CRM
CRM and lead follow-up
Most lost jobs are not lost to a competitor — they are lost to silence. A light CRM with automatic follow-up recovers revenue you already earned the right to.
The problem
What this fixes
- 01Leads live in text messages, voicemail, and a notebook.
- 02Open quotes are never chased a second time.
- 03No history when a customer calls back six months later.
- 04You cannot tell which marketing produced paying work.
Included
What you get
One pipeline
New, quoted, scheduled, completed — visible at a glance.
Automatic follow-up
Reminders on quotes at day 2, day 7, and day 30 (or whatever fits).
Customer history
Every job, message, and invoice on one record.
Source tracking
See which page or channel produced each lead.
Simple reporting
Close rate and revenue by source.
Process
How it runs
- 01
Import
Existing customers and open quotes are loaded in.
- 02
Configure
Stages and follow-up cadence set to your sales process.
- 03
Launch
Team training on one screen, not twelve.
- 04
Improve
Cadence tuned by what closes.
Questions
Straight answers
- Do I have to leave my current tools?
- No. If a tool works, we connect it rather than replace it.
- Is it hard for my crew to use?
- It is built to be one screen with a short list. If it needs a manual, it is wrong.
Want this running in weeks?
Book a short call. We will map your current process and tell you honestly whether this is worth building.