Lead Follow Up
Digital Tools
Turn Leads into Sales
The easiest way to make your marketing more profitable is to convert more leads into paying customers! Unfortunately, homeowners have a very short attention span, and sometimes they even submit their information to several contractors at the same time.
“Speed to Lead” – It’s super important that you’re getting to your leads as quickly as possible and following up consistently with them.
Using our CRM software, you can automate several follow up processes to make sure none of those precious leads are falling through the cracks!
Digital Tools
Stay On Top of Leads
Your customers want to be wow-ed by your customer service, so it’s important to stay on top of leads as soon as they come in and follow up with them consistently!
Our CRM can make it easier by bringing everything together into one mobile app, but also by automating parts of the process to take work off of your plate!
Automation
Build a system to help you follow up with and close more leads!
Mobile App
Combine everything into one mobile app so you can always have it with you!
Customer Journey
Track your customers throughout the entire purchasing process to make sure they have what they need at every step!
All In One Place
Check email, texts, phone calls, Facebook messages, Google Business Profile messages, website chats and more all in one place!
How Digital Tools Help
Capture Leads
Web Form Connection
Connect your website to your CRM to automatically enter new leads and start follow up workflows
Website Chat
Offering a web chat widget gives your customers a lower pressure way to connect with you
Multi Channel
Connect your website, social media, Google Business Profile and more to reply to customers anywhere - all from the mobile app!
Follow Up with Leads
Custom Notifications
Get an email, text, or even an automated phone call to let you know as soon as you get a new lead.
Automations
Set automatic texts, emails, or phone calls to customers at specific times to maximize the value of each lead.
Auto Booking
Set up your calendar and allow your customers or your AI chat bot to book time on your calendar.
Customer Service
CRM and Funnels
Keep track of customer info and notes throughout the entire process to make sure your customers get the best service possible!
Call Tracking
Track how many calls you get, record the calls, and even get AI to transcribe the call for you!
Perfect for Teams
Assign customers to a certain team member, or take notes so anyone on the team can take care of next steps
Get set up on our CRM to improve your lead follow up and customer service, and turn more leads into sales!