The all-in-one growth system for local businesses
A website, a CRM to track every lead, AI agents, automations, SEO and marketing, built and run by one team, so every lead gets answered in seconds and booked on your calendar.
No contracts. Cancel anytime. Hear the AI agent now at 888-505-4757.
Dashboard
Leads by source
Organic Paid
Recent conversations
Sarah M.
Quote request: AC replacement, 2,400 sq ft home
- 9:41 PM
Submitted the quote form on your website
- 9:41 PM
Hi Sarah, thanks for reaching out! A comfort advisor can come out to measure and walk you through options. Does Thursday at 10 AM work?
AI agent, by text - 9:43 PM
Thursday works, thank you!
- 9:43 PM
Booked Thu 10:00 AM. Moved to “Estimate scheduled” and your team was notified.
Your all-in-one platform for growth
Every tool you need to capture, nurture and close leads, earn reviews and bring customers back. All connected, all set up for you.
Get more leads in the door
Attract the right people, turn interest into leads and keep your pipeline full.
- CRM
- Voice AI
- Forms, surveys and quizzes
- Websites, funnels and landing pages
- Webinar funnels
- Chat widget and Conversation AI
- Call tracking
- Inbound SMS and social DMs
- Social planner
- Missed-call text back
- AI business card scanner
- QR codes
- Prospecting tool
- Ad manager for Google, Facebook and Instagram
We set this up as part of our Websites, SEO and AEO services.
Build relationships that convert
Follow up, stay relevant and build trust without anyone remembering to do it.
- Conversation AI
- One inbox for SMS, email, Messenger, Instagram, WhatsApp and live chat
- Sales pipelines
- Workflows and automations
- Calendars
- Text snippets
- Appointment reminders
- Ringless voicemail
- Mobile app with video messages
- Automated outbound call connect
We set this up as part of our CRM and Automations services.
Close deals with less back-and-forth
Remove friction and turn conversations into paying customers.
- Lead scoring
- Estimates and proposals
- Invoicing
- Payment integrations
- Paid calendars
- Order forms, upsells and downsells
- Memberships and courses
- One-click upsell funnels
- Text-to-pay
- Tap-to-pay
- Gift cards
- Loyalty programs
Create fans, not just customers
Turn happy customers into reviews, referrals and word of mouth.
- Reputation management
- Automated review requests
- AI review replies
- Website review widgets
- Video review capture and widgets
- Affiliate and referral tracking
- Auto-post reviews to social
- Communities
- Loyalty programs
We set this up as part of our SEO, AI agents and Automations services.
Get back on their radar
Re-engage past leads and customers with timely messages that drive repeat sales.
- Email, SMS, WhatsApp and Messenger broadcasts
- Smart lists and segmentation
- Birthday campaigns
- Seasonal campaigns
- Database reactivation templates
- Newsletter automation
- Content AI
- Loyalty programs
We set this up as part of our Marketing and Automations services.
See inside Ideally
Every call, text, email and DM in one inbox, and every review answered from the same place. Here’s what your team works in every day.
Conversations
Lead source: Google Maps (organic)
Hi! The storm took some shingles off our roof. Can someone take a look?
Hi Sarah, sorry to hear that! We can send an inspector to check the damage. Does Thursday at 10 AM work?AI agent
Thursday works, thank you!
Roof inspection booked: Thu 10:00 AM
Reputation
✦ AI summary
Customers love the fast response and friendly crew. Most mentions: on time, thorough, easy booking.
Average rating 4.9
Example data shown.
Seven services. One system.
Pick what you need now and add the rest as you grow. It all runs on the same platform.
- WebsitesFast sites built to turn visits into calls and bookings.Custom designService and city pagesMobile-first speed
- CRMEvery lead, conversation and deal in one place.Unified inboxSales pipelinesCalendars and booking
- AI agentsVoice and chat agents that answer, qualify and book 24/7.Voice AI receptionistConversation AIMissed-call text back
- AutomationsFollow-ups, reminders and handoffs that run themselves.Speed-to-lead workflowsNurture sequencesAppointment reminders
- SEORank on Google Search and Maps where your customers look.Technical SEOService and location contentGoogle Business Profile
- AEOGet recommended by ChatGPT, Gemini, Perplexity and AI Overviews.Answer-ready contentStructured datallms.txt and crawler access
- MarketingAds, social and email campaigns that fill your calendar.Google and Microsoft AdsMeta adsSocial media posting
Customers now ask AI who to hire. Make sure it names you.
