Every feature exists to do one thing:
stop revenue from leaking.
Scan, recover, capture, answer, and defend — one source of truth. Every lead, call, message, dispatch, payment, and policy version flows into a customer-level timeline you can put in front of a processor.
The revenue leak scan.
Find the holes in your funnel before your customers do. Real audit of your public surface — site, booking, dispatch flow, dispute readiness — with $/month estimates per finding.
Live website crawl
Tap-to-call audit, form friction analysis, page speed, mobile UX, conversion blockers — scored across 40+ checks.
Booking flow simulation
We trace every step of your booking funnel and flag friction points, abandoned-state opportunities, and missing follow-up triggers.
Dispute exposure audit
Refund policy visibility, cancellation language, ToS gaps, missing receipts — the gaps processors use to side with cardholders.
Response time benchmark
Compare your inbound lead response time against industry medians (and your nearest competitors when you provide their URLs).
Review & trust signals
Where reviews are missing, where trust badges should sit, where social proof is absent at decision points.
Revenue-at-risk model
Each finding gets a $/month estimate based on your industry, ticket size, and traffic — not vanity scores.
The recovery engine.
Every missed call, abandoned booking, and stalled form gets a fast, appropriate response — SMS, Voice AI, or the capture widget — without your team lifting a finger.
60-second missed-call recovery
The moment a call drops to voicemail, we fire a personalized SMS with your business name and a direct booking link.
Booking abandonment sequences
When a prospect drops out of your booking flow, the right sequence (SMS, email, retargeting prompt) fires based on the stage they exited.
Industry-tuned templates
HVAC, plumbing, roofing, dental, med spa, law — message copy, cadence, and SLAs are tuned to the buyer in your vertical.
Staff alert SLAs
Set inbound SLAs (e.g. respond within 8 minutes). The system pages staff via SMS or Slack when a lead sits too long.
Live recovery feed
Every recovery action streams to your dashboard in real time — who, what, when, with what outcome.
Two-way SMS inbox
Customer replies route to a shared inbox with conversation history, AI-suggested replies, and one-tap booking links.
Quiet hours & compliance
Opt-out handling, A2P 10DLC registration, and quiet hours based on each business's working hours and time zone.
Recovery ROI reporting
Monthly report: leads recovered, $ booked, response times, and what would have leaked without you.
Capture widget + Form Connect
Drop a form, Instant Quote, or AI chat on your site — or keep your current form. Every submission becomes a scored lead in the same engine.
The widget that turns visitors into booked jobs.
Drop one snippet on your site. Visitors get a frictionless lead form, you get an instant SMS, and the prospect lands in your dashboard with full attribution. Try it below — it’s the exact form your customers see.
60-second installs
One <script> tag or one <iframe>. Works on Wix, Squarespace, WordPress, custom React, raw HTML — anywhere you can paste code.
White-label, on-brand
Brand color, logo, copy, launcher text, fields, service and urgency choices, consent text. Premium removes Revenue Defenders branding.
Keep your existing form with Form Connect
Already have a contact form? Keep it. The same script captures its submissions so every lead gets the instant reply, scoring, and follow-ups.
Compliance-aware by default
SMS consent capture on the widget, STOP opt-out handling, quiet hours in the business's time zone, honeypot + bot protection, and a domain allowlist.
Wired into the recovery engine
Every submission becomes a scored lead, fires industry-tuned follow-up sequences, and pages staff if SLAs slip — no extra setup.
Embed inline or floating
Inline iframe for landing pages. Floating launcher for site-wide capture. A funnel from impressions to submissions shows what converts.
Ace Plumbing
Replies in under 2 minutes
Need a tech today?
Tell us what’s wrong and we’ll text you back fast — usually within 60 seconds.
↑ Interactive sample · submissions are not stored
The receptionist that never sends a caller to voicemail.
Forward unanswered and after-hours calls to Revenue Defenders. The AI answers as your business, qualifies the job, checks availability, and books — then the full transcript lands on the customer timeline.
Answers in ~600ms
Natural turn-taking with industry-specific scripts. Callers hear your business name, not a generic bot greeting.
Use your existing number
Conditional forwarding (unanswered / busy / after-hours) to an RD-assigned line. No rip-and-replace of your phone system.
Qualify, then book
Collects service, urgency, and callback details. Checks calendar availability and books when you connect Google Calendar or Calendly.
Shadow, Concierge, or Full
Start in shadow mode to review transcripts, then graduate to concierge or full booking when you trust the scripts.
