Stop losing leads.
Command your growth.
OANA installs your CRM, fixes lead leakage, and deploys a secure AI agent that helps you run daily operations - without giving up control.
Good morning, Marc. You have 2 quotes going cold and 1 lead waiting since 6:14 AM.
The real problem
Your business isn't broken.
Your operating system is scattered.
Leads arrive across SMS, email, forms, and DMs - with no central place to track them.
High-value quotes go cold because follow-up depends on memory and goodwill.
Nothing moves unless you approve it manually. Your team waits. Revenue waits.
The OANA System
One operating layer for your business.
We don't drop software on you and disappear. We install a CRM, plug your leaks, and add a secure AI layer that helps you run the day.
OANA CRM
A custom-built command center for your sales process. Every lead captured, every deal tracked, every reminder automated.
- Centralized contacts and conversations
- Pipeline visibility for owner and team
- Automated reminders and handoffs
Lead Leakage Protection
We find where money is falling through the cracks and install the triggers that recover it - automatically.
- Missed-call text-back
- Quote follow-up sequences
- Stale-deal recovery workflows
Secure OANA Agent
A daily AI assistant that reviews your pipeline, drafts what's needed, and flags risks - with human approval.
- Daily morning briefing
- Drafts queued for your approval
- Risk and blocker detection
Capabilities
Eight services. One outcome: revenue you stopped leaking.
Lead Leakage Audit
We map your entire lead journey and surface every missed opportunity in your current funnel.
A revenue map of what you're losing
OANA CRM Setup
A branded workspace built around your sales process - not a generic template.
Total pipeline visibility in week one
Automated Follow-Up
Sequences for missed calls, new quotes, stale deals, and form submissions - never miss the next step.
Faster response, fewer cold quotes
Owner Dashboard
One screen that shows what matters today: priorities, alerts, blocked work, follow-ups.
Run your day in 10 minutes
Morning Briefing
A daily text or voice summary from your OANA Agent: what's hot, what's at risk, what needs you.
Wake up already aligned
AI Workflow Optimization
We pinpoint repetitive admin work and automate it with approval-based AI workflows.
Hours of admin removed per week
CRM Cleanup & Hygiene
Old contacts, ghost deals, broken stages - sorted, tagged, and brought back into use.
A pipeline you can actually trust
Client Risk Alerts
Automated signals when a key client goes quiet or engagement drops below normal.
Retention before churn happens
The OANA Agent
AI that actually helps you run the business.
Not a chatbot. A daily assistant connected to your approved workflows. It tells you what needs attention, drafts what's repetitive, and stays out of anything sensitive without your approval.
High-risk alerts
"3 quotes sent Monday haven't been opened. Drafts are ready for you to send."
Blocked work
"The install team is waiting on the client's material choice. SMS drafted."
Today's priorities
"2 leads to call back, 1 quote to revise, 1 invoice waiting on approval."
"Good morning, Marc. You have 2 leads waiting since 6 AM and 4 quotes that need follow-up before noon to stay on schedule."
Security & Trust
Designed for controlled access and human oversight.
OANA is not an uncontrolled AI plugged into everything. It's a careful operating layer with boundaries you can see.
Human-in-the-loop
OANA drafts, recommends, and prepares. Sensitive actions always require your explicit approval.
Scoped access
The agent only sees what it needs. Permission boundaries are clear, documented, and revocable.
Read-only first
We start with observation. Only after you trust what the agent surfaces do we enable actions.
Dedicated workspaces
Your data lives in a workspace built for your business - not pooled with anyone else's.
Audit trail
Optional Trust Ledger: every automated suggestion and action is logged and reviewable.
Clean offboarding
Access can be revoked and data exported on request. No lock-in, no surprises.
How we work
A clear path from scattered to operational.
- 01
Lead Leakage Audit
Free 45-min diagnostic of your funnel.
- 02
Gap review
Walk through missed opportunities and workflow gaps.
- 03
Install OANA CRM
Pipeline, contacts, and follow-up workflows live.
- 04
Dashboard + briefing
Daily owner dashboard and morning briefing online.
- 05
Secure AI agent
Read-only first. Then approval-based automations.
- 06
Operations & retention
Expand into reporting, risk alerts, and ops support.
What you'll see
Concrete answers, not vague AI promises.
See your missed opportunities
We surface every lead and quote that slipped past follow-up in the last 90 days.
Recover quotes before they go cold
Automated sequences re-engage prospects that went quiet - without you remembering.
Know what your team is waiting on
Blocked-work detection shows where deals are stuck and who needs to act.
Start with read-only visibility
See what OANA can do before any automation moves a single record.
CLIENT VOICES
Trusted by operators who've seen the difference.
Placeholder testimonials from service business owners.
We were losing quotes into email threads. OANA surfaced them in 48 hours and had drafts ready before I even asked.
Marc L.
Owner, General Contracting
The morning briefing alone saves me an hour a day. I finally know what's waiting on me before I open my inbox.
Sophie C.
Director, Design Studio
Our response time to new leads went from same-day-if-lucky to under 10 minutes. The CRM finally matches how fast we actually want to move.
Jean-Pierre R.
Partner, Home Services Firm
What you'll see
Lead Leakage Audit
Find out where your leads are leaking.
Book your OANA Lead Leakage Audit. We'll show you exactly how many opportunities are being missed - and exactly how to fix it.
Book Your Lead Leakage AuditFree 45-minute diagnostic · For service-based SMBs in Quebec and beyond.