Call tracking and CRM for your business
Every lead in one inbox, worked the same way.
Calls that end as a lead or a booking, your website chat, online bookings and call-back requests all land in Leads. Give each one a stage, a private note and a follow-up date. This is the real screen — try it.
Everyone who reached out, worked the same way.
Water coming through the back bedroom ceiling after the storm. Free inspection booked for Tuesday 9:00, 14 Bridge Street.
Crew has the address. Bring tarps.
6:13 AM
Do you install gutter guards? Wants a price for a two-storey house.
4:48 AM
Asked to be called back about shingles blown off in the wind.
Left a voicemail. Try after 5.
5:48 AM
Wants a quote to replace the whole roof this spring.
Sent the quote. Call to go over it.
5:48 AM
Booked a roof inspection online for Friday 10:00.
Flashing repaired. Paid.
5:48 AM
Skylight leaking. Asked for a call back with a price.
Went with another roofer.
5:48 AM
And on Calls, every call written up
Each call keeps its summary, its outcome and the full transcript — the recording too, on Pro and up. A call that became a lead shows the lead’s stage, one tap from the lead itself.
Water coming through the back bedroom ceiling after the storm. Free inspection booked for Tuesday 9:00, 14 Bridge Street.
- Stage
- Contacted
- Follow-up
- —
- Note
- Crew has the address. Bring tarps.
Search on Calls reads the transcripts too, so “skylight” finds every call that said it.
Where each one came from
- Phone call — a call that ended as a lead or a booking
- Website chat — they typed instead of calling
- Online booking — they picked a time on your booking page
- Call-back request — they asked you to ring them back
- Facebook & Instagram — coming soon
You hear about it straight away
An email after every call, and the lead texted to you the moment the call ends. A follow-up date is a chip and a filter on your screen — nothing is sent to you or to the customer.
Sent on to the tools you use
Each call and lead can also go one way to HubSpot or HighLevel as a contact with a note, to Housecall Pro as a lead (on Housecall Pro’s MAX plan), to a Google Sheet, Slack, Microsoft Teams, or Zapier and Make. Nothing comes back the other way.
No extra charge and nothing to install. Leads, Calls and Export CSV come with every plan. With more than one line, each call shows the line it came in on.