USE CASE · LEAD FOLLOW-UP

Follow up with every lead — automatically

Most leads are lost in the gap between “they reached out” and “you got back to them”. The CRM closes that gap: instant replies, timed reminders and a clear next step for every contact.

How it works

  1. 1 Every lead lands in one inbox
  2. 2 Instant reply, in seconds
  3. 3 Timed follow-up sequence
  4. 4 You step in when it matters
Included in the Website + CRM plan See plans & pricing

Speed wins. The business that answers first usually gets the job — but you can't sit by the phone all day.

With the Website + CRM plan, every lead from your website, phone or social channels lands in one inbox and triggers an automated follow-up: a text and email in seconds, reminders over the following days, and a task for you when a human touch is needed.

The problem

What usually goes wrong

01

Leads go cold in hours

A quote request answered the next day is often already booked with someone faster.

02

Follow-up depends on memory

Sticky notes and “I'll call them back” don't scale — and every forgotten lead is lost revenue.

03

Contacts are scattered

Website forms, texts, Facebook messages, voicemail — nothing lives in one place.

How it works

What happens, step by step

1 01

Every lead lands in one inbox

Website forms, calls, texts and social messages are captured in the CRM with the contact's details.

2 02

Instant reply, in seconds

The lead gets a personalized text and email right away — even at 9 p.m. or while you're on a job.

3 03

Timed follow-up sequence

If they don't answer, automated nudges go out over the next days — until they reply or book.

4 04

You step in when it matters

Hot leads and replies create a task for you, so your time goes to conversations that close.

The payoff

What you get

Reply time measured in seconds, not days
No lead forgotten or lost
More quotes turned into booked jobs
A full history of every conversation
Included in the Website + CRM plan

Want this working for your business?

Tell us about your business and we'll get back to you within 24 hours with a plan and a free quote.

Other use cases

Ready to put your business online?

A free quote in 24 hours. No commitment. No unsolicited phone calls.