Leads
Lead management and campaigns
Keep lead profiles, campaign lists, follow-up status, booking history, calling activity, and email outreach connected in one service-business CRM.
Build a working lead database where each profile stays connected to campaign sublists, service files, booking history, and client communications.
Create focused outreach lists, import and map CSV fields, flag phone-number conflicts, assign workers, and configure lead statuses around the way your team follows up.
Run email campaigns with test sends, controlled delivery, campaign history, and unsubscribe handling built in.
Canadian businesses can add calling campaigns, direct SMS outreach, active-call monitoring, recordings, transcripts, and call logs through a provisioned Interdatum business number.
Free to start
Build this workflow around your service business
Signup is open. Create your CRM free, set up your first service, and add a business number or the AI assistant when you need them.