Convert more leads, faster with AI

Convert more calls, clicks, and texts to customers with LocaliQ’s AI-powered lead management solution. Harness the power of AI to summarize, categorize, and prioritize leads, so you can follow up faster and win more business.

Customer Center powered by Dash lead management software video
Dash winking icon

Say hello to Dash!

LocaliQ’s digital marketing solutions and AI-powered lead management software work together to give you an immediate boost in productivity, jumpstart business growth, and ensure every lead is a dash closer to becoming a deal.

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Everything you need
in one place.

All-in-one.

Leverage a single platform to manage all your marketing campaigns and lead conversions, with 24/7 access to insights and AI-powered lead management.
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Time is money.
Save both with AI.

Convert more leads.

It’s easy for businesses to lose good leads when they’re busy and short on time. AI can help you categorize, prioritize, and automatically text leads to follow up faster and win more business.
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Unlimited texting and
instant replies with SMS Agent

Convenient communication.

Delight your customers by communicating through their preferred channel—texting—while also keeping them engaged with the help of our AI agent who replies to all texts instantly.

No more missed opportunities.
A lot more business.

Grow your business while managing leads more efficiently, all in one place.

Lead management tools- AI call insights

AI-Powered Solution

AI-generated attributes

Quickly identify what action to take with AI-generated call attributes to help point you towards the most promising opportunities.

AI-assisted lead details

Prioritize your leads and follow up faster with help from AI technology that records and transcribes all your calls and summarizes key conversation points.

Activity feed

Effortlessly monitor all customer interactions and AI-generated insights in one easy-to-read activity dashboard.

Reporting & Analytics

Valuable insights

Get 24/7 access to insights, tracking, and lead engagement solutions to help convert and keep your customers.

Lead tracking tools

Understand which marketing efforts are working with at-a-glance campaign analytics and lead tracking by type and source.

Comprehensive reporting

Feel confident in your full marketing strategy with comprehensive reporting that empowers better business decision-making.

Marketing analytics tools- campaign reporting
Lead management tools- SMS texting message center

SMS Agent & Unlimited Texting

Grow your business faster

Never miss a lead by responding to customers instantly with the AI-powered Dash SMS Agent.

Free up your calendar

Lighten your workload and let the SMS agent qualify leads and convert customers, leaving you with more time to focus on the day-to-day operations of your business.

Run your business confidently

AI responses are generated using your website content to provide a customer experience as good or better than a human interaction.

Customer Communication

Lead engagement

Convert leads by staying in touch with email messaging and marketing automation solutions.​​

Communication automation

Build customer relationships while also saving time with automated email communications.

Email marketing

Classify and tag incoming leads to automatically deliver a series of tailored emails to keep customers engaged​.

Marketing automation platform- Engagement center

How Dash AI works

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Processes leads

All incoming leads are processed by AI to generate valuable lead management insights.

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2

Generates insights and responses

AI transcribes, summarizes, and categorizes all leads. The SMS agent replies instantly to incoming texts.

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3

Organizes insights

All AI-generated insights are saved in the platform so you can effortlessly monitor customer interactions.

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4

Prioritizes top leads

See at-a-glance which leads are the highest priority, allowing you to follow up faster.

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5

Wins you more business

Dash saves you valuable time, accelerates the lead management process, and ultimately converts more leads.

Dash Step 5

An award-winning partner you can trust

Recognized for our commitment to driving innovation in marketing and growth for our customers.

AI Excellence Award
Martech Breakthrough Award
Big Innovation
Leader Winter 2024

Make their search stop with you

Need more information?

Explore a range of common questions about AI-powered lead management software, advanced reporting, and SMS texting.

Product Overview

What can Dash by LocaliQ do for my business?

LocaliQ has been helping small businesses with their digital marketing for more than 20 years. We’re pairing our experience and expertise in generating prospects with the AI-powered insights found in Dash by LocaliQ to help our customers save time and win more business.

This lead management solution harnesses the power of AI to categorize, prioritize, and automatically messages prospects to save time while maximizing your marketing ROI.

In other words, Dash enables customers to identify and respond to the most promising opportunities for their business more quickly.

Additionally, customers will have 24/7 access to insights, up-to-date campaign performance metrics, tracking capabilities, and lead engagement solutions to help convert—and keep—new customers.

How is AI used in Dash by LocaliQ?

Dash uses AI to help you follow up with your customers faster and win new business with lead insights like summaries and categorization, and AI agent support in responding to messages. Dash uses a form of artificial intelligence called generative AI to learn the patterns and structure of text or other data and then generates new data with similar characteristics. Generative AI models like this can multi-task, save valuable time, and accelerate the conversion process.

What is unique about LocaliQ’s Dash by LocaliQ?

LocaliQ offers the benefit of an all-in-one platform that can manage your digital marketing, track all lead types (including SMS messages), and generate AI-powered insights for the tracked leads.

Features & Benefits

What features are available within Dash by LocaliQ?

Available features include AI-powered lead insights for all leads, two-way SMS text messaging, SMS AI agent support to respond to texts instantly, lead engagement functionality including email templates and automation, and 24/7 access to reporting with a redesigned activity feed, event details, contact list, and contact detail pages. Additional features are coming soon!

What kinds of outcomes can lead engagement and marketing automation drive?

These tactics can help you reach an untapped audience through communication methods such as SMS texting and email nurture campaigns. You can stay in constant contact with customers through a channel that many people prefer, texting. Dash’s automated email solutions and lead tagging system make it easy to follow up with custom communications to keep prospects engaged and help them convert to customers.

What kind of businesses can benefit from Dash by LocaliQ?

