J&M Solutions Accepting clients

Bring us an idea.Or a problem.We'll build the system.

We're an AI automation studio. We design and build custom systems for any part of your business — sales, finance, operations, customer service, internal tools. Voice agents, automations, copilots, dashboards. Whatever shape the problem takes.

Every system runs 24/7
Systems we buildIf it's repetitive, we automate it
Invoicing & collections·Quoting & pricing·Sales follow-ups·Customer service·Lead generation·Inventory alerts·Reporting·Internal copilots·Data entry·Approval flows·Onboarding·Scheduling
01 — Voice agentsInbound · Outbound

Voice.

— AI that picks up the phone

Calls handled,
start to finish.

A 24/7 AI agent that sounds human and knows your business. Inbound calls, outbound campaigns, lead qualification, quotes, invoice chasing, surveys, bookings — whatever your phone lines actually do.

24/7Bilingual~75ms response
9:41
Live call00:34
Inbound · quote request
Caller
Hi, I'm calling to get a quote for a project.
AI Agent
Of course, happy to help. Tell me a bit about what you need.
Caller
Kitchen remodel, about 150 square feet. Mid-range finishes.
AI Agent
Got it. The estimate would be around $18,000 to $24,000.
AI Agent
Want me to email a quote and book a walkthrough?
Caller
Yes, please.
AI Agent
What email should I send it to?
Caller
alex@example.com.
AI Agent
Sent. Our team will follow up within two hours.
What we've built before
Yours, custom-built
Inbound

Customer service

Answers questions, handles issues, escalates when something needs a person.

Inbound

Sales inquiries

Qualifies leads, explains pricing, sends formal quotes by email or text.

Inbound

Quote requests

Takes the intake, calculates an estimate, emails a formal quote, books the visit.

Inbound

Bookings & scheduling

Checks availability, books, cancels, reschedules — directly in your calendar.

Outbound

Invoice reminders

Calls overdue accounts, confirms when payment is coming, logs every response.

Outbound

Sales follow-ups

Re-engages dormant leads, books the meeting, hands a warm lead to your team.

Outbound

Surveys & feedback

Post-purchase, post-service, satisfaction — natural conversation, not forms.

Outbound

Win-back campaigns

Reaches cancelled or dormant customers with a personalized offer that converts.

02 — Smart automationsScheduled · Triggered · On-demand

Workflows.

— Automate any repetitive process

Manual work,
removed.

Finance, sales, operations, reporting — wherever your team is doing the same thing by hand every week, we connect the tools you already use, store everything in a real database, and turn it into a workflow that runs on its own.

SupabaseTwilioStripe
J&M
Email
Calendar
SMS
Database
Alerts
Payments
Example flows across business functions
Finance

Invoice & collections

Invoice → 7/14/21-day reminders → escalation → receipt tracking.

Expense approvals

Submission → auto-classify → route to approver → post to accounting.

Sales

Lead capture → CRM

Form / call / chat → deduplicate → enrich → assign to rep → notify.

Quote generation

Intake → calculate → draft → send → track open/accept/reject.

Dormant lead revival

No reply in N days → personalized follow-up → re-qualify or close.

Operations

Customer onboarding

New customer → welcome email → provisioning → intro call scheduled.

Inventory & reorder

Stock threshold hit → supplier ping → PO drafted → confirmation.

Job dispatch

New job → match to nearest tech → confirm → route → status updates.

Reporting

Daily ops summary

Pulls your data → computes KPIs → emails the summary each morning.

Weekly team briefing

Monday 8 AM: activity log + wins + blockers + next week's priorities.

Monthly P&L

Revenue + expenses + margin by category, PDF to your accountant.

These are examples. Tell us your manual process — we design the workflow around it.

03 — CopilotsAsk · Instruct · Execute

Copilots.

— Custom AI copilots

Your business,
on chat.

