CRM and follow-up software for contractors · Reviews, texting, web chat and pipelines in one login
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CRM and follow-up software for contractors

Lead Follow-Up Software and CRM for Contractors

LeadGen collects every lead in one place and sends the follow-up for you, so an estimate doesn't die because nobody called back. You see each open job in a pipeline, from first contact to paid.

  • Calls, forms, chats and texts in one contact list
  • Follow-up that goes out on a schedule
  • Pipelines that show where every job stands
Get startedCall (216) 296-3100

Get started with LeadGen

Step 1 of 2: your contact details
Step 2 of 2: about your business

Or call (216) 296-3100
  • Plans from $59 a month
  • Missed-call text-back on every plan
  • Reviews, texting, web chat and CRM in one login

What lead follow-up and the CRM cover

Lead follow-up software sends the second, third and fourth message that most businesses mean to send and don't. LeadGen ties it to a CRM, so each message goes to the right person at the right stage and you can see where every job stands.

  • All leads in one placeCalls, forms, chats and texts feed one contact list.
  • Automated follow-upMessages go out on the schedule you set.
  • PipelinesMove each job from new lead to estimate to won.
  • Lead funnelsLanding pages and forms that drop leads into the CRM.
  • SurveysAsk questions up front so you call back prepared.
  • WorkflowsAdded on Silver Essentials for multi-step automations.
  • Social media managementHandle your social posts from the same login.

How follow-up runs

  1. A lead enters the CRM

    From a form, a call, a chat or by hand.

  2. The first message goes out

    A text or email confirming you got the request.

  3. Reminders follow

    If there's no reply, the next message goes on the day you chose.

  4. You move the card

    Drag the job along the pipeline as it progresses.

What does lead follow-up cost?

lead follow-up is included in every LeadGen plan, starting with Solo at $59 a month. There is no separate charge for the feature. What changes from plan to plan is how much room you have.

What affects the priceWhy it matters
ContactsUp to 2,000 on Solo, 5,000 on Silver Essentials, unlimited on Team.
Team membersOne on Solo, up to 3 on Silver Essentials.
PipelinesOne on Solo, multiple on Team.
Text credits1,000 SMS credits on Solo and Silver Essentials, 2,000 on Team. Extra credits can be bought.
Who runs itYou, or us on the Hands Off plan at $197 a month.
See plans and get startedCall (216) 296-3100

How many times should you follow up on an estimate?

More than once, and on a schedule, because a homeowner who doesn't reply usually hasn't said no. They got busy, they're waiting on a spouse or they're collecting other prices.

The hard part isn't knowing that. It's remembering on Thursday that you sent a price on Monday. LeadGen keeps the schedule for you and stops when the customer replies, so you step in when there's a real conversation to have.

What contractors use it for first

A simple pipeline to start with

  • New leadCame in, not yet spoken to.
  • ContactedYou've talked. Visit or estimate pending.
  • Estimate sentPrice is out. Follow-up running.
  • WonBooked. Review request comes after.

Solo includes one pipeline. Team includes multiple pipelines, for companies that sell more than one kind of job.

Other LeadGen features

Lead Follow-Up and CRM questions

What is lead follow-up software?
Lead follow-up software sends scheduled messages to people who have contacted your business, so each lead hears from you more than once without someone remembering to do it. LeadGen pairs that with a CRM and pipelines, which means the follow-up is tied to where each job stands.
What is the best CRM for a small contractor?
The best one is the one you'll open every day. For a small contractor that usually means it works from a phone, keeps calls and texts under each customer, and handles follow-up and review requests so you aren't paying for several apps. That's what LeadGen's Solo plan is built to cover.
How many contacts can I store?
Solo holds up to 2,000 contacts and Silver Essentials up to 5,000. Team has unlimited contacts. If you pass your plan's limit you get an email, and you can buy more room or change plans. See pricing for details.
Can you build the automations for me?
Done-for-you help is available for lead funnels, surveys, automations and email campaigns. On the Hands Off plan we manage the system for you. Send the form and tell us what you want the follow-up to do.

Put your follow-up on a schedule

Send your name and phone number, then tell us your trade and the plan you're looking at. We'll get in touch about setting up your account.

Step 1 of 2: your contact details
Step 2 of 2: about your business

Or call (216) 296-3100
Get startedCall now