FEATURES
Lead Tracking for Mold Inspection Companies
Keep every new inquiry organized and make sure no potential customer gets lost between the first contact and the scheduled inspection.
✓Capture and organize new leads
✓Track lead status and follow-ups
✓Keep lead information connected to customers
✓Track inquiries from initial contact to inspection
✓Keep lead and customer history organized
Lead TrackingSales
New12
Follow-up8
Qualified5
✓ Every lead tracked from inquiry to inspection
WORKFLOW
How it fits together
New Lead → Follow-Up → Qualified Lead → Customer → Inspection
Turn every inquiry into an organized opportunity
01
Capture Every New Lead
Bring new customer inquiries into one place so your team can quickly see who contacted you, what service they need, and what action needs to happen next.
02
Track Lead Status
Know exactly where every lead stands, from the initial inquiry through follow-up and qualification, without relying on scattered notes or spreadsheets.
03
Stay on Top of Follow-Ups
Keep follow-up activity connected to the lead so your team can respond at the right time and reduce the chance of losing potential customers.
04
Move Leads Into Inspections
Once a lead is ready to move forward, keep the customer and property information connected as the inquiry becomes an inspection and eventually a job.