Feature
Keep homeowner conversations in one place.
Lead stages, notes, tasks, team ownership, and supported connected channels — so you can see the full context of every homeowner conversation instead of chasing it across voicemail, text, and email.
The outcome
Conversations from your supported connected channels — calls, texts, form submissions and email where configured — stay organized with lead stages, notes and tasks. You always know where an inquiry stands and who's handling it.
The contractor scenario
A homeowner called Monday, texted Tuesday, and emailed Thursday — and three different people on your team each handled one piece. With a unified inbox, the whole conversation is in one record, so whoever picks it up next has full context instead of starting over.
What it does
Lead stages, notes, tasks, team ownership, and supported connected channels — with full conversation context visible in one place.
- Lead stages from new inquiry to won or lost, so nothing stalls unseen
- Notes and tasks attached to each conversation for full team context
- Team ownership so it's always clear who's handling what
How it works — illustrative workflow
- 1
New inquiry
Call, text, or form lands in the inbox.
- 2
Follow-up
Acknowledgment and reminders, organized in the record.
- 3
Estimate
Notes, tasks, and ownership tracked.
- 4
Won or lost
Stage updated, conversation archived with full context.
Illustrative demo — mockup workflow, no private or client data.
Scope & limits
We support connected channels and assess fit with your existing CRM during onboarding. The mockup above is illustrative and contains no private or client data. Team access and roles are configured during setup.
Included in the Digital Growth System — $297/month.
Frequently asked questions
See what your next inquiry could look like.
Book a walkthrough of the Digital Growth System — website capture, missed-call acknowledgment, lead organization, and honest review requests. One plan, $297/month.