Follow-up & CRM
Answer every lead. Follow up every quote.
Most jobs are lost after the inquiry, not before. We put every call, form and message in one place, reply to new leads within a minute, and follow up on quotes automatically.
Sound familiar?
This is for you if:
- Leads come in five different ways and nobody owns them.
- Evening inquiries wait until the next morning.
- Quotes go out and nobody follows up.
What you get
What's included
- One CRM for calls, forms, texts and messages
- An instant reply to every new lead
- Automatic quote follow-up on days 1, 3, 7, 14 and 21
- Review and referral requests after each job
- A simple report: reply time, win rate, cost per job
Timeline: Most systems are live in 4 to 6 weeks.
Price: Quoted to your business, in writing, before we start.
Questions
CRM & Follow-up Systems: common questions
Which CRM do you use?
The one you have, if it fits. If you don't have one, we'll recommend one, such as HubSpot.
Will auto-replies sound robotic?
No. We write them with you, in your voice, and keep them short.
Is automatic texting legal?
Yes, with consent. We set it up to follow the rules in your country.
Can you move us off spreadsheets?
Yes. We import your contacts, jobs and quotes.
How do we know it's working?
Watch one number: how many minutes it takes to reply to a new lead. It should drop fast.
Works well with
Related services
Custom Workflow Automation
Connect your tools and stop typing the same thing twice.
See what's included
AI Integrations
Practical AI that replies faster and cuts admin, with a person in charge.
See what's included
Google Reviews & Local Presence
More Google reviews and a profile that wins local searches.
See what's included
Next step
Ready when you are.
Tell us what you need. We'll reply within one business day.