Donna structures every call into a lead record: caller name, phone, intent, urgency score, transcript, outcome. Drops into your CRM (HubSpot, Salesforce, Clio, anything via Zapier) within seconds. Even unbooked calls become followable leads.
Most service businesses treat phone calls as one-offs: they happen, they end, no record. The result: leads who didn't book on the first call are forgotten. Every uncalled-back lead is revenue you didn't earn.
Donna structures every call as a lead record. Even if the caller didn't book — even if they hung up after asking about pricing — the record is in your pipeline with the full transcript and an intent classification. Your team can prioritize follow-ups by urgency score (urgent / hot / warm / cold), see what each caller actually asked for, and convert the ones that fell through the cracks.
Name, phone, email (if collected), intent, urgency, vertical-specific intake fields. Consistent shape across every call.
Donna classifies each lead by intent (booking, FAQ, transfer-requested) and urgency (now / this week / browsing). Filter your pipeline by either.
Every lead record links to the full call transcript. No 'what did they actually ask for?' guessing.
HubSpot, Salesforce, Clio, MyCase, HighLevel, anything Zapier supports. Pro tier adds REST API for direct integration.
From the lead record, send a templated SMS or email follow-up in one click. Re-engage leads who didn't convert on the first call.
See lead volume by source, conversion rate, time to first follow-up. Standard reports in the dashboard; custom on Pro.
| Donna | Smith.ai | Voicemail | Pen and paper | |
|---|---|---|---|---|
| Captures every call as a lead | Yes | Booked calls only | Voicemail only | Manual entry |
| Auto urgency + intent scoring | Yes | No | No | Manual |
| Drops into CRM | 1000+ via Zapier + API | Limited | No | Manual export |
| Follow-up tooling | Built in | External tool | External | External |
Every booking is yours — no commission, no per-call fee. Solo for independent professionals, Starter for small teams, Pro for multi-staff or multi-location practices.
Independent professionals.
Small businesses (1–5 staff). Most popular.
Multi-staff or multi-location.
14-day free trial · No credit card · Cancel anytime · 30-day money-back
14-day free trial. Every call becomes a lead, automatically.
