#14 · LeadsNever Miss a Customer
CRM & pipeline setup
One board that shows every lead and what stage it is in.
Every lead is a card on a board: New, Contacted, Quoted, Booked, Done. Cards move automatically when things happen (a text is answered, an estimate is sent) and tasks are created for your team. You finally see your whole pipeline.
One board, every lead, moving on its own
Ridgeline Roofing · sales pipeline
Xperience Studios· workflow live
Automation activity appears here
How it works
- 1Stages defined for your business
- 2Cards move on real events
- 3Tasks created for staff
- 4Owner sees the whole funnel
The problem it fixes
The owner has no view of what is in the pipeline.
Best for
- Every business
Evidence
The foundation every other automation runs on.
No hard data yet
How we build it
Platform
Included in
Never Miss a Customer
$499 / month
Also in Leads & sales
Services that pair well with this one.
Speed-to-lead (instant follow-up)Every new lead gets a reply in under one minute.Ad lead routing (Facebook, Google LSA, Angi, Thumbtack)Every lead source flows into one CRM and one follow-up.AI web chat & SMS bot (trained on your business)A chat assistant that knows your prices, service areas and FAQs.
Want crm & pipeline setup running for your business?
Start with a free 30-day missed-call audit. We will show you what it is worth before you spend anything.
No contract for the audit. We show you the lost calls first.
- Simulated demo with sample data
- One monthly price per package
- Not legal advice