Delegra · for owner-led service businesses of 2 to 20 people
Delegate to agents. Stay in control.
Keep your tools. Hand off the follow-through. Delegra keeps revenue-critical work from falling between the tools you already use. Agents handle the work that is safe to hand off, the decisions worth your attention come to you, and every finished step leaves a receipt.
Marrow & Finch Dental
LiveTue 15 Sep · 09:314 things need you.
The rest is queued below.
- 1money approval waits on you
- 1approval waits on you
- 1exception is blocking work
- 1lead to call
- 2routines are due
- 3more below the cash line
- 1handled by a department: qualification
Needs you
- Call back R. Okonkwo1Website form at 08:12. Booking link sent, no booking yet.
- Send quote Q-0312 to the Delgado familyDrafted from the 3 Sep consult. Xero contact matched.
- Stripe payout blockedBank account needs re-verification in Stripe.
- Reminder 2 of 3 to Halvorsen, INV-104231 days overdue. The reminder is written and waiting.
- More for today33 items below the cash line.
- Handled by a department1Qualification stayed off today.
Receipts
- Verified· 09:31INV-1047 created in Xero and read back.
- Sent· 08:40Reminder 1 of 3 via Gmail.
- Reconciled· 09:0014 bank lines matched.
Core
$299 / mo
one flat price, hosting included
Guarantee
30 days
first workflow verified, or a full refund
Model use
No markup
runs on the ChatGPT plan you already pay for
Revenue leaks at the handoffs, not inside the tools.
Your CRM, inbox, calendar, and books each do their job. The work that falls through is the step between them, where nobody owns the next action.
Website form
Lost at the handoff
CRM
An inquiry lands and nobody is named to reply. Three days later it is cold.
Quote drafted
Lost at the handoff
Owner approval
The estimate sits in a draft folder waiting for a decision only you can make.
Invoice sent
Lost at the handoff
Follow-up
Day 31 arrives and the reminder was never scheduled by anyone.
Payout
Lost at the handoff
Bank
A processor flags the account and the money stops without a word.
The first workflow
Every eligible new or unattended inquiry gets a qualified next step, or a clear no-fit answer, in the system you already use, within one business day.
That is where Delegra starts, not everything it does. One workflow is proven before anything widens.
One inquiry, start to finish.
08:12
An inquiry lands in the tool you already use
Delegra reads it there. It never becomes the system of record.
New inquiry08:15
An agent qualifies it and drafts the next step
Safe to hand off: bounded, reversible, and easy to check.
Handled08:40
The price on the quote comes to you
Pricing is a judgment call, so it waits in Needs You.
Needs you09:05
You approve, and the next step is written back
The write goes to your CRM, then is read back to prove it landed.
Written to Notion09:06
You keep the receipt
Not a dashboard tile. A record of what changed and where.
Receipt keptStay in control
Agents take what is safe to hand off. The rest comes to you.
A step goes to an agent only if it passes all six.
- You authorized it
- It happens in software
- It has a clear edge
- It can be undone, or safely corrected
- Its result can be checked
- It needs no professional or relationship judgment
Everything else comes to you, with the cost, what it touches, what happens next, and how to undo it.
Work that does not depend on your answer keeps going. You are asked for the decision, not for the whole job.
Example
Approve the price on the Harlow quote
- Cost
- $4,200 quote, your price
- Touches
- The Harlow inquiry in Notion
- Next
- The quote goes out once you approve
- Undo
- The inquiry returns to Open
Autonomy is earned, one kind of action at a time.
Each kind of action runs at the lowest of four limits. After a mistake it narrows itself. It never raises its own limit; only you can.
- Your setting
- How far you allow that kind of action to go.
- Its track record
- What it has proven, one verified result at a time.
- Recent mistakes
- A mistake narrows it on the spot.
- The connection
- What the tool's own access allows.
Who it is for
Built for the owner who is also the follow-up department.
Plumbers, clinics, contractors, agencies, shops. The trade matters less than the shape: a small crew, a handful of tools, and one person who ends up catching everything that falls between them.
It fits when
- You own the workflow and make the call on it yourself.
- The work repeats and money depends on it: inquiries, quotes, follow-ups.
- It lives in a tool with real records in it. Notion is supported first; the scan shows where your other tools stand.
- You can tell when it went right: a reply sent, a quote out, a status changed.
- There is enough of it to matter, new inquiries every week or a backlog waiting.
- You want the decisions that matter brought to you, not made for you.
