Every lead in one place, moving on its own
A simple contractor pipeline that tracks every lead from first call to booked job, with automated follow-up that runs on its own so nothing stalls and you always know what to close next.
Stop running your business on sticky notes
Most contractors track leads in their head, a notebook, or a pile of text threads. It works until you have a few jobs going at once, and then leads slip through the cracks. You forget to follow up, you lose track of who said what, and a hot lead goes cold because nobody called them back.
A CRM and pipeline fixes that. Every lead, call, text, and message lands in one place and moves through a simple pipeline you can see at a glance. Automated follow-up runs on its own, so leads keep moving even when you are on the roof, and you always know exactly what to close next.
Who this is for
- Contractors who track leads in their head or a notebook
- Trades juggling several jobs and losing track of follow-ups
- Solo operators who miss calls and forget to call back
- Businesses that want to know where every lead stands
- Anyone tired of leads going cold with no follow-up
Where leads get lost
Leads do not usually die because the work is not there. They die because no one follows up. Here is what happens when you track leads in your head.
Leads slip through the cracks
A call comes in, you tell yourself you will call back, and then you get busy on a job. By the time you remember, the lead booked someone else.
No follow-up after the first contact
Most leads are not ready to book on the first call. With no follow-up sequence, the ones who needed a nudge never get it and quietly go cold.
No idea where anything stands
When a lead asks where they are in the process, you have to dig through texts and memory to figure out what you told them and what comes next.
Messages scattered everywhere
One lead texted, one emailed, one messaged on Instagram. With no central record, you piece the story together from five different apps.
Repeat customers are forgotten
Past customers who would hire you again never hear from you, because they are not in any system that reminds you to reach back out.
You cannot see what to close next
At the end of the day, you have no clear list of who to follow up with tomorrow, so the easiest wins sit untouched.
Your whole pipeline on one screen
Every lead, from every channel, lands in one pipeline and moves through clear stages. You see exactly where each job stands and what needs your attention next, without a spreadsheet.
New
2Roof inspection
Website form
HVAC tune-up
Missed-call text
Contacted
2Kitchen remodel
Google chat
Drain cleaning
Instagram DM
Booked
1Pressure wash
Referral campaign
Follow-up that runs itself
When a lead comes in, the system starts a follow-up sequence of texts and emails on its own. If they do not reply the first time, they get another nudge a day or two later, so a lead that needed a reminder still gets a chance to book instead of going cold.
What you get
Your CRM and pipeline are not a separate tool to learn. They live in the same system as your inbox, phone, and campaigns, so a lead moves from first contact to booked job without ever leaving the platform.
One pipeline for every lead
Every lead, call, text, and message lands in one pipeline, so you see the whole picture in one place instead of scattered across apps.
Automated follow-up sequences
The system follows up with leads on its own over several days, so a lead that did not reply the first time still gets a chance to book.
Know what to close next
A clear view of where every lead stands tells you exactly who to call back today, so the easiest wins do not sit untouched.
Every channel in one record
Texts, emails, social messages, and form submissions all attach to the same lead, so you have the full story in one thread.
Past customers stay in the loop
Past customers live in the same system, so your reactivation and referral campaigns can reach them any time you want more work.
Built for contractors, not corporations
A simple pipeline built for the way trades actually work, not a complicated corporate CRM you have to learn before you can use it.
How we get it running
A clear, three-step setup. We build your pipeline, turn on the follow-up, and make sure every lead flows in from every channel.
Build
We set up your pipeline with the stages that match how you actually sell, so every lead lands in the right place from the start.
Automate
We turn on the follow-up sequences that text and email leads on their own, so nothing stalls while you are on a job.
Connect
We connect every channel, calls, texts, forms, and messages, so the full story of each lead lives in one record.
What to expect
The CRM and pipeline automation are included in the one simple plan at $297 a month. No setup fee, no contract. You are billed monthly in advance and can cancel anytime, effective at the end of your billing cycle. We set up your pipeline and follow-up, but no one can guarantee a specific number of leads or booked jobs.
Coverage
Every city in the Atlanta metro
Price
$297 / month, no setup fee
Commitment
Month-to-month, cancel anytime
Your pipeline works with the full system
Your CRM and pipeline do not work alone. Every lead, call, text, and campaign feeds into the same pipeline, so a lead moves from first contact to booked job in one place. Here is what comes with it.
Contractor Website Design
Mobile-friendly websites built to capture leads, not just look pretty. Live in 1 to 2 weeks.
Learn moreLocal SEO
Show up when Atlanta homeowners search for your trade. Local Google visibility that brings real calls.
Learn moreGoogle Business Profile Optimization
Your Google Business Profile is your digital storefront. We set it up to turn searches into calls.
Learn more5-Star Review Funnel & Reputation Management
Automated review requests that turn happy customers into 5-star Google reviews on autopilot.
Learn moreMissed Call Text Back
Every missed call gets an instant text reply, so a missed lead stays a lead instead of a lost job.
Learn moreAutomated Lead Follow-Up
Speed-to-lead automation that texts and emails new leads in seconds, before they go cold.
Learn moreCRM and pipeline questions
Straight answers about the CRM and pipeline automation.
See every lead, close more jobs
Book a strategy call and we will show you exactly how the CRM and pipeline fit into the one simple system. No setup fee, no contract. One plan at $297 a month.