Included in the ClickAppeal plan
CRM and customer management for contractors
Every lead in one place, instant text reply, automatic follow-ups on open quotes and a review request after every job.
Requests scattered across texts, email and notes eventually get forgotten. We organize one shared follow-up process so you know who to call, book and follow up with.
We work continuously, not once a month: the work is automated with AI and reviewed by a human.
What we do
- Centralize customer details and requests.
- Configure stages from first contact to booked job.
- Organize appointments and estimates.
- Prepare appropriate reminders and follow-ups.
- Give your team a clear view of customer records.
- Connect request sources to follow-up.
What it gets you
Fewer forgotten requests.
Better organization of estimates and follow-ups.
A clearer view of opportunities and jobs.
How it fits the system
The CRM receives requests from ads and texts. It also provides the follow-up information needed for monthly reporting.
