Revenue slipping through the cracks
Leads arrive, wait, and go cold. Every hour between inquiry and follow-up is money handed to a faster competitor.
Operate at a scale your team alone cannot reach.
Codaply manages AI workflow systems & voice agents that eliminate manual overhead, accelerate operational efficiency month over month.
- Real Estate
- Insurance
- Accounting
- Law Firms
- Med Spas
- E-Commerce
- Marketing Agencies
- Field Services
- Consulting
- Government Contractors
Growth stalls where manual work piles up.
Most SMBs lose revenue not to competitors, but to their own operations, unanswered calls, slow follow-up, and processes that depend on someone remembering to do them.
Teams buried in low-value repetition
Skilled people spend their days copying data between systems instead of doing the work you actually hired them for.
Calls missed. Opportunities lost.
After hours, on weekends, during the rush, every unanswered ring is a prospect who called the next name on the list.
Automation that breaks and stays broken
A workflow that failed silently in January is still failing in March. Without active monitoring, nobody notices until the damage is done.
Three ways to remove manual work from your business.
Workflow Automation
AI Workflow Automation
Custom-built automations that connect your forms, CRM, email, and back office, designed around your process, live in days, and owned by you.
- First workflow live in 5 to 7 days
- CRM and full stack integration
- Monthly ROI reporting
- CRM Sync
- Lead Routing
- Reporting
- Back Office
Voice Automation
AI Voice Agents
Voice agents that answer every inbound call instantly, qualify prospects against your exact criteria, and book appointments straight into your calendar.
- 24/7/365 call coverage
- Live CRM updates during calls
- Ongoing tuning and drift prevention
- Inbound
- Outbound
- Booking
- Qualification
Virtual Assistants
Managed VA Services
Industry-trained virtual assistants we recruit, vet, train, and manage, with custom SOPs, KPI dashboards, and a 90-day replacement guarantee.
- Dedicated, industry-trained VA
- We manage, you direct
- 90-day replacement guarantee
- Admin Ops
- Intake
- Scheduling
- Compliance-Aware
Systems that keep performing long after launch.
Continuous AI-Ops Management
AI models drift and APIs break silently. We monitor, re-tune, and fix breaks before you notice them, that is our monthly work, not an add-on.
Security & Compliance First
Minimum necessary access, credentials stored encrypted and never in logs, and no client data used outside your engagement.
Measurable ROI, Every Month
Every engagement reports hours recovered, leads captured, and dollars protected, in a monthly report you can put in front of your board.
You Own Everything We Build
Every workflow lives inside your accounts and infrastructure. Cancel at any time and everything stays fully operational. No lock-in. Ever.
From discovery call to managed system in four phases.
Phase 01
Process Discovery
A free 30-minute call. We map where hours and revenue leak from your operation and identify the highest-ROI automation first.
Phase 02
Design & Build
We design the workflow around your process, not the other way around, and build it in your accounts, on your infrastructure.
Phase 03
Deploy & Integrate
Connected to your CRM, calendar, and stack. Tested against real scenarios. First result visible within 5 to 7 business days.
Phase 04
Manage & Optimize
AI-Ops takes over: monitoring, re-tuning, failure alerts, and monthly expansion, so the system performs in March like it did in January.
Your phone answers itself. Your calendar fills itself.
AI voice agents that qualify, book, and update your CRM in real time, at 2am, on weekends, at scale. No hold music. No missed revenue.
- Answers every inbound call instantly, 24/7/365
- Qualifies prospects using your exact criteria
- Books appointments directly into your calendar
- Updates CRM contact records live during the call
- Fires proposals, follow-ups, and nurture sequences
- Actively managed, model re-tuning and drift prevention
Real Estate
Never miss a buyer lead at midnight again.
Every inquiry answered, qualified, and booked for a showing, while your agents sleep.
Insurance
Turn every missed call into a quoted prospect.
Intake details captured, CRM updated, and quote follow-up fired before a human touches the file.
Med Spa & Aesthetics
Fill your books without tying up front desk staff.
Bookings, reschedules, and reminders handled by voice, your front desk stays with the clients in the room.
Law Firms
Intake new clients 24/7 without a receptionist.
Conflict-safe intake questions asked consistently, every time, with matter details logged for review.
Field Services
Dispatch-ready quotes while your crew is on the job.
Calls answered, jobs scoped, and estimates queued so crews come back to a full schedule.
Built for the operational realities of your industry.
Real Estate
Lead automation, CRM sync, showing coordination
Insurance
Quote intake, policy follow-up, claims routing
Accounting
Client onboarding, invoice processing, reporting
Law Firms
Client intake, document generation, billing
Med Spa & Aesthetics
Booking, reminders, review collection
E-Commerce
Order ops, abandoned cart, win-back sequences
Marketing Agencies
Client reporting, campaign ops, social scheduling
Field Services
Dispatch, scheduling, job completion workflows
Consulting
Proposals, onboarding, deliverable automation
Transparent Pricing
Setup fee collected upfront. First month's retainer alongside. No surprises.
