How the automation works
A simple flow from first touch to follow-up—without spreadsheets or lost sticky notes.
1
Leads come in from your site
Contact forms, quote requests, call clicks, and booking widgets send structured data the moment someone reaches out.
2
Everything lands in your CRM
New contacts are created or matched, tagged by source, and assigned to the right person or stage—so nothing sits in an inbox.
3
Automations and alerts kick in
Instant notifications, text or email follow-up sequences, and reminders keep the team aligned—so more conversations become estimates and booked work.
