A lead that waits a day is usually gone. We build CRMs that catch every inquiry from your site, your assistant and your inbox, score it, send an acknowledgment on its own, and put the follow up on a timeline someone owns. It is your software, in your colors, on your phone.
Most small businesses run leads through an inbox. A form submits, an email arrives, someone sees it when they see it. That works until it does not: the owner is on a job site, the email lands in a folder, a second person replies to the same lead, or a quote goes out and nobody follows up. Every one of those is a lost sale that never shows up in a report.
A CRM (customer relationship manager, in plain terms a shared list of every lead with its history) fixes the forgetting. Every inquiry lands on one timeline. An acknowledgment goes out on its own. Hot leads float to the top. Follow up tasks appear without anyone creating them. Off the shelf tools can do some of this, but they are built for everyone, so nothing quite fits your trade, your stages or your partners.
Our CRM started as one builder's system and has since been rebuilt for landscaping, painting, cabinetry and financial advice. Each copy is its own application with its own database.
First, a short audit of how leads reach you today: every form, phone number, chat widget and inbox, and what happens in the first five minutes after each. Most businesses find a leak in that list.
Then a fixed price build. We start from the proven base, rename the stages and scoring for your business, connect your website forms and your assistant through a server side path (so the secret that authorizes a lead never sits in a browser), and verify lead delivery end to end before we call it live. Weeks, not months.
On the retainer, we tune scoring as you learn, add sequences, build the marketing page that pulls Analytics, Search Console and Clarity nightly, and fix what breaks. You hold the admin login, the database and the code the whole time.
You can, and for some businesses that is the right call. The tradeoff is that those tools are built for every industry, so the stages, fields and scoring never quite match yours, and the cost climbs with every seat and add on. A CRM built on our base fits your trade from day one, and you own it instead of renting it.
In the first minute, a lot. The lead is created with its source, scored from the form answers, and an acknowledgment goes out from your own email address. The owner gets an alert, a follow up task appears, and the email thread attaches to the lead. Every one of those steps is verified end to end before launch, because an alert that silently fails is worse than none.
Yes, with their own view. A partner is a user with a list of allowed sources, and the database only lets them read leads from those sources. A painting company and a cabinetry shop share a builder's CRM today this way. Even a bug in the interface could not show one company the other's leads.
Yes. Below tablet size the CRM renders as a native style app with bottom tabs, full screen lead sheets and one tap to call or text, and it installs from Safari to the home screen. On a desktop it is a full workspace with tables, a sidebar and the marketing page.
You do, from the first day. The CRM is its own application in your hosting account, with its own database you can export at any time. The code is in your repository. If you end the retainer, the system keeps running and nothing is held back or switched off.
Tell us how inquiries reach you today and we will show you where they leak and what a system that catches them looks like.
How we wire a trade business CRM so no lead is forgotten: an instant reply in the owner's voice, a dated task, a nudge when a prospect goes quiet, email in view.
Running itLead scoring explained for owners: a few qualifying questions, points for timeline and budget, points off for just looking, tuned per industry and reviewed together.
Running itHow we build multi step intake forms that score a lead before anyone calls, and what changes between a home builder, a Boca Raton advisor and a law firm.