You hired smart people. They still forget to follow up. Not because they don't care — because they're busy. Meanwhile, warm leads go cold and deals walk to competitors.
Create jobs, assign to your team member, and track every job to completion.
Log billable hours per job. One click converts time entries to an invoice line item.
Track materials and costs per job for accurate profitability on every project.
Don't rely on memory. Rely on reminders.
Every rep gets an email at 7am: "These leads need a call today." Their list, their responsibility.
See which reps have overdue follow-ups. Coach early, not after the deal is lost.
When a rep logs a call, they set the next follow-up date. System tracks it from there.
Pipeline view shows follow-up status. Everyone sees what's overdue. Peer pressure works.
Your team gets their first reminder email tomorrow.
When you add a lead, set the next step. Call, quote, email.
Daily emails to each rep with their overdue items. No excuses.
Reports show follow-up rate by rep. Accountability built in.
$290/year for 5 users. Not per seat.
1 user · 100 leads
or $9.99/month
5 users · 1,000 leads
or $29/month
Up to 25 users + leads
or $79/month
One flat price per plan. Cancel anytime.
✓ All plans include lead tracking, quotes, invoices, and reminders. Pick the plan that fits your team size.
Good reps forget follow-ups because nothing reminds them. Bad systems create bad habits. Fix the system.
You don't have to ask "did you call them back?" The system does it for you. You just check the dashboard.
First team reminder email goes out tomorrow at 7am.