OUR SERVICES
Lead Tracking & CRM
Lead and sales tracking for remodelers, with a renovation pipeline, assigned tasks, and desktop and mobile access.
Built for renovation businesses.
A new inquiry, a site visit, an estimate, and a signed project should be part of one connected record. We configure your CRM and pipeline around the stages your renovation team actually uses.
What we work on
- A pipeline for inquiries, consultations, estimates, and sales
- Lead source information and assigned ownership
- Follow-up tasks, reminders, and stage updates
- Desktop and mobile access through your Our System setup
See which estimates need a conversation.
Keep the next action beside the opportunity. Your team can review open estimates, overdue tasks, and leads waiting for an appointment without searching across inboxes and spreadsheets. We agree on who updates each stage and which information matters.
EXAMPLE APPLICATION
Follow a kitchen project through the sales process.
A form inquiry is assigned to a team member, becomes a booked consultation, and moves into the estimate stage. The next task and eventual sales outcome remain attached to the same record.
What we measure
New inquiries, stage progression, appointments, open estimates, won and lost projects, and recorded sales value.
Connected to your renovation business.
Know who owns an opportunity, where it stands, and what needs to happen next.
We agree on the scope, responsibilities, and measures of progress before work begins. Your service connects with the rest of your marketing and operations through Our System.
START WITH A CLEARER PICTURE
Your marketing is costing you.
Find out where.
Get a review of your online presence and a practical list of what to improve first.