Your agency runs on schedule.

Ottonoma automates the lead, dialer, and call-review work your team repeats every day. Office-level controls. Visible run logs. Human approval where compliance matters.

Agency Control Room
Lead Pipeline
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Call Coaching
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Run Log
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Automate Your Pipeline · Coach Every Call · Visible Run Logs · Human Approval · Automate Your Pipeline · Coach Every Call · Visible Run Logs · Human Approval ·  Automate Your Pipeline · Coach Every Call · Visible Run Logs · Human Approval · Automate Your Pipeline · Coach Every Call · Visible Run Logs · Human Approval · 
The Current Reality

Every manual step is a deal leaking out of your office.

Speed wins insurance. The office that dials first usually closes. Manual work is never first.

The lead sits while you export

By the time the list is cleaned and uploaded, a faster office has already called your prospect.

Aged leads quietly die

Unsold leads pile up untouched. Money you already paid for, never re-worked.

Coaching happens by luck

Calls run all day. Whatever your reps did wrong, they do again tomorrow.

Broken rows hide in the file

Duplicates and failed uploads slip through unnoticed until a rep wastes a morning on dead numbers.

Most offices grow by hiring more people to do the same manual work. Ottonoma grows the work itself.

How it fits together

One loop, running every day.

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every dial gets sharper

Leads reach your dialer automatically and every call is reviewed, so what your team learns feeds the next run.

The Platform

One control layer for agency operations.

01

Operations Control Room

Schedules, office settings, run logs, lead status, and full workflow visibility in one dashboard.

02

Vertical Automation Agents

Focused agents that each own one workflow: lead pipeline, aged lead reload, call coaching, referral drafting, reporting.

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Workflows

Pick the workflow your team repeats most.

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Lead Pipeline Agent

From CRM export to dialer in seconds.

Moves internet leads from CRM exports into dialer-ready files with raw backups, filtering, deduplication, and visible run status.

Time to first dial
BEFORE
21 hours
WITH OTTONOMA
2 minutes
Lead re-work rate
BEFORE
0%
WITH OTTONOMA
100%
Manual today
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With Ottonoma
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Call Coaching Agent

Approved calls. Useful coaching.

Turns approved sales calls into coaching notes managers can actually use.

Call recording and transcription should only be enabled where allowed, disclosed, and approved by the business.

Call Review QUOTED, NOT SOLD
AI coaching notes
Built rapport early.
Asked clear discovery questions.
!Missed renewal-date follow-up.
!Handled the price objection too fast.
!Did not confirm a next step.
Suggested coaching

"Pause after price objections. Ask one follow-up question before moving on."

Onboarding

Live in days, not months.

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Multi-office

Built for multi-office operations.

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Security & Control

Designed for sensitive agency workflows.

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2,400

hours removed

120

offices automated

100%

leads re-worked

Every approved call reviewed

by a person on your team

Testimonials

Every lead answered in minutes. Every office running the same.

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FAQ

Questions, answered carefully.

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Give your office its time back.

Start with the workflow your team repeats every day. Ottonoma turns it into a visible, controlled automation.

Request Demo