For teams doing the work of five people

Stop being thebottleneck in yourown business.

We build and run the AI workforce that answers your phones, follows up on your leads, and gives you your week back, so your business runs without you having to.

HIPAA-awareMultilingual: 13 platform languagesHuman-reviewed guardrailsAshley handles the first response. Humans step in when it matters.

What it's actually costing you

Every week you stay stuck,
you're paying twice.

Once in lost revenue from leads you never called back. Once in your life: the nights, the weekends, the Sunday-night anxiety. Both bills come due whether you see them or not.

Where you are now

this week

  • Leads slip through the cracks after 5pm.
  • You're answering calls you should be closing.
  • Six tools, three logins, no clear answer.
  • You measure activity because outcomes feel out of reach.

Where this is heading

12 months from now

  • Competitors who answer in 8 seconds win the market.
  • Hiring gets harder. Staff burns out. You burn out.
  • Every missed lead compounds into lost lifetime value.
  • You keep paying for software that needs you to run it.

Where you could be

90 days with us

  • Every call answered. Every lead followed up. In any language.
  • Your team does the work only humans can do.
  • One operating partner runs the system, not another tool.
  • You get your week, your weekends, and your business back.

Three ways to fix it. The math.

Hire 5 more people

$25,000+/mo

Plus benefits, plus the management you don't have time for.

Bolt on more SaaS

$1,200/mo

Plus 2 ops people to keep it from breaking.

Run with us

From $497/mo

One partner. Measurable outcomes. Your life back.

78%

of buyers go with the company that responds first. After 5 minutes, your lead conversion drops 80%.

Source: Harvard Business Review, Lead Response Study

20-40%

of revenue leaks out the back door of small businesses through missed calls, slow follow-up, and dropped handoffs.

Source: McKinsey, SMB Operations Benchmark

5x

is what it now costs to acquire a customer vs. 10 years ago. You can no longer afford to lose the ones who already raised their hand.

Source: Profitwell, 2024 SaaS & Services Index

You're not the first owner who felt this way

We've done this for teams just like yours.

0+

Conversations we handle for clients every month

0 hrs

Hours we give back to each owner, every week

0

Languages your customers can call you in

0+

Tools we replace, connect, or run for you

Why owners hire us

You don't need another tool.
You need a partner who runs it.

We've sat in your seat. We've watched owners buy software, hire VAs, and try to duct-tape it together, then still answer the phone at 9pm. So we built the opposite of that.

01

We listen before we sell you anything.

You've been pitched enough demos. We start with a 90-minute diagnostic of your actual business, your calls, your follow-ups, and your bottleneck, before we recommend a single thing.

02

We're on the hook for the outcome. Not the dashboard.

Other vendors hand you software and walk away. We measure what matters to you: hours returned, leads converted, revenue captured. If a number isn't moving, we fix the system. That's our job, not yours.

03

We treat AI like a hire, not a toy.

Your AI gets a real job description, training on your business, human supervision, and a performance review. It earns its keep or it gets replaced, same as any employee on your team.

Why you can sleep at night

Your business, your rules, your control.

Putting AI on the front line of your business is a big deal. Here are the eight things we’ve built in so it doesn’t blow up in your face, and so you stay in control, always.

HIPAA-aware data handling

Patient data isolated, encrypted in transit and at rest, never used to train shared models.

Tenant data isolation

Your data, your tenant, your boundary. No cross-client leakage. Ever.

Human-in-the-loop gates

High-stakes actions (refunds, contracts, escalations) require a human click.

Full audit log

Every agent action, decision, and escalation logged and exportable.

One-click operational pause

If anything looks wrong, you stop everything in one click. No support ticket required.

Version control + rollback

Every prompt, workflow, and agent config is versioned. Rollback in seconds.

US data residency option

Choose where your data lives. US-only is available for regulated or sensitive workflows.

SOC 2 roadmap

We are defining the audit plan and will only claim certification once it is complete.

The plan

Four ways to work together. Pick the one that fits today.

Most owners start with Discovery, then have us build and run it. You can also drive it yourself with the platform. Same engine underneath. You decide how much of it lands on your plate.

01

Start: AI Discovery

Know exactly where you're bleeding revenue.

  • A line-by-line audit of your business
  • The 3 highest-ROI fixes, ranked
  • A 90-day plan you can run with us or anyone

Free audit · $2,500 deep-dive sprint

Start with a Discovery

02

Build: AI Implementation

We build the system. You stop duct-taping.

  • Custom AI built for your offer & voice
  • Connected to your CRM, phones & inbox
  • 30 days of tuning until it actually works

From $5,000 per build

See what we'd build for you

03

Run: AI Management

We run it. You get your week back.

  • 24/7 monitoring so nothing slips
  • Monthly outcome report (not a vanity dashboard)
  • Quarterly review to expand what's working

From $1,500/month

Have us run it for you

04

DIY: The Platform

Same engine. You drive.

