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How it works?

At Sovv.io, simply choose your plan, join discovery and onboarding calls, we’ll set up your account with templates and workflows, then log in, launch, and even earn through our affiliate program.

1

Choose Your Plan

Every business is unique. Select a subscription plan that fits your needs—whether you’re just getting started or managing multiple clients.

  • Sovv Starter Plan → Perfect for individuals or startups
  • Sovv Pro Plan → Ideal for growing businesses
  • Sovv Enterprise Plan → For agencies & teams managing multiple campaigns
2

Discovery Call

Join us for a discovery call with Sovv.io, where we’ll explore your unique business needs and tailor our all-in-one solutions to help you thrive. Let’s collaborate and unlock new growth opportunities together!

3

Onboarding Call

In the onboarding call, we’ll walk you through:

  • How Sovv.io works
  • Key features (CRM, funnels, websites, automations, reporting)
  • Best practices for your specific industry
  • How to manage your account efficiently
4

Personalized Setup for Your Niche

Our team configures your Sovv.io account to match your industry needs. This includes:
✅ Creating your login credentials
✅ Setting up templates (landing pages, websites, emails, forms)
✅ Building automation workflows (follow-ups, appointment reminders, lead nurturing, SMS/email sequences)
✅ Integrating calendars & appointment booking
✅ Setting up pipelines & CRM stages
✅ Configuring inbox & 2-way messaging
✅ Adding reputation management system (Google reviews, SMS review requests)
✅ Enabling tracking & reporting dashboards

Information We Need From You

To fully set up your account, we’ll need the following details:

  • Business name & logo
  • Website URL (if you have one)
  • Domain access (to connect your funnels/websites)
  • Team member emails (if applicable)
  • Calendar availability (for appointment booking)
  • Preferred phone number for call/SMS integration
  • Social media links (if you want integrations)
  • Industry/niche-specific details (so we load the right templates & workflows)
5

Log In & Launch

Once your setup is complete, you’ll receive your login credentials.
From here, you can:

  • Capture leads instantly
  • Manage customers in your CRM
  • Automate follow-ups with SMS/email
  • Build funnels & websites
  • Track performance with analytics

You’ll have everything you need in one place to grow your business.

Still have a question? Browse documentation or submit a ticket.

Invite a Friend

Affiliate system

At Sovv.io, your growth doesn’t stop at using the platform —you can also earn alongside us. Our Affiliate Program is designed to reward you for sharing Sovv.io with others.

Total Referrals:

$3980

Here’s how it works:

  • Get your unique affiliate link instantly after joining.
  • Share it with friends, clients, or your online audience.
  • Earn 40% recurring commission every month for as long as they remain active subscribers.

Why join?

  • Recurring income stream — keep earning month after month.
  • No limits — the more people you refer, the more you make.
  • Win-win model — help others grow their business while building your own passive revenue.
  • Reliable payouts — commissions are tracked and paid on time every month.

Make Money

👉 Whether you’re a freelancer, coach, or agency owner, Sovv.io’s Affiliate Program gives you a chance to add a steady income stream without extra effort.

Still have a question? Browse documentation or submit a ticket.

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MSP's (Managed Service Providers)

"The Engineer Shield"

The Story: A client's server is down. They're calling your engineer who is deep in a migration. You need triage, not panic.
1
Step 1: Ad Click
Facebook Ad → Sovv.io Funnel Page
(Tool: Funnel AI + Website Builder)
2
Step 2: Smart Capture
Form asks: Budget? Timeline? Pre-approved?
→ Auto-tagged in CRM: "Hot Buyer / $800K+ / 30 Days"
(Tools: Forms & Surveys + CRM & Pipelines)
3
Step 3: Instant Reply
Conversation AI replies in Messenger:
"Hi Sarah! Are you looking to move in the next 30 days?"
(Tool: Conversation AI)
4
Step 4: AI Voice Qualification
Outbound AI calls at 9 AM:
"Hi, this is [Agent]'s assistant. I see you inquired about the waterfront 
property. Do you have 2 minutes?"
→ Qualifies → Books showing Thursday 2 PM
(Tools: Outbound AI + Calendar & Booking)
5
Step 5: You Close
Notification: "🔥 Hot Lead Transferred — Pre-approved / Showing booked / 
Full transcript attached"
You call once. Deal closed.
(Tools: Unified Inbox + Pipeline)
6
Step 6: Post-Close
48 hrs later: Review AI sends Google review link
7 days later: Email AI sends vendor referrals + market report
(Tools: Review AI + Email Marketing + Workflow AI)
✓ Free Trial
✓ Live in 48 Hours
✓ Cancel anytime
HOME SERVICES

