Lead Management CRM

Highlights

  • Increase your win-rates by up to 70%
  • Share notes between sales and service teams
  • Automate customer communication
  • Create and send estimates faster
  • Built-in marketplace to buy more leads

Tracking and CRM

Disposition your leads so you can spend more time on your hot leads and less time on those that aren’t a fit for your business. You can use our standard statuses or create your own to match you needs.

Increase win rates

Increase your conversion of lead to job by up to 70% with our real-time alerts and automatic response system to get in front of the potential customer before your competitors do.

Seamless handoff between sales and service departments

Our automated workflow makes it easy to handoff new sales to the service department. Share notes, estimates, and details to improve team communication and the customer experience.

Decrease double data entry

Create and send estimates right from the lead view to keep things organized. Then when it’s time, turn that estimate into a job with all the details the service tech needs to know to complete the job.