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Lead Routing & Alerts
Every new lead in your CRM, instantly, with the right rep.
Form → CRM → Slack/SMS alert → owner assignment → follow-up sequence kicked off.
- Form-to-CRM
- Round-robin assignment
- Slack/SMS alerts
- Follow-up sequence
Wire up the tools you already use.
Pick the workflow that eats the most of your week and we'll automate it end-to-end.
Every new lead in your CRM, instantly, with the right rep.
Form → CRM → Slack/SMS alert → owner assignment → follow-up sequence kicked off.
Quote → invoice → payment, automatically.
Accepted quote auto-creates the invoice, sends it, chases late payment, books the revenue.
Keep calendar, CRM, and job board in lockstep.
Two-way sync between Google/Outlook, your CRM, and your dispatch board. No double-booking.
The numbers you need, in your inbox at 7 AM.
Pulls revenue, leads, bookings, and ad spend from every tool and emails a clean daily digest.
Almost never. We connect what you already use.
We monitor and fix breakages as part of the retainer.