Services · 01 · CRM systems
A CRM built around how you actually get leads.
Not a rented template you bend to fit. Every lead lands stamped with the platform, the ad, and the form that produced it, then gets answered in seconds, automatically.
THE BOARD · TB CONSTRUCTION
Every lead lands stamped with its ad.
Platform, campaign, ad, form, first touch to close. Spend and booked jobs live on one screen, not in two spreadsheets.
What you get.
Capabilities, in plain language. The outcomes are yours, the plumbing is our problem.
Full source attribution
Which platform, which campaign, which ad, which form. First touch to close, on every single lead.
Auto SMS in seconds
Every new lead gets a natural first-name text the moment they come in. Nobody waits, nobody leaks.
The dialer calls for you
An AI dialer works new leads with your full business script, in a natural voice or a clone of your own.
Logins that fit your team
Location-based logins for multi-site teams and company-domain sign-on.
Pipeline and revenue views
Owners see the board, the numbers, and the alerts that matter. No spreadsheet stitching.
Your ad account, in the CRM
An ads tab connected to your real ad account, with a pixel tracking six events, so spend and leads live on one screen.
Straight answers.
Do I have to move off my current CRM?
No. The CRM is built around how your business already gets leads. If a tool you use works, it stays and gets wired in.
What does source attribution actually show me?
Every lead lands stamped with the platform, the campaign, the ad, and the form it came from, first touch to close. You see which ad paid for which job.
How fast does the auto reply go out?
The SMS reply fires the moment a lead or form comes in, typically within seconds. The dialer follows with a call using your script.
Can my team have their own logins?
Yes. Location-based logins for multi-site teams and company-domain sign-on are built in, plus a mobile field app the crew uses on the job site.
PACKED AND PRICED
CRM, packed and priced.
The whole system in one pack. Packs from $1,500.
Tell him what your leads do now.
Where they come in, where they stall, what you do by hand. Two sentences is plenty.
the last click before the machine works for you