Everything you need to know about Leverly.

Leverly is an inbound lead response platform — founded in 2008 — that makes sure every call, form, and chat gets answered immediately, 24/7. It qualifies leads, books appointments, updates your CRM, and routes based on your rules. The goal is simple: more conversations from the leads you're already getting, before they call your competitor.

When a lead submits a form on your website, Leverly calls your team — or your Leverly AI rep — within seconds. The rep presses 1 to connect directly to the lead. Your business name shows on the lead's caller ID. If the team can't pick up, Leverly AI handles the conversation, qualifies the caller, and books or routes based on your rules. The lead never goes cold.

Leverly AI is a voice rep configured around your specific business — your services, pricing, service area, and call flows. It has a real conversation, not a menu. It looks up existing customers in your CRM before the call starts, books appointments directly in your calendar, and updates records after every conversation. It works in both directions — answering inbound calls and calling form leads outbound. A chatbot handles text. An IVR routes to a menu. Leverly AI talks to people.

Completely. You configure it around how your business actually runs. Some clients have their team take all first attempts and use Leverly AI for overflow, after-hours, and reattempts. Others use Leverly AI to qualify every form lead first and transfer only the ones worth the team's time. Others run AI full-time on specific call types. There is no forced model — you set the rules.

No. Leverly works alongside whatever phone system you already have. Nothing changes on your end — no new hardware, no number porting, no IT project. Leverly adds a layer that makes sure every call gets answered and every form lead gets followed up.

Every call generates data — edge cases, missed questions, escalation patterns. We use that data to tune the system continuously: adjusting scripts, expanding the AI's knowledge, and improving how it handles situations your specific callers bring up. The AI improves. And every month, your Recovery Report shows exactly how many appointments were recovered that your team would have missed.

Form-to-Phone can be live in 1 to 10 days. Full Leverly AI deployment — including CRM integration, custom call flows, and pre-production testing — typically takes up to 3 weeks. Setup covers everything: your business rules, compliance configuration, CRM connection, and go-live testing. Your team answers questions. We handle the build.

Leverly integrates with the tools your team already uses — GoHighLevel, HubSpot, LeadSquared, Jobber, FieldRoutes, ServiceTitan, and others. Using each platform's API, Leverly looks up existing contacts before a call starts, creates new records, logs call outcomes, and books appointments directly. Setup handles all of this — your team doesn't configure anything.

Leverly AI is tested against hundreds of real scenarios before any live caller hears it — and monitored after every call once it's live. Most voice AI tools skip both. Test scenarios include impatient callers, non-native speakers, topic switches, silences, escalations, and compliance edge cases. It doesn't go live until it passes.

No. Once we go live, it runs. If you need a change — a script update, a new routing rule, a question added to the AI — you tell us and we handle it. That's part of what the monthly fee covers.

We follow whatever path your leads already take. If they go to your CRM, we connect there. If they go to your email, we connect at the source. Facebook Lead Ads, website forms, third-party tools — we've connected to all of it. We use Zapier, N8N, or whatever tool fits. It doesn't matter what system you use. We figure out how to connect and make it work.

The monthly minimum is $1,000, applied as a usage credit — not a flat fee. Form leads are $1.50 each. AI conversations over one minute are $3.50 each. Setup fees are $1,000 for Form-to-Phone and $5,000 for full Leverly AI. Most clients find the system pays for itself within the first few recovered jobs. See full pricing at leverly.com/pricing.

No. There are no per-minute charges for Form-to-Phone calls or Leverly AI conversations. You pay per form lead received ($1.50) and per AI conversation over one minute ($3.50). No surprise charges based on how long a call runs.

Extra usage is billed at the same rates — $1.50 per form lead, $3.50 per AI conversation. No surprises. If your volume is running high we'll let you know and talk through options.

The setup fee is non-refundable — it covers real work we do before you go live. After that, there's no long-term contract. You pay month to month, no annual commitment, and you can cancel anytime.

The setup fee covers a custom build — not a template. By the time you go live, Leverly knows your services, pricing, availability, call flows, and compliance requirements. We map your CRM, configure your workflows, build your AI, and test hundreds of scenarios before a single live caller hears it. That work happens before go-live. It's not a software subscription — it's a deployment.

