Hands-on setup
We configure pipelines, AI receptionist rules, and automations around how your business already takes in leads - not a generic template you're left to figure out alone.
CoastaFlow OS · AI-powered CRM for service businesses
Every lead answered.Powered by AI.
CRM, conversations, scheduling, payments, reviews, and AI agents in one operating system so service businesses respond faster, book more, and let fewer opportunities slip through.
Phone-first CRMAI receptionistMissed-call recoveryPipeline + automation
CoastaFlow: Your Business Operations Layer
01 The operating system
Not another app. A system that owns the next step.
CoastaFlow is Coastal Solutions Media's AI-powered CRM for service businesses that live on phone calls, estimates, and booked jobs. One place for relationships, response, and revenue motion.
Get a free growth auditLiveCoastaFlow // systems online
02 Capability stack
Six systems. One growth engine.
Every module is built for phone-first service businesses: capture, answer, book, follow up, and close without stitching five tools together.
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Module
AI voice receptionist
After-hours and overflow calls answered, qualified, and booked with human handoff when needed.Module
Missed-call text-back
Every unanswered call gets a text in seconds while the lead is still deciding who to hire.Module
CRM & pipelines
Contacts, deals, and job stages in one system of record your whole team can act on.Module
Scheduling & automation
Real availability, confirmation texts, and follow-up sequences that run without babysitting.Module
Workflow automation
Lead capture to booked job without sticky notes, shared inboxes, or tribal knowledge.Module
Reporting & visibility
Response time, pipeline health, and campaign results without chasing three spreadsheets.03 Live interface
The command surface your team actually works in.
Real CoastaFlow UI mockups: opportunities, conversations, and the AI receptionist console. Same clipped glass language as the rest of the site.
CoastaFlow // OpportunitiesWorkspace · LIVE
04 Growth command
Visibility. Response. Follow-through.
Designed around momentum: getting seen, answering well, and moving the right opportunities forward.
CoastaFlow OS // Growth CommandLive
Signal 01 // Visibility
Visibility index
Be the clearest answer in your market.
Search strategy, local relevance, useful content, and a website engineered to earn the next click.
Explore search visibilitySignal 02 // Response
Response time
Answer rate
Be present when opportunity shows up.
AI reception, chat, missed-call recovery, scheduling, and thoughtful human handoffs.
Explore AI receptionSignal 03 // Follow-through
Open pipeline$48,200
5Captured
3Qualified
2Scheduled
7Closed
Give every next step a place to go.
CoastaFlow brings lead capture, pipeline stages, communication, and follow-up into one visible journey.
Explore CoastaFlow01 Inbox
One inbox for every conversation
SMS, email, calls, and chat land in a single thread tied to the contact record, so nothing gets answered twice and nothing gets lost.
- SMS, email, calls, and web chat in one thread
- Full history on every contact
- Team assignments so the right person replies
CoastaFlow // conversationsLIVE
02 Pipeline
Know where every lead and dollar stands
Pipeline value, stage conversion, and stalled opportunities live on one screen. See which marketing actually produced the job.
- Funnel and stage-conversion reporting
- Attribution from first touch to closed job
- Owner-level visibility without spreadsheets
CoastaFlow // opportunitiesLIVE
05 Why CoastaFlow
We don't hand you software and wish you luck.
Most CRMs stop at the login screen. CoastaFlow is implemented, configured, and supported by the Coastal Solutions Media team that built it - so it actually runs the way your business does, from day one and every day after.
Real support, not a ticket queue
Questions get answered by the team that implemented your system, not a rotating support inbox reading from a script.
A success partnership, not a subscription
We stay involved after launch - tuning response scripts, sequences, and reporting as real call and lead data comes in, because our name is on the implementation.
07 AI Voice · Alessa
Answer every call, even at 2 AM.
The CoastaFlow AI receptionist answers in your voice, captures details, books appointments, and hands complex calls to your team with full context attached.
CoastaFlow // AI ReceptionistAgent · ALESSA
08 In your pocket
The whole CRM, in your hand.
Built-in phone, point of sale, and Ask AI. Run the business from anywhere in the world.
09 Plans
Software that scales with the operation.
Implementation and marketing retainers are scoped separately. Plans confirm during demo.
CoastaFlow Grow
$197/mo
Everything a service business needs to get started with one connected system.
- ✓CRM + pipeline management
- ✓Contact database
- ✓Calendar & appointment booking
- ✓2-way texting + unified inbox
- ✓Basic automation workflows
- ✓$10 monthly usage credits
CoastaFlow Pro
$297/mo
The growth engine for teams ready to automate follow-up and scale operations.
- ✓Everything in Grow
- ✓Advanced workflow automation
- ✓Missed-call text-back
- ✓Reputation management
- ✓Social media planner
- ✓$25 monthly usage credits
CoastaFlow Elite
$497/mo
Full-scale intelligence, premium support, and the best overall value.
- ✓Everything in Pro
- ✓AI-powered chat & lead qualification
- ✓Custom dashboard setup
- ✓Premium onboarding
- ✓AI Employee included
- ✓$50 monthly usage credits
10 Quick answers
Common questions about CoastaFlow
Straight answers on fit, cost, AI reception, and how we implement.
Is CoastaFlow an AI-powered CRM?
Yes. CoastaFlow is Coastal Solutions Media’s AI-powered CRM and business operating system for service businesses. It combines pipeline and contact management with AI receptionist, SMS/email automation, missed-call recovery, scheduling, reviews, and reporting.
Who is CoastaFlow for?
Service and field businesses that live on leads and appointments: HVAC, plumbing, electrical, roofing, flooring, painting, home services, healthcare and wellness, real estate teams, and professional services.
How is CoastaFlow different from HubSpot?
HubSpot and enterprise CRMs are powerful but often heavy or generic for trade workflows, and most are sold as self-serve software - you configure it yourself or pay a third-party consultant. CoastaFlow is designed around phone-first leads, missed-call recovery, AI voice reception, SMS follow-up, and pipelines for booked jobs, and it is implemented and supported directly by the Coastal Solutions Media team - not handed over as a login and a help-center link.
Do you just give me the software, or do you help set it up?
We set it up. Coastal Solutions Media configures your pipelines, AI receptionist rules, messaging, and integrations around how your business actually takes in leads, then stays involved after launch to tune the system as real call and lead data comes in. It is a supported implementation, not a self-serve license.
Does CoastaFlow include an AI receptionist?
AI voice and chat capabilities are part of the CoastaFlow ecosystem. Coverage and configuration depend on plan and add-ons. The AI receptionist answers, routes, captures details, and can trigger SMS recovery when calls are missed.
What does CoastaFlow cost?
Published software plans start around $197/month (Grow), $297/month (Pro), and $497/month (Elite), with usage credits and optional AI employee add-ons. Agency implementation and marketing retainers are scoped separately.
Your next lead starts here
Ready to own
the next opportunity?
Book a growth audit. We map your lead flow, then show how CoastaFlow would run pipeline, response, and follow-up for your business.