Services — Sophly

// where we start

Every engagement starts with a free conversation.

Before anything else, I want to understand your business — what is working, what is not, and whether Sophly is even the right fit. No pitch at the end. Just an honest conversation.

Complimentary AI Opportunity Audit — Free

30 minutes. In person in Eugene or Springfield, or over video. I listen to how your business operates today and give you an honest picture of what is possible — including whether my standard packages fit or whether you need something more custom.

No obligation, no cost
Plain English — no jargon
I will tell you honestly if Sophly is not the right fit
You leave knowing exactly what is possible and what it would cost

Book my free audit →

// service tiers

Two tiers. Both fully managed.

The right tier depends on your business and workflow complexity. We figure that out together during the free audit.

Communications

Capture every lead.

For local businesses of any type that want to stop losing customers to missed calls and slow follow-up.

AI missed call response (90 sec, handles conversation)
Inbound lead auto-response
Lead follow-up sequences (stops when lead responds)
Appointment confirmations and reminders
Post-job review requests (i.e. Google)
Google Business Profile connection and review monitoring
Social media unified inbox (i.e. Facebook, Instagram)
Booking system integration (i.e. Google Calendar, Calendly)
Payment processing (i.e. Stripe, PayPal, Square)
Website chat widget
Live visual dashboard and monthly report
Monthly 30-min check-in call

Pricing by complexity

Starter

1-2 people · 1 location · low complexity

$800/mo

+ $1,500 setup

Standard

3-10 people · 1 location · moderate complexity

$1,200/mo

+ $2,500 setup

Established

10+ people · multiple locations · high complexity

$1,600/mo

+ $4,500 setup

Book a free audit →

Operations

Reclaim your time.

Everything in Communications plus a full CRM and internal operations management. Best for businesses without an existing CRM.

Already have a CRM or existing technology? Custom integration available — i.e. Jobber, Housecall Pro, ServiceTitan, Mindbody, Boulevard, Vagaro, HubSpot, Salesforce.

Everything in Communications
Full CRM setup (contacts, pipeline, conversation history)
Internal staff notification workflows
Role-based lead routing and assignment
Sales pipeline setup and management
Invoicing and automated payment follow-up (i.e. Stripe, QuickBooks Online)
Multi-staff accounts with role-based permissions
Team scheduling automation
Client self-service portal
Expanded dashboard and monthly report
Quarterly strategy call
Priority support (direct text, same-business-day response)

Pricing by complexity

Starter

1-2 people · 1 location · low complexity

$1,400/mo

+ $1,500 setup

Standard

3-10 people · 1 location · moderate complexity

$1,800/mo

+ $2,500 setup

Established

10+ people · multiple locations · high complexity

$2,200/mo

+ $4,500 setup

Book a free audit →

Custom Solutions

Need something beyond the standard packages?

Custom integrations available — i.e. existing CRM, industry-specific booking platforms, accounting software, ERP systems. Scoped and priced after a requirements conversation.

Book a requirements call →

All plans: 3-month minimum, then month-to-month with 30 days written notice. Setup fees are one-time and non-refundable.

// native integrations