Evidence, not just a recording
Every call appends a transcript and outcome to the customer timeline — usable later if the job is disputed.
Included on Premium
1,000 minutes/month on Premium and Enterprise. Optional add-on on Starter and Pro. Overage published at $0.50/min.
How RD connects to your stack. Use ours or bring yours.
Revenue Defenders is a consolidation layer, not a walled garden. Every capability has a native option and a BYOX (Bring Your Own X) path — connect what you already run, or let us handle it end-to-end.
| Layer | Native (use ours) | Connected (bring yours) |
|---|---|---|
| Lead capture | RD embeddable widget | Inbound webhook + form connector |
| Phone / voice | RD AI receptionist (Twilio) | Forward your existing number to RD |
| Booking | RD basic booking | Google Calendar · Calendly |
| Payments & disputes | — | Stripe Connect (auto dispute feed) |
| CRM | RD lead pipeline | HubSpot two-way sync |
| Notifications | Email · SMS | Slack · Teams · Discord · Webhook |
Mix and match. Connect HubSpot and keep the RD lead pipeline as a fallback. Use your existing number and RD handles the AI voice logic. Every combination is supported.
The dispute defense vault.
When a chargeback hits, you either have proof or you lose. We log every touchpoint to a customer-level timeline, then generate a processor-ready evidence package in minutes.
Customer evidence timeline
Every call, SMS, email, photo, signature, and dispatch event auto-attached to the customer record, timestamped and immutable.
Policy version snapshots
Each time a policy changes, we snapshot what the customer saw and when. Processors love this. Cardholders hate it.
One-click dispute package
Generate a complete evidence PDF — timeline, policy snapshots, signed receipts, photos — formatted for Stripe, Square, or Authorize.net.
Refund decision log
When you issue a refund, record the reason. When you decline, record the reason. Both feed dispute defense automatically.
Service completion proof
Mobile checklist for techs: pre-service photos, signed work orders, post-service confirmation — pushed straight into the timeline.
Dispute win-rate analytics
Track your win rate by reason code, processor, customer segment, and ticket size — find the patterns processors penalize.
Processor-ready exports
PDF, ZIP, and direct upload to Stripe Disputes API. No reformatting. No scrambling at 11pm before the deadline.
Built for operators. Trusted by finance.
Every recovery, every dispute, every dollar — auditable end to end.
Multi-tenant & roles
Per-location workspaces, role-based access (owner, manager, dispatcher, finance), SSO via Google & Microsoft.
Audit log
Every state change, every override, every export — logged with actor, IP, and reason. Exportable for compliance.
Multi-location
Roll-up dashboards by region, brand, or franchise unit. Per-location KPIs and SLAs.
API & webhooks
REST API for every entity. Webhooks for lead, call, booking, dispute, payment, and policy events.
Notifications
Per-user channels (SMS, email, push, Slack), digest scheduling, mute windows, and on-call rotation.
Reports & exports
Recovery ROI, dispute win rate, response time, lead source ROI. CSV, PDF, and BI connectors.
White-label & brand
Outbound SMS, emails, and customer portal branded to your business — sender name, colors, sender domain.
Compliance toolkit
A2P 10DLC registration, opt-out handling, quiet hours, TCPA-aware messaging, GDPR data export & delete.
Universal search
Search across customers, leads, disputes, and policies from anywhere with ⌘K.
Voice AI receptionist
After-hours and overflow answering with transcripts on the evidence timeline. Included on Premium; add-on on Starter and Pro.
Capture widget + Form Connect
Embed form, Instant Quote, or AI chat — or keep your existing form and still fire recovery sequences.
Connects to the stack you already run.
Live and beta connectors are self-serve from your dashboard and sourced directly from our shared integration catalog. Roadmap connectors remain reachable today through Zapier or Make while native OAuth rolls out.
Slack
Push new leads, missed calls, hot intent, and dispute updates into any Slack channel.
Microsoft Teams
Push the same events into a Teams channel via incoming webhook.
Discord
Push events to a Discord channel via webhook.
Zapier
Send every event to a Zapier Webhook trigger to automate 6,000+ downstream apps.
Make (Integromat)
Fire every event into a Make scenario via custom webhook.
Generic webhook
POST every event as JSON to any HTTPS endpoint you control. HMAC signed.
HubSpot
Two-way contact + deal sync, log activities, push hot leads.
ServiceTitan
BetaSync customers, jobs, and invoices. Job completion records serve as dispute evidence proving service was delivered.
Jobber
BetaSync clients, jobs, quotes, and payments. Job records and signed quotes build proof trails for dispute defense.
