Executive Call Concierge

Your calls.
Screened with judgment.

Protect your time without becoming unreachable.

Live demonstration · 844-514-0658
Preserve focus.Stay protected. Your rules.Applied with judgment. More clarity.Less noise.
LIVE CALL INTELLIGENCE
NB

Nia BennettHorizon Title · Known partner
(313) 555-0148

Reason for call
Oakwood closing
Priority
High · deadline today
PRIVATE BRIEFING

Wire approval is due before today’s cutoff. About five minutes needed.

CALL SUMMARY

Known title partner requesting time-sensitive approval.

☎ Accept⌁ Decline
Get hours backWe screen and summarize so you only take the calls worth your time. Stay focused & protectedAdvanced screening keeps distractions, spam, and risk off your radar. Executive-first experienceYour rules. Applied with judgment. Built for how you lead.

Not every caller deserves the same access.

Your phone gives every caller the same priority.

A financing partner with a same-day deadline should not compete with a cold sales pitch. Yet both calls interrupt your meeting, break your focus, and make you investigate from scratch.

Executive Call Concierge answers first, applies your access rules, and makes sure each caller receives the right next step.

Black woman executive taking a business call in a modern private office
FOCUS PROTECTEDStay reachable. Protect your focus.
WHY IT IS DIFFERENT

A receptionist answers the phone. An executive concierge decides what deserves access, preserves context, and makes the next action accountable.

Upcoming video walkthrough

The entire handoff, understood in 90 seconds.

A 90-second walkthrough will show the caller experience, private executive briefing, accept-or-decline decision, and CRM outcome as one continuous story. While it is in production, experience the working simulation below.

01

Caller screenedIdentity, purpose, and urgency captured.

02

Executive briefedContext delivered on a private line.

03

Next action completedConnect, schedule, answer, or follow up.

Experience It Now
Black executive receiving a discreet phone briefing while reviewing his laptop in a private office
90-SECOND VIDEO WALKTHROUGH · COMING SOON From incoming call to a clear next action.
Interactive Experience

See what happens
before your phone rings.

This simulation uses fictional people and a time-sensitive closing. Start the screening, then choose whether Marcus should accept the call.

Recorded voice experience available · captions included
INCOMING CALL 00:00
NB
Nia Bennett Horizon Title · (313) 555-0148
Known partner

The concierge is ready.

Press start to hear the screened call.
PERSONALIZED 7-DAY TEST DRIVE · $99 Want to hear the concierge use your business name?

After a fit check, we can configure your greeting, one priority-call rule, and a verified private transfer destination using test traffic only.

Start My $99 Test Drive

Beyond answering: controlled access

A controlled-access system built around your judgment.

01

Identify

Captures who is calling, their relationship, and the real reason for the call.

02

Prioritize

Applies your VIP, opportunity, urgency, availability, and privacy rules.

03

Brief

Privately gives you the context required to accept or decline without guessing.

04

Complete

Connects, schedules, answers, or creates a clear message and follow-up task.

Every call leaves an outcome

Your phone system should help manage the day—not interrupt it.

CALL CONCIERGE SUMMARY HIGH

Nia Bennett

Horizon Title · Existing title relationship

ReasonOakwood Avenue closing
OutcomeExecutive declined live transfer
RequestedCallback today
TaskCall Nia before 4:00 PM
Concierge Control Center

Visibility without making you build the system yourself.

The planned client dashboard brings searchable call records, AI summaries, transcripts, permitted recordings, team-notification status, and weekly reporting into one clear view. ScaleSync continues to own the technical configuration, testing, and optimization.

MANAGED FIRSTClient control where it helps. Expert ownership where mistakes are expensive.
Preview Client Dashboard
CONTROL
CENTER
Overview Calls & recordings Reports Setup
GOOD MORNINGMarcus Reed
Priority Only
CALLS SCREENED42Aug 14–20 sample week
PRIORITY CALLS PRESENTED76 accepted · 1 declined
NOTIFICATIONS SENT42One email per screened call

Nia BennettTranscript + recording ready · Priority SMS sent

Unknown vendorSummary captured · Executive Team emailed

Sales solicitationBlocked by rule · Call record stored

CLIENT DASHBOARD PREVIEW · SAMPLE DATA · LIVE CONNECTION IN PRODUCTION

Designed for consequential calls

Best for leaders whose calls are not equal.

Real-estate investors & brokers

Sellers, agents, lenders, title, contractors, and tenants—routed differently.

Professional-service owners

Protect focused work without losing active clients or qualified opportunities.

