Marketing Automation & CRM
Stop losing leads to slow follow-ups. Our automation systems respond instantly and follow up automatically — so you never miss a job.
The Fastest Response Wins the Job
Studies show that businesses that respond to leads within 5 minutes are 21x more likely to convert them into customers. But when you're on a roof, under a sink, or driving to a job site, responding in 5 minutes isn't realistic.
That's where marketing automation comes in. Our systems respond to new leads instantly — with a professional text or email — while you focus on the work. Then they follow up automatically if the lead doesn't respond. No lead falls through the cracks. No opportunity is wasted.
Combined with a built-in CRM that stores every lead, conversation, and interaction in one place, you have a complete system for managing your customer pipeline — from first contact to completed job to review request.
Automation Features
⚡ Instant Lead Response
New leads receive an instant text and/or email acknowledging their inquiry. This buys you time to respond personally while ensuring the customer knows you received their message.
🔄 Automated Follow-Ups
If a lead doesn't respond to the initial message, our system sends follow-up texts and emails on a schedule you approve. Most leads need 3–5 touchpoints before they convert.
📅 Appointment Booking
Customers can book appointments directly through your booking link — 24/7. Automated reminders reduce no-shows and keep your schedule full.
⭐ Review Request Campaigns
After a job is completed, automated review requests go out to your customers. One-click review links make it easy for happy customers to leave a 5-star review.
📱 Missed Call Text-Back
When you miss a call, an automatic text is sent to the caller: "Sorry we missed your call! How can we help?" This captures leads that would otherwise be lost.
📊 Pipeline & Reporting
See all your leads organized by stage — new, contacted, quoted, booked, completed. Monthly reports show lead volume, response times, and conversion rates.
Why Automation Matters
21x
More likely to convert with 5-min response
3–5
Touchpoints needed to convert most leads
24/7
Lead capture and response
CRM & automation included in every package
Starting at $349/month. No long-term contracts. Cancel anytime.
Frequently Asked Questions
What is a CRM and why do I need one?
A CRM (Customer Relationship Management) system stores all your leads, contacts, and conversations in one place. Instead of juggling phone calls, texts, emails, and sticky notes, everything is organized and accessible. You can see every interaction with every customer, follow up at the right time, and never lose a lead.
Do I need to learn how to use the CRM?
We set up and configure everything for you. The CRM is intuitive and easy to use, but you don't have to manage it yourself — our automations handle the heavy lifting. You'll have access to view leads and conversations whenever you want, but we manage the system day-to-day.
What kind of automations do you set up?
We configure automated responses to new leads (instant text/email), follow-up sequences for leads that don't respond, review request campaigns after completed jobs, appointment reminders, and missed call text-backs. Every automation is customized for your business.
🎯 Who This Is For
Contractors, roofers, HVAC companies, plumbers, electricians, painters, landscapers, home service businesses, and local professionals who want more leads, better visibility, and a marketing partner they can trust.
Ready to Grow Your Business?
Talk to us today. We speak English & Spanish.
