Lead Management
Keep track of who contacted you and what they need.
Stop losing leads in your text messages, voicemails, or email inbox. We set up simple systems to organize every request that comes in.
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Visualize exactly where every customer is in your process. From "New Lead" to "Quote Sent" to "Job Booked", you'll always know what needs your attention.
- Visual drag-and-drop boards
- Custom stages for your business
- Automated stage movement
- Stale lead alerts
Organize Your Operations
CRM Setup
A centralized database for all your customers. See their contact info, past jobs, notes, and communication history in one place.
Contact Organization
Tag and segment your customers. Easily filter by neighborhood, service type, or past customers for targeted reach-outs.
Basic Reporting
Know exactly where your leads are coming from (Google, Facebook, Website) so you know what's actually working.
Stop letting good leads slip through the cracks.
See how a simple, organized system can help you manage your business more efficiently.
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