• CRM/Pipeline Management

Organize every lead, job, and conversation in one place — no more spreadsheets or sticky notes.

• Included Features:

  • Visual drag-and-drop sales pipeline

  • Automated status updates (e.g., Lead → Quote Sent → Job Scheduled)

  • Notes and call history for every customer

  • Task reminders and internal team assignments

  • Built-in texting, email, and call from one screen

    Track every deal from inquiry to completion — and make sure no lead slips through the cracks.

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  • Analytics Reporting

    Know exactly where your leads come from and how your business is performing — no guesswork.

  Included Metrics:

  • Call volume and response rate

  • Form submissions and appointment bookings

  • Conversion rates by lead source

  • Campaign performance reports

  • Revenue tracking and lead value over time

  This data helps you make better decisions, cut wasted ad spend, and double down on what works.