High-producing sales leaders

Prioritize high-intent conversations while routine requests keep moving.

Busy owner-operators

Stay on the job while the office captures, qualifies, and organizes every call.

One voice platform · Four levels of ownership

Start with call coverage. Scale into controlled access.

ScaleSync remains done-for-you at every level. The difference is how much judgment, workflow depth, and operating complexity we manage.

ESSENTIAL

AI Receptionist Lite

Reliable 24/7 answering for businesses that need every call acknowledged.

$99/month$99 setup · 150 minutes
  • Business FAQ setup
  • Call summaries
  • Basic routing or transfer
  • Missed-call text-back
  • Click-to-call website button
Review Lite
GROWTH

AI Appointment System

Call answering plus booking, follow-up, and pipeline movement.

$297/month$497 setup · 500 minutes
  • Everything in Lite
  • Calendar integration
  • Appointment booking
  • CRM pipeline setup
  • SMS and email follow-up
Review Growth
ENTERPRISE

Custom AI Operations

Multi-line, multi-location, or multi-executive call operations.

$1,497+/monthCustom setup and usage
  • Multiple agents and destinations
  • Advanced integrations
  • Custom reporting
  • Dedicated optimization support
  • Custom usage package
Request Enterprise Design Call
7-DAY PERSONALIZED TEST DRIVE$99 once. Experience your own concierge before launch.
Your business name and greetingOne priority-call rulePrivate transfer testingSeven calendar days after activation

The $99 fee is non-refundable and credited in full toward Concierge Design & Launch if you continue. Test traffic only; no production forwarding. Capped at 20 calls or 60 minutes.

Start My $99 Test Drive
IMPLEMENTATION ASSURANCE

It does not launch until the agreed scenarios pass.

VIP access, qualified opportunity, executive decline, no answer, voicemail, solicitation, unclear urgency, noisy audio, CRM failure, and privacy protection are tested before live traffic is enabled.

Questions before you hand over the phone

What leaders usually want to know.

The concierge is configured around your rules, tested against real scenarios, and managed by ScaleSync after launch.

How is this different from an AI receptionist?

An AI receptionist generally answers, routes, and takes messages. Executive Call Concierge adds private call presentation, accept-or-decline control, executive access rules, and accountable follow-through for consequential calls.

What happens during a screened transfer?

The concierge identifies the caller, captures the reason and urgency, then privately briefs you. If you accept, it introduces both parties and connects the call. If you decline, it returns to the caller with the next approved option without announcing that you declined.

Do I need two phones or two mobile lines?

Not necessarily. Your public business number can forward into the concierge while your current mobile number remains the verified private destination for briefings. A second device or teammate is useful when you want to test the complete experience yourself.

What happens if I decline or miss the private briefing?

Your fallback rules decide what happens next: take a message, offer scheduling, answer an approved question, or create a callback task. The caller receives a polished next step instead of a dead end.

Can clients review call recordings?

When recording is enabled, legally permitted, and properly disclosed, the dashboard can surface the recording with the transcript, summary, extracted details, and outcome. Recording policy is configured for the jurisdictions and use cases involved.

Does it work with GoHighLevel?

GoHighLevel is the launch CRM for notes, tasks, alerts, and follow-up workflows. Other CRM connections may be possible depending on the platform, plan, and available integrations.

What will I see in the client dashboard?

The planned control center includes call history, summaries, permitted recordings, transcripts, outcomes, usage, weekly reports, availability modes, VIPs, and requests for rule changes.

How long does setup take?

The standard target is seven business days after complete intake, access to required systems, and script approval. Complex integrations, multiple executives, or compliance review can extend that timeline.

What is included in the $99 seven-day test drive?

The personalized test can include your business name, custom greeting, one priority-call rule, a browser preview, and—when appropriate—a ScaleSync-controlled test number for the full transfer experience. It uses test traffic only, is capped at 20 calls or 60 minutes, and expires seven calendar days after ScaleSync activates it—not seven days after payment. The non-refundable $99 fee is credited in full toward Concierge Design & Launch if you continue.

Are usage and communication charges included?

Each plan lists its included allowance. Additional voice, messaging, number, or integration usage is handled according to the selected plan and service agreement.

Executive Concierge Design

Decide who deserves access to you.

Request a focused design conversation to map the callers, priorities, and routing that should shape your concierge. ScaleSync reviews your answers first, then sends the appropriate scheduling link.

