PropelRoot is more than an AI receptionist â it's a complete visual workflow engine. Call storm inquiries back in seconds, 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 and email updates to your existing customers who asked for storm updates, when a storm hits their area.
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.
Calls back Meta & Google storm form fills within seconds during calling hours 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 call.
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 referrals.
Automated outreach workflows reviving unclosed quotes from last year's storm season to unlock $50k+ in lost revenue.