Serving Central Texas & Beyond

AI-Powered CRM

MySmartDash is our AI-powered CRM for small businesses: every lead, call, text, email, review, and appointment in one place, with automated follow-up that keeps working when you are busy. Built for service businesses in Central Texas and beyond.

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What’s Included at This Price

Included in MySmartDash Starter, $297/month:

Unified inbox for calls, texts, email, web chat, Facebook, Instagram, and Google messages
Contacts and a sales pipeline built for your industry
Missed-call text-back
Automated review requests
Website chat widget and lead form
1 online booking calendar
Mobile app
Self-serve onboarding videos

One-time setup fee: $297, equal to one month. Covers your account build, industry setup, and onboarding.

Usage: texts, phone minutes, email sends, and AI usage are billed separately from a prepaid wallet in your account, based on what you use.

Want follow-up and booking on autopilot? MySmartDash Growth is $497/month ($597 for HVAC and roofing), and Pro adds an AI receptionist at $797/month ($897 for HVAC and roofing). Compare all plans.

What You Can Expect

One inbox for everything: calls, texts, emails, web chat, Facebook, Instagram, and Google Business Profile messages.
A visual sales pipeline so you can see every lead and where it stands.
Automated follow-up by text and email for new leads, quotes, missed calls, and past customers.
Online booking and calendars connected to your website and Google profile.
Automated review requests after every job or appointment.
AI assistance for replying to conversations, qualifying leads, and booking appointments.
A mobile app so you can run it from your phone.
Setup, training, and support from our team, not a help desk overseas.

Problems This Service Solves

Your leads live in five different places. Texts on your phone, emails in one inbox, Facebook messages in another, and notes on paper.

Follow-up depends on memory. When you're busy, quotes don't get followed up and leads go cold.

You're paying for too many tools. A scheduler, an email tool, a review tool, a texting app, and a CRM that don't talk to each other.

You can't see what's working. No clear view of where leads come from or how many turn into paying customers.

How This Service Works

Step 1: Map your process. We learn how leads come in, how you quote, how you book, and how you follow up today.

Step 2: Build your account. We set up your pipeline stages, calendars, phone number, forms, and messaging channels inside MySmartDash.

Step 3: Turn on automations. Missed-call text-back, new lead follow-up, appointment reminders, review requests, and quote follow-ups.

Step 4: Import and connect. We bring in your existing contacts and connect your website, Google Business Profile, and social accounts.

Step 5: Train and support. We walk you and your team through it and stay available as you get comfortable.

Before We Start

Your current contact list, if you have one, in a spreadsheet or exported from your old system.
Access to your website, Google Business Profile, and social accounts for connecting channels.
A walkthrough of how you handle leads today, even if it's messy. Especially if it's messy.
Time for a training session with anyone who will use the system.

Most Small Businesses Don't Need More Leads First. They Need a System.

I've been inside a lot of small businesses around Killeen and Central Texas, and the story is usually the same. The owner is good at the work. Leads are coming in. But everything lives in the owner's head and on their phone. When they get busy, follow-up stops. When follow-up stops, money walks out the door.

A CRM fixes that by putting everything in one place and letting automation handle the stuff people forget. That's what MySmartDash does.

What MySmartDash Is

MySmartDash is our all-in-one CRM and marketing platform, set up specifically for local service businesses. Instead of paying for a separate scheduling tool, email tool, texting app, review tool, and website chat, you get all of it in one place, managed by a team that knows your business.

We run MySmartDash for businesses across a lot of industries, from salons and medical practices to HVAC, construction, and logistics. That means your setup starts from what already works, not from a blank screen.

Where the AI Comes In

AI isn't a buzzword here. It does real work:

Conversation AI can reply to texts and chats, answer common questions, and book appointments on your calendar.
Voice AI can answer calls when your team can't, capture the details, and book or route the caller. See our AI agents service.
Smart follow-up sends the right message at the right time based on what the lead did or didn't do.
Drafting help for emails, texts, and review replies so your team spends less time typing.

The goal is simple. Every lead gets a fast response, every customer gets followed up with, and you get your evenings back.

The Automations That Pay for Themselves

Missed-call text-back

Every missed call gets an instant text. Instead of calling your competitor, the customer texts you back.

Speed-to-lead follow-up

New form fills and messages get an immediate response, plus a follow-up sequence if they don't reply.

Appointment reminders

Confirmations and reminders cut down on no-shows. Learn more on our AI appointment booking page.

Review requests

Every happy customer gets asked for a review automatically, which feeds your Google Business Profile rankings.

Reactivation campaigns

Past customers who haven't been back in a while get a friendly nudge. For salons and HVAC maintenance, this alone can fill slow weeks.

Built for How You Actually Work

Salons: booking, deposits, rebooking reminders, and client history in one place. See our salon solutions.
Medical practices: patient inquiries, intake, and follow-up handled consistently. See our medical practice solutions.
HVAC and roofing: estimate follow-up, job pipelines, maintenance plan reminders, and storm-season lead handling.

Get Everything in One Place

MySmartDash supports businesses in Central Texas, Dallas-Fort Worth, and other states. If you're tired of juggling apps and losing leads, let's walk through what MySmartDash would look like for you.

Frequently Asked Questions

How much does the AI-powered CRM cost?

MySmartDash starts at $297 per month on the Starter plan, plus a one-time setup fee equal to one month. Growth is $497 per month ($597 for HVAC and roofing) and Pro is $797 per month ($897 for HVAC and roofing). Texts, calls, and AI usage are billed separately based on what you use. You can compare every plan on our MySmartDash pricing page.

Who supports MySmartDash?

Our team does. We set up your account, build your automations, train your staff, and stay available for support. You are not handed off to an anonymous help desk.

Can I replace my other tools with MySmartDash?

Often, yes. Many businesses replace separate scheduling, email marketing, texting, review, and chat tools with MySmartDash. We will look at what you use now and tell you honestly what it can replace.

Is it hard to learn?

We set it up for you and train your team. Most owners get comfortable with the core features within the first couple of weeks, and there is a mobile app for managing leads on the go.

Can you move my contacts from my old system?

Yes. We import your existing contacts from a spreadsheet or export from your current CRM.

Does MySmartDash work for my industry?

We use it with salons, medical practices, HVAC and construction companies, logistics businesses, and more. The core system is the same, and we customize the pipelines and automations for your industry.

Ready to make AI-Powered CRM work for your business?

We’ll talk through your goals, your current setup, and the cleanest path forward.

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