Manage and Track All Your Customers In One Place

Custom CRM for Contractors

There are multiple sources a client for your business can reach out to you. Social media DMs, phone calls, texts, emails etc. With scattered conversations across platforms, it can be hard to keep track of all your leads.

With a CRM (client relationship manager), you can manage all your leads and clients in one place. You can keep track where leads came to you, what stage they are in your sales process, and even automate follow up texts to keep leads engaged.

Cross-Platform Integration

Find yourself switching between Messenger, Instagram DMs, emails, website forms, and SMS messages to keep up with your leads? Our CRM brings every conversation into one unified inbox, allowing you to send and receive messages from all your communication channels in one place. You don't have to juggle between apps anymore!

Track Leads Through the Pipeline

Now that all of your leads are in one place, you can instantly see where each customer is in your sales process. At a glance, view how many leads are new inquiries, qualified prospects, estimates sent, scheduled jobs, or paying customers. Staying organized like this helps you understand where customers are falling off in your sales process, and ensures that you can close as many deals as possible.

Manage and Maximize Your Reviews

Getting consistent, authentic Google Reviews is one of the most important ongoing strategies for local service businesses. While we can't generate reviews for you, our CRM can link to your Google Business Profile so you can manage and respond to reviews in one place.

Once every lead in your pipeline has had a job completed, the CRM follows up for you with a personalized text to the client, helping you collect more reviews to build your reputation.

See your Upcoming Jobs with a Calendar

Appointment and job scheduling can get messy for contractors if you don't have a good system in place. Our CRM gives you a complete view of your schedule, allowing you to see upcoming jobs, appointments, and tasks from one organized calendar.

View your schedule by day, week, or month, quickly book appointments with new leads, and keep your team aligned with real-time updates. You can also sync your CRM calendar with Google Calendar to keep everything connected and avoid double bookings.

Recorded Call Logs From Our Voice Agent

If you have our 24/7 AI receptinist service, all calls that come in to your business are recorded and logged in your CRM. Right after the call is finished, we send a quick summary of the call, along with the audio recording and full transcript. Not only that, the caller is automatically added to your pipeline as a new inquiry, so you can follow up with them later. If they choose to book an appointment on the call as well, the booking is automatically added to your calendar and the caller is moved to the next stage in your pipeline!

No Lead Goes Missing Ever Again

Having a centralized hub like a CRM is a necessity when you have clients coming from various channels, ensuring you don't miss any opportunities. It streamlines your workflow and keeps all your client information in one place. Contact us today to start managing your leads with your CRM.

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