"The 2 AM Emergency"

The Story: Homeowner's AC dies at 2 AM. You're asleep next to your family.
1
Step 1: Emergency Call
Phone rings → Inbound AI Voice picks up:
"Hi, you've reached [Company]. Is this an emergency or routine service?"
Homeowner: "Emergency! No AC."
(Tool: Inbound AI)
2
Step 2: AI Dispatch
Workflow AI checks Emergency Protocol:
→ "No AC" + "Emergency" = SMS dispatch to on-call tech + address logged
→ If routine: Books next available slot
(Tools: Workflow AI + Pipelines)
3
Step 3: Missed Call Backup
If busy: Missed Call Text-Back fires:
"Sorry we missed you! Is this an emergency? Reply YES for immediate dispatch."
(Tool: Missed Call Text-Back)
4
Step 4: Job Completion
Tech taps "Done" in mobile app
→ Invoice sent via SMS Stripe link → Customer pays in 3 clicks
(Tools: Mobile App + Payment Gateways)
5
Step 5: Revenue Protection
24 hrs later: Review AI requests 5-star review
30 days later: Workflow AI sends maintenance reminder:
"Your AC is due for a tune-up. Book now and avoid another midnight emergency."
→ AI books it
(Tools: Review AI + Workflow AI + Calendar)
✓ Free Trial
✓ Live in 48 Hours
✓ Cancel anytime
Sales Team

"The Closer's Filter"

The Story: Your sales team is drowning in unqualified leads. You need only hot buyers to reach human reps.
1
Step 1: Lead Arrives (Any Channel)
Website form, Facebook ad, cold email reply → All dump into CRM
→ AI auto-tags: "Inbound Lead / Source: Facebook / Product: Enterprise"
(Tools: Forms + CRM + Call Tracking)
2
Step 2: AI Pre-Qualification
Inbound AI Voice calls within 5 minutes:
"Hi [Name], I see you downloaded our pricing. Are you evaluating solutions 
this quarter? What's your team size?"
→ Answers logged → Lead scored
(Tools: Inbound AI + CRM Scoring)
3
Step 3:Hot Vs Cold Split
Inbound AI Voice calls within 5 minutes:
"Hi [Name], I see you downloaded our pricing. Are you evaluating solutions 
this quarter? What's your team size?"
→ Answers logged → Lead scored
(Tools: Inbound AI + CRM Scoring)
4
Step 4: Stale Lead Reactivation
Dead leads from 90 days ago → Outbound AI calls:
"Hi [Name], we spoke in March about [Product]. We just released a feature 
you asked about. Got 2 minutes?"
→ Re-books demo → Pipeline updated
(Tools: Outbound AI + Pipeline Management)
5
Step 5: Close & Analytics
Deal won → Payment collected via Stripe
Dashboard shows: "AI answered 147 calls, qualified 34, transferred 12, 
closed $284,000 this month"
(Tools: Payment Gateways + Analytics & Reporting)
✓ Free Trial
✓ Live in 48 Hours
✓ Cancel anytime
DIGITAL MARKETERS / AGENCIES

"The White-Label Money Machine"

