Leads & customers

Capture every request, keep consent clear, and move good leads forward.

4 articles

Work a new lead

Qualify, assign, contact, and convert a service request without losing its history.

Bring website forms, Meta leads, Google sources, and API requests into one inbox.

Choose the right Page and instant forms so new Facebook and Instagram leads arrive automatically.

Give a customer secure passwordless access to visits, service history, estimates, invoices, and balances.