◦ HOME SERVICES SOLUTION 1

Streamline Client Communications


Missed Leads

44% of salespeople give up after just one follow-up call, despite 80% of sales requiring at least five follow-ups to close. Disorganized communication results in missed opportunities for engagement. (Source: Peak Sales Recruiting)

Follow-Up Gap

50% of sales occur only after the fifth touch, highlighting the importance of consistent follow-up. Many businesses fail to maintain this level of contact, reducing their chances of closing deals. (Source: Nerdy Joe)

Lost Revenue

80% of sales opportunities are lost because salespeople fail to make the necessary follow-ups. This leaves significant revenue potential untapped, resulting in lost growth. (Source: Nerdy Joe)

Effortless Contact Management

  • Centralizes client inquiries from phone calls, texts, emails, and other platforms into one system.
  • Organizes new job requests, repeat clients, and subcontractors for easy access and management.
  • Ensures seamless communication by having all contacts in one centralized place.

AI-Powered Follow-Ups

  • Automates personalized follow-up actions based on client type and job history.
  • Tags clients automatically to ensure the right follow-ups are scheduled.
  • Keeps leads and existing clients engaged without manual effort.

Proactive CRM Automation

  • Provides suggestions for the next best move for each client or job inquiry.
  • Automates activity logging to reduce manual tracking and increase efficiency.
  • Keeps you on top of follow-ups so you can focus on delivering quality service.

Unified Communication Hub

  • Combines all communication—emails, texts, phone calls, and scheduling—into a single platform.
  • Tracks and schedules client interactions, ensuring no follow-up is missed, even during peak hours.

AI Insights and Actionable Recommendations

  • Analyzes past communications to extract key insights and next steps.
  • Provides tailored recommendations for outreach, helping you stay proactive in follow-ups.
  • Personalizes and enhances client interactions for more effective communication.

Enhanced Relationship Building

  • Uses AI-driven insights to strengthen customer relationships.
  • Streamlines communication for faster, more personalized follow-ups.
  • Improves long-term customer loyalty through better communication strategies.