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

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.

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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

Visibility. Response. Follow-through.

Designed around momentum: getting seen, answering well, and moving the right opportunities forward.

CoastaFlow OS // Growth CommandLive
Signal 01 // Visibility
91INDEXVisibility 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 visibility
Signal 02 // Response
3.8SECResponse time
99%ANSWEREDAnswer rate

Be present when opportunity shows up.

AI reception, chat, missed-call recovery, scheduling, and thoughtful human handoffs.

Explore AI reception
Signal 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 CoastaFlow

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
Explore conversations
CoastaFlow // conversationsLIVE

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
Explore pipelines
CoastaFlow // opportunitiesLIVE

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

The whole CRM, in your hand.

Built-in phone, point of sale, and Ask AI. Run the business from anywhere in the world.

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
Discuss plan

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
Discuss plan
Best value

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
Discuss plan

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. CoastaFlow is designed around phone-first leads, missed-call recovery, AI voice reception, SMS follow-up, and pipelines for booked jobs without a large ops team.

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.