CUSTOMERS + LEADS

Know who needs a call, who got a quote and what happened last time.

A custom customer system keeps the whole relationship together — from the first website request to the latest completed job.

WHAT IT CAN DO

Make follow-up obvious instead of memorable.

Website requests, referrals and staff-created leads can all land in one place automatically.

Build the quote, save it, update it and turn an accepted quote into a job without starting over.

Past jobs, notes, files, conversations and important details stay attached to the customer.

Owners, managers and employees can each see only what their role requires.

Automatically remind customers, notify staff or surface leads that have been sitting too long.

See where leads come from, how many become jobs and where opportunities are being lost.

TRY IT