Not for you if
- The work needs a licensed professional's judgment, such as legal, medical, tax, or investment advice. Delegra does not make those calls.
- You want software that runs the business with nobody watching. Delegra will not do that.
- You want to replace your CRM or your books. Delegra sits between them and replaces neither.
Built to stay bounded. Not to look autonomous.
Say: Next step written to the Harlow inquiry in Notion, read back, receipt kept.
Not: Saved you four hours this week.
×
Replace your stack
The CRM, inbox, calendar, and books stay yours. Delegra is the command layer between them, not another place your data has to live.
×
Send without you
Consequential outbound does not leave without your approval. Drafts wait. Reminders wait. You approve, then it goes.
×
Move money on its own
Money actions stay with you. There is no silent payment path and no setting that creates one.
×
Invent a result
No savings estimate, no connected badge, no outcome claim without a verified write and a receipt behind it.
What it costs you to try
You give up nothing that already works.
You have switched tools before and paid for it in lost weekends. So the first ask is small, and you can undo it.
See it before you pay
Describe the outcome and edit the workflow Delegra drafts. No passwords, no card, and nothing touches your tools.
Your tools stay where they are
Nothing is imported or migrated. Your CRM stays the record, so there is nothing to unwind.
30 days, or your money back
If Delegra cannot complete and verify your first approved workflow within 30 days of getting the access and decisions it needs, you get a full refund.
Leaving is one step
Monthly, no minimum term. Stop the automations now or at the end of the period, export your records, and revoke every connection immediately.
Pricing
One plan. One price, from day one.
No introductory discount that runs out, no setup fee, no usage meter, and no minimum term. Hosting is part of the price.
Full pricing and terms →CoreCheckout opens after release checks
$299/ month
- 1 business, 3 seats
- You and two people who work with you.
- 3 workflows running
- Draft as many as you like. SOPs, goals, history, and receipts are unlimited.
- 3 agents at once
- Extra work waits in a queue you can see.
- Everything that ships
- No feature held back to sell you an upgrade.
- Your own AI plan
- Runs on the ChatGPT plan you already pay for. No markup.
- Hosting included
- Delegra runs it for you. Nothing to install.
Will it act without you?
Safety
Will Delegra do something I did not approve?+
Nothing is written to your tools until you approve the workflow and exactly what it may write. Inside that approval, agents take only steps that are bounded, reversible, and easy to check. Anything that needs judgment comes to you first, and every write is read back and kept in a receipt you can reopen.
What happens when it gets something wrong?+
It will, sometimes, and the design assumes so. A write that did not land is recorded as not landed. After a mistake, that kind of action narrows its own limits, and it never raises them on its own. Nothing that costs you money or a customer leaves on Delegra's own say.
Money
Can I buy it today?+
Not yet. Checkout opens once Delegra passes its release checks, and nothing on this site takes payment before then. The price will be the one on this page. Take the free scan now and you will know whether your first workflow fits.
Is there a usage meter?+
No. $299 a month is the price. Nothing is billed per action, per credit, or per seat. Delegra runs on the ChatGPT plan you already pay for and never marks up model use.
What if the first workflow does not work?+
If Delegra cannot complete and verify your first approved workflow within 30 days of getting the access and decisions it needs, you get a full refund. If a technical incompatibility stops it from starting at all, the subscription is canceled and refunded automatically.
What happens if a payment fails?+
You hear about it right away, with a direct way to fix it. After seven days, writes to your tools pause. You can still read and export everything for 30 days.
Running it
I am not technical. Can I set this up?+
Setup is self-service and built for an owner, not an IT department. There is no server to install: you sign in on the web and connect a tool with the same kind of sign-in screen you have used to link any two apps. The scan takes 8 to 10 minutes and asks about your business, not your software.
Do I have to leave Jobber, HubSpot, Xero, or Notion?+
No. Delegra writes the next step back into the tool you already use and never becomes the system of record. Notion is supported first. The scan tells you where your tools stand before you spend anything.
Where does it run?+
Delegra hosts it for you, in a workspace kept apart from every other business, in one disclosed US region, with encrypted daily backups. There is nothing to install and no server to keep up.
What support do I get?+
Every problem gets an automatic diagnosis and a receipt right away, and a person aims to reply within two business days. There is no uptime guarantee in the contract, and we would rather say so here than bury it.
What is the Revenue Leak Scan?+
An 8 to 10 minute assessment. You get a one-page operating map: your tools and handoffs, the likely leak labeled as inferred from your answers, the recommended first workflow, and where your tools stand. No card. No savings number.