  • Full platform access
  • Setup at your own pace
  • Community + chat support

From $97/month

Start free trial
STEP 01

DISCOVER

We sit with you, map every place revenue is leaking, and agree on the exact numbers we’ll move. No guessing. No vanity metrics.

STEP 02

DESIGN

We blueprint each AI hire like a real employee, with a job description, voice, and escalation rules, so you know exactly what it will and won’t do.

STEP 03

DEPLOY

We build it, train it on your business, and soft-launch with your team in the room. Nothing talks to a customer until you’ve heard it talk to you first.

WEEKLY TUNING
+18.3%
conversion lift
STEP 04

OPTIMIZE

We tune it every week, send you a plain-English outcome report every month, and expand what’s working every quarter. You keep getting your time back.

A

Ashley

AI Front Desk + Sales Dev

Languages

EN + ES

Hours

24/7

Trained On

Your business

Supervised

Human-in-the-loop

Watch a 60-second Ashley demo

Real call. Real lead. Real booking. No edits.

The hire you've been trying to make

Meet Ashley. The teammate who never calls in sick.

Ashley is the AI hire we put on your team. She answers your phones, qualifies your leads, books your appointments, and follows up in English or Spanish, in your voice, 24/7. Human oversight stays built in from day one.

She answers every call.

No more missed rings, no more voicemail, no more leads going to your competitor at 5:01pm. She picks up, qualifies, and books in your voice.

She follows up until they answer.

Text, email, voicemail drop, chat. She works the lead the way you would if you had ten of you. Until they book or opt out.

She speaks your customer's language.

Native English and Spanish, no awkward translation layer. Your front door stops being the reason you lose deals.

WHAT WE GIVE YOU

One stack. One bill. One team to call.

CRM, marketing automation, websites, booking, reviews. Everything Ashley needs to actually do her job. You stop paying for five tools that don’t talk to each other.

All-in-One Platform

Replace $7,500/mo in tools

Never miss a lead across any channel
Track every deal from first click to close
Auto-manage your online reputation

Websites & Funnels

Build high-converting landing pages and sales funnels without touching code.

Booking Calendar

Let clients book directly. Syncs with Google, Outlook, and iCloud.

10
11
12
13
14
15
16
17
18
19
20
21
22
23
24

AI Employee

Reception & booking

Start with routine questions and appointment requests. Build around your business information, scheduling rules and the moments that need a person.

Voice, chat, review responses and follow-up workflows can be scoped around the work your team needs help with.

Explore reception & booking

Done-For-You Setup

Launch in days, not months

S
M
T
W
T
F
S
Automations Deployed
Save Config

Reputation AI

Auto-respond to reviews and grow your 5-star presence online.

5.0

"Response time improved 10x since switching. Highly recommend."

AI Auto-Reply Sent

AI Employee / Reception & booking

Give callers a next step while your team is on the job.

Start with routine questions and appointment requests. Build around your business information, scheduling rules and the moments that need a person.

  1. Answer routine questions

    Use services, hours and coverage information you approve.

  2. Follow your scheduling rules

    Book directly where the calendar supports it, or capture an appointment request.

  3. Bring in your team

    Route questions outside the agreed scope to a person, with the information needed to follow up.

Illustrative workflow

A homeowner calls while your team is busy.

They ask whether you serve their area and want an appointment. The assistant answers from approved information and follows the agreed scheduling path. If the request needs a person, it goes to your team.

An example of what we can scope, not a customer result or live demo.

See how a call could be handled.

Illustrative example. Scripted conversations for a fictional service business. No live AI, call, message or appointment is created here.

  1. Caller

    Do you serve the Northside neighborhood?

  2. AI assistant

    Yes. Northside is on our approved service-area list. What kind of service do you need?

  3. Caller

    A routine maintenance visit.

  4. AI assistant

    I can help you request a visit. The team will confirm the details.

What happens next

The answer comes from approved business information. An unknown service or location goes to the team for review.

Service question

Agree on the job before setup begins.

We review your call flow, define what the assistant should handle, and test the agreed scenarios before activation.

Your proposal separates implementation, required platform access and optional ongoing management. A software subscription does not include unlimited custom setup.

Book a consultation

Take a closer look

Scope, call flow and next steps. Choose English or Spanish.

Common questions

Can it handle every call?

We define a specific scope and a human handoff. Questions, exceptions or urgent situations outside that scope go through an agreed escalation process.

Can it book appointments and send texts?

Direct booking depends on the calendar and scheduling rules. Where direct booking is unsuitable, we can scope appointment requests. Text follow-up requires appropriate permission and configuration.

How does it stay up to date?

During setup, we agree who owns business information, changes and call review. Ongoing management is a separate scope when needed.

You've seen this before

We've already done this in your industry.

You don’t need a science project. You need someone who already knows how your phones ring, how your customers ask, and what makes a lead actually close. Pick yours.

Healthcare

Front desk

Intake, reminders, bilingual front desk, and recovery workflows for patient-facing teams.

