An Agentic CRM + Process Management System that has its own Cell Phone number your team can call or text from anywhere.
Run the office, support the field, and move the whole company faster with AI agents, CRM automation, voice and SMS workflows, proposals, contracts, service-call management, and team accountability tools.
Built for companies that sell work in the office and deliver it in the field.
One command center for pipeline, contracts, proposals, service, and customer communication.
Built for Businesses That Sell, Schedule, Dispatch, and Deliver
ForemanAI is designed for operationally intense companies that manage leads, appointments, estimates, proposals, technicians, service workflows, and customer communication across multiple channels at the same time.
Home Services
Solar
Construction
Commercial Services
Field Operations
More Than a CRM. A Full AI Operating Layer.
ForemanAI combines AI agents, communication systems, workflow automation, and execution tools into a single operating layer for the business.
AI agents on every channel
Voice, SMS, email, and web chat agents that answer, qualify, schedule, and update records without waiting on a person.
CRM built for departments
Department-based pipelines, custom stages, probabilities, and role-based visibility that match how the business is actually run.
Communication workflows
Multi-step SMS and email campaigns, threaded inboxes, reply detection, and delivery tracking in one place.
Proposals and estimates
Proposal builder with PDF generation, territory-based personalization, AI bid enhancement, and physical mailing.
Contracts and signatures
Reusable templates, commercial contract generation, e-signature capture, and email delivery through Microsoft Graph.
Service and accountability
Service-call boards, task assignment, stale-work reminders, daily check-ins, and summaries that keep crews moving.
AI Agents That Work Across Your Customer Workflow
Each agent owns a channel, and all of them write back to the same records — so a call, a text, and an email are one continuous conversation.
ForemanAI Hub
Shared context, shared records, shared accountability.
Aly
Sales & CRM assistant
The primary AI assistant across web chat, SMS, email, and voice. Answers questions, schedules appointments, updates leads, and supports proposals.
Aly Voice — ElevenLabs
Inbound & web voice
Conversational web and inbound phone agent with CRM-connected tool calling, so the call actually changes the record.
Aly Voice — Vapi
Outbound calling
Outbound AI caller for follow-up and outreach, with transcript capture and recording ingestion back into the pipeline.
SMS Aly
Texting operations
Inbound and outbound texting, auto-replies, campaign replies, and staff-assisted messaging from a shared inbox.
Email Aly
Inbox automation
Inbound parsing, automatic replies, and outbound campaign support — including forwarding an email to file a new contact.
Daily Routine Agents
Accountability
Reminders, check-ins, summaries, and overdue alerts that keep staff on task without a manager chasing them.
Organize the Pipeline Around How Your Business Actually Works
- Department-based boards for solar, LED lighting, commercial work, and more
- Custom stages, probabilities, colors, and closed-lost handling
- Lead creation, movement, re-engagement, and loss tracking
- Search, CSV import, and bulk import
- Notes, calls, tasks, appointments, site-visit flags, and AHJ comments
- Role-based visibility and department-specific access controls
New Lead
2Harbor Ridge HOA
Commercial · $84k
M. Alvarez Residence
Solar · $31k
Site Visit
1Northline Warehouse
LED Retrofit · $126k
Proposal Sent
2Cedar Grove Apts
HVAC · $58k
Delta Freight Yard
Electrical · $42k
Won
1Bishop Plumbing Co.
Service · $19k
Faster Follow-Up, Better Nurture, More Consistent Outreach
- Contact management and segmentation
- AI-assisted multi-step SMS and email campaigns
- Campaign scheduler with sending windows and cadence controls
- Inbound and outbound SMS inbox threading
- Positive reply detection with staff alerts
- Bounce and delivery tracking
- No-auto-reply list management
Campaign sequence
Turn Proposals Into a Faster, Repeatable Sales Engine
- Proposal builder with PDF preview
- Territory-based cover letter personalization
- Custom intro overrides
- AI-assisted bid enhancement and personalization
- Page-break-controlled PDF generation
- Gamma AI presentation generation
- Physical mailing via Lob with delivery tracking
- Proposal list visibility and mail-status tracking
Proposal · Draft
Northline Warehouse — LED Retrofit
Mailed via Lob
In transit · ETA Thu
Gamma deck
Generated · 12 slides
Contracts and Signatures Without the Back-and-Forth
A workflow simplification layer that keeps deals moving instead of sitting in someone's inbox.
Reusable templates
Standardized contract language ready to send.
Edit & preview
Editing, preview, and settings control before delivery.
Commercial generation
Commercial contract generation for larger scopes.
E-signature
Signature capture and submission in the browser.
Graph delivery
Email delivery through Outlook and Microsoft Graph.
Keep Work Moving After the Sale Starts
ForemanAI supports the work after the lead is created and after the deal starts moving — not just top-of-funnel activity.
Scheduled
Dispatched
On Site
Complete
Kanban service board
Every service call visible from scheduled to complete.
Confirmations & reminders
Scheduling confirmations and stale-service reminders.
Tasks & check-ins
Task assignment, notes, completion tracking, SMS and email notifications, daily check-ins and summaries.
Built for Leadership, Office Teams, Sales Teams, and Field Teams
Different roles get different interfaces and permissions, with account provisioning handled by admins.
Admin dashboard
- Operational controls and account provisioning
- SMS inbox, contracts, contacts, and marketing
- Memberships, service calls, and AI knowledge
- Revenue and estimates tools
Staff tools
- Power dialer and compensation calculator
- Planning tools and jobs
- Personal pipelines and tasks
- Contracts and bids
Access & control
- Role-based access across every module
- Department-specific visibility rules
- Account provisioning workflows
- Leadership reporting views
Connected to the Tools That Power the Workflow
ForemanAI orchestrates these services into one usable operating system instead of leaving them as disconnected software products your team has to stitch together.
Twilio
Lob
Resend
Outlook / Microsoft Graph
Stripe
Gamma
ElevenLabs
Vapi
Lovable Cloud
Who ForemanAI Is Built For
Home services companies
Teams that need faster lead response, tighter dispatch coordination, and follow-up that never gets dropped.
Solar companies
Operators managing appointments, proposals, contracts, and long multi-step customer journeys across departments.
Construction & commercial firms
Organizations that need workflow discipline, role-based visibility, and clean handoffs between office and field.
Operationally complex teams
Companies that want AI supporting real work — scheduling, bidding, dispatch, accountability — not just generating content.
Why ForemanAI Is Different
Built around real operational workflows
Designed from how field-driven companies sell, schedule, dispatch, and deliver — not from a generic CRM template.
Agents, CRM, and automation in one platform
One system instead of a stack of disconnected tools that never quite talk to each other.
Serves every seat in the company
Leadership, office staff, sales reps, and field teams each get the interface and permissions they need.
Works across every channel
Voice, SMS, email, web chat, documents, and task workflows — coordinated, logged, and searchable.
Speed without losing control
Role-based access, approval points, and visibility so faster execution never means less accountability.
Execution after the sale
Service calls, tasks, reminders, and summaries keep the work moving long after the lead comes in.
AI for Companies That Do Real Work in the Real World
ForemanAI helps operational businesses automate communication, accelerate sales workflows, support field execution, and create a faster, more coordinated organization.