Personalized tests use test traffic only and are provisioned after qualification.
Executive Call Concierge

Your calls.
Screened with judgment.

Protect your time without becoming unreachable.

Live demonstration · 844-514-0658
Preserve focus.Stay protected. Your rules.Applied with judgment. More clarity.Less noise.
LIVE CALL INTELLIGENCE
NB

Nia BennettHorizon Title · Known partner
(313) 555-0148

Reason for call
Oakwood closing
Priority
High · deadline today
PRIVATE BRIEFING

Wire approval is due before today’s cutoff. About five minutes needed.

CALL SUMMARY

Known title partner requesting time-sensitive approval.

☎ Accept⌁ Decline
Get hours backWe screen and summarize so you only take the calls worth your time. Stay focused & protectedAdvanced screening keeps distractions, spam, and risk off your radar. Executive-first experienceYour rules. Applied with judgment. Built for how you lead.

Not every caller deserves the same access.

Your phone gives every caller the same priority.

A financing partner with a same-day deadline should not compete with a cold sales pitch. Yet both calls interrupt your meeting, break your focus, and make you investigate from scratch.

Executive Call Concierge answers first, applies your access rules, and makes sure each caller receives the right next step.

Black woman executive taking a business call in a modern private office
FOCUS PROTECTEDStay reachable. Protect your focus.
WHY IT IS DIFFERENT

A receptionist answers the phone. An executive concierge decides what deserves access, preserves context, and makes the next action accountable.

Upcoming video walkthrough

The entire handoff, understood in 90 seconds.

A 90-second walkthrough will show the caller experience, private executive briefing, accept-or-decline decision, and CRM outcome as one continuous story. While it is in production, experience the working simulation below.

01

Caller screenedIdentity, purpose, and urgency captured.

02

Executive briefedContext delivered on a private line.

03

Next action completedConnect, schedule, answer, or follow up.

Experience It Now
Black executive receiving a discreet phone briefing while reviewing his laptop in a private office
90-SECOND VIDEO WALKTHROUGH · COMING SOON From incoming call to a clear next action.
Interactive Experience

See what happens
before your phone rings.

This simulation uses fictional people and a time-sensitive closing. Start the screening, then choose whether Marcus should accept the call.

Recorded voice experience available · captions included
INCOMING CALL 00:00
NB
Nia Bennett Horizon Title · (313) 555-0148
Known partner

The concierge is ready.

Press start to hear the screened call.
PERSONALIZED 7-DAY TEST DRIVE · $99 Want to hear the concierge use your business name?

After a fit check, we can configure your greeting, one priority-call rule, and a verified private transfer destination using test traffic only.

Start My $99 Test Drive

Beyond answering: controlled access

A controlled-access system built around your judgment.

01

Identify

Captures who is calling, their relationship, and the real reason for the call.

02

Prioritize

Applies your VIP, opportunity, urgency, availability, and privacy rules.

03

Brief

Privately gives you the context required to accept or decline without guessing.

04

Complete

Connects, schedules, answers, or creates a clear message and follow-up task.

Every call leaves an outcome

Your phone system should help manage the day—not interrupt it.

CALL CONCIERGE SUMMARY HIGH

Nia Bennett

Horizon Title · Existing title relationship

ReasonOakwood Avenue closing
OutcomeExecutive declined live transfer
RequestedCallback today
TaskCall Nia before 4:00 PM
Concierge Control Center

Visibility without making you build the system yourself.

The planned client dashboard brings searchable call records, AI summaries, transcripts, permitted recordings, team-notification status, and weekly reporting into one clear view. ScaleSync continues to own the technical configuration, testing, and optimization.

MANAGED FIRSTClient control where it helps. Expert ownership where mistakes are expensive.
Preview Client Dashboard
CONTROL
CENTER
Overview Calls & recordings Reports Setup
GOOD MORNINGMarcus Reed
Priority Only
CALLS SCREENED42Aug 14–20 sample week
PRIORITY CALLS PRESENTED76 accepted · 1 declined
NOTIFICATIONS SENT42One email per screened call

Nia BennettTranscript + recording ready · Priority SMS sent

Unknown vendorSummary captured · Executive Team emailed

Sales solicitationBlocked by rule · Call record stored

CLIENT DASHBOARD PREVIEW · SAMPLE DATA · LIVE CONNECTION IN PRODUCTION

Designed for consequential calls

Best for leaders whose calls are not equal.

Real-estate investors & brokers

Sellers, agents, lenders, title, contractors, and tenants—routed differently.

Professional-service owners

Protect focused work without losing active clients or qualified opportunities.

