Contact database
Every lead, client and past client in one record. Tags, custom fields and saved segments, so you can pull any list in seconds.
What it does
Follow one Tuesday
through your business.
Twelve capabilities, shown in the order a real day uses them rather than as a list of features. Every screen below is drawn, not photographed, and every one of them is live in accounts today.
Contact recordupdated 2m ago
RA
Rosa Alvarez
Kingwood, TX
Past client
Phone(281) 555 0148
Email[email protected]
SourceGoogle, tracked number
Job value$14,800
roofkingwood
referral sourcereviewed
Illustration, not a screenshot
Reviewsasked for, not chased
TN
Thanh NguyenGoogle . 2 days ago
★★★★★
Crew showed up when they said and cleaned up after. Would use again.
MO
Michael OkaforFacebook . 5 days ago
★★★★☆
Reply
Requests sent automatically after each job
Illustration, not a screenshot
Act one . They find you
7:12am
You are on a roof. The phone rings out.
That caller does not leave a voicemail. They ring the next name on the list, and you never learn they existed. Unless something answers for you inside ten seconds.
Phone system. Give each advert its own number and you find out which one actually rings. Calls are recorded, and an unanswered call gets a text back within seconds, so the ones you miss stop walking.
Callsa number per campaign
!
(281) 555 0148Missed . 4:58pm . Google number
Texted back
▶
Thanh NguyenAnswered . 11m 04s . recorded
Yard sign
▶
Michael OkaforAnswered . 3m 22s
Facebook ad
Illustration, not a screenshot
Act two . You answer
Conversationone thread per person
AllText
EmailFacebook
InstagramWeb chat
Missed call, 4:58pmPhone
Sorry we missed your call, this is Marcus at Alvarez Roofing. Reply here and we will get right back to you.Text, sent automatically 4:58pm
Need a quote on a leak over the garageText, 5:03pm
Can we take a look Thursday morning?Text, 5:04pm
Illustration, not a screenshot
9:04am
They reply by text. From the advert they clicked in March.
Same person, four channels, one thread. Whoever picks it up sees everything that was already said, including the messages that went out automatically while you were up a ladder.
One inbox. The person who texted you on Facebook last March and rang you today is one thread, not two apps and a guess. Anyone on your team can pick it up mid conversation and see what was already said.
9:11am
They book themselves in, without asking you when you are free.
They pick from times you are genuinely free, and it books straight into the calendar you already use. Confirmation goes out immediately, reminders go out before, and the no show rate drops because nobody forgets.
Forms and funnels. Quote requests, intake questions and photo uploads land as a contact record with the answers attached. Nobody retypes anything into a spreadsheet, and nothing sits unread in a shared inbox.
Bookingreal availability
Mon
9:00
10:30
1:00
Tue
9:00
10:30
2:00
Wed
8:30
11:00
3:00
Thu
9:00
11:30
2:30
Fri
10:00
1:30
4:00
Confirmed
Text and email sent. Reminder 24h before.
Illustration, not a screenshot
Act three . You win the work
2:30pm
Nothing is sitting still without you knowing.
Each job is a card and each column is a step of your process, in your words. One glance tells you what is waiting on you, and moving a card is what sets the next follow up running.
Automation. A new enquiry gets a text inside a minute, while they are still on your website. If they go quiet, the next nudge goes out on its own, and on day six it puts a call on somebody's task list instead of hoping.
Pipelinedrag to move
New lead4
R. AlvarezWebsite form
Kingwood jobMissed call, 2d
Site visit2
T. NguyenBooked Thu 9am
Quoted3
Bayou Bend$14,800
M. OkaforNo reply, 6d
Won1
Spring Branch$22,400
Illustration, not a screenshot
Act four . They come back
4:48pm
The job is done. The invoice goes by text and is paid before you reach the yard.
Send a quote, turn it into an invoice, take the payment by text link. Each one sits on the contact record, so what they owe is next to what they said and what you promised.
Reviews. The review request goes out automatically once the job is marked done, which is the only reliable way to get them. New reviews across Google and Facebook arrive in one place and you reply without leaving the system.
Invoicetied to the contact
Invoice 1042Rosa Alvarez
Paid
Tear off and replace, 28 sq$12,400.00
Ridge vent$1,150.00
Haul away$1,250.00
Total$14,800.00
Text to payPaid in 9 minutes
Illustration, not a screenshot
11 secfrom missed call to a text going back out
1 threadper person, every channel, no app hunting
Day 6when a quiet job becomes somebody's task
9 mintypical time to paid on a texted invoice
And on Friday
You find out which advert actually rang.
Which sources produce work, which produce noise, what each one costs you per booked job, and exactly which deals are sitting still right now. Numbers you can act on rather than a dashboard nobody opens.
AI assist. An enquiry at 11pm gets a real answer at 11pm, in your wording, inside the limits you set. It books the appointment where it can and hands over to a human the moment it should.
Where leads came fromlast 30 days
Leads this month63
Booked28, 44 percent
Sitting stalled right now9
Illustration, not a screenshot
All twelve, in one place
The whole system, if you would rather just read the list.
One inbox
Text, email, phone, Facebook, Instagram, Google and website chat land in a single thread per person. No hunting across apps.
Pipelines
Visual deal tracking. Drag a card from stage to stage. Nothing falls through because nobody remembered to follow up.
Calendars and booking
Clients book themselves into real availability. Automatic confirmations and reminders cut no shows hard.
Automation
Follow up that runs whether or not anyone remembers. New lead sequences, nurture, reminders, internal alerts.
Forms and funnels
Intake forms, surveys, quote requests and landing pages that write straight into the database. No re-typing.
Email and text campaigns
Blasts and drip campaigns to any segment. Newsletters, promotions, announcements, price changes.
Reviews
Automatic review requests after a job, monitoring across Google and Facebook, and replies from the same inbox.
Payments
Quotes, invoices, subscriptions and text to pay links, tied to the contact record so you see what they owe next to what they said.
Phone system
Tracking numbers per campaign, call recording, and missed call text back that answers a missed call in seconds.
Reporting
Where leads came from, what converted, what each source cost, and what is sitting stalled in the pipeline right now.
AI assist
Automatic first replies to inbound messages, booking conversations and drafting help, tuned to your voice and your rules.
Want to see this on your own numbers?
Thirty minutes on a live account, screen shared, configured around your business by Marathon Creative.