Your lead list
Turn the sheet you already use into an organized pipeline. A duplicate phone or address becomes a task, so the office does not work the same house twice.
Features
Capture more. Book more. Keep the field in the loop.
The point is a scheduled visit, not another list of tools. The details are further down for buyers who want them.
Capture more opportunities
The property
See the house before you send a salesperson. Street view, a map, roof size, and property details can sit on the lead.
Book more appointments
AI-assisted outreach
Work through eligible lead lists while your team handles live conversations. Calls and texts go out from your numbers. Do-not-call and blocked numbers are skipped. That is a safeguard, not a promise that every call is compliant.
A real person when it matters
Connect an interested homeowner with a salesperson. The AI does not have to finish the conversation alone.
Confirmation before the drive
Text the visit time and ask for a yes, so there is less uncertainty before the rep leaves for the appointment.
Keep the office and the field connected
Crew WhatsApp
Get the appointment, and a call recording when you want it, to the crew group without another phone call. WhatsApp is not a customer inbox. Homeowners are texted by SMS.
Reports and roles
See where leads come from and who is confirming appointments. Admin, supervisor, dispatcher, and sales only see the parts of the CRM their role allows.
Built around your workflow
Custom development
Need a process that standard CRM software does not support? Ask about custom development. Scope, price, and timing are quoted. It is not included in the monthly plan, and there is no unlimited build.
Same lead file
When a custom step is built, it lands on the same house file as the dialer, the confirmation, and the crew handoff.
The details
Sheet import
A Google Sheet of names, phones, and addresses can file leads on its own.
Lead list
Search by name, phone, city, or email. Filter by status, source, rep, score, and whether the job sold.
Recordings
Call recordings stay on the lead, including calls that came through the office phone system.
Sold jobs
A sale amount and date mark the lead sold, so reports can separate booked work from open leads.
Duplicate tasks
When a new row matches a lead already on file, the office gets a task to replace it or drop it.
Templates and numbers
SMS templates, the outbound number pool, and do-not-call and blocked lists live in settings.