People ask ChatGPT, Gemini, Perplexity and Google’s AI Overviews for recommendations every day. Answer engine optimization (AEO) makes your business clear and credible enough for those assistants to cite. We run it alongside your SEO, on the same pages.
How AEO worksWho’s the best roofer near me for a roof replacement?
Here are well-reviewed roofing companies near you:
Roof replacements and storm repairs, with financing and inspections you can book online for this week.
2. Another company
3. Another company
AI overview
Your Business is a highly rated local roofing company for replacements and storm repairs, with financing and inspections you can book this week.
Run your business from your pocket
The Ideally mobile app comes with every plan at no extra cost. Answer leads, check your calendar and get paid from anywhere, on iPhone and Android.
- Every conversationTexts, calls, emails, DMs and chats in one inbox, with replies from your phone.
- Instant notificationsKnow the moment a new lead, booking or payment comes in.
- Calendar on the goSee today’s appointments, book new ones and reschedule in a tap.
- Contacts and pipelinesLook up any customer and move deals forward between jobs.
- Take paymentsSend text-to-pay links and accept tap-to-pay in person.
- Video messagesRecord a quick personal video and send it by text or email.
- Scan business cardsSnap a card and the contact lands in your CRM.
- Call and text from your business numberKeep your personal number private.
Five vendors, or one team that owns the result
| Topic | Doing it piece by piece | With Ideally |
|---|---|---|
| Vendors to manage | A web designer, SEO agency, ads freelancer, CRM and automation tools | One team |
| Logins | Five or more | One |
| Lead tracking | Spread across inboxes and spreadsheets | Every lead in one CRM with its source |
| When something breaks | Each vendor blames another | One number to call |
| Contracts | Often 6 to 12 months | Month to month |
How we get you running
- 1
Discovery call
We learn your services, your area and how leads reach you today.
- 2
Build
We set up your CRM, automations and AI agent, and build or rework your website.
- 3
Launch
You review everything, we go live, and every new lead starts flowing into one place.
- 4
Improve every month
We report what is working, tune the follow-up and grow your SEO, AEO and campaigns.
Built by operators, for operators
We run our own multi-location service business on Ideally, and we work with businesses anywhere in the US. Every workflow we set up for you has been tested on real leads, real crews and real calendars first.
Home and commercial services
Roofing, HVAC, solar, remodeling, pools, restoration, plumbing, cleaning and every other trade that lives on calls and quotes.
Medical, dental and aesthetics
Dentists, orthodontists, med spas, plastic surgeons and clinics that need booked consults, not just inquiries.
Law and professional services
Personal injury, estate planning and other firms where one signed client is worth thousands.
Local businesses
Studios, salons, gyms and shops that need more bookings and better reviews.
Agencies and consultants
Give your clients their own branded CRM and automations, managed in one place.
Coaches and creators
Funnels, calendars, payments and follow-up for your programs and offers.
- See all 94+ industries
Integrates with your favorite tools
Native connections to the apps your business runs on, plus thousands more through Zapier, webhooks and the API.
- Google Business Profile
- Gmail
- Google Calendar
- Google Ads
- TikTok
- YouTube
- Stripe
- PayPal
- Square
- QuickBooks
- Xero
- Shopify
- WordPress
- Slack
- Zoom
Clio
Shippo
Yext
- Zapier
- Google Sheets
- Google Drive
- Microsoft Outlook
- Microsoft Teams
- Notion
- Trello
- Asana
monday.com- ClickUp
- HubSpot
- Salesforce
- Mailchimp
- Airtable
- Calendly
BookingKoala
Acuity Scheduling
Setmore
SimplyBook.me
Cal.com
Launch27- Typeform
Jotform- Facebook Lead Ads
- Dropbox
- DocuSign
PandaDoc
Jobber
Housecall Pro
ServiceTitan
Workiz
ServiceM8- Webflow
- WooCommerce
Simple monthly plans
No contracts. Cancel anytime. Every plan includes the mobile app.
Starter
$197 per month
The CRM and automations to capture and close more leads.
- Ideally CRM with unlimited contacts and users
- Unified inbox for calls, texts, email and DMs
- Lead tracking and source reporting
- Core follow-up automations
Recommended
Professional
$297 per month
Everything in Starter, plus hands-on help to grow faster.
- Everything in Starter
- Automated hiring, onboarding and training
- One hour of consulting every week
- 24/7 technical support
Enterprise
$1,997 per month
We run your marketing for you, end to end.
