Business systems & automation

Your leads, customers,
and follow-up. Handled.

Dacite manages your website, answers calls and chats, and keeps customer records and follow-up organized.

Free 30-minute audit · Your website, calls and follow-up

Based in Fairfield. Serving Solano County, Davis, Napa and beyond.

A call, a chat, a form. First, the details become a customer record. Then your team moves the work forward.

Go ahead. Run a job through it.

Add a sample job, then drag it from New lead to Won. The activity panel shows an example of the next step at each stage.

Interactive example with fictional records. Actions are simulated; no messages are sent. Use sample names.
Service pipelineSample account
Open pipeline value$2,459

Drag a card to another column, or use its move controls.

Swipe to explore all 5 stages. Use a card’s arrows or stage menu to move it.

Your stages, fields and follow-up timing are set up around how your business works. Book a free audit

Different ways in.
One customer record.

A call, a chat, a form. Dacite collects the details so your team knows who needs help and what to do next.

After-hours phone call7:42 PM · Example inquiry
“The water heater is leaking. Can someone call me tomorrow after two?”
John Doe · Fairfield
JD
John DoeCustomer record
Details captured
Service
Water heater repair
Source
Phone call
REQUEST

Leaking water heater. Available for a callback tomorrow after 2:00 PM.

NEXT STEP · SAMPLE TWOCall John Doe after 2:00 PM tomorrow

Choose a source to see an example. Fictional details; no messages are sent.

Back to the sample pipeline

What Dacite takes care of

Less on your plate.
More working together.

Once the details are in, Dacite keeps your website current, follow-up organized, and review requests moving.

One point of contact. Setup, routine updates and support.
01 / WEBSITE UPKEEPCore and up

A website that keeps up.

New hours, a new service, a detail that needs fixing. Dacite handles routine updates so customers see current information.

pclhomeloan.com
Pacific Community Lender website showing its homepage and local mortgage team
Example upkeep changeWebsite details updated

Contact information and service pages

Saved
Pacific Community Lender · Illustrative update
✓ Hosting and routine changes, handled.
02 / FOLLOW-UPConfigured for your package

Give the next step a place.

Callbacks, estimate check-ins and customer follow-up are easier to manage when they have a clear owner and timing.

DACITE CORESample task
Website inquiryTo do

Call John Doe

Garage door repair · Vacaville

“The garage door won’t open. Could someone call me after two?”
Assigned to Sample One
DueTomorrow · 2:00 PM
Conversation linkedThe request and customer details stay with the task.
✓ Less to remember between jobs.
03 / GOOGLE REVIEWSCore and up

Keep the conversation going.

Ask customers for a Google review after completed work and keep review replies up to date. Dacite manages the routine around your team.

9:41
Local service team
Today · 9:41 AM
Hi John, how did everything go with your service?
Thanks for checking in!
Would you share your experience in a Google review? We’d appreciate your honest feedback.
Sample conversation · No messages sent
✓ Google review requests and replies, kept up to date.

Built around real local businesses.

Two local businesses. Different kinds of inquiries. Here’s where Dacite fits into the work.

01 / HOME SERVICES · VACAVILLE

Ramirez
Overhead Doors

A local garage-door company handling repair, installation and service inquiries.

Visit Ramirez’s website
Website chat · Live implementation

Give an after-hours inquiry somewhere to go.

Dacite’s website chat answers service questions and collects inquiry details, including when someone visits after hours.

Dacite’s role
Website chat and service-inquiry capture on the company’s existing website.
The handoff
The team has the customer’s request and useful context for follow-up.

Dacite provides the chat system. Ramirez’s website is managed separately.

02 / MORTGAGE · SOLANO COUNTY

Pacific Community
Lender

A local mortgage brokerage fielding questions from people exploring home financing.

Visit PCL’s website
Website & inquiry support · Live implementation

A borrower conversation with context.

Dacite supports PCL’s website and inquiry handling: answering common questions, capturing inquiries and organizing borrower conversations for the team.

Dacite’s role
Website support and a place to capture the details from a prospective borrower.
The handoff
The mortgage team can follow up with context from the inquiry.
Explore the mortgage workflow

These are real businesses using Dacite. The interactive demos on this site use fictional customer records.

Local. Here in Fairfield.

Dacite started with a Solano County mortgage brokerage that was losing its day to the phone: answering calls, then calling people back to collect the same basic information.

The first system captured inquiries and gave the team the details before they called back. That grew into the customer management, websites and follow-up services Dacite provides today.

One point of contact. Local setup and support.

Simple starting points

Start small.
Or have it all managed.

Lead Capture works alongside your existing software. Core adds Dacite CRM, website upkeep, Google profile management and reviews.

Answer new inquiries

Lead Capture

Call answering, website chat and basic follow-up, built and managed for you.

$499 / month

Month to month

Book a free audit
Included with Lead Capture
  • AI receptionist answering calls 24/7
  • Website chatbot that answers questions and collects lead details
  • Missed-call text back
  • Basic follow-up for new inquiries
  • Appointment booking or callback requests, based on your rules
  • Lead details sent to your team
  • Monthly report on calls and captured inquiries
More hands-on follow-up

Managed Growth

Dacite runs campaigns, reviews follow-up and makes monthly adjustments.

$1,200 / month

Starting at · Month to month · setup quoted after the audit

Book a free audit
Everything in Core, plus
  • Reactivation campaigns for past customers and leads who can be contacted
  • Advanced follow-up workflows
  • Lead handoff and routing configured around your team
  • Monthly workflow review and optimization
  • Monthly report on campaigns and follow-up

Setup and configuration are included. Dacite configures the services in your package for your business and team. New features and complex integrations are quoted separately.

Need a new website? One-time build fee quoted after the audit. Redesigns, major additions and complex integrations are quoted separately.

Call and text allowances are agreed before setup. Automated texting starts after required carrier approval. Existing CRM connections are confirmed during the audit. High-volume and multi-location work is quoted to fit your operation.

A few practical answers.

Do I need to replace my existing software?

No. Keep the tools that work for your business. Dacite connects calls and website inquiries to software such as Jobber or Housecall Pro, with setup based on your account, available access and workflow. Dacite CRM is included with Core.

Do I have to learn a new system on my own?

No. Dacite sets it up around how your team already works, configures your stages and follow-up, and handles the updates included in your package. You get one point of contact when something needs to change.

What website work is included?

Core includes hosting and routine updates to your existing website, such as service details, photos and contact information. New website builds, redesigns and major additions are quoted separately after the audit.

What does Google profile and review management include?

Keeping your Google Business Profile hours, services and contact information current, replying to reviews, and setting up review requests around your completed-job workflow.

Is the phone assistant AI?

Yes, and it introduces itself as an automated assistant. It uses your approved business information and sends questions it cannot handle to your team.

Will every inquiry be booked automatically?

Booking follows your rules and available calendar setup. Work that needs an estimate, an availability check or a conversation with your team becomes a callback request.

What are the contract and usage terms?

Service is month to month. The Core rate is locked for six months. Call and text allowances are agreed before setup. Automated texting starts after required carrier approval. Complex integrations, high-volume and multi-location work are scoped separately.

What is not included?

Bookkeeping, payroll, dispatching and ad spend. New website builds, redesigns, major additions and complex integrations are quoted separately.

Let’s look at how your business works.

The free 30-minute audit covers your website, calls and follow-up. Dacite can also arrange an after-hours test call to show what customers experience.

Next step1

Try the sample pipeline above and your card follows you here.