LM·01Lead Management
Lead Management App
Takes every lead from the first call to a confirmed, dispatched appointment and a recorded result, with reports on salespeople and lead sources.
Schedule a 30-minute Zoom demo · or call Kevin (714) 686-9913
LM·01 Lead Management. From the first call to a recorded result.
The lead lifecycle in three stages: create and confirm, dispatch, then report and follow up.
New leads, today's and tomorrow's appointments color-coded by status, and a row of one-click reports.Company, branch, customer, phone and the address on a map, all on the lead card.Property type, years owned, how long they've been considering the project, other estimates and the time frame.Missing results in red, leads on hold and 2nd or 3rd appointments in orange, and tomorrow's appointments on a map.Day, week or month view of every appointment, color-coded by status.Lead source, status, appointment, sales rep, dispatcher notes, lead sent, confirmation call done and the text message status.Pick a ready-made text or write your own, and see every message sent and received with its delivery status.
What’s included
No lead gets forgotten. Dispatchers confirm and assign appointments, sales reps get the lead by text and email, and Missing Results flags every appointment that still needs an outcome.
- Lead intake with qualifying questions
- Appointment scheduling and confirmation calls
- Dispatch to sales reps by text and email
- Results: sale, pitch no sale (PNS), on hold
- Missing Results, follow-up and on-hold lists
- Salesperson and lead source performance reports
- Texts and emails to homeowners from your own company number
- Google Calendar connection, set up for you
- Salesperson access when you need it
Better Communication. Stronger Customer Relationships. Less Manual Work.
Text homeowners and sales reps from a dedicated phone number we assign to your company, right from the lead card.
- 01Automated texts. Appointment reminders so no one misses a meeting.
- 02Quick-select replies. Ready-made templates for smooth, fast answers.
- 03Personal messages. Write your own text anytime to stay in touch.
- 04Email too. Lead details go to the sales rep by text and email.
$0.06 per text · 160 characters
No hidden fees, no monthly retainer, no minimum use. Available on select CRM versions; ask Nicole to confirm yours.
Your company number
Hi John, your meeting on Tue is set! Tap to confirm or reschedule.Automated reminder
Confirmed, see you Tuesday.
Hey Jane, great meeting you! Looking forward to working together.Personal message
Watch Lead Management
Full demos and step-by-step tutorials. Every video for every product is in Demos & Tutorials.
Demos
Tutorials
How it connects
Shares the same data with Production, both ways.
I Am AI Solution reads its lead and dispatch statistics.
See the ecosystemSee it live
A 30-minute Zoom with Kevin, on your questions and your numbers.
Book a Lead Management walkthrough