💡AI That Runs Your Business — So You Can Run the Vision
Groves IQ enhances your front desk, lead follow-up, email marketing, social media, and scheduling — all in one branded system.
Includes 24/7 Chatbot, Voice AI Agent, CRM, social posts
, and forever-running email campaigns— fully set up for you, no tech skills needed.
Just 3 clicks to launch. Built by industry pros for real business owners, all custom to your business, running 24/7, without the overhead- saving $50k per year in payroll or more!
MEET THE FOUNDER & CEO
The Groves IQ Mission & Story
Groves IQ was founded on a simple truth: small business owners are doing too much — and it's costing them time, leads, and revenue. After building a $7B+ lending company, we saw firsthand how automation could transform a business — but most small companies didn’t have access to the tools or support to make it work.
That’s why we created Groves IQ: to bring enterprise-level automation to everyday businesses. We install and manage intelligent systems — from AI chatbots to voice receptionists and smart schedulers — so you can stop chasing leads and start closing more of them.
Our mission is to empower small businesses to grow faster and operate smarter by eliminating time-consuming tasks with always-on AI. We handle every detail: setup, integration, and support — so you can focus on what matters most: building relationships, serving clients, and increasing your bottom line.
With plans starting at just $129/month, Groves IQ delivers real ROI — often from one saved lead. And with personalized onboarding, white-glove support, and a direct chat channel, you’re never left behind in the AI revolution.
Groves IQ isn’t just a tool. It’s your competitive edge.
Starter: Tier 1 Business OS $99-$129/month
A simple, professional foundation with your website and CRM — perfect for getting started.
/MONTHLY
CRM Contact & Pipeline Dashboard
New Lead Intake Form + Auto Tag
1 Pre-Built New Lead Follow-Up Workflow (14 day-email sequence + Forever Drip Campaign built-in)
Calendar & Email Integration
One-Click Lead Nurture Automation
Secure Client Portal Access
Access to Social Planner Marketing and Unlimited Funnel Templates
Built for solopreneurs and small offices who want a clean system without the noise.
➕ADD WESBITE (Optional) +$30
Custom-Branded Website or Funnel
Embedded forms + lead tracking
Unlimited: Tier 2 Business OS + AI –$399/month
Your complete digital front desk + content team — automated, AI-powered, and branded for your business.
$399
/MONTHLY
🛠️ Everything in Tier 1:
CRM + Prebuilt Website
Built-in New Lead Follow-Up Automations
Branded Email + SMS Campaigns
White-Glove Onboarding
5-Day Setup Turnaround
Industry-Specific AI Automations- See below for details- Let AI Handle all the follow up and nurturing
💼 PLUS Tier 2 Upgrades for Mortgage Pros:
📌 One-Click Loan Status Updates
Send instant updates to borrowers, realtors, escrow, and processors — with just one tag.
🔁 Pre-Loaded Update Tags like:
“In Escrow”
“Clear to Close”
“Appraisal In”
“Docs Sent”
And More!!!
Each tag sends automated, professional updates to the right parties.
💬 Optional AI Agent Add-On INSIDE ACCOUNT– +$97/month + usage
🤖 Let your assistant handle it:
Auto-responds to every inbound message
Uses OpenAI + ChatGPT for human-like replies
Built-in Mortgage Specific flows for:
FAQs
Lead nurturing
Meeting booking
Missing doc requests
Status updates
Trained specifically for mortgage logic
No tech skills needed — just tag a contact and your AI goes to work
💸 AI Agent Messaging Usage (Rebilled Monthly):
SMS: ~$0.014 per segment
Email: ~$0.001 per send
AI-generated replies: ~$0.0015/response
Example: SMS 1,000 texts $14 | Email 1,000 $1 | AI responses 1000 $1.5
Pro Plan: Optional Add-Ons (Available for Any Tier)
Automate your entire front office using all the AI Tools!
