Give each new lead a next step.
Keep track of people who may book work. See where they came from, who is helping them, and when to follow up.
The priced jobs you lost to silence
“How much to get squirrels out?” deserves a second call.
Every lead gets a follow-up date, so “let me talk to my husband” turns into a call on Thursday instead of a lost job.
Where leads come from
Phone, website and booking requests, in one pipeline.
- Capture potential work from staff, website forms, booking inquiries, and other connected sources.
- Keep customer details, source, and estimated opportunity context with the lead.
- Use company-scoped conversations to follow what the prospect has said.
Real screens
Work the lead pipeline.
Tap the highlighted spot, or use Next.Step 1 of 2
Moving it along
Stages you name, outcomes you record.
Your own stages
Statuses, sources and funnels set up the way you sell.
Won, with the work linked
Link the quote and job as the lead turns into real work.
Lost, with a reason
Record why it didn’t go ahead, so you can see the pattern.
Don’t sell it twice
Already booked? You’ll see it before you call.
If a lead looks like someone who already booked through another channel, the match is shown with its reasons. A person confirms it, marks the lead won and links the job.
- Link quotes and jobs as the lead develops.
- Review possible already-booked matches before making an unnecessary follow-up call.
- Mark a matched lead won and link the existing job after review.
Part of Sales & Quotes
From the first question to the booked job.
Leads start in conversations and forms, and finish as quotes and jobs.
Comes in from
Website & calls
Leads arrive from forms, bookings, calls, and texts.
Comes in from
Property details
Property information helps you quote the right job.
What happens here
Leads & Follow-Up
- 1Capture & lead context
- 2Pipeline & follow-up
- 3Quotes & booked-work checks
Same customer, same job, same record.