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Features / CRM, leads and follow-ups

Clients and leads

Every lead followed up, every client in one place

Leads land in the pipeline, from the phone, your website or Facebook ads. Follow-ups go out on a schedule. When one is won, the client, the job and the quote are already there.

Included in: Every plan Compare plans

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The leads pipeline as columns from new to won, with the value of each lead

What it does

  • Leads pipelineA board from new to won, with values, next steps and a conversion funnel to see where leads drop off.
  • Clients and jobsContacts, sites, jobs, estimates, invoices and notes per client, searchable.
  • Follow-up sequencesEmails, texts and reminders on a schedule after a quote or a first call, with merge fields like the client's first name.
  • Facebook Lead AdsLeads from your Facebook Lead Ads forms arrive in the pipeline within moments, ready for the sequence.

How it works on site

  1. Add a lead, or connect Facebook Lead Ads so they come in by themselves.
  2. Start a follow-up sequence: a text today, an email in three days, a call reminder after a week.
  3. Move the lead along the board as it warms up.
  4. Win it: the client and the job are created, ready to quote.

Which plan includes it

Every plan has no caps on invoices, estimates, jobs, clients or drawings. Plans differ by features and included users.

Good to know. Emails and texts go out from your own SendGrid or Resend and Twilio accounts; without them, due steps wait in an outbox for you to send. Follow-ups say how to opt out; check CASL consent with your own advisor.

Try it on your next job

14 days free on the plan you pick. A $1 deposit confirms your card and comes off your first month. Cancel before the trial ends and the plan is never charged.

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