3×
conversion lift when you respond to inbound leads within 1 minute.
Source — Harvard Business Review
Lead Generation & Management
Capture every lead. Never lose a deal.
Unify every phone call, text, web form, and Facebook lead into one inbox — auto-tagged, auto-assigned, and auto-nurtured. A complete lead-management system built for service businesses that can't afford to let a single inquiry slip through.
- Built for service businesses
- 98% client retention
- 4.9★ on Google
Lead Pipeline
Live · 8 active leads
Live
- MRMaria R.HOTAC repair — same day$850CallNew
- JDJordan D.Fence replacement$4.2KFormNew
- SKSarah K.Roof inspection$1.2KSMSContacted
- TBTerry B.HOTKitchen remodel$18KFB AdQuoted
- ALAmy L.Water-heater install$2.4KEmailWon
New3
HOT
MR
Maria R.
AC repair — same day
$850Call
JD
Jordan D.
Fence replacement
$4.2KForm
Add
Contacted2
SK
Sarah K.
Roof inspection
$1.2KSMS
Add
Quoted2
HOT
TB
Terry B.
Kitchen remodel
$18KFB Ad
Add
Won1
AL
Amy L.
Water-heater install
$2.4KEmail
Add
Pipeline value
$26.7K+18%
HOT this week
2leads
Avg response
2m 14s−63%
+3 new leads
Auto-routed in 4 sec
Why Lead Management Matters
The lead you lose tonight is the job you lose tomorrow.
Speed and follow-up are the single biggest drivers of conversion for service businesses. Here's what the data says.
78%
of inbound leads are never followed up on — they go to whoever calls first.
Source — InsideSales.com
30%
more deals closed by service businesses that use a dedicated CRM.
Source — Salesforce Research
Lead Management Features
Every lead. Every channel. One inbox.
A complete lead-management stack for service businesses — built so no inquiry, no matter where it comes from, ever slips through.
Flagship · Command CenterUnified Lead Inbox
Every call, text, email, web-form submission, and Facebook lead lands in one shared inbox — auto-tagged with its source, assigned to a rep, and timestamped from the second it arrives.
- Every channel in one view
- Auto source attribution
- Round-robin lead routing
- Read receipts & seen-by
- Mobile app for reps
CaptureWeb Forms & Pop-ups
Drag-and-drop forms, exit-intent pop-ups, and multi-step surveys that drop leads straight into your pipeline — no Zapier, no duct tape.
- No-code form builder
- Conditional logic
- Exit-intent pop-ups
- Auto pipeline routing
RescueMissed-Call Text-Back
Every missed call triggers an automatic text within 5 seconds — so the lead that would've gone to your competitor stays in your pipeline instead.
- Sub-5-second response
- Custom message templates
- After-hours mode
- Calls logged to contact
PrioritizeLead Scoring
Rules-based + AI lead scoring ranks inbound inquiries by quality, so your team works the $12K job before the tire-kicker.
- Behavior-based scoring
- Budget & intent signals
- Hot-lead alerts
- Custom scoring rules
AutomatePipeline Automation
Visual pipelines with trigger-based stage moves, follow-up sequences, and SLA timers that keep every opportunity moving forward — automatically.
- Drag-and-drop pipelines
- Trigger-based stage moves
- SLA & follow-up timers
- Deal rot alerts
EnrichContact Enrichment
Every new lead auto-enriches with location, property data, social profiles, and tags — so reps walk into the first call already knowing who they're talking to.
- Auto-populate profiles
- Property & address data
- Social & web enrichment
- Custom tags & segments
ConnectIntegrations Hub
Native connections to Google Ads, Facebook Lead Ads, Zapier, webhooks, and 200+ tools — plus open APIs if you want to build your own.
- Native ad-platform sync
- Zapier & Make workflows
- Webhooks in & out
- Open REST API
The Lead Lifecycle
From first hand-raise to booked job in four stages.
Every lead follows the same disciplined path — so you never wonder what happens after an inquiry lands.
Step 1
Capture
Inbound lead hits any channel — form, call, text, chat, Facebook, or Google — and lands in the unified inbox in real time.
0 seconds
Step 2
Qualify
Lead gets auto-scored against your rules, enriched with location and property data, and assigned to the right rep instantly.
< 30 seconds
Step 3
Nurture
Automated SMS + email sequences keep the conversation warm, with manual hand-off the moment the lead replies or re-engages.
Day 1–14
Step 4
Close
Quotes, contracts, deposits, and booked appointments all happen inside the same record — nothing slips between tools.
Booked job
FAQ
Lead management, demystified fast.
Common questions from service-business owners sizing up a lead system. If yours isn't listed, just ask.
Anyone who raises their hand — a phone call, a web form submission, a chat message, a text, a Facebook Lead Ad, or a missed call. Every inquiry becomes a trackable record with a source tag, so you can see exactly which channel is driving revenue.
Within seconds. A missed call triggers an automatic text-back in under 5 seconds. Web form submissions trigger an instant email + SMS acknowledgement while the lead is still on your site — that speed alone typically doubles conversion rate.
No. If you already use a CRM you love, we can sync leads in both directions via native integrations or webhooks. Most clients end up consolidating because our platform also handles SMS, email, calendars, and payments in one place — but it's never required.
Yes. Reps get a mobile app with a full inbox of calls, texts, and emails tied to each contact. Inbound and outbound calls are logged automatically. Nothing changes about how they actually communicate — they just never lose a thread again.
Your website forms, Facebook & Instagram Lead Ads, Google Lead Forms, live chat, SMS shortcodes, QR codes, landing pages, phone calls, and direct email inquiries. Everything routes into one unified inbox with automatic source attribution.
Yes — this page is about what happens after a lead comes in. For generating new inquiries, pair this with our SEO, paid ads, and social media services. Most clients run them together for a full inbound + outbound system.
Still have questions?Talk to a lead-gen strategist
Every lead captured. Every deal worked.
Book a free 30-minute lead-flow audit. We'll map your current funnel, spot where leads leak, and show you exactly what a tuned system looks like for your business.