Included in every plan.
Every call, text, and form fill creates a contact in your CRM with the whole conversation attached. Open the contact to call, text, email, add notes, book an appointment, and move the lead through your pipeline until it is won or lost.
Find new leads in Contacts. Newest leads show at the top.
Open the contact. You see every call, text, email, and form fill in one timeline.
Use the call and message buttons on the contact, or reply in Conversations. Always use your business number, not your personal cell, so the conversation is saved.
Add a note after every conversation: what they need, budget, timing.
Book the appointment from the contact so it lands on your calendar and they get a confirmation.
Move the lead to the next stage in your pipeline. We set up your stages with you during onboarding, for example New, Contacted, Appointment set, Quoted, Won, Lost.
Set a follow up task if they are not ready, so you get reminded.
Our team handles setup and changes for every plan. Call (661) 387-3960, 8 AM to 5 PM Pacific. We usually respond the same day.
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