The Story: You sell marketing services. You want to sell an entire AI operating system under your brand.
1
Step 1: You White-lable Sovv.io
Upload your logo, colors, domain → Clients log into YOUR platform
→ They see your brand. They pay YOU monthly. You keep the margin.
(Tool: White-Label Agency Setup)
2
Step 2: You Sell "AI Front Desk" to A Client
Plumber client gets:
→ Inbound AI Voice for emergency calls
→ Missed Call Text-Back
→ Review AI for Google reputation
You charge $997/month. Sovv.io costs you $297. Margin = $700/month.
(Tools: Inbound AI + Missed Call Text-Back + Review AI)
3
Step 3: You Build Funnels In Minutes
Client needs landing page for "Drain Cleaning Special"
→ Funnel AI builds it + Content AI writes copy + Forms captures leads
→ You deliver in 2 hours, not 2 days
(Tools: Funnel AI + Content AI + Forms)
4
Step 4: AI Voice Qualification
Outbound AI calls at 9 AM:
"Hi, this is [Agent]'s assistant. I see you inquired about the waterfront 
property. Do you have 2 minutes?"
→ Qualifies → Books showing Thursday 2 PM
(Tools: Outbound AI + Calendar & Booking)
5
Step 5: You Close
Notification: "🔥 Hot Lead Transferred — Pre-approved / Showing booked / 
Full transcript attached"
You call once. Deal closed.
(Tools: Unified Inbox + Pipeline)
6
Step 6: Post-Close
48 hrs later: Review AI sends Google review link
7 days later: Email AI sends vendor referrals + market report
(Tools: Review AI + Email Marketing + Workflow AI)
✓ Free Trial
✓ Live in 48 Hours
✓ Cancel anytime
Beauty & Wellness

"The Empty Chair Killer"

The Story: A client wants to book a last-minute facial. It's 11 PM. Your salon is dark.
1
Step 1: Late Night Booking
Client Googles "facial near me" → Clicks your Sovv.io booking page
→ Inbound AI Chat asks: "What service? What time tomorrow?"
(Tools: Website Builder + Conversation AI)
2
Step 2: Instant Confirmation
AI checks calendar → Offers 10 AM, 2 PM, 4 PM
→ Client picks 2 PM → Confirmation SMS + email sent
→ Added to CRM with tag: "Facial / First-Time / Google"
(Tools: Calendar + CRM + SMS Marketing)
3
Step 3: No-Show Prevention
24 hrs before: Outbound AI Voice calls:
"Hi, confirming your 2 PM facial tomorrow. Press 1 to confirm or 2 to reschedule."
(Tools: Outbound AI)
4
Step 4: Day-of Upsell
Client arrives → Checks in on tablet form
→ Form triggers Workflow AI: "Add a 30-min LED therapy for $40?"
→ Client taps yes → Payment collected via Stripe
(Tools: Forms + Workflow AI + Payment Gateways)
5
Step 5: Reviews + Re-Booking
48 hrs later: Review AI sends Google review link
6 weeks later: Workflow AI sends SMS:
"Your skin is glowing! Ready for your next facial? Book now and save 20%."
→ AI books directly
(Tools: Review AI + Workflow AI + Conversation AI)
✓ Free Trial
✓ Live in 48 Hours
✓ Cancel anytime
Fitness---

"The Class That Fills Itself"

The Story: A mom sees your Instagram Reel for a 6-week challenge. She DMs you during your morning class.
1
Step 1: Instagram DM
"How much is the 6-week challenge?"
→ Conversation AI replies instantly:
"Hi! The challenge is $199. Are you looking to lose weight, build muscle, or both?"
(Tool: Conversation AI)
2
Step 2: Smart Tagging
Lead answers → Auto-tagged in CRM: "6-Week Challenge / Weight Loss / Instagram"
(Tools: CRM + Smart Tagging)
3
Step 3: AI Booking + Payment
Conversation AI offers slots:
"We have Monday 6 PM or Wednesday 7 PM. Which works?"
→ Lead picks → Calendar blocked → Stripe payment link sent via SMS
→ Paid in 3 clicks
(Tools: Calendar + SMS Marketing + Stripe)
4
Step 4: Pre-Challange Nurture
Workflow AI triggers:
7 days before: Email AI sends prep guide + meal plan
1 day before: SMS reminder with studio address
(Tools: Workflow AI + Email AI + Content AI)
5
Step 5: Retention Loop
Challenge ends → Review AI requests Google review + progress photo permission
3 days later: Outbound AI calls:
"You crushed it! Ready for our 12-month membership? I can hold your spot."
(Tools: Review AI + Outbound AI)
✓ Free Trial
✓ Live in 48 Hours
✓ Cancel anytime
The Coach

"The $5K Mastermind Funnel"

