User Review
( votes)Your input is appreciated
We’re a small roofing company looking to organize and optimize our leads.
The process now looks like this
Inbound calls/leads answered by office staff
Contact forms on website are directed to office staff’s email
Leads entered in a google sheets table (each sales staff have their own sheet) were 2-3 sales staff have access to on desktop and mobile then call and schedule their meetings/estimates
The google sheets tables are shared with sales staff
| incoming Date | Sales Rep | Outcome | Date Scheduled | Time Scheduled | Lead Source | Language | First name | Last name | Address | City | Map | Phone | Cell/Office | Notes | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 10/15/2022 | Jack | Booked | 10/18/2022 | 9:00 am | Referral | Eng | Peter | Smith | 123 Lead Drive | Montreal | link to addres via google maps | 123-456-7890 | 123-456-7890 | [peter@gmail.com](mailto:peter@gmail.com) | Need estimate asap roof leaking |
What I’d like is the following (affordable and simple?)
What would be the best way to
- Gather information from inbound calls and contact forms from website
- Enter contact information (inbound enter manually, contact forms to sync automatically
- Assign lead to sales rep and have access via both desktop and mobile
- Enter meeting/estimates in a shareable calendar (automated)
- Sales schedules meeting/estimate
- Automated ability to gather and send follow up emails to qualified/estimated leads with different templates once the estimate is done
- Important to have the ability to see sales schedule/calendar on mobile and have clickable address (google maps/waze) and phone #
submitted by /u/lakeroof
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