CRM & Follow-Up

Our CRM brings calls, texts, chats and form inquiries into customer records. Pipelines help show where each opportunity stands and which next action is needed. Your team can access the system on a desktop or phone.

From inquiry to decision

A contractor's pipeline might include New Inquiry, Appointment Booked, Estimate Sent, Follow-Up and Won or Lost. These are example stages; we tailor the actual process to your business.

Follow-up and reactivation

Configured email sequences can follow up on inquiries and reconnect with your existing customer list. Replies can prompt a conversation or booking. Texting requires the appropriate registration and customer consent; opt-outs must be respected.

Bring your information with you

Existing lists can be imported during setup. We review the available fields, duplicates and permission to contact customers before enabling campaigns. Required integrations and the included service scope are confirmed in your proposal.

Your proposal defines the available features, connected services, setup and support for your business.