Leads wait hours for an answer.
Every lead answered in minutes.
From friction to momentum
Follow-ups get forgotten.
Follow-ups run on their own.
Calls go to voicemail.
Missed calls get a text back.
Every piece.
With purpose.
PipelineAvance Roofing
New
Contacted
Booked
Won
Susan R.Roof leakJust nowRepliedThu 10 AMWon ✓
CRM
Every lead and next step in one place.
- New lead 0:00
- Auto reply 0:30
- Follow-up Day 2
- Booked Thu 10 AM
Automation
A connected flow from inquiry to appointment.
Avance Roofing9:02 AM
Your inspection is bookedSee you Thursday at 10 AM, Susan.
✓ Email sent✓ Text sent
Text & email
Keep the conversation moving automatically.
Pick a timeOct
Mon26Tue27Wed28Thu29Fri30
9:00 AM10:00 AM1:00 PM
Booking
Make choosing a time effortless.
A
New leadnow
Mark — shingle repair, Tustin
A
New lead4 min
Ana — roof inspection, Irvine
Lead alerts
Your team gets notified by text and email.
How it works
Your next steps, made clear.
Day 1
Map your process
Week 1
Build the system
Week 2
Test & launch
Every month
Improve
9:41
A better workday
UPPER / NOW
New lead — auto reply sent
UPPER / NOW
Follow-up sent: Day 2
UPPER / NOW
Appointment booked
Illustrative demo · Not live results
What you get
Faster responses
New inquiries get attention while you work.
Consistent follow-up
Every opportunity has a clear next step.
A clearer pipeline
Know who needs a call and who is ready to book.
Every lead answered. Every time.
Apply nowBefore we build.
Does this replace our salesperson?
No. It supports your team with fast responses, reminders and organized follow-up. Your team still handles sales conversations.
Can you use our existing CRM?
We review your current tools and confirm compatibility before recommending the setup.
How do we receive alerts?
Lead notifications can be delivered by text and email, based on the workflow we agree on.
When do follow-ups stop?
We configure stopping rules for bookings, replies and opt-outs so the system fits your process.
More about the service
You are busy on the job. — New inquiries sit unanswered while you are serving customers.
Follow-ups live in your head. — Good opportunities disappear when there is no next step.
Leads are everywhere. — Texts, emails and forms never become one clear pipeline.
CRM setup — One place to see leads and their next steps.
Fast first response — A prompt response when a new inquiry arrives.
Text & email follow-up — Sequences that keep the conversation moving.
Booking flow — Help interested leads choose a time to talk.
Lead alerts — Notifications by text and email so your team can act.
Pipeline visibility — See new, contacted, booked and won opportunities.
Map your sales process — Understand where leads arrive and how you close.
Build the system — Set up the pipeline, messages and booking flow.
Test every path — Check notifications and follow-up behavior before launch.
Refine — Adjust messages and timing as your team uses the system.