Lead management
Keep every lead and opportunity organized.
One record per opportunity with the contact details, the job, the value, the source and who owns it. Search, filter and sort the whole book, or bulk-assign a batch to a salesperson.
Features
Everything a service business needs to follow up.
Faith Forged Leads covers the whole path from a phone ringing to a signed job: capture the lead, move it through the pipeline, send the estimate, follow up on time, and see what your effort is producing.
What's included
Every screen earns its place.
Faith Forged Leads is a CRM for contractors, not an enterprise platform. Here is each feature, what it does, and which plan includes it.
Sales pipeline
See exactly where every potential job stands.
A drag-and-drop board from New through Contacted, Appointment, Estimate Sent, Follow-Up and Won. Each column totals its dollar value, and every move is written to the lead history.
Follow-up reminders
Never forget to call a customer again.
Schedule a call, text, email or general reminder against any lead. Today, Overdue, Upcoming and Completed views keep the list honest, and overdue items are impossible to miss.
Pro
Attention Center
Automatically surface opportunities that need action.
Faith Forged Leads watches for estimates sent with no follow-up, leads that have gone quiet, overdue reminders, appointments with no estimate and new leads nobody has called yet, then totals what that is worth.
Pro
Estimates
Create, send and track professional estimates.
Line items, quantities, rates, discount, tax and terms. Totals are recalculated on the server so the number on the page always matches the work. Download the PDF, email it, or text a link.
Pro
Text and email
One tap opens your own phone or email, message already written.
Pick a template, tap Text or Email, and your own messaging app opens with everything filled in. It goes out from your number and your address, and Faith Forged Leads logs it on the timeline so the Attention Center knows you followed up.
Tasks
Keep yourself and your crew accountable.
Assign a task to anyone on the team with a due date and priority, attached to a lead or customer. Tick items off straight from the list.
Pro
Calendar
Manage appointments and follow-ups.
Month, week and day views showing appointments, follow-ups, tasks and estimate reminders together, so one screen tells you what the week actually looks like.
Customer records
Conversations, estimates, notes and documents in one place.
When a lead is won it becomes a customer without losing any of its history. Past jobs, estimates, messages, files and notes stay attached.
Lead source tracking
Know where your work is actually coming from.
Tag every lead as Google, Facebook, Nextdoor, referral, website, phone or your own custom source, then see which ones turn into signed jobs.
Reporting
Pipeline value, conversion rates and sales performance.
Leads by source and stage, won versus lost, conversion rate, revenue won, average job value, average days to close, salesperson performance, follow-up completion and lead response time.
Features marked Pro are included in Pro and Business. Every plan includes the lead CRM, the pipeline and follow-up reminders.
A closer look
The two screens you will live in.
Lead pipeline
Where every open job stands right now
New
$22K
Contacted
$15K
Appointment
$46K
Estimate sent
$32K
Follow-up
$15K
Won
$18K
Sales pipeline
A drag-and-drop board from New through Contacted, Appointment, Estimate Sent, Follow-Up and Won. Each column shows what it is worth, so you always know what is actually in play this month.
- Drag a card and the change saves immediately
- Every column totals the dollar value sitting in it
- Every move is written to the lead history
Attention Center3
Opportunities that may be slipping through the cracks
Revenue at risk$27,500
John Smith
Deck remodel$8,500Estimate sent 4 days agoLast contact 4 days ago
Next step: Call to confirm they received it
Sarah Jones
Roof replacement$14,200Estimate sent 6 days agoLast contact 6 days ago
Next step: Call to confirm they received it
David Miller
Kitchen remodel$4,800No contact in 3 daysLast contact 3 days ago
Next step: Reach out and log the conversation
Pro
Attention Center
Faith Forged Leads watches your open opportunities for the five things that quietly cost jobs, puts them at the top of your day, and totals what they are worth.
- Estimates sent with no follow-up
- Leads that have gone quiet
- Overdue reminders
- Appointments with no estimate
- New leads nobody has called yet
Built to be trusted
Straight answers, no surprises.
Your data stays yours
Every business account is isolated at the database level. One company's records are not reachable from another company's login, whatever is requested.
Plan limits live on the server
Feature access is enforced by our servers, not hidden in the browser, so what your plan includes is exactly what it can do.
Messages come from you
Texts and emails go out from your own phone number and email address, never from a number your customers will not recognize.
See it with your own leads in it.
Start the free trial with full Pro access, or open the live demo and click around first. No card required.