Questions teams actually ask before signing

Kate is the AI agent at the center of NorthernPlus. She reads every lead the moment it lands, scores it, writes a one-paragraph reason for the score, and decides what happens next: hand to a human, place a call, or trigger an intake form. When a lead needs a call, Kate places it within seconds, asks the qualifying questions still unanswered, and updates the score with what the call captures.

Each team sets its own listeners. The most common one: if a lead scores below your threshold, Kate calls to gather more qualifying information. Once a lead scores high enough, you choose whether to send the intake manually or let Kate trigger it automatically. You can also set listeners on lead source, arrival time, and lead pattern.

NorthernPlus gives your business a phone number to publish on your website and marketing. Kate answers every inbound call, qualifies it in real time, scores it, and drops it into your dashboard with a full transcript and structured answers. Your team gets the qualified leads; Kate handles the rest.

Yes. Kate introduces herself as your team's automated assistant, which is honest and, depending on where you operate, required. In practice the disclosure costs little: people who want a human say so and are transferred to one, and people who just want to move forward answer the questions. Every conversation is transcribed onto the record, so you can read how any call went.

Neither. NorthernPlus sits in front of the CRM you already use and writes everything back to it, transcripts and outcomes included. It handles the first minutes so your team handles the parts that need a person, and the rep who takes a transfer picks up already knowing what the lead said.

A form endpoint, a phone number, and a CRM connection. Your branding, your sending domain, and your stated response time carry through every message a lead sees. Most of the setup conversation is about your qualifying questions and your transfer rules, not infrastructure.

Yes. Migration is a flat-fee professional service. We import your forms, contacts, email templates, and document templates from your existing system, and validate the result with you before cutover. We share specifics in your demo.

Yes, by construction. Recorded consent disclosure at call start. Do-not-call list integration. Time-of-day enforcement using the recipient's local time zone, with state-level variants honored where applicable, including Florida's Mini-TCPA. That said, TCPA is an active and evolving area of law. We stay current; we recommend you do too.

BAA execution is available on the Advanced tier today. Full BAA-eligible posture across every subprocessor in our stack is on the roadmap; ask your contact at NorthernPlus for the current state and we will share specifics under NDA.

US data centers by default. EU residency is available on the Advanced tier for customers with the regulatory requirement. We will walk you through the specific subprocessor list and physical hosting in your demo or under NDA in a procurement review.

SOC 2 Type II is underway: the audit window is open. We can share our current control framework, monitoring posture, and timeline under NDA during procurement. See our Security page for the full posture.

We do not publish a price list. Pricing is per seat with optional add-ons, and in a 30-minute demo we match your intake volume, customer mix, and compliance needs to the right tier. Most teams land on Professional. Book a demo and we will talk numbers.

Yes. Every plan includes a 7-day free trial, no credit card required, after your demo and onboarding. We want you to see Kate score real leads and run real calls before you commit.

Generally available. NorthernPlus is live in market and open to new customers, in any industry where speed to lead decides the deal. There is no waitlist and no application. Book a demo and we will run it on your own intake form.