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A missed-call text is not the same as a lead handoff.
A customer can receive an automatic reply and the business can still lose track of what happened next.
The useful question is not only, “Did a message send?” It is:
• Did the request reach a real employee?
• Was there a backup when that person did not respond?
• Were duplicate replies, quiet hours, opt-outs, and provider failures handled?
• Is there a record showing whether the handoff actually happened?
I built Local Trade Lead Recovery for one existing phone or web-form path at one HVAC, plumbing, electrical, roofing, or similar trade business. It can acknowledge an eligible inquiry, collect approved details, route it to a real person and backup, log the handoff, and follow up on an open estimate only when the business has permission.
It is not an answering service, emergency dispatcher, automatic quoting system, or booking guarantee. If a business's existing phone or CRM setup already handles the entire handoff reliably, it probably does not need this.
Published pilot: $995 setup plus $349/month for bounded monitoring and maintenance. Provider costs are separate.
automintly.com
Local Trade Lead Recovery | Automintly
Route eligible inbound inquiries to a real person with controlled follow-up, opt-out handling, and a visible failure path.
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Trax Omni: Multi-Company Sales CRM + Mobile App, Built From Scratch
THE PROBLEM
Small and growing sales teams run on WhatsApp chats, Instagram DMs, spreadsheets and memory. Leads come from five places, nobody knows who replied to whom, follow-ups are forgotten, and the owner can't see what's actually in the pipeline. Every slow reply is a lost customer.
WHAT WE BUILT
Trax Omni, a complete sales CRM product, designed and built from scratch by UI Trax:
Product website: explains the product, shows industry templates, and lets a business create its own workspace
Today dashboard: total leads, open pipeline, won revenue, win rate and the next actions to take
Leads: source, stage, value, owner and score for every inquiry, with import and filters
Pipeline: drag-and-drop stages from Inquiry to Won, with custom stages
Sales Copilot: ask in plain words ("show my hot leads with no activity for 3 days"); it finds leads and drafts follow-ups, and nothing changes until you confirm
Tasks & follow-ups: open, overdue and completed tasks, so no lead goes cold
Automations: round-robin lead assignment, follow-up tasks and stage-based next steps
Reports & forecast: pipeline distribution, weighted forecast and revenue targets
Team & roles: separate owner, manager and employee views; each person sees only what they should
Campaigns: Meta and TikTok lead campaigns, with their leads brought into the pipeline
Quotes & invoices, WhatsApp inbox and email connected to each lead
Mobile app for iOS & Android with a full English and Urdu interface
HOW IT WAS BUILT
Multi-company setup: each business gets its own private workspace
Backend in Node.js with a PostgreSQL database
Mobile app in React Native (Expo)
Secure sign-in with Google Workspace / Microsoft SSO and MFA
Automated test suites for the backend, the mobile app and the dashboards
STATUS
Built and in final launch testing. The screens show sample data from the interactive preview.
MASTER START — Lead Automation System
Independent product demo of a lead-processing workflow that connects website forms with Kommo, sends manager alerts in Telegram, and handles automated email follow-up with CRM status-based stop logic.
Built and tested with synthetic data.
The CRM status based stop logic is crucial because it prevents sending duplicate emails to leads who already converted. Without that guard, your automation risks annoying customers and cluttering the inbox with unnecessary follow ups.
AI Sales Chatbot + Lead Desk CRM That Turns Chats Into Leads
THE PROBLEM
Small businesses get enquiries from their website, WhatsApp and Instagram, often late at night. Replies are slow, chats get buried, and nobody knows which lead was followed up. Customers don't wait; they book with someone else.
WHAT WE BUILT
Orion, an AI sales assistant (live on uitrax.com)
Answers questions 24/7 in English and Roman Urdu
Trained on our own services and starting prices, so it suggests the right package
Collects name, email and WhatsApp number through a form inside the chat
Shows portfolio videos inside the chat with a lightbox player
Keeps the conversation open as the visitor moves between pages
Lead Desk, the owner dashboard
Every chat becomes a lead automatically
A clear pipeline: New → Contacted → Proposal → Won / Lost
A "Follow up now" list for leads waiting too long
One-tap WhatsApp button for each lead
A view of which services people ask about most
AI Lead Inbox (concept for clinics & salons) The same engine trained for a skin clinic: it quotes prices, offers a free slot, and books the appointment, then moves the lead through the pipeline with one-tap follow-ups.
HOW IT WORKS
The AI runs on Google Gemini through a secure Supabase Edge Function. API keys stay on the server and are never exposed in the browser.
If one AI model is busy, it automatically falls back to another model so the chat keeps working.
Leads are stored in a Supabase database and show up in Lead Desk.
RESULT
A website that replies instantly at any hour, captures every enquiry, and gives the owner one place to see and follow up on leads.
Try the live demo with sample data: uitrax.com/demo
