Lead Management

Every Lead, One Place

Track every prospect from first contact to closed deal. Store contact info, address, job type, notes, and full interaction history — all on a single, powerful lead card.

Everything at your fingertips

Complete contact details Click-to-call, email, and full address with map integration for every lead.
Full interaction timeline Every call, text, note, and appointment logged automatically in chronological order.
Custom lead statuses Define your own pipeline stages and track where every lead stands.
Lead source tracking Know exactly where every lead comes from to measure marketing ROI.
File uploads & documents Attach contracts, photos, and documents directly to any lead record.
Lead capture forms Embed forms on your website that create leads automatically in your CRM.

Happy contractor growing their business with Best ROI CRM

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