ClickFund Media emblemAI automation agency

We set up the AI.

ClickFund Media builds your CRM, deploys AI voice agents, and automates the repetitive work — so your team stops drowning in manual tasks and starts scaling on systems that run themselves.

  • CRM, voice agents & automation
  • Live in days, not months
  • Built around your workflows

Book your discovery call

Tell us about your business. We'll show you where AI, CRM, and automation fit.

No commitment. 30-minute discovery call.

500+
Automations deployed
40h/mo
Avg. hours saved
24/7
AI voice coverage
3 in 1
CRM, voice & automation
What we do

Three systems. One partner.

Most agencies hand you a tool and disappear. We set it up, connect it, and make it work for your team — CRM, AI voice, and automation under one roof.

CRM Setup

We map, configure, and clean your CRM so every lead, deal, and customer lives in one place — no more spreadsheets, lost contacts, or broken handoffs.

  • Pipeline & stage configuration
  • Contact & lead cleanup
  • Reporting dashboards

AI Voice Agents

24/7 voice agents that answer calls, book appointments, and qualify leads in natural conversation — so no opportunity slips through after hours.

  • Inbound call handling
  • Appointment booking
  • Lead qualification & routing

Automation Setup

We connect your tools and automate the repetitive work — follow-ups, reminders, data entry, and notifications — triggered the moment something happens.

  • Workflow & trigger design
  • Tool integrations
  • Follow-up sequences
Live preview

Don't read about it. Talk to it.

This is Eva — one of the AI voice agents we deploy for our clients. She answers, qualifies, and books, all in natural conversation. Go ahead, give her a call.

  • Answers inbound calls 24/7 — no opportunity missed after hours
  • Books appointments straight into your calendar
  • Qualifies and routes every lead automatically
  • Hands every conversation off to your CRM
Eva, ClickFund Media AI voice agent
Eva
AI Voice Agent · 24/7
Live
Ready to connect

Tap “Call Eva” to start a live preview conversation.

Interactive voice preview · tap the speaker to mute · scripted for demo

The problem

Manual work is eating your margins.

Every missed call is lost revenue. Every manual follow-up is time your team isn't selling. Leads go cold in a spreadsheet while you're buried in data entry and reminders nobody has time to send.

  • Calls go unanswered after hours
  • Leads slip through the cracks in a messy CRM
  • Your team is stuck doing repetitive busywork
The ClickFund way

Replace busywork with systems.

We set up your CRM, deploy AI voice agents that never sleep, and automate the follow-ups and reminders your team keeps missing — so everything runs whether or not someone's at their desk.

  • A CRM your team actually uses
  • AI voice agents that answer and book 24/7
  • Automations that capture and nurture every lead
How it works

From call to running systems in three steps.

Discovery call

We audit your workflows, CRM, and call volume to map exactly what to automate first — and where AI voice agents fit.

Build & deploy

We configure your CRM, deploy AI voice agents, and stand up the automations across your tools — live in days, not months.

Scale & optimize

We monitor what's working, refine the conversations, and expand the automations as your business grows. You own the system.

Industries we serve

Built for teams that can't afford to miss a lead.

From dental practices to brokerages, we tailor CRM, AI voice, and automation to the way your industry actually works — including the privacy rules that come with it.

Healthcare & Dental

After-hours call handling, appointment booking, and no-show recovery — without violating patient privacy.

Real Estate

Instant lead qualification and follow-up so every inquiry gets a response before the prospect books elsewhere.

Coaching & Courses

Automated reminders and rescheduling that keep show rates high and calendars full.

Legal & Professional Services

Intake automation and CRM hygiene that captures every prospect without the manual busywork.

Home & Field Services

Voice agents that book jobs, dispatch crews, and chase down quotes while you're on site.

Financial Services

Secure, compliant lead capture and follow-up workflows built around your regulatory requirements.

Retail & eCommerce

Order support, abandoned-cart recovery, and customer follow-up running automatically in the background.

B2B & SaaS

Pipeline automation, meeting scheduling, and lead routing that keeps your sales team sharp.

Privacy & secure information handling

Your leads' data is protected by design.

Automation shouldn't come at the cost of trust. Every form, voice agent, and workflow we build collects personal information carefully and handles it responsibly — because your reputation depends on it.

We follow Privacy Act principles: collect only what's necessary, be transparent about how it's used, keep it secure, and let people access or correct their own information. Our automations are configured to honor those same standards end to end.

Compliance-aware by default

Tell us your industry's requirements during the discovery call — HIPAA handling, consent capture, data retention, access logging — and we'll build it in from day one.

Privacy Act compliant

We collect and handle personal information in line with applicable privacy law — only what's needed, only with consent, and never sold.

Encrypted & access-controlled

Lead data, call recordings, and CRM records are transmitted over encrypted connections and access is scoped to the people who need it.

You own your data

Every lead, contact, and conversation lives in your CRM under your account. You control retention, deletion, and who sees it — we just build the systems.

Proof

Teams that stopped doing it by hand.

Read full case studies
31 no-shows recovered / mo
Northwind Dental

AI voice agent booked appointments from missed calls after hours.

6h → 4min lead response
Cedar & Stone Realty

CRM + automation cut follow-up time by 90% across inbound leads.

+180% show rate
Brightpath Coaching

Automated reminders and rescheduling across their entire funnel.

FAQ

Questions, answered.

Everything you might want to know before booking a call.

Still have questions? Book a discovery call and we'll walk you through it.

See if we're a fit

Ready to replace manual work with systems?

We work with businesses ready to stop losing time to repetitive tasks. Tell us what you're running and we'll map what to automate first — no deck, no pressure.

Currently losing time to manual tasks
Ready to centralize leads and customers in one CRM
Want AI handling calls and follow-ups 24/7

Book your discovery call

Tell us about your business. We'll show you where AI, CRM, and automation fit.

No commitment. 30-minute discovery call.