PropelRoot is more than an AI receptionist â it's a complete visual workflow engine. Dial storm leads in under 10s, pre-qualify insurance claims, send automated email/SMS follow-up drips, and sync appointments directly into JobNimbus or AccuLynx.
Build custom drag-and-drop customer journeys combining AI Voice Intake, Resend Email Drips, SMS Confirmations, and CRM Webhooks in one visual canvas.
Trigger automated voice calls + email drips to past leads the instant hail hits a target zip code.
Multi-step condition workflow checking if insurance adjuster visits are scheduled & updating CRM stage.
Automated 3-step email/SMS sequence post-replacement to capture 5-star Google reviews & neighbor referrals.
Auto-dials Meta & Google storm lead form fills in under 10 seconds to lock in drone inspections before competitors respond.
Drag-and-drop custom workflow nodes combining Voice Calls, Resend Emails, Wait Delays, and Conditional Branches.
Enforces local state calling hours & split-city timezones (El Paso Mountain vs Pensacola Central) automatically.
Handles 100+ simultaneous incoming emergency calls after a hail storm without dropping a single lead.
Pre-qualifies active attic leaks, missing shingles, insurance carrier (State Farm, Allstate), and claim status.
Schedules drone inspection appointments and dispatches Svix HMAC signed webhooks directly into your CRM.
Fires automated 3-step email sequences (Inspection Confirmation â Claim Prep Checklist â 0% Financing Info).
Receives homeowner text replies and instantly triggers sub-10-second Voice AI callbacks.
Triggers post-replacement review requests to boost Google Business Profile rankings and referral leads.
Automated outreach workflows reviving unclosed quotes from last year's storm season to unlock $50k+ in lost revenue.