How the FrontDoor Intake Engine Works
Unified intake across every channel—calls, voicemail, SMS, forms, guided chat, and AI chat. Every lead gets an instant branded reply, conversation threading, and automatic CRM logging. Same engine powering our YVR Roofing case study (100% lead capture, instant replies).
See It in Action
Complete workflow: lead arrives (any channel) → instant branded reply → conversation threading → CRM log → automated follow-up
Real workflow demo. No mockups. All in under a minute.
Simple Visual Overview
3 Core Steps
Capture, Validate & Reply
Every call, voicemail, SMS, form, guided chat, and AI chat captured and validated in real-time. Instant branded SMS + email reply sent in under 5 seconds.
- •Phone: smart routing + voicemail transcription + AI summaries
- •Web: validated forms + guided chat + full AI chat
- •SMS: two-way texting + missed-call recovery
- •Spam blocking + real-time field validation
- •Respects quiet hours (9 PM–8 AM)
Thread, Log & Track
Every interaction—calls, voicemails, texts, forms, chats—threaded into one conversation timeline per customer and logged to CRM automatically with source tracking.
- •Conversation threading: all channels in one timeline
- •Automatic CRM contact creation + deduplication
- •Full conversation history synced to CRM
- •Source tracking: know where every lead came from
- •Owner notifications: instant alerts when leads arrive
Follow Up & Report
Missed-call recovery sends instant text-back. Automated follow-up keeps leads warm. Daily summaries show what came in, what converted, and what needs attention.
- •Missed-call recovery: instant text with scheduling link
- •Automated follow-up via SMS and email
- •Daily summaries: new leads, responses, status updates
- •Dashboard: see all conversations and lead sources
Why This Process Works
Speed to Lead
First responder gets the job 80% of the time. Instant branded SMS + email reply in under 5 seconds across all channels.
Consistency
Every lead gets the same instant branded reply—whether they call, text, fill a form, or use chat. No gaps.
Conversation Threading
All calls, texts, forms, and chats threaded into one timeline per customer. Full conversation history in your CRM with source tracking.
Accountability
Instant owner notifications when leads arrive. Daily summaries show what came in, what responded, and what needs follow-up.
Automation Never Sleeps
Transcribes voicemails with AI summaries. Sends branded replies at 2 AM (respecting quiet hours). Remembers follow-ups. Never forgets a lead.
Built-In Guardrails
Quiet hours respected. No double-messaging. No spam flags.
Real Workflow Example
Unified intake across all channels → instant branded reply → conversation threading → CRM log → follow-up sequence
Step-by-Step Breakdown
See exactly how the FrontDoor Intake Engine orchestrates every inbound touchpoint
Lead Arrives
From any channel: phone call, voicemail, SMS, web form, guided chat, or AI chat
Real-time validation of phone/email/address, spam filtering, duplicate detection. Voicemails get transcribed instantly with AI summaries. Forms and chat submissions validated before processing.
Instant Branded Reply
Branded SMS + email sent in under 5 seconds confirming receipt and next steps
Respects quiet hours (9 PM–8 AM). Custom branded templates. Includes scheduling link. Two-way SMS enabled for ongoing conversation.
Conversation Threading + CRM Sync
Lead details and full conversation timeline logged to CRM with source tracking
All calls, voicemails, texts, forms, and chats threaded into one customer timeline. Smart deduplication prevents duplicate records. HubSpot, AccuLynx, Salesforce supported.
Two-Way Communication
Customer replies sync into CRM conversation—everything threaded together
Real-time owner notifications when customers respond. Full conversation history (calls, texts, forms, chats) visible in one timeline. No messages lost.
Missed-Call Recovery + Follow-Up
Missed calls trigger instant text-back. Automated follow-up sequences keep leads warm
Missed-call detection sends branded SMS with scheduling link. Follow-up sequences via SMS and email based on lead status. Sequences pause when lead responds or books.
Daily Summaries + Dashboard
Daily summary every morning showing new leads, response rates, and status updates
Owners get instant notifications when leads arrive. Dashboard shows all conversations, source tracking, and conversion metrics. Full visibility into what's working.
Ready for Unified Intake Across All Channels?
Phone, SMS, forms, guided chat, and AI chat—all with instant branded replies and conversation threading. Live in 2–5 days.
Get Started →