Housecall Pro
BetaSync customers and completed jobs. Before/after photos and signed work orders strengthen dispute evidence packages.
Calendly
BetaTrigger follow-ups on book / cancel / no-show. Booking timestamps serve as evidence of customer engagement.
Google Calendar
BetaSync appointments for evidence timelines and missed-appointment recovery triggers.
OpenPhone
BetaImport missed calls from OpenPhone numbers. Feed into revenue recovery pipeline alongside Twilio.
Square
BetaImport transactions and dispute alerts. Payment records and customer signatures strengthen evidence packages.
QuickBooks Online
BetaSync invoices, payments, and customer records. Invoice delivery proof is key evidence in dispute defense.
Google Business Profile
BetaPull reviews as customer satisfaction evidence. Positive reviews strengthen dispute response packages.
Twilio
Missed-call SMS recovery, follow-up sequences, two-way SMS.
Stripe
Subscriptions, billing, payment data for dispute defense.
Resend
Transactional email for follow-ups, evidence packages, and alerts.
OpenAI
Lead intent classification, AI assist for replies and disputes.
Acuity Scheduling
Trigger flows on appointment lifecycle.
RingCentral
Missed call + voicemail events. Augment revenue recovery with call records as dispute evidence.
Authorize.net
Transaction + dispute import.
Mailchimp
Sync recovered leads as audience members; trigger re-engagement campaigns.
SendGrid
Optional sender for follow-up email sequences.
BirdEye
Review request automation.
Podium
Review request automation.
Google Sheets
Append every lead, dispute, and scan result to a sheet for BI and client reporting.
Notion
Push events to a Notion database.
Need a custom integration not listed? Available on Premium + Enterprise with a dedicated solutions engineer.
Customer data lives in one place. Defended.
Your evidence is only useful if it’s trustworthy, available, and yours to export.
Encryption at rest
AES-256
Encryption in transit
TLS 1.3
SOC 2
Type II ready
GDPR
Compliant
Backups
Hourly, 30-day
Uptime target
99.9%
Data residency
US / EU
Pen test
Annual
What’s in each plan.
| Feature | Starter | Pro | Premium | Enterprise |
|---|---|---|---|---|
| Detect | ||||
| Revenue leak scan | On-demand | On-demand | On-demand | On-demand |
| Revenue-at-risk model | ||||
| Recover | ||||
| Leads / mo | Unlimited | Unlimited | Unlimited | Unlimited |
| Embeddable capture widget | 1 widget | 3 widgets | 10 widgets | 25 widgets |
| Guided chat widget with in-chat booking | ||||
| AI answers in chat | — | |||
| Follow-up sequences | Unlimited | Unlimited | Unlimited | Unlimited |
| Missed-call SMS recovery | ||||
| Booking abandonment recovery | ||||
| Two-way SMS inbox | ||||
| Staff SLA alerts | ||||
| Defend | ||||
| Evidence timeline | ||||
| Evidence retention | 365 days standard | 365 days standard | 365 days standard | Extended (contact sales) |
| Dispute packages | Unlimited | Unlimited | Unlimited | Unlimited |
| Policy snapshots | ||||
| Platform | ||||
| Locations | Unlimited (fair-use) | Unlimited (fair-use) | Unlimited (fair-use) | Unlimited |
| Users | Unlimited (fair-use) | Unlimited (fair-use) | Unlimited (fair-use) | Unlimited |
| SSO (SAML / OIDC / SCIM) | — | — | — | |
| White-label branding | — | — | ||
| Public API + scoped keys | ||||
| Data residency | US | US | US | US / EU / custom |
| Support & SLA | ||||
| Support channel | Email + chat | Dedicated CSM | Named CSM + SE | |
| Onboarding | Self-serve | Guided | White-glove | Phased deployment |
| Monthly strategy review (white-glove onboarding) | — | — | ||
| Uptime target | 99.9% target | 99.9% target | 99.9% target | Custom (contractual) |
| Audit reports (SOC 2 etc.) | — | — | — | |
| Contracts (MSA, DPA, BAA) | — | — | — | |
| Voice AI | ||||
| AI Voice Receptionist | Optional add-on | Optional add-on | Included | Included |
| Included minutes / mo | — | 500 (add-on) | 1,000 | 1,000+ |
| Overage rate | — | $0.50 / min | $0.50 / min | Negotiated |
| Use your existing number | — | |||
See the platform live.
Walk through the dashboard with sample data, or get your own scan in 60 seconds.