Contractors, realtors, agencies, freelancers. If you talk to potential customers and need to remember who to call back, this is for you.
You get a call from a homeowner who wants a quote. You drive out, measure, send the estimate. Then you get three more calls. A week later, you forgot about the first one. They hired someone else.
Add the lead in 10 seconds from your phone. Set a reminder for 3 days. Get an email Tuesday morning: "Follow up with Sarah about the kitchen remodel." Call her back. Win the job.
Features contractors use most:
You meet people at open houses, get referrals, collect contacts at networking events. Some are ready to buy now. Some are 6 months out. You need to stay in front of both without letting anyone slip through.
Every prospect goes in. Tag them by timeline (ready now, 3 months, exploring). Get reminded to check in. Log every call and showing. When they're ready, you're the one they remember.
Features realtors use most:
Leads come in from referrals, your website, LinkedIn messages. Three people on your team talk to prospects. Nobody knows who's following up with who. A deal falls through because two people thought the other one was handling it.
Assign each lead to a team member. Everyone sees who's working what. Log conversations so there's a shared record. No more "I thought you were calling them back."
Features agencies use most:
You're the salesperson, the project manager, and the person doing the work. You don't have time to maintain a CRM. But you also can't afford to forget a $5,000 project because you didn't follow up.
$7.99/month. Add a lead, set a reminder, move on with your day. The system handles the "don't forget" part. You do the work.
Features freelancers use most:
Starting at $79.99/year for solo. $290/year for teams up to 5.
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