

DrillBit provides an AI agent named Mason that handles initial customer interactions, including phone calls, texts, and emails. The tool is designed to qualify leads and book appointments by connecting with a business's existing CRM and technician calendars.
It is built for the trades, including home service professionals, franchisees, and franchisors. The platform supports the conversion of inbound requests into structured leads and can assist with following up on unpaid invoices to facilitate payment collection.
Because it is designed to sit on top of existing systems, it may work without requiring a change in CRM. Buyers should confirm that the pricing model includes a monthly base fee per location and usage-based billing once certain quotas are met.
An automated agent that handles inbound phone calls, texts, and emails to qualify leads.
Supports appointment coordination by utilizing a business's existing CRM and technician calendars.
Funnels requests from website visits, ads, and paid leads into structured entries in the CRM.
Supports collections on unpaid invoices through automated requests and follow-ups.
The platform is SOC2 compliant for data privacy and security.
Managing inbound requests from various sources and adding qualified leads to the CRM.
Using AI to nurture leads via text, email, and calls to schedule jobs on technician calendars.
Automating the process of requesting and collecting payments on outstanding invoices.
Deploying lead management across multiple locations.
Pricing starts at $500 per month per location for one AI employee, with usage-based billing applied after quotas are met.
No, DrillBit is designed to integrate with existing systems and does not require a CRM change.
Pricing starts at $500 per month per location, with usage-based billing that begins after the AI employee meets their quota.
It is designed for home service contractors, franchisees, and franchisors who want to automate lead intake and scheduling.
Yes, the platform is SOC2 compliant with verified data privacy and retention policies.
Source category: Sales
Source subcategory: Marketing Automation
DrillBit is an AI-powered lead generation and scheduling platform for home service contractors and franchisees. It uses an AI agent to handle calls, texts, and scheduling via the business's existing CRM. Pricing starts at $500 per month per location plus usage-based billing.