Service

CRM & Lead Follow-Up Automation

Most contractors don't have a lead problem — they have a speed problem. Every contractor on our system gets their own CRM sub-account: a new lead triggers an instant alert, a call task at 5 minutes, estimate-visit reminders your customer confirms by text, and follow-up sequences that keep working the lead while you're on a roof. Every conversation is recorded in one place, so no job ever dies in a voicemail again.

Your own CRM sub-account, cloned from our master template

Instant lead alerts + a 5-minute call task on every new lead

Visit reminders 24h and 3h before, confirmed by text reply

Follow-up sequences for estimates that went quiet

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