Every lead in one place, followed up until it books
Leads come in by phone, text, website form, Facebook and Angi. BOB puts them all in one pipeline and follows up automatically, so nothing slips through while you're working.
In short: A CRM (customer relationship management system) is a single list of every lead and customer with their history. Back Office Bot sets one up for you and adds automated follow-up: texts and emails that go out on a schedule until the customer books, plus quote reminders and review requests.
What's included
- One pipeline for every lead: phone, text, website, Facebook, Angi, Thumbtack.
- Speed-to-lead: new web and ad leads get a text and a call within 60 seconds.
- Follow-up texts and emails on day 1, 3 and 7, then monthly, until they book or opt out.
- Quote chaser: unsigned estimates get a friendly nudge on day 2, 5, 10 and 30.
- Review requests: a text asking for a Google review after every finished job.
- Appointment reminders that cut down on no-shows.
- A phone app so you can see and answer leads from the truck.
Found Money: your old customers
Most businesses have hundreds of past customers and old leads sitting in their phone or invoicing software. We run a 30-day text campaign to that list, from your business name, to restart conversations and book work. It costs nothing in ads because you already paid to get those customers. Ask about it on your free audit.
You own your data
Your contacts, conversations and call records belong to you. If you ever leave, you take them with you.
Pricing
CRM Setup and Lead Follow-Up is part of our plans, which start at $297 a month. Founding clients pay $197 a month with setup free. See all plans.
Questions owners ask
I already use Jobber (or Housecall Pro, ServiceTitan). Do I have to switch?
Usually not. BOB handles the front end: calls, texts, follow-up and reviews. We can pass booked jobs into the tools you already use, or replace a messy setup if you want one system.
How many follow-ups is too many?
We keep it polite: a few messages spread over a week, then monthly check-ins. Anyone who replies STOP never hears from us again.
Will the messages sound like a robot wrote them?
No. We write them in your voice, from your business name, and you approve them before anything goes out.
Built for your trade
- Roofers
- HVAC
- Plumbers
- Electricians
- Remodelers and general contractors
- Lawn care
- Auto repair shops
- Salons and spas
Other services
Where we work
Find out how many calls you're missing
We call your business after hours, see what your customers hear, and show you what BOB would do instead. Free, about 15 minutes, no pressure.
Rather talk now? Call (913) 530-8133. BOB answers, of course.