High-producing sales leaders

Prioritize high-intent conversations while routine requests keep moving.

Busy owner-operators

Stay on the job while the office captures, qualifies, and organizes every call.

One voice platform · Four levels of ownership

Start with call coverage. Scale into controlled access.

ScaleSync remains done-for-you at every level. The difference is how much judgment, workflow depth, and operating complexity we manage.

ESSENTIAL

AI Receptionist Lite

Reliable 24/7 answering for businesses that need every call acknowledged.

$99/month$99 setup · 150 minutes
  • Business FAQ setup
  • Call summaries
  • Basic routing or transfer
  • Missed-call text-back
  • Click-to-call website button
Review Lite
GROWTH

AI Appointment System

Call answering plus booking, follow-up, and pipeline movement.

$297/month$497 setup · 500 minutes
  • Everything in Lite
  • Calendar integration
  • Appointment booking
  • CRM pipeline setup
  • SMS and email follow-up
Review Growth
ENTERPRISE

Custom AI Operations

Multi-line, multi-location, or multi-executive call operations.

$1,497+/monthCustom setup and usage
  • Multiple agents and destinations
  • Advanced integrations
  • Custom reporting
  • Dedicated optimization support
  • Custom usage package
Request Enterprise Design Call
7-DAY PERSONALIZED TEST DRIVE$99 once. Experience your own concierge before launch.
Your business name and greetingOne priority-call rulePrivate transfer testingSeven calendar days after activation

The $99 fee is non-refundable and credited in full toward Concierge Design & Launch if you continue. Test traffic only; no production forwarding. Capped at 20 calls or 60 minutes.

Start My $99 Test Drive
IMPLEMENTATION ASSURANCE

It does not launch until the agreed scenarios pass.

VIP access, qualified opportunity, executive decline, no answer, voicemail, solicitation, unclear urgency, noisy audio, CRM failure, and privacy protection are tested before live traffic is enabled.

Questions before you hand over the phone

What leaders usually want to know.

The concierge is configured around your rules, tested against real scenarios, and managed by ScaleSync after launch.

How is this different from an AI receptionist?

An AI receptionist generally answers, routes, and takes messages. Executive Call Concierge adds private call presentation, accept-or-decline control, executive access rules, and accountable follow-through for consequential calls.

What happens during a screened transfer?

The concierge identifies the caller, captures the reason and urgency, then privately briefs you. If you accept, it introduces both parties and connects the call. If you decline, it returns to the caller with the next approved option without announcing that you declined.

Do I need two phones or two mobile lines?

Not necessarily. Your public business number can forward into the concierge while your current mobile number remains the verified private destination for briefings. A second device or teammate is useful when you want to test the complete experience yourself.

What happens if I decline or miss the private briefing?

Your fallback rules decide what happens next: take a message, offer scheduling, answer an approved question, or create a callback task. The caller receives a polished next step instead of a dead end.

Can clients review call recordings?

When recording is enabled, legally permitted, and properly disclosed, the dashboard can surface the recording with the transcript, summary, extracted details, and outcome. Recording policy is configured for the jurisdictions and use cases involved.

Does it work with GoHighLevel?

GoHighLevel is the launch CRM for notes, tasks, alerts, and follow-up workflows. Other CRM connections may be possible depending on the platform, plan, and available integrations.

What will I see in the client dashboard?

The planned control center includes call history, summaries, permitted recordings, transcripts, outcomes, usage, weekly reports, availability modes, VIPs, and requests for rule changes.

How long does setup take?

The standard target is seven business days after complete intake, access to required systems, and script approval. Complex integrations, multiple executives, or compliance review can extend that timeline.

What is included in the $99 seven-day test drive?

The personalized test can include your business name, custom greeting, one priority-call rule, a browser preview, and—when appropriate—a ScaleSync-controlled test number for the full transfer experience. It uses test traffic only, is capped at 20 calls or 60 minutes, and expires seven calendar days after ScaleSync activates it—not seven days after payment. The non-refundable $99 fee is credited in full toward Concierge Design & Launch if you continue.

Are usage and communication charges included?

Each plan lists its included allowance. Additional voice, messaging, number, or integration usage is handled according to the selected plan and service agreement.

Executive Concierge Design

Decide who deserves access to you.

Request a focused design conversation to map the callers, priorities, and routing that should shape your concierge. ScaleSync reviews your answers first, then sends the appropriate scheduling link.

Personalized tests use test traffic only and are provisioned after qualification.