CRM AUTOMATION
Every lead. Every channel. Every follow-up.
One pipeline. Automated routing, nurturing, and review requests. Built on top of your existing CRM or ours. No lead slips through. No follow-up forgotten.
PROBLEM / SOLUTION
Where it hurts — and how we fix it.
Problem
Leads leak everywhere
Form, phone, chat, text, Facebook, Google. Nothing connects. Most leads never get followed up — they fall into the gap between tools and silence.
42%
Lost rate
No follow-up cadence
One call, then silence. Research shows 50% of closes happen after the 5th touch. Almost nobody does it. The business that follows up 7 times wins.
1.2
Avg. touches
Zero attribution
You're spending on Google, Facebook, maybe SEO — and you have no idea which one is actually booking jobs. You can't scale what you can't measure.
0
Source clarity
Solution
Unified inbox
Every channel — form, phone, chat, Facebook, Google — flows into one pipeline. Lead source tagged, owner assigned, response timer running.
100%
Tracked
Automated cadences
SMS + email sequences trigger within seconds of lead capture. 7+ touch sequences run automatically. Nothing falls through — ever.
7.4
Avg. touches
Revenue-grade attribution
Every dollar traced back to channel, campaign, and conversation. Know your CAC, LTV, and ROI per source with enough precision to scale.
$/src
Full attribution
FEATURES
What's in the system.
Instant lead routing
Round-robin, service-area, or skill-based routing. Alerts in Slack + SMS within 30 seconds of lead capture.
SMS + email drip
Pre-built 7-touch sequences for new leads, quote follow-ups, and 90-day reactivation. Fully customizable.
Review automation
Auto-request Google and Facebook reviews 2 hours after job completion. More 5-star reviews, zero manual effort.
Pipeline visibility
Kanban dashboard with stage aging, conversion rates per stage, and velocity warnings before deals go cold.
Revenue attribution
Dollar-level tracking per channel, campaign, service type, technician, and ZIP code. No more guessing.
Integrations
HCP, ServiceTitan, Jobber, Zapier, Google Workspace, HubSpot — we connect to your existing stack or set up a new one.
OUTCOME
The result.
Follow-up rate
0%
+230%Automated cadence
Review volume
+0%
90dGoogle + FB
Close rate
0%
+2.1×Lead → job
Ready when you are
Stop losing revenue to missed calls.
30-day install. Revenue dashboard included. No retainers.