Every lead followed up with in seconds — without you touching your phone
Most jobs aren't lost to price. They're lost because somebody else answered first. We build the automations that reply instantly, keep following up for weeks, confirm the appointment, ask for the review, and chase the referral — all running quietly in the background while you're on the tools.
- < 60 sec
- Response time to every new lead
- 24/7
- Follow-up running while you work
- 0
- Leads left sitting in your inbox
Built for the trades, not for software companies
Every workflow on this page was built for businesses that run on booked appointments and service calls. If your customers are homeowners, this is your system.
Don't see your trade? We probably still do it — if you sell to homeowners, the system works the same way.
You drag the card. The system does the rest.
Every lead lives on one board. Moving a card from one stage to the next is the only thing you ever have to do — each move fires the right messages and shuts off the wrong ones.
- 01
New Lead
Just came in — nurture running
- 02
Contacted
You've made contact
- 03
Date Set
Appointment booked
- 04
Closed Won
Job sold
- 05
Closed Lost
Not moving forward
- 06
No Response
Went quiet — parked
What actually happens, step by step
These are the exact sequences we build. Nothing hidden, nothing vague — this is the machine running behind your business.
Instant Lead Response & Nurture
The moment someone fills out a form, calls, or messages you, the whole follow-up sequence fires on its own — so no lead ever sits there getting cold while you're on a job.
See how it works
Appointment Confirmations & Reminders
Drag the card to Date Set and the appointment sequence takes over — confirming the booking, reminding them before you drive out, and shutting off the lead nurture automatically.
See how it works
Review Generation
Reviews are the single biggest driver of map-pack ranking, and the map pack is where local homeowners click to call. This sequence asks for one on every job — automatically, at the moment they're happiest.
See how it works
Referral Generation
Two weeks after the job, once the work has settled in and they've lived with it, the system asks for a referral and puts a real incentive behind it — the warmest leads you'll ever get.
See how it worksThe automations know when to shut up
This is the part most agencies get wrong. Nothing damages trust faster than a customer who just paid you getting a text asking if they're still interested. Every stage you move a card to kills the sequences that no longer apply — automatically.
Moved to Contacted
Stops the new-lead nurture. Once you've made contact, the automated 'haven't heard from you' messages shut off.
Moved to Date Set
Stops the new-lead nurture and hands off to the appointment confirmation and reminder sequence.
Moved to Closed Won
Stops all sales nurture and starts the thank-you, review request, and referral sequence instead.
Moved to Closed Lost
Stops all sales nurture immediately. No follow-up goes out to someone who already said no.
Moved to No Response
Stops nurture and parks the contact, so your pipeline stays clean and your numbers stay honest.
All of it runs in one place
The automations aren't bolted onto five different tools with a monthly bill for each. They run inside your CRM — your pipeline, your inbox, your calendar, your reviews, your numbers. Built, branded, and managed for you.
Visual sales pipeline
Every lead as a card you drag from New Lead to Closed Won. One screen, and you know exactly where every job stands.
One inbox for everything
Texts, emails, Facebook and Instagram messages, and Google messages all land in a single conversation thread per customer.
Calendar & online booking
Let homeowners book straight into your calendar from your site or an ad, with confirmations and reminders sent automatically.
Missed-call text-back
Can't answer because you're on a ladder? An automatic text goes out so the caller doesn't just dial your competitor next.
Reviews on autopilot
Review requests trigger off Closed Won, and every new review lands in one place for you to respond to in a tap.
Full customer history
Every call, text, email, note, and appointment attached to the contact — so anyone on your team can pick up where you left off.
Reporting that means something
Leads, booked appointments, close rate, and cost per job — not impressions and vanity metrics.
Runs from your phone
The whole CRM in a mobile app, so you can move a card to Closed Won from the truck and the review request goes out before you pull away.
Replaces the stack you're paying for now
- Your CRM and contact list
- Your texting and email tool
- Your booking and calendar app
- Your review request software
- Your missed-call handling
- Your reporting spreadsheets
Automations & CRM — FAQ
Do I have to set any of this up myself?
No. We build every workflow, write every message, and connect it to your website, ads, and phone number. You get a CRM that already works on day one — the only thing you do is drag cards across the pipeline.
Will the automated messages sound like a robot?
They shouldn't, and that's the point. We write everything in your voice — the way you'd actually text a homeowner. Leads reply to them like a normal conversation, and those replies come straight to your inbox.
What happens when a lead texts back?
The automation pauses and the conversation lands in your inbox, on your phone, with a notification. Real humans take over the second a real human replies.
Can you customize the timing and the sequences?
Yes. The 24-hour and 7-day follow-ups and the 14-day referral wait are our proven starting points, but every trigger, delay, and message is built around how your business actually sells.
Does this work with the leads I already have?
It does. We can import your existing contact list and run a reactivation campaign against it — for most businesses that's the fastest jobs you'll book all year, because you already paid for those leads.
Do I own my data?
Yes. Your contacts, conversations, and pipeline are yours, and you can export them whenever you want.
Ready to stop losing leads to slow follow-up?
Call or text and we'll walk you through the exact automations and CRM we'd build for your business — no charge, no pressure.