Reach
Your websiteAttracts, explains, qualifies and sells. Every page has an agent that answers, prices and books, so a visitor always leaves with a next step.
HubSpot CMS · from $5,000The 4R Framework
A website that sells. A portal that converts. An agent that runs it.
Most businesses buy a website from one supplier, a portal from another and an AI tool from a third, and none of them talk. The 4R Framework builds all of it as one system, on one HubSpot record, so your customers serve themselves and your people only handle what needs a person.
Room
Your portalWhere customers log in. It is your sales room, support room, membership area and community in one place: quotes, orders, bookings, documents, payments and answers.
HubSpot or Vercel · from $10,000Run
Your agentsAgents do about 90% of the work: answer, recommend, quote, book, sell, chase and follow up, on the website, in the portal, by email and on the phone.
Priced by complexity · from $500Record
Your HubSpot contactThe single source of truth. Deals, quotes, payments, subscriptions, tickets, bookings, surveys and documents live on one record, so every agent knows who it is talking to.
HubSpot CRM · the foundationThe rule that ties it together.The website and portal are where customers meet you. The agents do the work. The record holds the truth. Nothing lives outside the record.
One record, the whole lifecycle
From first visit to renewal, without a gap.
Every stage happens on a surface you own, with an agent doing the work and HubSpot keeping score.
| Stage | Where | What the agent does | What lands in HubSpot |
|---|---|---|---|
| Discover | Website, search, ads, phone | Answers and qualifies | Contact and source |
| Evaluate | Website agent, calculator | Recommends and prices | Answers and lead status |
| Buy | Website or portal | Quotes, sends a payment link, starts a subscription, books | Deal, quote, payment, meeting |
| Onboard | Portal | Welcomes, collects documents, sets up | Tasks and custom records |
| Use and serve | Portal, phone | Answers, solves, acts | Tickets, knowledge base, activity |
| Renew and grow | Portal, email, SMS | Reminds, recommends, offers the next step | Renewal deals, subscriptions |
| Advocate | Portal, email | Asks for feedback, reviews and referrals | Surveys, referral details |
How the agents run
One face. Many skills.
Your customers talk to one agent. Behind it, specialist agents and fixed rules do the work, so customers never have to pick the right bot.
One concierge
A single named agent on your website and in your portal. It knows the customer from the record and hands each job to the right specialist.
Specialists and calculators
Quote, booking, intake, renewal, invoice and status agents, plus calculators that price from your rules. Each has one job and a list of what it may touch.
Agents nobody sees
Reminders, document chasing, ticket sorting, follow-ups and data clean-up, running on schedule. The same agent also answers the phone and SMS.
The safety frame
Clear about what an agent may do.
Every 4R build ships with this written down, agent by agent.
| The agent does on its own | It proposes, a person approves | Never the agent |
|---|---|---|
| Answers from your knowledge base and the record | Discounts and price exceptions | Clinical decisions or prescribing |
| Recommends products and next steps | Refunds, credits and cancellations | Personal financial, tax or legal advice |
| Builds and emails standard quotes | Non-standard quotes over your limit | Anything that needs a licence it does not hold |
| Books jobs and meetings, sends payment links | Sensitive conversations | Advertising prescription medicines |
See your 4Rs.
Pick your industry and your agent designs your website, portal and agents, then prices them. Free, about two minutes.