CRM and lead follow-up automation for local businesses.
Every new lead gets a text and an email within 60 seconds, then follow-ups until they book or tell you no. You see every lead in one pipeline.
Based in Boston, working with local businesses across the US.
Every customer in one place.
Contacts, your pipeline, your calendar and every conversation live in one dashboard, instead of a spreadsheet, three inboxes and someone's phone.
Contacts
Every customer with their history, notes and where they first found you.
Pipeline
See who's new, who's been contacted, who's booked and who's paid, at a glance.
One inbox
Texts, email, Facebook, Instagram and WhatsApp messages in one list, answered from one place.
What happens to a new lead.
0:00
A lead comes in
A form fill, call or message lands in your pipeline, tagged with where it came from.
New lead
- New
Maria Lopes
Interior painting, 3 rooms
Source
Website form
Pipeline
Leads, New Lead stage
< 1 min
They hear back
A text and an email go out within 60 seconds with the questions you'd ask.
MLMaria LopesTextHi Maria, it's Walsh Painting. Got your request! Is this for the whole house or a few rooms?
Just 3 rooms downstairs
Next days
Follow-up keeps going
No reply? Texts and emails keep going until they book or say no.
MLMaria LopesTextHi Maria, want me to hold a time for a free estimate this week?
Yes, Thursday morning?
Booked
It lands on your calendar
The appointment shows up on your calendar and they get a confirmation.
CalendarsWeek viewOct 12 – 16MonTueWedThuFri9 AMKitchen walkthrough10 AMEstimate Maria Lopes11 AM12 PM1 PMDeck estimate2 PM3 PMExterior quote4 PMBefore the visit
A reminder goes out
A reminder goes out before the appointment, so fewer people forget.
MLMaria LopesTextReminder: Walsh Painting is coming by tomorrow at 10:00 am. Reply C to confirm.
C
Weeks later
Quiet leads get another try
Leads that never booked get a win-back message instead of being forgotten.
TRTom RussoTextHi Tom, still thinking about painting the deck? We have openings next week.
New lead
- New
Maria Lopes
Interior painting, 3 rooms
Source
Website form
Pipeline
Leads, New Lead stage
Connected to the rest.
The CRM is the center. Booking, campaigns, invoices and review requests all run off the same contact record, so nothing gets typed in twice.
Discovery Call
30 min · Jun 2026
June 2026SuMoTuWeThFrSa1234567891011121314151617181920212223242526272829309:00 AM11:00 AM1:30 PM4:00 PM5:30 PMGMT-04:00 · New York
Every plan
Booking
Customers pick a time themselves and it lands on your calendar with reminders.
Invoices
Create and manage all invoices for your business
8 Invoice(s) In Draft
$4,280
47 Invoice(s) Received
$31,940
5 Invoice(s) Overdue
$9,150
Invoice
Amount
Status
JTHVAC Maintenance Plan
James T.
$1,850
PaidMGFurnace Tune-Up
Maria G.
$2,750
PaidDKAC Full Installation
David K.
$6,400
PaidCBPlumbing Repair
Chris B.
$890
DuePro and up
Invoices & payments
Send an invoice, take a card payment, and let reminders chase what's unpaid.
- 4.2
Google Business Profile
Pro and up
Review requests
Every finished job gets a review request by text and email.
$11,500
in 30 days
Dallas Detail
Meta ads brought in new people, and text follow-up got back to each lead within hours. In 30 days that added $11,500 in revenue from new clients.
See all client resultsQuestions.
How fast does a new lead hear back?
Within 60 seconds, by text and email, at any hour. The first message asks the questions you'd normally ask on the phone.
What platform is it built on?
GoHighLevel, a marketing automation platform made for local businesses. The account and the data are yours.
Can I see where every lead stands?
Yes. Every lead sits in one pipeline view, from new inquiry to booked, so you can see who needs a call and who's already handled.
How long does setup take?
Most clients are up and running within 2 to 3 weeks of onboarding.
Which plan includes it?
Every plan, starting with Standard at $97 a month, includes the CRM, pipeline and automatic follow-up. Pro adds email and text campaigns, invoicing and review requests.
See it set up for your business.
Book a free 30-minute call. We'll look at how leads reach you now and what we'd set up first.
Book a call
