Add-ons · CRM
Every lead in one place.
A simple CRM for a small business. Every message from your website lands on one list, with the whole history of each customer and a reminder when it’s time to follow up.
What it does
Leads land on their own.
Every message from your website form goes straight onto your list, with the name, the number and what they asked. Nothing sits in a forgotten inbox.
One timeline per customer.
Forms, calls you log, texts, emails and your own notes, in order, on one page. Whoever picks up the phone can see where things stand.
Follow-up reminders.
Pick a day to call someone back. On that day they’re at the top of your list, so a quote doesn’t go quiet just because the week got busy.
Simple stages.
New, quoted, booked, done. Move a customer along as the job goes and see at a glance who needs a call.
Works on your phone.
It’s a web page, so there’s nothing to install. Open it on your phone in the truck or on the computer in the office.
With our website or yours.
It’s built in to the websites we make, and it works with the one you already have: we connect your current contact form to it. Add text messaging or email automation and those land on the same timeline.
Price: ask us.
A monthly add-on to Basic or Plus, or to the website you already have. Tell us what you need and we’ll give you the price before anything is set up.
The other tools.
Text messaging
Missed-call text-back, appointment reminders, review requests and two-way texting.
Monthly add-on · ask us for the price
Email automation
Welcome and follow-up emails, reminders, and a simple newsletter.
Monthly add-on · ask us for the price
Already have a website you like? Keep it and add our tools.
Want the CRM?
Tell us about your business and how leads reach you today. We reply within 2 business days.