The Story: A lead opts into your webinar while you're coaching a client.
1
Step 1: Webinar Opt-in
LinkedIn Ad → Sovv.io Landing Page
→ Captures: Name, Email, Revenue, Biggest Pain Point
→ CRM tags: "High-Ticket / $1M+ Revenue / Webinar"
(Tools: Funnel AI + Forms + CRM)
2
Step 2: Instant AI Nurture
Minute 0: Email AI sends webinar link + calendar invite
Minute 5: Conversation AI texts:
"You're in! What's your biggest bottleneck right now? I'll send a tailored resource."
(Tools: Email Marketing + Conversation AI)
3
Step 3: Webinar Qualification
Lead attends → 24 hrs later: Outbound AI calls:
"Hi [Name], I see you joined. I have 2 quick questions about your goals. 
Got 90 seconds?"
→ Qualifies for mastermind → Books strategy call
(Tools: Outbound AI + Calendar)
4
Step 4: Strategy Call & Close
You take the 20-min call (AI already warmed them up)
→ Proposal sent via Document Signing
→ $5,000 collected via Stripe link in same email
(Tools: Document Signing + Payment Gateways)
5
Step 5: Onboarding
Payment triggers Workflow AI:
→ Welcome email sequence with portal login
→ AI-generated onboarding questionnaire
→ Course materials drip over 6 weeks
(Tools: Workflow AI + Memberships + Content AI)
6
Step 6: Ascension
60 days later: Outbound AI calls graduates:
"Congrats on your progress! Inner Circle opens next month. Want me to hold a spot?"
→ Books upgrade call → Closes $15,000 retainer
(Tools: Outbound AI + Pipeline Management)
✓ Free Trial
✓ Live in 48 Hours
✓ Cancel anytime
HEALTHCARE

"The Front Desk That Never Sleeps"

The Story: A patient needs to reschedule at 10 PM. Your clinic is closed.
1
Step 1: Patient Calls After Hours
Inbound AI Voice answers:
"Hi, you've reached [Clinic]. Are you booking, rescheduling, or calling 
about results?"
(Tool: Inbound AI)
2
Step 2: AI Triage
"Reschedule" → AI checks calendar → Offers 3 open slots
Patient picks → Confirmation SMS sent instantly
"Emergency" → Flagged in Pipeline + SMS alert to on-call doctor
(Tools: Calendar + Workflow AI + Pipelines)
3
Step 3: Day Of Reminders
24 hrs before: Outbound AI Voice calls:
"Hi, this is [Clinic] confirming your 2 PM appointment. Press 1 to confirm."
(Tools: Outbound AI + SMS Marketing)
4
Step 4:Intake Before Arrival
Patient receives form link via SMS → Fills insurance + symptoms digitally
→ Arrives, signs consent on tablet → Document Signing
(Tools: Forms & Surveys + Document Signing)
5
Step 5: Follow-up & Retention
48 hrs after visit: Workflow AI sends care instructions email
14 days later: Review AI requests Google review
30 days later: Outbound AI calls for follow-up booking
(Tools: Workflow AI + Review AI + Outbound AI)
✓ Free Trial
✓ Live in 48 Hours
✓ Cancel anytime
Real Estate

"The Midnight Buyer"

The Story: A prospect sees your Facebook ad for a waterfront listing at 11 PM. You're asleep.
1
Step 1: Ad Click
Facebook Ad → Sovv.io Funnel Page
(Tool: Funnel AI + Website Builder)
2
Step 2: Smart Capture
Form asks: Budget? Timeline? Pre-approved?
→ Auto-tagged in CRM: "Hot Buyer / $800K+ / 30 Days"
(Tools: Forms & Surveys + CRM & Pipelines)
3
Step 3: Instant Reply
Conversation AI replies in Messenger:
"Hi Sarah! Are you looking to move in the next 30 days?"
(Tool: Conversation AI)
4
Step 4: AI Voice Qualification
Outbound AI calls at 9 AM:
"Hi, this is [Agent]'s assistant. I see you inquired about the waterfront 
property. Do you have 2 minutes?"
→ Qualifies → Books showing Thursday 2 PM
(Tools: Outbound AI + Calendar & Booking)
5
Step 5: You Close
Notification: "🔥 Hot Lead Transferred — Pre-approved / Showing booked / 
Full transcript attached"
You call once. Deal closed.
(Tools: Unified Inbox + Pipeline)
6
Step 6: Post-Close
48 hrs later: Review AI sends Google review link
7 days later: Email AI sends vendor referrals + market report
(Tools: Review AI + Email Marketing + Workflow AI)
✓ Free Trial
✓ Live in 48 Hours
✓ Cancel anytime