Revenue systems, installed

Stop Losing Opportunities You Already Paid to Create.

PTS AI installs the system that keeps leads and customers moving toward a real conversation.

Installations start at $7,000
Have the AI Call Me See the Proof

For demand already in motionTeams with leads, data, or customers.

Proven in live operationsNot in a demo.

Measurable revenue impactNo vanity metrics.

Installed fast, built to scaleSame engine, more branches.

The situation
The setup

You May Not Need More Leads.

You may already have enough.

They sit in spreadsheets.
They wait inside your CRM.
They go cold while your team stays busy.
The opportunity exists. The system connecting it to revenue does not.
The story
The story

Growth Should Not Depend on Someone Remembering Everything.

Without a system
  • Follow-up gets forgotten.
  • Good prospects get the same treatment as bad ones.
  • Teams chase activity instead of opportunities.
  • Nobody knows exactly where revenue is leaking.
Imagine the opposite
  • Every opportunity is seen.
  • The strongest ones move first.
  • Follow-up happens on time.
  • Your team enters when human judgment matters.
Less chasing. More clarity. Nothing important forgotten.
The system
The solution

We Install the Missing System.

PTS AI connects the full path:

Find Prioritize Contact Qualify Connect Measure
Find the right prospects.
Focus on the strongest signals.
Maintain consistent follow-up.
Deliver real opportunities to your team.
The system handles repetition. Your people handle relationships.
The milestones
1

Find the leak

See where time and opportunities disappear.

2

Build the path

Connect data, messages, follow-up and ownership.

3

Launch the system

Begin working with real prospects and customers.

4

Improve with evidence

Use every response to make the next cycle better.

The proof
Evidence

Built in Real Operations.

PTS Tax

PTS Tax

A complete system supporting prospecting, qualification, sales handoff, contracts and onboarding.

600
leads
166
clicks
27.67%
click rate
See the case study
Tony Farrell
Tony Farrell
Founder & CEO, PTS Financial Services · Founding Client & Investor, PTS AI

Nearly four decades turning customer relationships into revenue: 174 offices and a multi-division company serving 3,000+ affiliates a year. A U.S. Marine Corps veteran and former Forbes Business Council member.

As PTS AI's founding client and investor, he's the market knowledge and real-world validation behind the platform. He backed it before there was proof.

Sunset Finance

Sunset Finance

Multi-branch customer reactivation using calls, qualification, routing and reporting.

43,000
customers
28
branches
13,159
calls in 14 days
224
live transfers
See the case study
Sunset Finance
Sunset Finance
44+ Location Consumer Finance Network · PTS AI Client

A consumer lender operating since 2001: 44+ locations across Georgia and South Carolina, offering personal installment loans and tax prep at scale.

As a PTS AI client, Sunset provided the operating environment and branch-level expertise to validate reactivation. From an initial pilot to 28 locations.

Two real operations. One repeatable system.
The offer
The offer

One Branch. 14 Days. Every Customer Called.

Then the interested ones ring that branch's phone — live, while they're still on the line. Not a lead list to chase.

What you stop doing:

Cleaning the list. It arrives phone-verified — no dead numbers dialed.
Fighting the phone setup: local number, caller ID and carrier compliance, per branch.
Dialing. Every reachable customer gets called inside 14 days — not a sample.
Asking if they're interested. Asked on every call, the same way, every time.
Calling people back. The interested customer lands live on their branch's phone.
Building the report. Outcomes in your CRM the same day, plus a board by branch.
Install
$7,000
One-time. Then a monthly fee per active branch.
Start with one branch

We install one branch first. If the first 14 days don't put live transfers on that branch's phone, you don't pay for the install. That's how Sunset Finance started — one test branch. Today it's 28.

Week 1Your list cleaned. Local number, caller ID and agent ready.
Week 2The branch starts calling. First live transfers.
Day 14You have the numbers: called, reached, transferred — by branch.
Start With One Branch
Your move
The close

You May Already Have Everything You Need.

The market The leads The customers The data The team

What may be missing is the system connecting them.

We do not promise sales we cannot control. We promise:

  • A clear scope.
  • Transparent execution.
  • Real performance data.
  • Continuous improvement.
  • No inflated vanity metrics.
Stop Letting Good Opportunities Disappear.
Start here
The system, in one picture
Try it live

Leave Your Number — the AI Calls You.

Fill this out and the same AI your customers would talk to calls you within minutes. You experience the tech first-hand — and on that call it books your appointment, confirms the time, and follows up. It's the whole product, working on you.

A real call — not a sales pitch. Keep your phone close.

Got it. Keep your phone close.

The AI is about to call the number you left. Pick up — you'll book your appointment right on the call, and it confirms the time and follows up. That's exactly what it does for your customers.