Any business that needs help with customer communications and lead management can benefit from the AI capabilities offered in Dash. Business owners who struggle with lead follow-up due to limited time and personnel constraints may benefit from Dash’s marketing automation efforts. Dash makes it easy to use AI generated summaries and attributes to identify the conversations you want to explore further. AI saves you time by providing a written call transcription, so you don’t have to listen to a full recording. AI-powered lead management could help you to follow up faster and win more business with quick prioritization of top leads.

Can Dash help me respond to incoming messages?

Yes! Dash SMS Agent harnesses the power of AI to instantly respond to incoming text messages and qualify leads through natural conversations. Our agent helps small business owners take on the work of converting customers and growing revenue, giving time back to focus on their day-to-day operations. This SMS agent is available with a Premium subscription.

How Does It Work?

How do Dash’s AI capabilities help my business?

Thanks to Dash, you can harness the power of AI to categorizes, prioritizes, and automatically messages customers. You can use AI-generated summaries and attributes to prioritize and decide which leads to follow up with first. Plus, our Dash SMS Agent instantly responds to incoming text messages and qualifies leads through natural conversations.

How many users from my team can I add to Dash?

Unlimited users can be added to your Dash account. However, only three team members can be set up to receive automatic notifications when new SMS text leads come in.

Can I use my own phone number for SMS communication?

No, we will assign you a dedicated number for SMS communication specifically for use within your Dash account.

Why do I need to provide my EIN to enable SMS texting?

For SMS capabilities, we register your business with a federally regulated SMS messaging service. In order to protect end users against spam texts, all advertisers are required to provide their EIN to be compliant with the Industry Regulatory Compliance Requirements.

Can I run chat and Dash’s SMS texting feature at the same time?

Yes, LocaliQ’s chat products and Dash’s SMS texting feature work well together and offer your customers multiple ways to communicate with your business. Customers can initiate a chat or text conversion with your business from any page on your website and you can reply directly from Dash.

Can I use Dash on my phone?

Dash is mobile-friendly and can be accessed easily on your phone or other device’s browser.

How is lead data for HIPAA customers and customers with Sensitive Personal Information (SPI) protected?

These accounts are designated as restricted access in Customer Center so only you can access call recordings, call and chat transcripts, summaries, or other customer details for those protected by HIPAA or with SPI. The LocaliQ representatives who manage the account will only see aggregated data and not PII-level data from your customers.

Does LocaliQ have an independent auditor's certification of the security standards for HIPAA customer data?

Yes, LocaliQ has received a SOC2 Type 2 Certification. An independent security and compliance auditor reviewed our controls and confirmed that LocaliQ follows the requirements for Business Associates under HIPAA and related regulations for protected health information. The audit determined that we have adequate controls to protect customers and sensitive data. These practices include encryption of data in transit and at rest, security monitoring and logging, enterprise-class endpoint detection and response solutions, continuous integration and deployment, application security testing and scans, incident response, security awareness training, and secure development lifecycle.

Do the HIPAA security requirements effect how my lead notifications are delivered?

Due to the regulations established by HIPAA, we are unable to provide lead contact information in emailed lead notifications. Email communication may not always fulfill HIPAA security requirements, so we only provide lead contact information for HIPAA protected customers in our Dash platform which does meet those security requirements. Emailed lead notifications will not be available for HIPAA protected customers who’ve selected Monthly Digest due to HIPAA security requirements.

Pricing

What is the pricing and access structure for Dash by LocaliQ?

Client Center is now Dash by LocaliQ. LocaliQ’s new, upgraded solution harnesses the power of AI to combine more efficient lead management with unlimited texting and actionable analytics. Dash offers everything you need to manage and convert leads, all in one platform. With the introduction of this AI-powered solution, we are offering customers a choice of three access and reporting tiers:

  • Premium: Starting at $119 per month, users have access to:
    • AI-Powered Platform: Prioritize your leads and follow up faster with help from AI technology that records, transcribes, summarizes, and categorizes calls.
    • Reporting & Analytics: Get 24/7 access to valuable insights, interactive marketing campaign reports and analytics, lead tracking and notifications on leads generated from all sources (paid campaigns and organic), and lead engagement solutions to help convert and keep your customers.
    • SMS Agent and Unlimited Texting: Instantly respond to messages and qualify leads with AI-powered Dash SMS Agent.
    • Customer Communication: Engage and convert leads by staying in constant contact with email nurture and marketing automation solutions.
    • Single Platform: All your marketing needs, including campaign performance, lead conversions, and AI-generated insights, can be managed in one place.
  • Standard: Starting at $49 per month, users have access to:
    • AI-Powered Platform: Prioritize your leads and follow up faster with help from AI technology that records, transcribes, summarizes, and categorizes calls generated from LocaliQ campaigns.
    • Reporting & Analytics: Get 24/7 access to valuable insights, interactive marketing campaign reports and analytics, lead tracking and notifications on leads generated from all sources (paid campaigns and organic), and lead engagement solutions to help convert and keep your customers.
    • Customer Communication: Engage and convert leads by staying in constant contact with email nurture and marketing automation solutions.
    • Single Platform: All your marketing needs, including campaign performance, lead conversions, and AI-generated insights, can be managed in one place.
  • Monthly Digest is available at no cost and provides lead tracking and notifications on leads from LocaliQ campaigns and a copy of your LocaliQ campaign reporting, delivered to your inbox once a month.

How do I change between access levels or cancel?

You can change your access level (move up and down) or cancel paid access at any time from your settings page in Customer Center. A price change will be effective at the next 30-day renewal. You can cancel anytime by going into the settings page on the platform or by calling or emailing your LocaliQ customer representative.