/MONTHLY
$299-499
/MONTHLY
💬 AI Chatbot – $299/month
Instantly reply to leads on your website, IG, and Facebook
💬 Voice AI – $499/month
24/7 phone agent that books, follows up, and converts — includes 500 mins and $0.017/min after and ($1,999 Set up Fee)
SMS AI Follow-Up – Usage-Based Auto-texts for missed calls, reminders, and lead nurturing- Cost based on usage- estimated
$0.014 per text💬 Social Media Add-On-$499/month
3 Social Media Posts/Week (IG, FB, LinkedIn) with branded Captions, Hashtags & Graphics
AI Captions + Graphics
Auto-posted across Instagram, Facebook, and LinkedIn
Monthly Content Calendar & Approval Flow
Find the Perfect Plan for Your Business
How It Works
1. Click Sign up Button and checkout on Stripe
2. Receive Email with intake sheet and portal instructions
3.We build and launch your portal in 5–7 days
4. Attend onboarding classes once a week- you will receive an invitation
5. Go live and start automating
🚀 What’s Included in Tier 2: Business OS + AI Automation
(AI Agent Responses +Chat + Voice Add-Ons Available Separately)
Our AI automations are personalized per industry using branded AI agents like:
Deal Daddy for new lead capture & Mothership for ongoing nurture — customized by our team and fully automated inside your portal. Nova is your dedicated front office staff managing Chat room and AI Voice Receptionist.
AI Mortgage Industry
Powered by Deal Daddy (New Lead Capture) + Mothership (Loan Process Coordination & Nurture)
🧠Lending Pad Integration Coming Fall 2025
✅ Instant response to mortgage inquiries via chat, text, or web form
✅ Smart prequal intake: loan type, income status, credit range, zip, goals
✅ CRM tags = updates happen automatically
🧠 AI Loan Processing Assistant- Just tag the loan status on the contact and let your dedicated AI Agents do the rest:
🏷️Escrow Opened
→ Auto-send welcome message to client, agent, and escrow/title
→ Introduce transaction coordinator
→ Request contact info for lender and any other parties
🏷️Loan Estimate Sent
→ Auto-notify borrower with loan estimate details
→ Confirm receipt and signature follow-up
🏷️Loan Estimate Signed
→ Notify LO team + agent
→ Trigger next step reminders for borrower
🏷️Initial Loan Approval
→ Text/email to borrower with conditional approval
→ Notify realtor + escrow of milestone reached
🏷️Conditions Requested
→ AI follows up with borrower for missing docs
→ Sends secure upload link or EMR/portal login (if applicable)
🏷️Conditions Received
→ Confirmation to borrower
→ Notify processing team
🏷️Appraisal Ordered
→ Alert borrower and realtor that appraisal is in progress
→ Sends timeline expectation
🏷️Appraisal Received
→ AI updates borrower with value
→ Notifies agent + flags any issues needing attention
🏷️Final Loan Review
→ Sends “almost there” status update to borrower
→ Sets expectations for Clear to Close timeline
🏷️Clear to Close (CTC)
→ Notifies all parties (borrower, realtor, escrow)
→ Triggers scheduling workflow for docs
🏷️Docs Out / Signing Scheduled
→ AI coordinates date/time with borrower
→ Sends calendar link + reminders
🏷️Loan Funded → Closed
→ Final congratulations message
→ Auto-activate thank-you, review request, and home anniversary sequences
✅ Status emails & texts go to:
Borrower
Realtor
Processor
Escrow
Transaction Coordinator
Loan Officer (if not already assigned)
📌 *All logic is pre-built and white-glove customized to your workflow.
