Stop letting plumbing leads disappear after they come in.

If you're tracking leads on paper, in a spreadsheet, or in someone's memory, then yes — because the leads you're losing aren't lost in the ad account, they're lost in the gap between arriving and being followed up. A CRM doesn't need to be complicated. It needs to hold every lead in one place with a clear next action, so nothing goes cold unnoticed.

Lead source, contact details, the service requested, and then a pipeline that reflects how plumbing jobs actually move: new lead, contacted, appointment, estimate, follow-up due, won, lost. Alongside that you want the marketing source attached to every record, so you can report on cost per booked job by channel rather than guessing.

It's the piece that makes attribution possible. When a lead is created by a call from a tracked number or a form on a tracked page, the CRM records the source. When that lead becomes a booked job, the value gets attributed back to the campaign that produced it. Without that connection, all you can report on is clicks and form fills.

That's the real question, and it's why implementation matters more than software choice. A CRM that techs and office staff find annoying will be abandoned within a month. We configure it around the way your team already works — typically with automated SMS and email handling the repetitive follow-up so people only touch the records that need a human decision.

Often, yes. We look at what you're running before recommending anything, because replacing working software isn't automatically an improvement. If your current system can hold pipeline stages, accept incoming lead records, and report on outcomes, the work is usually connecting it properly and filling the automation gaps — not starting over. What's possible depends on the platform and what it exposes, and we'll tell you honestly if a change is the better answer.

Not necessarily, and we won't assume you do. Field-service platforms handle scheduling, dispatch, and invoicing well, and plenty of plumbing companies run marketing and follow-up alongside one. The question is whether leads, calls, and follow-up live somewhere the marketing can see them. If they don't, that gap is what we address. We don't claim integrations with specific third-party platforms without confirming what your setup actually supports.

Yes — a missed call can trigger a text back within seconds, which matters because the caller has usually already dialed the next plumber on the list. This is one of the highest-value automations in the system, and it runs whether the office is at lunch, on another line, or closed for the night.

Yes. When an estimate goes out, the CRM can schedule the follow-up instead of relying on someone remembering. That means an unsold estimate gets a defined next touch rather than sitting in a sent folder. The sequences, timing, and frequency are configured around how your company actually sells work — and they stop when the customer responds or asks not to be contacted.

That's the point of connecting the CRM to your tracking. When calls and form fills create records automatically with the marketing source attached, and those records progress to a booked job, the source travels with them. That's what makes cost per booked job by channel answerable, rather than comparing ad platforms against each other and guessing at what happened afterward.

CRM implementation and management is included in the Growth System ($5,000/month) and Market Domination ($8,000/month) packages. It is not part of the Lead Generation package ($2,000/month). The pricing page is the source of truth for exactly what each package includes.