SALES REP

AI-managed CRM and sales pipeline

Ace's Sales Rep qualifies inbound leads via text, generates branded proposals, books walkthroughs, and follows up until they sign or say no. You step in for the handshake.

FEATURE CAROUSEL

See the sales workflows in action

Ace qualifies leads, books walkthroughs, prices jobs, builds proposals, and tracks every opportunity from first text to signed contract.

SALES REP

Upload a contract, AI does the rest

Upload a contract and AI pulls out the locations, schedules, and pricing in seconds.

Step 4

Add Your First Client

Upload Contract

Import an existing agreement

Enter Manually

Add the client by hand

Drag and drop your contract

or click to browse files

SALES REP

Pipeline from first contact to close

Track every prospect from qualification through proposal and close. Never lose a lead.

PipelineTable

Pipeline

$1.8M

New Leads

5

New2

Kim & Associates

$288K/yr

Robert Chen

$0/yr

Walkthrough2

SF Retail Group

$864K/yr

Morrison Properties

$432K/yr

Proposal1

Nakamura Dental

$259K/yr

SALES REP

Leads from your website, straight to Ace

Embed a simple intake form on your website. Prospects fill it out, Ace creates the prospect and sends a follow-up text automatically. Copy one line of code, paste it on your site.

9:41

Ace -> Owner

Text Message

Ace

New lead from your website: 👤 Jennifer Walsh 🏢 Law office, ~3,000 sqft 📅 Looking for 3x/week 📱 (312) 555-0847 I've texted her to introduce myself and start qualification.

Just now

+

Text Message

SALES REP

AI voice receptionist — every call answered

When someone calls your number, Ace answers, greets them professionally, and texts a follow-up that feeds them into your pipeline. Never miss a lead.

9:41

Ace -> Owner

Text Message

Ace

Incoming call from (214) 555-0192. I answered, offered to connect them with you, and sent a follow-up text. They're looking for office cleaning — added to your pipeline.

Just now

+

Text Message

SALES REP

Leads qualified while you're cleaning

When a prospect texts, the Sales Rep qualifies the lead and moves real opportunities into your pipeline.

9:41

New Prospect

Text Message

Prospect

Hi, I'm looking for cleaning services for my office

Just now

Ace

Thanks for reaching out! I'd love to help. What type of space do you need cleaned?

Just now

It's a 3-story office building, about 8,000 sq ft

Just now

Great - and how often are you looking for cleaning? Daily, a few times a week, or weekly?

Just now

3 times a week

Just now

Perfect. I'd love to set up a quick walkthrough so we can give you an accurate quote. What day works best this week?

Just now

Thursday works

Just now

Great, I've scheduled a walkthrough at your office for Thursday at 2 PM. I'll send a reminder the day before.

Just now

+

Text Message

SALES REP

A proposal your competitor takes 2 hours to write

After a walkthrough, the Sales Rep builds a branded proposal, texts the link, and tracks every open.

Commercial Cleaners

Professional Results

Cleaning Services Proposal

Prepared For

Rick Smith

Noe Valley Wellness

Location

1416 Castro St, SF

March 18, 2026

SALES REP

Signed without printing a thing

Prospects review and sign electronically. You countersign from the dashboard.

Signature Page

Noe Valley Wellness Proposal

Client

Rick Smith

Date: Mar 18, 2026

Service Provider

Sarah James

Date: Mar 18, 2026

Electronically signed

SALES REP

Walkthrough scheduling on autopilot

The Sales Rep books site walkthroughs with qualified prospects and sends reminders automatically.

9:41

Ace -> Owner

Text Message

Ace

New walkthrough scheduled: 📍 8,000 sq ft office building 🏢 3 stories, 3x/week cleaning 📅 Thursday at 2:00 PM 👤 New prospect (inbound text) Details added to your pipeline.

Just now

+

Text Message

SALES REP

Price any job in seconds

Tell Ace the facility type, square footage, and frequency. He calculates labor, supplies, your target margin, and returns a detailed bid — then links it to the prospect for a seamless proposal workflow.

