Leads that never got called. Estimates that never got booked. Cancellations nobody rebooked. They are all sitting in your CRM — this is the screen that puts them in front of someone.
Leads, unconverted estimates, cancellations and urgent callbacks are pulled from your CRM automatically.
Call, text or email from the row. Every touch is logged with the date, and the item moves to Contacted on its own.
Follow-up sequences keep each one in front of you until it is won, lost or dismissed.
Four kinds of lost work, one prioritised list, with the dollar value attached.
The number and the template are already there; the contact is logged as you tap.
The mobile face: who to contact today, in order, with done and snooze.
Every call and message recorded automatically, so the history survives the person.
Each item carries what it is worth and how likely it is to close, so the day starts with the best one.
Close the loop with a reason, and the list stays honest.
They let you in the door, watched you work, and took a number. That is the warmest list in the business, and in most shops it lives nowhere. Here it is a worklist with a value on every row.
Set a cadence once and the system tells you who is due. Text or email from the row with a template that already knows the customer’s name and job.
Every call, text and email writes a dated note on the item as you make it. When someone asks “did we ever follow up with them?” there is an answer, not a shrug.
The estimate was done. The drive was made. This is the cheapest revenue you have.
A due date on every item, and a list that tells you what is due.
Dated contact notes, written as you work, not from memory.
Business Development is included with Enterprise, or add it to Starter or Pro.