- Everything in Professional
- Full-service marketing, funnels and data tracking
- Cold email workflows and procedures
- Website, SEO and AEO managed for you
Book your discovery call
We look at how leads reach you today and show you what we would set up first.
- Pick a time that works for you
- A clear plan for your business
- No contracts. Cancel anytime.
Rather talk now? Call our AI agent at 888-505-4757.
Calendar not loading? Open the booking page
What is Ideally?
Ideally is a growth team and platform in one. We build and run your website, CRM, AI agents, automations, SEO, AEO and marketing as a single connected system, so more leads find you and every lead gets followed up.
Who is Ideally for?
Service businesses, local businesses, agencies, coaches and consultants who want more booked work without managing five different vendors and logins.
What industries does Ideally work with?
Local and service businesses of every kind, with a focus on high-ticket work such as law firms, solar, roofing, remodeling, HVAC, dental, med spas, pool builders, restoration and foundation repair. We work with businesses anywhere in the USA.
How much does Ideally cost?
Plans start at $197 a month for Starter, $297 a month for Professional and $1,997 a month for Enterprise. Ad budgets are paid directly to Google, Meta or Microsoft and are not included in the plan.
Do I need to sign a contract?
Plans are month to month and you can cancel anytime. A few ad offers, like Google Ads management, have a short minimum term, which we explain before you sign up.
How long does setup take?
Setup can be done in as little as 24 hours. Most businesses are fully live within 3 to 5 days, depending on how much we are building and moving over.
Can you move my existing contacts and phone number over?
Yes. We move your contacts and phone number over at no extra charge. Past conversations can come over too when your current software or agency is compatible with Ideally, also at no charge.
What do I keep if I cancel?
You keep your domain and your contacts. The website we built for you stays with Ideally.
How is Ideally different from a marketing agency?
Most agencies run one piece, like ads or SEO, and hand the leads off to you. Ideally builds and runs the website, CRM, follow-up, AI agents and marketing together, so leads do not fall through the gaps between vendors and you can see what happened to every one.
What is an all-in-one CRM for local businesses?
It is one system that holds your leads, conversations, calendar, pipeline, payments and reviews, instead of separate tools for each. Ideally is an all-in-one CRM that we also set up and run for you.
Can AI answer my business phone calls and texts?
Yes. An AI receptionist can answer calls, reply to texts, web chats and social messages, answer common questions and book appointments on your calendar, then hand the conversation to your team when needed. Call 888-505-4757 to try ours.
Will the AI agent sound robotic or say the wrong thing?
It is trained on your services, prices, service area and booking rules, and it hands off to your team whenever a person should take over. You can hear how it sounds by calling 888-505-4757 and talking to it the way a customer would.
What happens when I miss a call?
Ideally can text the caller back right away, answer their questions and offer times to book, so a missed call does not turn into a lost job.
What is AEO?
Answer engine optimization. It is the work of making your business easy for AI assistants like ChatGPT, Gemini and Perplexity to understand and recommend.
What is the difference between SEO and AEO?
SEO helps you rank in Google search results and on Google Maps. AEO helps AI assistants and AI search summaries pick your business as the answer. They use many of the same signals, like clear service pages, reviews and consistent business details, so we do both together.
How do I get my business recommended by ChatGPT and Google AI?
Make it easy for them to understand and trust you: clear pages for each service and area you cover, answers to the questions customers ask, structured data on your site, a complete Google Business Profile, consistent listings and a steady flow of recent reviews. That is the work our AEO service does.
How do I get more Google reviews?
Ask every happy customer at the right moment, with a link that takes them straight to your review page. Ideally sends review requests automatically after each job and helps you reply to every review.
How do you keep paid and organic leads separate?
Every lead is tagged with where it came from, such as Google Ads, Meta Ads, Google Maps, search or a referral, so you can see what your ad spend produced versus what came in organically.
Can I try the AI agent before I sign up?
Yes. Call 888-505-4757 and talk to it the way a customer would.
Is there a mobile app?
Yes. The Ideally mobile app is included with every plan, so you can reply to leads, check your calendar and take payments from anywhere.
What does Ideally integrate with?
Google Business Profile, Google Calendar, Gmail, Facebook, Instagram, WhatsApp, TikTok, Stripe, PayPal, Square, QuickBooks, Xero, Shopify, Slack, Zoom and thousands more through Zapier.
Can agencies resell Ideally?
Yes. Agencies and consultants can give their own clients branded Ideally accounts. Ask about agency setups on your discovery call.
Ready when you are
Book a call, or hear our AI agent answer the phone right now.
No contracts. Cancel anytime.