Your accounts and data are in your name from day one. Leave anytime and take your data with you.

The Pipeline

Every lead, one place, one owner, followed up without anyone remembering.

CRM for Small Business

Thirty open quotes nobody can name, and the April lead called in September. Every one has a next date now.

Example

Example Remodeling is invented. This is an example of the screen.

Without it

With it

Every open quote with its next step on one Monday list; the second and third touch go out without you remembering.

Every lead with its source, status, owner, and next date, fed by everything above.
The undecided get a second and third touch on a schedule, lost reasons are logged, and your Monday numbers come from the record, not from memory.

Two hours: where your leads live today, the follow-up words approved, one screen shown. PJ does the rest.

From $2,500 to set up · $299 a month.

Every month: The follow-ups fired, the Monday report, leads with no next step fixed.

Every system price is a starting point. The Office is from $2,500 a month.

What if I stop?: Your accounts and data are in your name from day one. Leave anytime and take your data with you.

The Consult Desk You talk for thirty seconds after the meeting; the record and the follow-up are written and waiting before you're back at the office. From $750 to set up · $99 a month.
The Answered Line Every call answered and the job booked while you're under a house; you read the summary text instead of returning the call. From $1,500 to set up · $349 a month with 300 minutes.
The Front Desk Every text, DM, form, and email in one queue with a reply-by clock; you answer from your phone once, not six apps twice. From $1,000 to set up · $149 a month, or $299 with routine replies answered for you.