflows
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E-Signatures & Document Contracts

Send proposals and contracts for legally-binding e-signature, then auto-trigger the next step the moment they're signed. Generate documents from templates and store them on the contact record.

  • Legally-binding e-signature on proposals & contracts
  • Template-based document generation
  • Signed-status triggers for CRM & workflows
  • Secure storage on contact & deal records
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Email & SMS Marketing Automation

Unified email and SMS campaigns, bulk sends, and behavioral automations built into your CRM. Segment audiences, trigger messages by any event, and track every open, click, and conversion in real time.

  • Bulk email & SMS campaigns with smart segmentation
  • Trigger-based automations on any contact event
  • Drag-and-drop email & SMS template builder
  • Deliverability, opt-out & compliance management
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Online Communities & Memberships

Build a branded community or membership with gated access, member directories, and discussion spaces — tied to subscriptions, renewals, and engagement automations inside your CRM.

  • Branded community spaces & member directories
  • Gated access tied to subscriptions & payments
  • Renewal, churn-prevention & engagement automations
  • Member activity synced to CRM records
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Reputation Management Automation

Automatically request, collect, and respond to Google and Facebook reviews at the perfect moment. Monitor every mention, auto-reply to feedback, and turn happy customers into your best marketing channel.

  • Automated review requests via SMS & email post-visit
  • Google Business Profile & Facebook review monitoring
  • AI-assisted review responses & reputation dashboard
  • Negative feedback routing before it goes public
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Sales & Marketing Funnel Builder

High-converting, mobile-first funnel and landing page builders tied to automated email, SMS, and retargeting workflows. Design, A/B test, and instrument every stage for measurable revenue lift — no developer required.

  • Drag-and-drop funnel & landing page builder
  • Behavioral email & SMS drip sequences
  • Automated lead scoring & hot-lead routing
  • Real-time conversion analytics & attribution
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SEO & Local Listing Management

Rank higher with technical SEO, schema markup, and synchronized local business listings across Google, Bing, and directories. Push updates everywhere from one dashboard and track local keyword visibility.

  • Technical SEO audits, schema & on-page optimization
  • Synced local listings across Google, Bing & directories
  • Review & citation monitoring in one dashboard
  • Local keyword rank tracking & reporting
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Surveys & Interactive Forms

Capture qualified leads with multi-step surveys, conditional logic, and interactive forms that write directly to your CRM. Validate inputs, save progress, and trigger automations on every submission.

  • Multi-step surveys with conditional field logic
  • Field validation: email, phone, currency & numbers
  • Auto-save progress & resume-where-you-left-off
  • Submission-triggered CRM & workflow automations
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Website & Landing Page Builder

Build fast, SEO-optimized, mobile-first websites and landing pages visually — no developer or separate CMS subscription required. Every page connects directly to your CRM, funnels, and automation workflows.

  • Drag-and-drop, on-brand page & site builder
  • SEO-optimized, mobile-first, lightning-fast pages
  • Native CRM, funnel & automation connections
  • Blogs, service pages & custom domains included
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Workflow & Integration Automation

Automate any business process with a powerful visual workflow builder. Connect your entire app stack, trigger multi-step actions on any event, and route data intelligently — with error handling and instant alerts built in.

  • Visual multi-step workflow builder with branching logic
  • Connect CRM, calendar, payments, ad platforms & more
  • Automated document, invoice & notification generation
  • Failure alerts, retries & real-time error handling
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Need a Bespoke Combination of Workflows?

Our flexible monthly subscription allows you to queue up multiple automation requests sequentially or scale capacity whenever your projects expand.