The Lead Factory System
Estimate Follow-Up System
Automate professional follow-up after estimates without relying on salespeople to remember every touch.
Built around real contractor workflows
Designed for fast lead response and consistent follow-up
Works with your CRM, calendar, phone, email, and web forms
Tracks movement from new lead to booked appointment
Can be combined with other Lead Factory systems
What this system is designed to solve
Manual processes break when leads arrive after hours, the office gets busy, salespeople forget follow-up, or prospects need more touches before they are ready to book.
1
Capture
Make sure the right lead information reaches the CRM immediately.
2
Follow Up
Trigger the right message, task, or reminder based on lead behavior and pipeline stage.
3
Convert
Move qualified prospects toward a call, estimate, or booked appointment.