A copilot trained on your business and connected to your systems. Ask anything — finance, sales, ops, customers — and when you give an instruction, it actually executes. Lives in your dashboard, SMS, or Slack.

Trained on your docsConnected to your tools
your-copilot · liveFinance
You
Ask your copilot…
04 — Live dashboardsCustom per business

Dashboards.

— Your whole operation, one screen

Everything,
in one place.

Revenue, pipeline, invoicing, activity, customers, team. The metrics and views that matter — live, mobile-ready, with the admin chat built in so you can act directly.

Real-timeMobile-readyAdmin chat

Your operation

Thursday · 14:32

Live
+14%
$128k
Revenue MTD
+8%
89
Active jobs
+22%
42
New customers
+4pts
38%
Close rate
This weekRevenue
M
T
W
T
F
S
S
Admin chat“Overdue invoices over 30 days…”
Modules we build — mixed & matched per client
Financial

Revenue

Today, week, month — by product, service or channel

Invoicing

Outstanding, overdue, collected, by customer or period

Expenses & margin

Cost of goods, operating expenses, margin by category

Sales

Pipeline

Leads, deals, stages, close rates, deal velocity

Quotes

Drafted, sent, accepted, rejected — by rep or period

Rep performance

Individual scorecard, goals, activity, conversion

Operations

Activity log

Every call, message, order, ticket — searchable & filterable

Jobs & orders

Status, assignment, ETA, completion rate

Inventory

Stock levels, low-stock alerts, reorder status

Customers

Customer database

Searchable records, history, notes, tags, timeline

Communications

Calls, SMS, email — performance and conversion

Loyalty & churn

Retention cohorts, at-risk customers, win-back queue

05 — ProcessIdea to live in a day

Process.

Your problem to a live system, in under 24 hours.

You bring the idea, or just the frustration. We handle the rest — scoping, design, build, test, launch. Five steps, one day, one system built around how you actually work.

01Day 0
Discovery

Tell us your idea or problem.

A short call or message. You don't need a spec — tell us the pain, the process, or the dream. We ask the questions.

02Day 0 · +3h
Scoping

Define the solution.

We translate the problem into a clear system. What it should do, what it shouldn't, what data it needs, what tools it connects to.

03Day 0 · +6h
Design

Architecture + quote.

We map the system — voice, workflows, copilots, dashboards as needed — and quote it. No surprises, no pitch decks, no endless back-and-forth.

04Day 0 · +18h
Build

Build + test.

End-to-end engineering. Real scenarios, failure paths, edge cases. Tested before anything touches production.

05Day 1+
Launch

Live + evolve.

Launched within the day. Monitored 24/7. Reviewed monthly — refine, expand, add channels as your business grows.

A note onPricing & timeline

How we price. How long it takes.

— Pricing01

Shaped to your build.

Every system is unique — so pricing is too. We quote within twenty-four hours of our first call, line-by-line. No retainers, no surprise items, no monthly minimums.

For the right partnerships we go further — bonus workflows, extra channels, support credits at no cost. Worth bringing up on the first call.

Custom quote Delivered in 24h Transparent breakdown Bonus extras on select fits
— Timeline02

About a week. Built right.

Most systems go live in about seven days. For deeper builds we extend the timeline on purpose, with clear milestones along the way. You see a working staging link by day two — not silence at the end. We'd rather build it right than ship it rushed.

~7 days typical Staging by day 2 Milestones, always

We quote what we can deliver. We deliver what we quote. If something changes mid-build, you hear it from us first — not at the invoice.

06 — ConnectQuote in < 24h

Connect.

Tell us your idea.
We'll ground it.

A short call, a text, a form. Whatever is easier for you. We quote in under twenty-four hours and start building the same day.

— Skip the form

Talk to our live agent.

+1 318 633 0759

Our own AI voice agent. Trained on J&M Solutions. Resolves by call and chat — twenty-four seven.

Call now
Prefer email?
jmgm12020@gmail.com