Leads and CRM
A remodeling CRM that follows every lead to a signed job
TradeBurst's CRM captures leads from your website and phone, assigns them to reps, books appointments and tracks every deal through your pipeline until it's signed.
The problem
Leads come in from your website, phone, referrals and home shows, and land in inboxes, sticky notes and spreadsheets. Some get called back in minutes, some never. Nobody can say which marketing actually pays for itself.
What you can do
Every lead in one list
Website form leads arrive with their project details and consent records. Phone and walk-in leads are a few taps to add.
Round-robin or manual assignment
Send new leads to the right rep automatically, or assign them by hand. Managers see who has what.
Appointments and reminders
Book in-home consultations on each rep's calendar. Customers get reminders by text and email from your own number and address.
Notes, texts and calls together
Every note, text message and call on a lead sits on one timeline, so whoever picks it up knows the history.
Referral tracking
Customers get their own referral code, and referred leads are tied back to the customer who sent them.
Source reporting
See where leads came from and which sources turn into signed jobs.
How it works
- 1A homeowner fills in your website form, calls, or is referred.
- 2The lead is created with their details and assigned to a rep.
- 3The rep texts or calls from TradeBurst and books an in-home appointment.
- 4The appointment, proposal and contract all stay attached to the lead until it becomes a job.
Frequently asked questions
Can I import my existing leads and customers?
Yes. Send us a spreadsheet and we import it as part of done-for-you setup, or add them yourself.
Do leads from my website go straight into TradeBurst?
Yes. Your TradeBurst website's lead form creates leads directly, including the customer's texting and email consent.
Try TradeBurst free
14 days free on any plan. No credit card. Your website is live the day you sign up.