05 · CRM & Lead Automation

Construction CRM & Lead Automation

Never lose a good construction lead because someone forgot to follow up. We automate what happens after the phone rings.

What we build

What our CRM & Leads service includes

We set up or build a construction CRM, then automate lead intake, qualification, follow-up and scheduling so your sales team spends time selling, not chasing.

Example: A homeowner calls after hours
  • Missed-call text
  • AI qualifies
  • Books estimate
  • Rep assigned
  • Follow-up runs

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Construction CRM dashboard with pipeline, projects and billing

What we automate

  • Lead capture from web, phone, ads and referrals
  • AI receptionist and website chat agents
  • Missed-call text-back
  • Lead qualification, scoring and assignment
  • SMS and email follow-up sequences
  • Estimate appointment scheduling
  • Proposal tracking, quote reminders and lost-lead reactivation
  • Sales pipelines and dashboards

Ideal for: Roofing, remodeling, home building, specialty trades and any contractor running sales through phones and spreadsheets.

Who it's for

Built for

  • Builders, Remodelers & Roofers
  • Construction Service Companies
  • Subcontractors & Specialty Trades
  • Suppliers & Distributors

Serving construction companies across the United States and Canada from our Atlanta, Georgia headquarters.

How it works

From first call to working system

STEP 1

Free consultation

We learn how your team works today and where time is lost.

STEP 2

Workflow review

We map the process and recommend what to build first.

STEP 3

Prototype

You see a working version early and give feedback.

STEP 4

Build & train

We launch it, connect your tools and train your team.

STEP 5

Improve

We keep improving it as your company grows.

FAQ

CRM & Leads questions

What is missed-call text-back?

When a call goes unanswered, the caller automatically gets a text within seconds, so the lead stays with you instead of calling the next contractor. The conversation and lead details land in your CRM.

Do you build a CRM or set up HubSpot or GoHighLevel?

Either. If an existing CRM fits your process, we set it up and automate it. If your sales process is unique, we build a custom construction CRM around it.

Does this work for suppliers and service companies?

Yes. Suppliers use it for quote requests and follow-up, and service companies use it for call intake, dispatch booking, maintenance reminders and review requests.

Have a process that drives you crazy?

Send it to us. We'll show you what can be automated.

You don't need to know what technology you need. Tell us what isn't working (a spreadsheet, a report, an estimating process, a lead follow-up problem) and we'll help you figure out what to build.

  • A spreadsheet
  • A report
  • An estimating workflow
  • Lead follow-up
  • A repetitive office task
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