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What it handles

Every lead, accounted for. So nothing depends on somebody's memory.

A business owner at a desk beside a laptop showing one lead from first call to follow-up
Every lead has a name beside it.Who has each lead, what was said and what happens next, in one place.

Off your plate, every day

  1. Leads in five inboxes and a notebook

    NowEvery lead lands in one list, wherever it came from.

  2. Two people calling the same customer

    NowEach lead has one owner, and everyone can see who.

  3. Follow-ups that rely on memory

    NowToday's calls are listed for each person, and a lead can't be dropped before its tries are done.

  4. Guessing which ads bring jobs

    NowEvery lead keeps its source, so the report shows what each one brought in.

Inside the system

What your team works in. Open a screen to see what it does.

Your companyLead system

OWThe ownerSees every lead

Every lead in one list

Each lead shows where it came from, the one person who owns it, its stage and when it is touched next.

One lead, start to finish

Every form, call, email and note lands on the lead's own timeline, so anyone can pick it up where it was left.

Each rep's day, in order

A rep sees only their own leads, with today's calls, quotes and visits in time order, and the late ones first in line.

How the week went

Leads and jobs won by source and by person, this week against last, so you can see what is worth paying for.

Example screens. Every name and number on them is made up.

Try the demoMade-up leads. Click anything; nothing is saved or sent.

Other services

One team builds all four, so they work together.

Your website, your AI assistant, your lead system and your automations are planned by the same people, so a lead never falls in the gap between them.

  • The build has a fixed price, in writing, agreed after a free 30-minute call, so you know the full amount before you commit. There is no hourly billing and no fee per user. Running it costs only the server it runs on, paid straight to the provider on your own account, and we estimate that in the plan too.

  • Often that is the right answer, and we will say so on the free call. A system of your own makes sense when you pay per seat for features nobody uses, when your way of selling doesn't fit the boxes, or when you want your leads on your own server. We can also connect to HubSpot instead of replacing it.

  • Yes. Spreadsheets, exports from your current CRM and lists from apps like Angi are brought in, with the same customer matched to one lead instead of copied twice. You check a preview before anything is kept.

  • Yes. That rule is built into the system itself, not just hidden on screen. A salesperson sees the leads given to them; a manager or the owner sees everyone's, and decides who gets what.

  • It cannot quietly disappear. Each lead gets the number of tries you agree on, a missed call books the next one, and a lead left too long shows at the top of the manager's list.

  • Yes, that is the point of it. Leads from your website forms, your AI chatbot or voice agent, your ads and apps like Angi and Thumbtack arrive with their details and the conversation so far, and automations can follow up from inside it. See AI chatbots and voice agents

  • Yes. It runs in the browser on any phone, tablet or computer, so a salesperson can log a call from the truck. There is nothing to install.

  • You do. It runs on your own server or account, in your name, with the code and logins handed over. You can take every lead out at any time.

  • Yes. We run our own lead management system every day: leads come in, are handed to a sales team, and every call and email is tracked in it. On this page you can also click through one yourself, with made-up leads.

  • The core (leads coming in, handed out and followed up) usually takes about 15 days. You click through a working copy within 7 days, and the reports and extras are added after. You get a firm timeline in the written plan, before you commit.