Yes. Leverly handles all outbound call compliance — timing, opt-outs, and consent — so you're covered before a single call goes out. Every deployment includes TCPA-compliant call timing, opt-out handling, and a full audit of your web form consent language. Inbound calls are answered 24/7 with no restrictions. Outbound callbacks are made between 8am and 9pm local time — or 8pm in states with stricter rules.

Leverly offers a HIPAA-compliant configuration as an add-on at $250 per month, including a signed Business Associate Agreement. A signed BAA is required before any healthcare account is activated. HIPAA configuration must be in place before any patient data is handled.

Yes. For Title IV institutions, Leverly can be configured to flag misrepresentation risks on every admissions call — job placement rates, salary outcomes, program costs, completion rates — turning every conversation into a searchable, defensible record that meets Department of Education standards and protects your OPEID.

Yes. All data is protected and stored securely. For healthcare clients, we provide full HIPAA-compliant setup and a signed Business Associate Agreement before we handle any patient information.

The Recovery Report is an automated daily, weekly, or monthly email showing exactly how many appointments were recovered that your team would have missed — broken down by source, channel, and outcome. It shows what Leverly AI handled, what your team handled, what's still open, and what patterns are emerging. It arrives in your inbox automatically — no login required.

CRM reports show activity — calls made, contacts created, tasks completed. The Recovery Report shows outcomes — specifically, how many appointments were recovered from leads that would have gone unanswered without Leverly. It also surfaces coaching intelligence: what callers are asking, where your team is stalling, what the AI couldn't resolve, and the side-by-side booking rate comparison between AI and your team.

Yes. The Recovery Report is included in every Leverly plan at no extra charge. Conversation intelligence tools charge thousands per seat for similar functionality. At Leverly it comes standard — because the report is how you know whether the system is working.

Yes — a live sample with all three cadences (daily, weekly, monthly) is available at leverly.com/sample-report. It shows exactly what lands in your inbox. No signup required.

Service businesses that run on booked appointments — pest control, healthcare clinics, career schools, home services, and similar. If your team gets inbound calls and form leads, and missing one means losing a job or a patient to a competitor, Leverly is built for that problem.

Yes. Leverly is built for the inbound recovery problem pest control operators face: calls going to voicemail during lunch and after hours, web forms sitting uncontacted until the next morning, and leads that call your competitor next. Leverly answers every call, calls back every form lead during compliant calling hours, books inspections, and sends a Recovery Report showing exactly what was recovered. Integrates with FieldRoutes, PestPac, Briostack, GorillaDesk, Jobber, Housecall Pro, ServiceTitan, and others.

Yes — for non-surgical specialty clinics with 2 to 10 providers and no dedicated call center. Leverly handles new patient acquisition: answering inbound calls, booking appointments, and creating patient records in your EHR. HIPAA-compliant. BAA included. Integrates with DrChrono, Elation, and other major EHR platforms. Not a clinical triage service.

Yes. Leverly is purpose-built for enrollment-driven education. Your admissions team gets first contact on every inquiry. Leverly covers after-hours, weekends, and overflow. Reattempts up to 6 times automatically. Integrates with LeadSquared and other admissions CRMs. For Title IV institutions, every call can be monitored for compliance and misrepresentation risk.

Leverly was founded in 2008 — originally as Speed2Leads, then Speak2Leads, then rebranded as Leverly in July 2023. The company has been solving the inbound response problem for over 16 years, before the category had a name.

Leverly was founded by Sammy James, who ran two marketing agencies — MarketingAnd for general businesses and GetStarts for career schools. It was inside GetStarts that he first converted a web form lead into a phone call in seconds and saw the immediate impact. That experiment became the foundation for what is now Leverly. He's been running the company from San Diego since 2008.

Answering services take messages and call back later. Newer voice AI tools are built around the technology. Leverly has been solving the inbound response problem since 2008 — AI is how we do it better now, not what we're built around. The difference shows in how it handles edge cases, compliance, and the calls that don't fit a script. And the Recovery Report shows every week whether it's actually working.

San Diego, California. 415 W G Street, San Diego, CA 92101.