Nobody gets lost in a text thread again.
How one lead moves across the board
1/4 The reminder
A new lead gets a reminder. It stays up until someone calls back.
2/4 Called back
Someone calls her back. Only then does it clear.
3/4 The board
New. Quoted. Booked. Done. You see where every job stands.
4/4 Everyone
Everyone works off the same board. In the office or on your phone.
Every enquiry lands in one place, with a reminder until someone calls back.
What you get
Every lead in one place
Calls, forms, texts and Facebook messages all land on the same list.
Pipeline stages
See who is new, quoted, booked or done at a glance.
Follow-up reminders
A reminder stays up until someone actually calls back.
History on the contact
Calls, texts and notes saved on each customer’s page.
Website leads land on their own
A form filled in on your site shows up without anyone retyping it.
Works on your phone
Check and update leads from the truck or the job site.
FAQs
Do I have to replace what I already use?
No. We start from your spreadsheet, inbox or notepad and bring it across.
Is it hard for staff who aren't technical?
It’s simpler than typing the same customer into three places. One entry, one time.
What happens to my existing customer list?
We move it in for you, so you keep the history.
Between the call and the next stop is where a name goes missing.