5,000 sqft
1,00050,000

Frequency

35%
15%50%

Monthly price

$267

$21 / visit · 13 visits/mo

Profit$93/mo
Total monthly cost$173

Market position

$250$500

competitive

SALES REP

Upload a contract, AI does the rest

Upload a contract and AI pulls out the locations, schedules, and pricing in seconds.

Step 4

Add Your First Client

Upload Contract

Import an existing agreement

Enter Manually

Add the client by hand

Drag and drop your contract

or click to browse files

SALES REP

Pipeline from first contact to close

Track every prospect from qualification through proposal and close. Never lose a lead.

PipelineTable

Pipeline

$1.8M

New Leads

5

New2

Kim & Associates

$288K/yr

Robert Chen

$0/yr

Walkthrough2

SF Retail Group

$864K/yr

Morrison Properties

$432K/yr

Proposal1

Nakamura Dental

$259K/yr

SALES REP

Leads from your website, straight to Ace

Embed a simple intake form on your website. Prospects fill it out, Ace creates the prospect and sends a follow-up text automatically. Copy one line of code, paste it on your site.

9:41

Ace -> Owner

Text Message

Ace

New lead from your website: 👤 Jennifer Walsh 🏢 Law office, ~3,000 sqft 📅 Looking for 3x/week 📱 (312) 555-0847 I've texted her to introduce myself and start qualification.

Just now

+

Text Message

SALES REP

AI voice receptionist — every call answered

When someone calls your number, Ace answers, greets them professionally, and texts a follow-up that feeds them into your pipeline. Never miss a lead.

9:41

Ace -> Owner

Text Message

Ace

Incoming call from (214) 555-0192. I answered, offered to connect them with you, and sent a follow-up text. They're looking for office cleaning — added to your pipeline.

Just now

+

Text Message

SALES REP

Leads qualified while you're cleaning

When a prospect texts, the Sales Rep qualifies the lead and moves real opportunities into your pipeline.

9:41

New Prospect

Text Message

Prospect

Hi, I'm looking for cleaning services for my office

Just now

Ace

Thanks for reaching out! I'd love to help. What type of space do you need cleaned?

Just now

It's a 3-story office building, about 8,000 sq ft

Just now

Great - and how often are you looking for cleaning? Daily, a few times a week, or weekly?

Just now

3 times a week

Just now

Perfect. I'd love to set up a quick walkthrough so we can give you an accurate quote. What day works best this week?

Just now

Thursday works

Just now

Great, I've scheduled a walkthrough at your office for Thursday at 2 PM. I'll send a reminder the day before.

Just now

+

Text Message

SALES REP

A proposal your competitor takes 2 hours to write

After a walkthrough, the Sales Rep builds a branded proposal, texts the link, and tracks every open.

Commercial Cleaners

Professional Results

Cleaning Services Proposal

Prepared For

Rick Smith

Noe Valley Wellness

Location

1416 Castro St, SF

March 18, 2026

FEATURE MATRIX

Everything in sales and CRM

12 capabilities covering intake, qualification, proposals, signatures, and multi-location contract setup.

Lead Generation & CRM

AI Job Bidding

Voice AI Receptionist

Customer Intake Widget

Lead Qualification

AI Proposals

E-Signature

Proposals & Contracts

Walkthrough Scheduling

Inbound Lead Capture

Pipeline Management

Proposal View Tracking

AI Contract Parsing

Multi-Location Support

REST OF TEAM

See the rest of the team

Sales fills the pipeline. The rest of Ace's specialists keep the operation staffed, profitable, and informed.

SHIFT COORDINATOR + OPERATIONS MANAGER

Cleaning-specific workforce management

Automate scheduling, route optimization, coverage, checklists, and crew accountability.

Explore →

ACCOUNT MANAGER + BILLING COORDINATOR

Every dollar tracked, billed, and collected

Keep client health, invoicing, collections, and profitability under one roof.

Explore →

BUSINESS ADVISOR + SUPPORT CONCIERGE

Text to command. Text to know.

Command the platform by text, get instant answers, and lean on 24/7 support.

Explore →

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