Inspection booked. Job created. Reps freed up.
Niche reads AccuLynx availability in real time, holds the inspection slot during the live call, and creates the job + lead + opportunity record atomically — with the full transcript attached so reps walk in informed.
What syncs, and when
No CSVs. No nightly cron.
Live, bidirectional, idempotent. Niche reads what it needs from AccuLynx and writes back at the right moment in the conversation.
- Job + lead record Out End of call
- Inspection appointment Out Mid-call (held)
- Calendar availability In Per call
- Rep assignment + skill In Per call
- Job stage updates In Webhook
What it actually does
Five things only happen when Niche talks to AccuLynx.
Live inspection booking
Niche queries AccuLynx for open inspection slots, holds the one the caller picks, and writes the job back as the call ends.
Insurance vs. retail routing
Niche asks the coverage question early. Insurance jobs route to reps with adjuster experience; retail goes to your standard rep pool.
Stage-aware follow-up
Niche knows where each lead sits in AccuLynx (Lead → Inspection → Quote → Sold). Outreach campaigns avoid re-engaging contacts already in active stages.
Storm-event routing
When weather triggers fire, Niche increases concurrency on the inbound side and prioritizes storm-affected ZIPs in the rep queue.
Setup
Live in 40 minutes.
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Step 01
Connect via API key
Generate a Niche-scoped AccuLynx API key in your account settings. Read + write permissions only on the fields we use.
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Step 02
Map job types
Tell Niche which AccuLynx job types correspond to which AI intents.
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Step 03
Pick rep pools
Define insurance-experienced reps vs. retail reps. Niche routes accordingly.
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Step 04
Go live
Inbound calls + outbound storm-event outreach start writing to AccuLynx immediately.
Popular with
Shops on AccuLynx that run on Niche.
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Roofing
After a hailstorm, your phone rings off the hook for 48 hours. Niche answers every one, qualifies coverage + scope, and books the inspection — while your sales reps focus on the quotes that are already on the table.
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Restoration
Emergency restoration is a sprint. Every flood, fire, or mold call goes to 3–5 companies in the first 10 minutes. Niche picks up before the second ring, qualifies severity, and dispatches the on-call crew — every single time.
FAQ
Questions people on AccuLynx ask.
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Will Niche hold the inspection slot during the call?
Yes. The AI offers real open slots from AccuLynx, and as soon as the caller picks one, Niche reserves it before the call ends.
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Can the AI separate insurance from retail leads?
Yes. We ask coverage + scope questions in the first minute and route insurance leads to reps with adjuster experience, retail to your standard pool — defined by you in setup.
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How does it handle storm events?
Niche subscribes to NWS weather triggers. Within 30 minutes of a hail event, concurrent dial slots scale up, ad spend reallocates to affected ZIPs, and the rep queue prioritizes storm leads automatically.
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What other roofing CRMs are supported?
JobNimbus, Lead Docket, SumoQuote, JobProgress, and Roofr — all with similar capabilities. Custom integrations available on Enterprise.
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