From first contact
to closed customer.
This is the infrastructure a business runs its revenue on: one system that captures a lead, contacts it, qualifies it, books it, tracks it through the pipeline, follows up automatically, and hands off to a human at exactly the right moment.
One system. Every channel feeds it.
Traffic comes in from wherever it comes from. Orio is the layer that catches every bit of it, works it, and hands a booked, qualified customer to the business — with nothing lost in between. AI when it helps. Humans when they matter.
/ Leads
SYSTEMS
/ Revenue
Three ways to start. One system underneath.
Every configuration below runs on the same core — intake, qualification, CRM, follow-up. What changes is which channel does the heavy lifting, and how deep the build goes.
Revenue System Sprint
Leads arrive through disconnected channels and receive slow, inconsistent handling. The Sprint installs the connected core underneath everything else Orio builds.
Outcome: visible lead state, defined next actions, clearer ownership — one connected workflow instead of four disconnected tools. Full component inventory is in the architecture below.
$322.50–$652.50 to build · optional ongoing management is $33.75/mo · 25%-reduced launch pricing; exact scope is confirmed after system mapping.
AI Front Desk
Calls go unanswered, or staff re-answer the same questions all day. AI handles the defined, repeatable intake tasks — humans stay available for escalation and exceptions, not every call automated.
Outcome: extended response coverage and consistent capture, with a defined handoff for anything outside the approved knowledge.
$322.50–$517.50 to build · $33.75/mo for ongoing management, separate from telephony/model usage (currently shown at $0.2625/min) · 25%-reduced launch pricing.
Lead Recovery
Missed calls, stale inquiries, and old quotes stop getting consistent attention. This adds a recovery layer without a guarantee attached to a number we can't verify.
Outcome: every recoverable lead gets a timely, auditable follow-up path — not a promised recovery rate.
$322.50–$652.50 to build · $33.75/mo for optional managed operation · 25%-reduced launch pricing; exact scope is confirmed before work begins.
A lead enters. The system takes over.
One fictional lead, start to finish — the exact path a real lead takes once this system is configured for a business.
Demo — example workflow, fabricated names and numbers
The moment it happens, Orio sees it.
Every source — website form, ad, missed call, referral — lands in the same place, instantly, with the source attached.
Answered in seconds. Not next business day.
Straight onto the calendar. No back-and-forth.
Qualification happens before the slot is offered, so what lands on the calendar is a real, ready customer — not a maybe.
Same lead, now visible to the whole pipeline.
Every stage, every contact, one board. Nothing lives in a notebook or a rep's head.
New Lead
Contacted
Qualified
Appointment
Proposal
Won
Every message,
handled.
Confirmations, reminders, and no-show recovery go out on schedule — without anyone opening a phone to send them.
Then a human takes it from here.
Jordan gets notified the moment it's worth a human — full history attached, nothing to re-ask. Marcus shows up, the appointment happens, and the pipeline updates itself to Won.
The sale isn't where it stops.
One lead.
One record.
Every conversation.
Every follow-up.
One system.
Everything the system runs on.
Five layers, always in this order. A website is one intake surface among several, not the whole identity of the system.
Revenue Intake
Where demand enters. A connected website is one of these surfaces, not a separate product line — though it can still be scoped and delivered on its own when that's what's needed.
Web & forms
Voice & messaging
Sources
Qualification & Routing
Agents that do specific jobs in the workflow — not a vague "AI solution."
Agents
Logic
Handoff
CRM & Workflow
One record per lead, visible to the whole pipeline — not a notebook or a rep's memory.
Records
Operations
Conversion & Retention
Getting the qualified lead to a booked outcome, then keeping the relationship alive after.
Booking
Follow-up
Intelligence & Software
The expansion path — see the custom software section below for what this looks like built out.
Reporting
Software
What everything costs, grouped the way it's built.
Core systems — Revenue System Sprint, AI Front Desk, Lead Recovery — are priced in Core Configurations above. Below is the rest: the supporting capabilities each core system draws on, and the software it can expand into.
Supporting capabilities
Priced on their own when a business needs one piece, not the full system — or bundled in when they're part of a core configuration's scope.
Website / Revenue Intake
A full conversion-built business website, wired into CRM and qualification.
Landing / Intake Page
A single focused page for one offer, one campaign, or one channel.
CRM Pipeline Setup
Custom pipelines, ownership, conversation history, and task automation in one record per lead.
Automation Workflow
Follow-up sequences, status changes, and handoffs that run without someone remembering to trigger them.
AI Chat / Intake Agent
A chat or messaging agent that qualifies and routes — the AI Front Desk's text-based counterpart.
Dashboard / Internal Tool
Pipeline visibility, reporting, and operational views built for one team's actual workflow.
Software expansion
For workflows that have outgrown dashboards and need real applications. Custom Operations Software — bespoke, no fixed range — is scoped in the custom software section below.
Web App / SaaS MVP
A real multi-user application — accounts, permissions, and a genuine product surface, not a CRM view.
Mobile App
A native or cross-platform app when the workflow genuinely needs to live on a phone.
Ongoing management for any of the above — hosting, maintenance, monitoring, prompt/workflow tuning, integration upkeep, and reporting — is covered in Managed Revenue System below.
What it grows into.
Everything below is optional and scoped separately — none of it is required to get the core revenue system running.
Map my
revenue system.
We keep the roster small so the work stays sharp. If the business is ready, let's see if it's a fit.