Client CRM
Every lead and customer in one place, including website chats.
Leads come at you from six directions — the phone, the website, Facebook, a text, a yard sign, a referral. Held in your head or a notebook, some of them quietly go cold.
What actually happens
-
01
Everything lands in one place
Calls, texts, website chats, form fills, and social messages all arrive in a single inbox instead of five apps.
-
02
Every person gets a record
Who they are, what they asked for, and every conversation you have had with them. Nothing important lives only in your head.
-
03
You can see the pipeline
New lead, estimate sent, won, lost. One board that tells you where every job stands.
What you actually get
Set up for you and included in the Foundation plan at $297/mo. Not an add-on.
- One database for every lead and customer
- Full history and notes on every person
- A pipeline board from new lead to closed
- One inbox for calls, texts, web chat, and social
- A "text us" chat box built into your website
- Works the same on your phone and your computer
Common questions
Do I have to learn new software?
We set it up and walk you through it. Most of what you need day to day runs from your phone.
What about the customers I already have?
Bring them. We help you get your existing list in during onboarding.
All of this works together
- Foundation Website A clean site built around the right calls-to-action.
- Brand Guide One look for everything — your truck, your signs, your ads.
- Reputation Engine Helps you earn more reviews, without chasing anybody down.
- Never Miss a Lead Missed calls get an instant text back, automatically.
- Automatic Follow-Up Follow-up goes out on its own, even when you are on the job.
- Instant Promotions Send an offer to your whole list in one click.
- Referral Rewards Makes it easy for happy customers to refer you.
- Get Found Everywhere Puts you on the sites your customers already search.
- Project Spotlight Turns last month's job into fresh local content.
- Local SEO Puts you on the map for local searches.
- Business Phone Number A real business number, so your cell number stays yours.
Want Client CRM working for you?
Book a call and we will walk you through it, or start on Foundation today.
The GoHighLevel quote form drops in here.
Lead source: construction
In the meantime: hello@constructionmarketingteam.com