Lead Automation Software

What can our lead automation software and CRM do for you?

• Create Estimates and Invoices Automatically: Generate professional estimates and invoices on the fly and send them out automatically, saving time and getting you paid faster.
• Send Review Requests on Autopilot: Enhance your reputation by automatically requesting reviews from satisfied customers, helping you build trust and attract more clients.
• Team and Sales Management: Easily add your team members with their own pipelines, calendars, and reporting tools to keep everyone organized and focused on growth.

Features that our system apart

• AI Chat Bot: Engage potential clients around the clock with an AI-powered chat bot that answers questions, books appointments, and captures valuable leads.
• Reputation Management and Review Requests: Stay on top of your online reputation by monitoring reviews and sending automated review requests to your clients, helping your business shine online.
• CRM and Pipeline Management: Seamlessly manage leads and customers with a fully integrated CRM system and customizable sales pipelines that keep your projects moving forward.
• Automated Marketing Campaigns: Keep your business top-of-mind with automated email, SMS, and social media campaigns, ensuring consistent engagement and a steady flow of new jobs.
• Appointment Scheduling: Simplify scheduling with a built-in calendar system that syncs with your CRM and sends automated reminders to reduce no-shows and save time.
• Lead Management and Tracking: Capture every lead from multiple channels and track them through your sales funnel to ensure no opportunity is missed.
• Reporting and Analytics: Access detailed reports and analytics to gain insights into your business performance, enabling data-driven decisions that fuel growth.
• Streamlined Sales Process: From lead capture to deal closure, manage and optimize your entire sales process to convert more leads into loyal clients and increase revenue.