Keep every lead organized.
See each person’s details, conversation, status, and next step in one place. Know who is new, who you’re talking to, and who has booked.
Lead Management
Every lead. Every conversation.
One place to move things forward.
Someone reaches out. What happens next? Your Built for Business portal gives your team one place to manage new requests, reply to customers, and book work. AI texting and automated follow-up help keep things moving while you run your business.
Your business assistantSet up with your team.
Your team can take over anytime
Help with the first reply.Example chat
Example screen. We build your setup around your plan.
Your lead management portalStay organized
See who reached out, what you’ve talked about, and what needs to happen next. Keep the relationship going with reminders, review requests, and offers after the job.
- Leads and team conversations in one place
- AI texting with a goal you choose
- Booking, reminders, and customer follow-up
Everything after “I’m interested.”
Your website brings people in. Your lead management portal helps you turn that interest into booked work, keep your team on the same page, and bring customers back.
Give your team one inbox.
Get text and in-app alerts when a new request comes in. Your whole team can read past messages, reply to customers, and pick up where the conversation left off.
Put AI texting to work.
Set a goal for your AI texting assistant: book a technician, help prepare an estimate, or work toward a sale. It helps answer questions and follow up using your business details.
Book it. Send a reminder.
Book appointments and let the system automatically remind your customers. Help people remember their visit and reduce missed appointments.
Ask for a Google review.
The system automatically sends a Google review request after a job. Give customers an easy next step to share their experience and help build trust in your business.
Bring customers back.
Follow up with people who are not ready yet. Send past customers offers and service reminders on your schedule, so you stay in touch when they may need you again.
Give your AI a goal.
Keep your team in control.
Good follow-up moves the conversation toward something useful. We set up your AI texting assistant around your services and the next step you want customers to take. You review sample replies with us and decide when your team should take over.
- Help customers book, prepare for an estimate, or take the next step toward a sale
- Answer simple questions using your business details
- Let your team take over when a customer needs a person
See where each lead stands.
Know what to do next.
Log in to see new requests, read the conversation, and check the next step. Your team works from the same customer history, so someone can pick up a reply without starting over. Booking and follow-up live alongside your leads in the same portal.
- Customer details, messages, status, and next steps together
- A shared view for your whole team to read and reply
- Lead sources and website activity, with our team to explain the reports
We set it up with you.
We stay here to help.
You don’t have to connect the pieces yourself. We set up your portal, alerts, AI texting assistant, and follow-up around your business. We train your team, and your dedicated success manager helps you use it and reviews how things are going with you.
- Setup built around how you work
- Training for your whole team
- A dedicated success manager on WhatsApp
First, we listen.
Then we build.
Tell us what you need. We make a plan and build it with your input. Then we show your team how to use it and stay here to help.
- 01
Map the next step.
We learn how requests come in, who replies, and what a booked job looks like for you. Together, we choose the goal for your AI assistant and follow-up.
- 02
Connect and check it.
We set up the portal, alerts, booking, and automated messages. You review the business details, sample AI replies, and message timing with us.
- 03
Get your team comfortable.
We show your team how to manage leads, reply, and follow up. Your success manager stays available for questions, with a monthly one-on-one Google Meet to review progress.
What would you
like to know?
Learn more about Lead Management and how we help.
What does the lead management portal include?
Your leads, customer conversations, appointments, and next steps come together in one place. Add AI texting, reminders, Google review requests, and follow-up, and your team has a much easier way to keep things moving. We handle setup and training as part of Essentials.
What can we ask the AI texting assistant to do?
Give it a goal, like helping book a technician or gathering details for an estimate. It can answer everyday questions and follow up with interested customers using your business information. Your team steps in when a conversation needs a personal touch.
Can our team reply and take over from the AI?
Yes. Your team can see the conversation and take over in the shared inbox. The assistant helps with the everyday back-and-forth, while your people stay close to the customer and handle the moments that need their experience.
How do booking and reminders work?
Book appointments in your portal, then let automatic reminders help customers remember the visit. Your AI assistant can also help guide a conversation toward a booking. We set up the messages and timing with you, so there’s less for your team to chase.
Does it ask customers for Google reviews?
Yes. After a job, the system can send customers a simple request to share their experience on Google. We set up the follow-up with you, making it easier to ask consistently and build a stronger reputation without another task on your list.
Can we reach past customers too?
Absolutely. Service reminders, timely offers, and follow-up messages help keep your business in mind. You can also reconnect with people who asked about your services but weren’t ready to book. We help you plan the messages and timing.
Is this the same as the Signature CRM add-on?
Essentials includes the lead portal and AI texting assistant. Signature CRM adds custom tools for things like job management, team tasks, and the way your business runs. Those extras can live in the same portal, so your team has one familiar place to work.
Can you connect the tools we have?
Tell us what your team uses today. We’ll look at the connections that make sense, explain what’s included, and talk through any custom work. Then we show your team how everything fits together, so the new setup feels easier to use.
Let’s turn more of your leads into booked work.
Tell us about your business and where you need help.
We’ll listen and explain what we can do.