Part of CONVERT
Contractor CRM Automation
A CRM is only useful if someone keeps leads moving through it. CONVERT manages your pipeline and the workflows that turn leads into customers.
The Problem
Where opportunities slip.
Leads come in by phone, text, email, website, and ads, and end up scattered across inboxes and notebooks.
Without a pipeline, it's hard to tell which estimates are pending, which leads need a call, and which went cold.
The Solution
How Pivot Now handles it.
CRM installation is part of AUTOMATE. CONVERT manages the sales pipeline inside it, with stages that match how you sell.
Automations move leads forward, send reminders, and alert you when something needs a human.
Benefits
What you get.
- One place for every lead
- A clear view of your pipeline
- Automated reminders and follow-up
- Managed for you, not another tool to learn
Where it fits
CONVERT — Turn more inquiries into paying customers.
The communication and sales process: automated SMS and email follow-up, lead nurturing, estimate follow-up, reminders, no-show follow-up, CRM pipeline management, reactivation, retention, review requests and reputation management, and conversion reporting.
$1,500/month · $1,500 setup
Explore Convert →Related
Related solutions.
Ready to Pivot?
Let's look at how your business captures, converts, and grows opportunities today — and where the gaps are.
Ready to pivot? Call or text 615-669-3048.
