SynergyOS — One Connected Revenue Operations System
SynergyOS connects lead capture, AI intake, booking, follow-up recovery, customer communication, and command center visibility into one workflow built for service businesses.
One platform, three solutions
CaptureOS — Every inquiry answered, logged, and routed.
CaptureOS is the intake layer of SynergyOS. It answers the phone, texts back missed callers, works your website chat and forms, alerts the right person, and writes every inquiry into your CRM the moment it arrives.
- AI phone answering, 24/7
- Missed-call text-back
- Website chat intake
- Smart forms and lead capture
- Instant staff alerts and routing
- CRM sync on every inquiry
ConvertOS — Qualified, booked, and followed up without chasing.
ConvertOS is the conversion layer of SynergyOS. It qualifies each opportunity, routes it to the right owner, books the appointment, runs reminders and follow-up sequences, and keeps the pipeline scored and current.
- Lead qualification
- Scheduling and calendar sync
- Routing to the right owner
- Multi-touch follow-up sequences
- Appointment reminders
- Pipeline tracking and lead scoring
RecoverOS — The revenue you already earned, brought back.
RecoverOS is the recovery layer of SynergyOS. It works the revenue already inside your business: missed calls, abandoned bookings, no-shows, cancellations, old leads, unsold estimates, and dormant customers.
- Missed-call recovery
- Abandoned-booking recovery
- No-show and cancellation win-back
- Old-lead reactivation
- Unsold-estimate follow-up
- Dormant-customer reactivation
SynergyOS Complete
CaptureOS, ConvertOS, and RecoverOS running as one system, with a single command center over the top. Capture → Qualify → Book → Follow Up → Recover → Report.
- Capture — Answer and record every inbound inquiry.
- Qualify — Score fit, urgency, and intent automatically.
- Book — Put the opportunity on a real calendar.
- Follow Up — Run reminders and sequences until there is an answer.
- Recover — Work missed calls, no-shows, and unsold estimates.
- Report — Show exactly where revenue is being lost.
- One connected workflow instead of disconnected point tools
- One record per customer across phone, chat, forms, and calendar
- One command center showing where revenue is leaking
- Installed on top of the CRM, calendar, and phone system you already use
Packages
- SynergyOS Launch — Foundation for lead capture, booking, and basic automation.
- SynergyOS Growth — AI-powered lead conversion and revenue recovery.
- SynergyOS Command — Full AI revenue operations command center.
- SynergyOS Custom — Bespoke AI revenue operations for regulated, multi-location, or highly complex service operations.
Frequently asked questions
What is SynergyOS?
SynergyOS is HDSquared Labs' AI revenue operations system for service businesses. It connects lead capture, AI intake, booking, follow-up, customer communication, and command center reporting into one operational workflow.
Who is SynergyOS for?
SynergyOS is built for service businesses that rely on inbound leads, phone calls, appointments, estimates, consultations, or recurring client follow-up.
Does SynergyOS replace my CRM?
No. SynergyOS works with your CRM. We integrate with the tools you already use rather than forcing a replacement, and we can clean up data along the way.
Can SynergyOS connect to my existing tools?
Yes. CRM, calendar, email, payments, support, scheduling, and phone systems are all in scope through native connectors, webhooks, or APIs.
Does HDSquared Labs build AI voice agents?
Yes. The AI Front Desk Voice Agent answers calls 24/7, qualifies callers, books appointments, and routes urgent requests.
Can HDSquared Labs help with follow-up automation?
Yes. The Follow-Up Recovery Engine runs multi-touch sequences across email, SMS, and voice for unsold quotes, no-shows, stalled deals, and dormant clients.
What is a Revenue Leakage Score?
A 2-minute diagnostic that scores key revenue stages — capture, response, booking, follow-up, no-show recovery, and owner visibility — and identifies where you're losing money.
How does the Revenue Leakage Score recommend a SynergyOS package?
The audit scores your business across lead capture, follow-up speed, website conversion, operations, and system visibility, then combines that with your business profile (volume, industry, ticket size, after-hours coverage, admin workload) to deterministically map you to SynergyOS Launch, Growth, Command, or Custom — plus the highest-leverage add-on services for your pattern.
How long does implementation take?
Launch deployments typically go live in 2–4 weeks. Growth deployments run 4–8 weeks. Command and Custom deployments are scoped per business.
Which package should I choose?
Most service businesses start with Launch or Growth. Launch is the foundation. Growth adds AI voice, lead scoring, and follow-up recovery. Command is for teams that need full command center visibility, governance, and integrations.