AI Workflow Automation
Quick Win
$1,750setup
No monthly retainer
No minimum term
- 1 custom workflow built & tested
- Live in 5 to 7 days
- 30-day support
- Full ownership
Starter
$1,750setup
+ $2,500/mo retainer
3-month minimum
- 1 workflow managed
- AI-Ops monitoring
- Monthly report
- Slack support
Business Growth
Most Popular$4,500setup
+ $3,000/mo retainer
3-month minimum
- 3 workflows built & integrated
- CRM & stack connection
- AI-Ops
- KPI dashboard
- Monthly ROI report
- 1 new build/quarter
Enterprise
Customsetup
+ Custom retainer
6-month minimum
- End-to-end audit
- 5+ workflows + agentic AI
- Multi-platform
- Monthly strategy call
- Concierge support
- 1 new build/month
AI Voice Agents
Voice Starter
$3,500setup
+ $2,500/mo retainer
3-month minimum
- 1 voice agent built & deployed
- CRM live call updates
- Includes capped monthly usage
- Monthly call quality review
- Monthly performance report
- Ongoing tuning
Business Growth
Most Popular$6,000setup
+ $3,200/mo retainer
3-month minimum
- 2 agents, inbound & outbound
- Fires proposals & follow-ups live
- Includes capped monthly usage
- Monthly AI-Ops
- Quarterly strategy call
- Priority 24hr support
Voice Enterprise
Customsetup
+ Custom retainer
6-month minimum
- 3+ agents, inbound, outbound & nurture
- Custom voice & persona
- Includes capped monthly usage
- Real-time CRM deal creation
- Monthly exec strategy call
- Concierge support
Each voice plan includes a capped monthly call allowance matched to the tier. Usage is tracked and reported monthly. Additional usage above the cap is available, details provided during the discovery call.
Transparent hourly rates for every role you need to fill.
Skilled, results-driven virtual professionals who help you streamline operations, improve efficiency, and scale with confidence. Rates vary by role and scope.
General Virtual Assistance
Perfect for entrepreneurs, startups, and small business owners seeking dependable day-to-day support.
$10-$14/hr
Executive & Personal Assistant Services
Designed for busy executives, business owners, and professionals who need high-level administrative support.
$11-$15/hr
Marketing & Social Media Management
Helping brands grow their online presence and engage their audience effectively.
$9-$14/hr
Project & Operations Management
For growing businesses that need structure, accountability, and operational efficiency.
$14-$19/hr
Sales Support Virtual Assistant
Helping businesses generate leads, nurture prospects, and maintain organized sales processes.
$10-$14/hr
Customer Support Virtual Assistant
Deliver exceptional customer experiences by providing prompt, professional, and reliable support across multiple communication channels.
$9-$13/hr
Accounting & Bookkeeping Support
Accurate financial recordkeeping to help businesses stay organized and informed.
$13-$19/hr
Real Estate Virtual Assistant
Specialized support for real estate agents, brokers, investors, and property managers.
$9-$14/hr
Short-Term Rental Virtual Assistant
Helping Airbnb hosts and property managers deliver exceptional guest experiences while efficiently managing daily operations.
$11-$17/hr
GoHighLevel (GHL) Specialist Services
Helping businesses leverage automation and CRM solutions to increase efficiency and conversions.
$15-$24/hr
One-Time Setup Fee
Covers onboarding, tooling, and account configuration to get your VA running.
$200one-time
Hourly rates vary by role and scope, ranging from $9/hr (customer support, marketing, real estate) to $24/hr (GoHighLevel specialist work). The one-time $200 setup fee applies to all engagements regardless of role.
Not sure which role fits? Book a call and we'll scope it with you.
Case Study · Insurance Agency
45-minute client intake reduced to 3 minutes.
A nine-person agency processed every new client by hand. Form to welcome email took an hour across two staff members. Proposals built in Word, sent manually. CRM consistently a week behind.
We mapped the intake, designed a four-stage automation connecting form, CRM, proposal engine, and email, live in eight days.
“The intake flow alone paid for the first six months. I wish we had done this two years ago.”
94%
Less intake time
11 hrs
Recovered per week
8 days
Discovery to live
Before
- Form submitted → staff manually copies to spreadsheet
- Proposal built in Word, 30 minutes per client
- Email sent by hand, no tracking, no follow-up
- CRM updated end of week, if at all
After
- Form submitted → CRM contact created in 3 seconds
- AI-generated proposal emailed instantly
- 5-day nurture sequence fires automatically
- Zero leads missed, every inquiry tracked
Operators who stopped doing the work their systems now do.
“We went from losing after-hours calls entirely to booking showings while the whole team slept. The first month paid for the year.”
“Codaply rebuilt our client intake in eight days. What used to take my staff an hour per client now takes three minutes, untouched.”
“The difference is they stay. Something breaks, they know before we do and it is fixed before it costs us. That is the entire value.”
Common Questions
Ownership, security, and what happens when things break.
We are notified before you are. Every system includes monitoring, retry logic, and failure alerts. Retainer clients get 24/7 active monitoring, we investigate, fix, and notify you. You won't discover a failure by noticing missed leads.
Yes, completely. Every workflow lives inside your accounts and infrastructure. Cancel at any time and everything stays fully operational. No lock-in. Ever.
Minimum necessary access, only permissions required for the specific workflows in scope. Credentials stored encrypted, never in logs. No client data used outside your engagement.
Quick Win is one-time at $1,750. All other packages are monthly retainers covering AI-Ops, continuous monitoring, model re-tuning, integration maintenance, and expansion.
Quick Win clients live in 5 to 7 days. Retainer clients have first workflows live within 14 to 21 days. Time savings appear immediately, hours disappear from your team's schedule on day one.
AI-Ops is the ongoing management that keeps systems performing over time. AI models drift. APIs break silently. Without active monitoring, a workflow accurate in January may fail by March. AI-Ops is our monthly work: monitoring, re-tuning, and fixing breaks before you notice them.
Book your free 30-minute Process Discovery Call.
We map where hours and revenue leak from your operation and show you the highest-ROI automation to build first, whether or not you work with us.