📌 *Chat & Voice AI available as optional add-ons
AI Real Estate Industry
Powered by Deal Daddy (New Lead Capture) + Mothership (Transaction Coordination & Nurture)
✅ Instant response to buyer/seller leads via chat, text, or form
✅ Auto-intake key info: timeline, pre-approval, location, budget
✅ CRM tags= updates happen automatically
🧠 AI Transaction Coodinator Assistant- Just tag the contact and let your dedicated AI Agents do the rest:
🏷️Escrow Opened
→ Auto-send welcome message to client, agent, and escrow/title
→ Introduce transaction coordinator
→ Request contact info for lender and any other parties
🏷️EMD Request
→ Auto-email deposit instructions to buyer, escrow, and title
→ Confirm EMD receipt & log in CRM
🏷️Loan Status Request
→ Automatically email assigned
Loan Officer
requesting status
→ Follow up every 3 days until update is received
→ Notify agent & coordinator when updated
🏷️Offer Accepted → Closing
→ Weekly buyer update texts
→ Alerts for appraisal, contingencies, and signing schedules
→ Update all parties (buyer, seller agent, LO, escrow)
🏷️ Inspections Scheduled / Completed
→ Reminders sent to buyer & seller before and after
→ Summary follow-up message to both sides
🏷️Appraisal Ordered / Received
→ Notify buyer and seller when ordered
→ Share value (if appropriate) or next steps when received
🏷️Contingency Removal
→ Notify buyer and seller when contingencies are cleared
→ Outline remaining closing steps
🏷️Signing Scheduled
→ Confirm time/date with both sides
→ Send calendar reminders and ID instructions
🏷️ Deal Funded → Closed
→ Congratulatory message to buyer and seller
→ Include closing gift reminder for agent
→ Activate home anniversary & referral flow
✅ Status emails & texts go to:
Buyer
Seller (if applicable)
Realtor
Loan Officer
Escrow
Transaction Coordinator
📌 *All logic is pre-built and white-glove customized to your workflow.
📌 *Chat & Voice AI available as add-ons
AI Medical Office Industry
Powered by Deal Daddy (New Patient Intake) + Mothership (Follow-Up & Engagement)
✅ Instantly respond to new patient inquiries via chat, text, or web form
✅ Auto-intake key info: service interest, location, insurance, urgency
✅ All leads synced with CRM tagging for ongoing follow-up
✅ *No PHI is stored — appointments and clinical data stay inside the client’s EMR
🧠 AI Office Coordinator Assistant
Groves IQ works alongside your existing EMR or scheduling system (e.g., eClinicalWorks, DrChrono, AdvancedMD, etc.). We use your HIPAA-compliant scheduling link on the branded website or chatbot — all appointment booking and recordkeeping stays inside your EMR.
Just tag the lead or trigger from a submitted form — your AI agents handle everything else:
🏷️New Appointment Request or Intake Form Submitted
→ Auto-email or text confirmation with link to schedule via your EMR
→ Internal CRM updated and categorized (Botox, dental, chiro, consult, etc.)
🏷️Appointment Reminder (Pre-Visit)
→ SMS reminder 24–48 hours before visit (no PHI)
→ Reschedule and confirmation link
→ Internal staff notified if patient hasn’t confirmed
🏷️Missed Appointment / No-Show
→ Friendly follow-up with link to rebook
→ Flags patient in CRM for reactivation tracking
🏷️Post-Visit Follow-Up
→ “Thanks for visiting” message with next-step options
→ Trigger review request or survey
→ Send treatment-specific follow-up (customized per practice)
🏷️Follow-Up Visit Reminders
→ Based on service logic (e.g., Botox = 90 days, Chiropractic = weekly, Dental = 6 months)
→ Auto-text with EMR booking link
🏷️Treatment Plan Engagement
→ Reminders to schedule remaining steps or ongoing care
→ Send education or prep materials automatically
🏷️Birthday / Wellness Campaigns
→ Sends celebration message + optional offer
→ Smart drip for long-term reactivation and loyalty
🏷️Monthly Newsletters / Promotions
→ Custom branded emails with specials, events, or updates
→ Optional list segmentation based on lead tags (e.g., Botox vs Weight Loss)
✅ Alerts and automations go to:
Assigned provider or department (internally)
Front desk or coordinator
CRM dashboard for your team
Patient (via SMS or email, no PHI)
📌 *All logic is white-glove customized per practice type
📌 *Appointment data and health info stay fully within EMR system
📌 *Chat & Voice AI available as optional add-ons, fully white-labeled
TESTIMONIALS
Client
Todd G.