Use cases

  • HIPAA-aware intake
  • No-show recovery
  • Bilingual front desk
  • Insurance triage
See systems for healthcare

Home Services

Speed-to-lead

Missed-call capture, dispatch updates, estimate follow-up, and review requests.

Use cases

  • 24/7 lead capture
  • Dispatch coordination
  • Review automation
  • Estimate follow-up
See systems for home services

Professional Services

Pipeline

Proposal movement, onboarding continuity, retention touchpoints, and re-engagement.

Use cases

  • Proposal automation
  • Multi-touch follow-up
  • Retention campaigns
  • Onboarding sequences
See systems for professional services

What life looks like 90 days in

Real pressure. Practical systems. A calmer operating week.

Three representative stories showing what changes when intake, follow-up, and handoffs stop depending on memory, luck, or spare time.

Case 01

Healthcare intake

Before

  • ×Missed calls when the front desk was full
  • ×Reminders and recovery stayed too manual
  • ×Bilingual coverage depended on who answered

After

  • Faster, more visible intake
  • Reminders and recovery in one cadence
  • Clear escalation for sensitive cases

The System We Built

Bilingual intake + reminders + no-show recovery + human handoff

24/7

patient inquiry capture coverage

Explore industry

Case 02

Home Services lead recovery

Before

  • ×Leads cooled off after hours
  • ×Estimate follow-up was inconsistent
  • ×Handoffs scattered across calls and dispatch

After

  • More disciplined missed-call capture
  • Estimate follow-up with clear rules
  • Visible routing to dispatch or owner

The System We Built

Lead capture + qualification + estimate follow-up + operating handoff

3

clear paths: capture, qualify, escalate

Explore industry

Case 03

Professional Services proposal flow

Before

  • ×Proposals lacked consistent follow-up
  • ×Onboarding lost momentum
  • ×Important relationships depended on memory

After

  • Clearer proposal cadence
  • Visible onboarding continuity
  • Retention and reactivation with ownership

The System We Built

Proposal follow-up + onboarding + retention + operating reporting

1

follow-up cadence the team can see

Explore industry

Insights

Learn the system before you buy it.

Approved guides on readiness, revenue leaks, supervision, and bilingual operations. Each piece answers one real buyer question and points to the next useful step.

See all insights

HOW MUCH IT COSTS

Pick how much you want us doing for you.

Choose the subscription level that matches how much platform access, AI capability, and hands-on support you want from CreateMomento.

Not sure which one is yours? Take the 5-minute AI Audit. Free.

You’ll get a plain-English plan in your inbox in under 60 seconds. No sales pitch, no obligation.

Essentials

The all-in-one operating system with the core CRM, automation, communication, and growth tools in one place.

$297/mo
  • Full CRM + All Core Features
  • Help Center & Email Support
  • Unlimited Employees
  • Unlimited Clients & Contacts
  • Centralized Communication
  • Virtual Phone System
Sign Up
Most Popular

AI Pro

A digital employee that works 24/7, understands your offers, handles objections, books appointments, and supports follow-up.

$497/mo
  • Everything in Essentials Plan
  • Unlimited AI Voice Assistant
  • Unlimited AI Conversation
  • Unlimited AI Reviews
  • Unlimited AI Content
  • Free AI Web Chat Configuration
Sign Up

All-In-One

For teams that want the buildout, maintenance, priority support, and account ownership handled with them.

$897/mo
  • Everything in AI Pro Plan
  • Dedicated Account Manager
  • Priority Support
  • Staff Platform Training
  • Built For Your Workflows
  • Built For Your Funnels
Learn More
Future pilot

Next: pricing tied to outcomes.

Per booked appointment, qualified lead, or resolved ticket once telemetry, attribution, and dispute rules are ready. Join the early list if you want to evaluate the pilot.

Join early access

Add-ons available on any tier

AI Employee unlimited

$97/mo

Pay-per-use becoming expensive

Custom workflow build

From $1,500

Bespoke automations beyond templates

Bilingual voice training

$500 one-time

Spanish-first markets

White-label setup

$2,500 one-time

Agencies reselling CreateMomento

Free · 5 Minutes · No Sales Call

See what AI could actually do for your business.

Answer 7 quick questions about how your business runs today. We’ll send back a plain-English plan: where you’re bleeding time, what to fix first, and what it’d be worth. In under 60 seconds. No sales call required.

7

questions

< 5

minutes

60s

roadmap

No credit card. No spam. Unsubscribe anytime.

FAQ

The questions you’re actually thinking right now.

Real answers, no spin. If yours isn’t here, ask us on the call.

You've Got Two Choices Left

Keep running on duct tape, or see what 2026 could look like.

Book a 15-minute discovery call. We'll show you the exact agents we'd build for your business, the outcomes you can expect, and the price. No proposal theater. No pressure.

If we're not the right fit, we'll say so on the call. Worst case, you walk away with a clearer picture of what AI in your business actually looks like.