Every lead captured, every customer's history in one place, and follow-up sequences that keep the conversation alive while you're out doing the work.
Set up in under 3 minutes — right from your phone.
Leads
D. Whitfield
Sequence · day 3 of 7Commercial lots inquiry
Maria Johnson
Quote sentWeekly mowing request
The Nguyens
NewHedge trimming request
Every lead followed up — none forgotten in a text thread
Leads come in, follow-ups go out, jobs get booked.
New lead
LeadD. Whitfield · "Do you do commercial lots?"
via your website · Sun 9:04 PM
Booking-page requests and website inquiries land in your Leads tab automatically — with name, contact info, and what they asked for.
New lead follow-up
Pick a follow-up sequence you built once — a thanks right away, a check-in later, a task for you after that — and it runs on its own.
D. Whitfield
Customer💬 Inquired via website · Jul 6
📧 Sequence: 2 emails, 1 call task · Jul 6–13
📄 Quote #Q-121 approved · Jul 14
They say yes, you convert them with one tap — and their whole history rides along: the inquiry, the messages, the quote, the job.
Gate codes, the dog's name, "always call before arriving," what you charged in 2024 — every customer's profile holds their notes, quotes, invoices, bookings, payments, and messages in one timeline. When they call after two years, you sound like you never forgot them.
Saved templates make the outreach fast, too — your best "checking in on that quote" message, written once, personalized automatically with their name and details.
Maria Johnson
Customer since 2024 · Oak St
Yes — leads, customer notes and history, saved templates, and follow-up sequences are all included free today.
Anyone who's reached out but isn't a paying customer yet — a booking-page request, a website inquiry, or someone you add after a phone call. Leads live in their own tab so your customer list stays clean, and converting a lead to a customer is one tap.
A series of touches that runs on a schedule you design — for example: a welcome email right away, a check-in a few days later, and a reminder task for you the week after. Enroll a lead once and the sequence keeps the conversation alive without you remembering anything.
Yes. Write your best 'thanks for reaching out' or 'checking in on that quote' once, save it as a template, and reuse it everywhere — including inside sequences. Templates fill in the customer's name and details automatically.
Yes. Sequence steps can create tasks on your Follow-ups list — 'call the Hendersons about the spring cleanup' shows up on the right day, assigned to you or a team member.
On their profile: every quote, invoice, booking, payment, message, and note in one timeline. When they call two years later, you know exactly who they are and what you did.
Leads, history, templates, and sequences that never forget — free.
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