Mortgage Broker
“Groves IQ completely streamlined my loan process — I don’t miss a single lead, and everything from prequal to closing runs on autopilot.
Samantha R.
Real Estate Broker
“The AI assistant follows up with my buyers, updates my sellers, and keeps every transaction moving without me lifting a finger.
Ron M.
Medical Office
“Our front desk is now fully automated — Groves IQ handles scheduling, reminders, and follow-ups better than any staff we’ve ever hired.
Frequently Asked Questions
What is Groves IQ?
Groves IQ is an AI-powered automation platform built by real industry experts to help medical practices, mortgage teams, and service-based businesses streamline their operations.
We replace or enhance repetitive tasks like call answering, lead follow-up, appointment scheduling, and client communication — using intelligent voice AI, chatbots, and CRM automation tools.
All the repetitive work your team is doing manually — from sending reminders to updating patients or clients — is already built into our system and can be automated with a single click.
Unlike basic software, Groves IQ offers white-glove onboarding, customized scripts, and industry-trained AI agents that act like digital team members. Whether you're a solo provider or part of a growing clinic, Groves IQ helps you save time, increase revenue, and reduce staff workload — with zero tech skills required.
What if I buy Tier 1 and a month later I want to upgrade to Tier 2? Will I still be charged the Tier 1 fee?
Great question! Tier 1 is included in Tier 2 so your monthly fee will just update to the Tier 2 pricing on your monthly subscription.
Do I need to be tech-savvy to use this?
No. Groves IQ is fully managed. We handle setup, integrations, and onboarding for a seamless experience.
What types of businesses do you work with?
We specialize in helping small businesses, including Mortgage and Real Estate Broker Shops, auto repair shops, med spas, law firms, salons, chiropractors, dentists, and home service pros
How fast can I get set up?
Your AI receptionist can be live within 3-5 business days, including workflow setup and onboarding.
How does the voice AI work?
Groves IQ Voice AI answers calls, books appointments, routes calls, and sends follow-up messages while transcribing voicemails.
Can it connect to my booking system?
Absolutely! Groves IQ integrates with Calendly, Google Calendar, Stripe, Zoom, and 200+ tools.
Who are my AI Agents and what do they do?
At Groves IQ, our AI agents are designed to replace front-desk tasks and help you scale without hiring. Each agent is trained to serve a specific role in your business:
🤖 Deal Daddy Your 24/7 sales assistant. Deal Daddy instantly responds to new leads, collects key info (budget, timeline, service interest), and qualifies them so you never miss an opportunity—even after hours.
💬 Mothership Your relationship-building powerhouse. Mothership nurtures clients through automated emails, texts, and status updates. It handles follow-ups, document reminders, and milestone notifications with a human touch.
📞 Nova Your AI receptionist. Nova can answer calls, respond to questions, and book appointments using real-time availability. She's perfect for replacing front desk staff or capturing leads when no one answers the phone.
Each AI agent can be customized to your industry (Mortgage, Real Estate, Medical) and is fully integrated with your CRM, calendar, and workflows. Whether you're automating lead capture, appointment scheduling, or client communication — our AI agents handle it all, so you don’t have to.
🌍 Imagine a World Where You Just Focus on What You Do Best...
You’re out networking, building relationships, and closing deals — and all you have to do is drop a note in a client’s file. ✅ Your AI agents follow up. ✅ Your appointments get booked. ✅ Your pipeline stays nurtured. ✅ Your clients feel taken care of — 24/7. That’s Groves IQ. Built to replace busywork, not people. Work smarter, not harder.
