CRM Automation
EVERY LEAD IN ONE PLACE. EVERY STAGE VISIBLE.
A CRM pipeline built for your trade. New Lead, Contacted, Estimate Sent, Job Booked, Closed. Weekly summary every Monday morning. No spreadsheets.
GET YOUR FREE AUDITTHE PROBLEM
WHAT HAPPENS WITHOUT THIS
Most contractors track leads on Post-it notes, whiteboards, or in their heads. Leads fall through cracks. Nobody knows what stage anything is in. Jobs get lost.
HOW IT WORKS
THREE STEPS. THAT IS IT.
We set up a 5-stage pipeline in Go High Level configured for your trade
Leads auto-create from calls and form submissions
You get a weekly summary every Monday at 8am showing all pipeline activity
WHERE THIS SHOWS UP MOST
MARKETS WHERE THIS WORKFLOW MATTERS
BEST-FIT TRADES
THE TRADES THAT FEEL THIS LEAK HARDEST
80-200 calls/month in peak summer
HVAC
At $7,500 per replacement, one saved call can cover months of automation.
Spikes after storms, steady during Ian rebuild
Roofing
One missed storm-damage call is a $15,000+ job gone to the next contractor.
Moderate, high-value
General Contractor
One missed remodel inquiry is $50,000 to $500,000 in lost revenue.
PRICING
WHAT IT COSTS
Included in Follow-Up & Booking for core pipeline setup. Custom integrations and workflow builds are part of Managed Growth ($3,000/month)
SEE ALL PLANS