CRM & Pipeline System

A CRM for Small Business That Answers One Question: Who Do I Need to Call Back Today?

Not the kind with a training course. Every call, text, and form fill becomes a card on a board. You drag it from New to Quoted to Won. The follow-ups fire themselves. That's the whole thing.

  • Unlimited contacts and users
  • 1 timeline every call, text, and invoice per customer
  • Drag & drop pipeline stages you define
NEW 3 QUOTED 2 WON 4 PAID 6
What changes for you

The benefits, in plain English

Each step is what you get. Green happens on its own. Orange is the only part that needs you.

  1. Automatic

    1. Every lead is on one board

    Calls, texts, forms, and chats become cards on their own. No typing them in.

  2. You

    2. You see where every job stands

    New, Quoted, Won. Drag a card forward and that is the whole job.

  3. Automatic

    3. Follow-ups happen without you

    Moving a card can send the text you would have forgotten to send.

  4. Automatic

    4. The whole history in one place

    Every call, text, estimate, and invoice on the customer’s timeline.

The result You stop losing jobs to forgotten follow-ups.

  • Your customer does this
  • LeadPro does this for you, automatically
  • The part that's yours
What it does

Built once, then it runs

Unlimited contacts and users

Add your whole team and every customer you have ever served, with no per-contact or per-seat fees.

Visual drag-and-drop pipelines

Build stages that match how you actually work and run separate pipelines for different services.

Full contact timelines

Calls, texts, emails, appointments, invoices, and notes live on one screen per customer.

Automatic follow-up on stage change

Move a deal to Estimate Sent and LeadPro texts the check-in two days later.

Lead capture everywhere

Website forms, chat widget, Facebook and Instagram messages, and Google Business Profile chat all feed the same CRM.

Pipeline reporting

See pipeline value, conversion rate per stage, and where deals stall without building a spreadsheet.

Replaces

  • Spreadsheets
  • Pipedrive
  • HubSpot CRM
  • Keap
  • Jobber CRM

One login, one bill. Unlimited users and contacts.

Our process

How we build it for you

  1. 1 20 minutes

    Discovery call

    A real conversation about how your business actually gets work. We look at your phones, your calendar, and where leads go quiet, then show you the systems running on live accounts.

  2. 2 We do the work

    We build your systems

    You fill in one onboarding form. We build your site, connect your number, import your contacts, and switch on every system. You are not configuring software.

  3. 3 25 minutes

    Launch call

    We walk you through what is now running for you, answer every question, and show you the two or three things you will actually touch. Then it runs.

Questions before you book? Call (415) 323-1792.

Open your phone right now and try to list every lead from the last two weeks. The ones who called, the ones who texted, the guy from the Facebook post, the estimate you sent Thursday. You can't. Nobody can. So a few of them quietly turn into somebody else's customers.

The CRMs built to fix this were built for sales teams with an admin to type things in and a week to learn the software. You have a crew waiting and a customer on line two. That's why the one you bought last year is a login you don't remember.

LeadPro's CRM works differently. Every call, text, form fill, and social message becomes a contact on its own. Each one shows up as a card on a board. You drag the card forward. When it moves, the follow-up text you would have forgotten goes out for you. Every message, estimate, and payment lands on one timeline per customer, so anyone on your team can pick up the thread.

The lead you answer first is usually the lead you win

When a homeowner needs a plumber, she doesn't call one plumber. She calls three, and she hires the one who calls back first. Not the cheapest. Not the best reviewed. The first.

LeadPro closes that gap without you doing anything. A new lead gets an instant text and email, your team gets a notification, and a follow-up sequence starts. You still make the human call. It's just that when you do, the lead is warm and waiting instead of on the phone with your competitor.

Your customer list is the most valuable thing you own, and you never use it

Somewhere in your phone and your old invoices are a few hundred people who already paid you once and were happy about it. Getting a new customer costs ad money. Texting one of them costs almost nothing.

Because LeadPro stores every past job, you can be precise. Everyone whose service is over a year old. Everyone in one part of town. Every estimate that never closed. Pick the group, send a short text with a real offer, and answer the replies. We can't promise how many book. We can promise it's the cheapest marketing you'll ever run.

Works even better together

Every LeadPro system shares the same contacts, calendar, and inbox.

Have questions? We have answers.

How many contacts can I store in LeadPro?

Unlimited. LeadPro never charges per contact, per lead, or per user, so import your entire customer history on day one.

Can I import contacts from my current CRM or spreadsheet?

Yes. Upload a CSV export from any CRM, spreadsheet, or phone contact list, and our team helps you map fields during onboarding.

Does the CRM work on my phone?

Yes. The LeadPro mobile app for iOS and Android includes your full pipeline, contact timelines, texting, calling, and invoicing.

What happens when a new lead comes in?

The lead appears in your pipeline instantly, your team gets a push notification, and an automatic text and email can go out within seconds. You choose how much runs on autopilot.

Is LeadPro hard to learn?

No. You will be working your board on launch day, because onboarding sets up your pipelines, phone number, and automations with a real person.

Does LeadPro replace my other tools?

For most businesses, yes. The CRM includes texting, email, scheduling, invoicing, review requests, and marketing automation, which typically replaces three to six subscriptions.

Want this running for your business?

Book a call. We will show it live, answer pricing straight, and build it for you if it fits.

Prefer to talk? Call (415) 323-1792