Leads & CRM
Pipeline from inquiry to close. Web-form intake, call/text capture, follow-up reminders, owner handoff. Built for the operator who's also doing sales.
Lead pipeline with stage columns, follow-up flags, and source-of-business breakdown. Owner view.
Every inquiry — website form, phone call, walk-in, referral — lands as a lead with a source tag and an owner. Stage-based pipeline (new, contacted, quoted, won, lost) configured to your sales process, not a generic one. Reminders nudge you when a lead has gone quiet so deals don't slip through email. Closed-won leads flip into a customer record with the quote, the job, and the invoicing already wired up.
What you can do with leads & crm.
Lead capture from your website form, phone, text, walk-ins, and manual entry
Pipeline stages configured for your sales motion — no "Negotiation/Review" if you don't negotiate
Follow-up reminders triggered by stage age and last touch
Owner-routing rules (round-robin, by service area, by lead source)
Conversion to customer + quote + job in one click on close
Source-of-business reports so you know which channels actually pay
Leads & CRM — answered.
The questions we hear most when operators are evaluating this module. Anything specific to your industry, your state, or your existing vendor — we'll answer on the discovery call.
01 Do I have to use this like a traditional CRM with daily logging? +
02 Can leads be captured from my existing website? +
03 What if my sales process is unusual? +
04 Does this replace HubSpot or Salesforce? +
The modules leads & crm talks to most.
Send quotes from your phone with line items, photos, e-signature. Approved quotes flip into a job in one tap — no re-keying anything.
Self-serve account on your domain — invoices, online pay, booking, messages, signed docs. Ends the "what's the status?" calls.
Auto-ask for a review after a closed job, route 5-stars to Google/Yelp, route low scores to your inbox. Reply from one place.
Run the business
on one system.
Thirty-minute discovery call with the actual builders. Tell us your industry and what you're using now; we'll show you what a tailored build looks like.