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CRM & Lead ManagementThe CRM that tracks every lead from first call to paid.
Calls, forms, web chat, Facebook, referrals. Lead tracking that pulls all of it into one place, chases the follow-up on its own, and shows you what is actually sitting in the pipeline this week.
Free 15-minute review. No pitch deck. You leave with a map either way.
Where leads actually disappear
Almost nobody loses work at the sale. They lose it in the gap between somebody raising their hand and somebody getting back to them.
Four inboxes, no list
One lead texted, one filled out the form, one came through Facebook, one is a name your brother-in-law gave you. There is no single place that says here is everybody who wants to buy something.
The quote that never got chased
You sent the number. They said they would talk to their spouse. That was three weeks ago and it has not crossed your mind since. That job is not lost, it is just unattended.
Nobody knows what is open
Ask most owners how many quotes are outstanding and the honest answer is a guess. You cannot forecast a month you cannot see.
What the system does for you
This is the part that runs whether you remember it or not.
- Every lead lands in one placePhone calls, website forms, web chat, Facebook and Instagram messages, Google Business Profile messages, and the ones you type in yourself. One list, one record per person, no matter how they found you.
- First reply goes out in secondsA new lead gets a text back before they have closed the tab. If it came from a call you could not take, the missed call text back handles it automatically.
- Follow-up that keeps going without youQuote sent and nothing back? The system checks in on day two, day five, day twelve. It stops the second they reply or book. You are not the one remembering to chase.
- A pipeline that matches how you workNew lead, contacted, quoted, scheduled, done, paid. Your stages, named the way your shop already talks about them. Drag a card and the right follow-up starts or stops.
- The whole history on one screenEvery text, call recording, email, quote and appointment for that customer, in order, on their record. Anybody who picks up the file knows where things stand in about ten seconds.
- Numbers you can actually act onWhere leads came from, how many turned into booked jobs, what is sitting open right now, and how long the average job takes to close. Not a dashboard nobody opens.
Three steps, no mystery.
We map how work moves now
Where leads come in, who touches them, where they stall, and what you already do by hand. We build to the way your shop runs instead of handing you somebody else’s process.
We build it and test with a dummy job
Pipeline, follow-up, templates, notifications. We run a fake customer all the way through before a single real lead touches it, so nothing embarrassing goes out to your list.
It runs and we keep tuning
Leads come in, follow-up fires, jobs move across the board. We watch what stalls and adjust. You get a one-page doc for every automation the day it ships.
One lead, start to finish.
Gold means the system does it. Blue means you do it. There are only two blue ones.
Every door a lead can come through
However they reached you, it creates a single contact with the source stamped on it. No more digging through four inboxes to find out who wants something.
A text back before they have closed the tab. If the call rang out instead, missed call text back covers it without you touching the phone.
The part software cannot do. When the quote is out, you drag the card to Quoted, and that single move is what starts everything below.
Day two, day five, day twelve. Short messages in your voice from your number. It stops the second they reply or book.
Confirmations and reminders go out ahead of the appointment so it actually holds, and the card moves across the board as the job progresses.
Every customer gets asked, with no survey in front of it deciding who is happy enough. The whole history stays on their record for the next time they call.
Anywhere in that chain, a reply stops the automation and hands the conversation to you. Nobody gets chased after they have already said yes, and nothing quietly falls off the list because Thursday got busy.
What a week looks like once it is running
Monday morning. Fourteen leads came in over the weekend across four different places. Before any of this, that is fourteen things to dig for and at least two you never find.
Now they are all sitting in one column called New. Every one of them already got a text back inside a minute of coming in, so the seven who were shopping around have already heard from you first. Four of them replied over the weekend. Two booked themselves into a slot without you touching your phone.
You work the column. A few calls, a few quotes go out. The ones you quoted move to Quoted, and that move is what starts the follow-up. Day two they get a short text asking if they had questions. Day five, another. Day twelve, a last one. If they answer at any point, the sequence stops and you take over the conversation. Nobody gets chased after they have already said yes, and nobody quietly falls off the list because Thursday got busy.
Friday you look at the board. You can see what is open, what is worth, and what has not been touched in a week. That last column is the one that pays for the whole thing.
Where this sits next to your phone
The CRM is the record. It is not the thing that answers.
Two systems feed it. The AI receptionist picks up the calls you cannot take, qualifies the caller, books them, and drops the whole conversation onto their record. Missed call text back covers the simpler case: the call rings out, and a text goes to that number before the caller has finished pulling up the next search result.
Both of those end in the same place, which is the point. A lead that came from a Tuesday night phone call and a lead that filled out your contact form on a Sunday look identical in the pipeline. Same stages, same follow-up, same reporting. You are not keeping score in two systems that disagree with each other.
Why we build it in one platform
We have made this mistake so you do not have to. It is tempting to bolt a separate automation tool onto a CRM to get one clever behavior, and then you have two systems that both think they own the follow-up. What you get is a customer receiving the same text twice, on a live account, in front of their friends.
So the rule here is boring on purpose. If the platform can do it natively, it does it natively. We only reach outside when there is genuinely no other way, and when we do, that piece gets documented with its trigger, its steps, how it fails, and where to look when it breaks.
What it will not do
It will not sell for you. If your quotes are slow or your pricing is off, faster follow-up on a weak quote just gets you a faster no.
It will not fix a lead problem either. If four people a month contact you, a CRM will track four people a month very neatly. Volume is a different pillar and we would rather tell you that on the call than after you have paid for the wrong thing.
And it does not run itself forever. Somebody still has to look at the board. What changes is that looking at the board takes four minutes instead of an afternoon of digging through your phone.
From a system running right now.
Hooper’s Tire Outlet, Rochester and Syracuse. Pulled from their own records, not projections.
Source: the shop’s CRM and invoicing records. 359 paid of 399 issued is 89.97%, rounded to 90%. Web chat leads counted from the site chat widget on the same account. See the full breakdown.
Real shops running this right now.
What owners ask first.
I already have a CRM. Do I have to switch?
Will my customers know it is automated?
What happens to the customers already in my phone and spreadsheets?
How much of this does my team have to learn?
Does it replace my invoicing or job costing software?
How long does setup take?
Find out what is sitting in your pipeline.
On a fifteen minute call we will walk one job from first contact to paid and mark every spot it can fall through. You keep the map whether you hire us or not.
Or call (585) 299-5148 and ask for Zack.
North & Nova Co. · Rochester, NY · (585) 299-5148
Sold → Done → Paid
