Skip to content
FM Solutions

Technologies

Connected to the tools you already use.

Our systems integrate with the software and services your business depends on, from accounting and payments to email, messaging, maps, cloud databases and AI. Open APIs and proven connectors keep your workflows joined up and your data in one place.

AI, VOICE & WORKFLOW AUTOMATION

Voice AI, CRM and workflow tools, connected

The platforms and services we use to capture enquiries, follow up and connect business systems. Each one is labeled so you can see what we have delivered and what we can evaluate for you.

AI, voice and workflow automation technologies
In the GoHighLevel project
Used in the GoHighLevel intake and Voice AI project described below.
Delivered in other projects
An integration FM Solutions has already built for other clients.
Can be evaluated
A common option we can assess for your project. It was not part of the GoHighLevel project.

CRM & Workflow Automation

  • GoHighLevel

    Contact management, pipelines, intake and SMS/email follow-up.

    In the GoHighLevel project
  • Make

    Visual workflows connecting business applications.

    In the GoHighLevel project
  • Zapier

    Simple integrations for lighter automation requirements.

    In the GoHighLevel project
  • Custom Node.js webhooks

    Source verification, field mapping and duplicate-contact protection.

    In the GoHighLevel project

AI & Voice

  • GoHighLevel Voice AI

    Inbound and after-hours call handling, intent qualification, callback scheduling and human handoff.

    In the GoHighLevel project
  • OpenAI API

    Assistants and AI processing connected to business systems.

    Delivered in other projects
  • Flowise

    AI workflow orchestration.

    Delivered in other projects
  • ElevenLabs

    Speech and audio capabilities.

    Delivered in other projects

Connected Business Services

Only the items marked as delivered were built for other FM Solutions clients. The rest are common options we can evaluate for your project, not claims about the GoHighLevel project. SendGrid is listed as an option, not as a completed website integration.

  • CallRail

    Call tracking that can create leads in a CRM workflow.

    Can be evaluated
  • SendGrid

    Email delivery for notifications and follow-up.

    Can be evaluated
  • Microsoft Graph

    Email, calendar and Microsoft 365 data.

    Delivered in other projects
  • Google Calendar

    Appointment and callback scheduling.

    Can be evaluated
  • Twilio

    SMS and voice messaging.

    Delivered in other projects
  • Stripe

    Online payments and billing.

    Can be evaluated
  • Typeform

    Forms that feed enquiries into your systems.

    Can be evaluated
  • Facebook / Google Lead Ads

    Lead-form submissions from advertising platforms.

    Can be evaluated

What we build

Automation that takes the repetitive work off your team

What we build with these technologies
  • AI Call Handling

    Answer inbound enquiries after hours, collect relevant information and route calls to the right person.

  • Lead Capture & Follow-Up

    Connect lead sources to a CRM and automate appropriate SMS/email follow-up.

  • Connected Business Workflows

    Move information between applications with validation, mapping and duplicate protection.

  • AI Inside Your Existing Software

    Add document processing, assistants and speech capabilities to the systems teams already use.

In practice

GoHighLevel Intake & Voice AI Automation

A personal injury practice needed every enquiry captured, followed up and, outside office hours, answered. This is the work we delivered.

In practice: GoHighLevel intake and Voice AI automation
  • Personal injury practice
  • Multi-stage pipeline
  • Nine-touch SMS/email follow-up
  • Grace, an after-hours Voice AI agent
  • Intent qualification, callback scheduling and urgent-call transfer to a real person
  • Node.js webhook services deployed on Evennode
  • Delivered in collaboration with LawAlign

Grace is an intake assistant. It does not provide legal advice or replace professional judgment.

GoHighLevel / Opportunities
GoHighLevel Opportunities board for a Marketing Pipeline with columns Consultation Scheduled, Consultation Completed, Not Accepted, Unresponsive / Lost, Qualified Lead and Follow-Up / Nurture; opportunity names are redacted
The pipeline board from the project. Client details are redacted.

Integrations

Technologies we integrate, by business task

List of integrated technologies, grouped by business task

AI and document processing

Add assistants, speech and text recognition to the software your team already uses, so documents and requests are handled with less typing.

  • OCR

Communication and calendars

Reach customers and staff by email, SMS, phone and chat, and keep appointments and schedules in step with your system.

  • Email
  • Calendar
  • esendex
  • RingCentral
  • Superchat API

Payments and accounting

Take payments and keep your accounting records connected to orders and invoices.

  • PayPal
  • Square Payment
  • QuickBooks

Data and APIs

Connect databases, maps and other systems through open interfaces so data moves between tools instead of being retyped.

  • Azure SQL Database
  • REST API
  • C#
  • Google Maps
  • Horizon API
  • Zulu
  • 360 Works Scribe

AI integration

AI capabilities, wired into your data

Example architecture of Claris FileMaker connected to OpenAI API integration, natural language processing, image recognition, speech-to-text, predictive analytics and AI data security.

AI integration architecture

About our AI solutions
Diagram of Claris FileMaker connected to AI data security, OpenAI API integration, NLP data processing, image recognition, speech-to-text and predictive analytics
Example: AI integration architecture on Claris FileMaker.