SoTellUs Connect Pro + Calendar Lead Management for Businesses

In today's fast-paced environment, managing leads efficiently is key to growing your business. Whether inquiries come from phone calls, website forms, chat, or special offers, having a structured system ensures that no potential client is missed.

With automated follow-ups and organized pipelines, your team can stay on top of every opportunity, leading to higher conversions and customer satisfaction.

Our lead management solution simplifies the entire process—automating communication, managing lead assignments, and providing a clear structure from initial contact to final service. This allows your business to focus on delivering excellent service while ensuring no lead falls through the cracks.

Key Features of the Lead Management System

The SoTellUs Connect Pro + Calendar Automation Bundle offers a comprehensive workflow that organizes and tracks leads from the first point of contact to service completion. Designed to streamline the customer journey, this system ensures timely follow-ups and keeps communication consistent, whether through automated emails or SMS messages.

Key Features Include:

Automated Lead Assignment: Every lead is assigned to the right team member.
Pre-Built Email and SMS Templates: Ensure professional and timely communication.
Lead Pipeline Stages: Organize leads through each step of the process.
Client Nurture Campaigns: Keep clients engaged, even after the service, and re-engage lost leads.

Lead Capture Channels

Our system captures leads from multiple sources, ensuring every potential customer is properly engaged and followed up with:

Chat Leads

Automatically captures leads who send messages through your website chat.

Contact Us Form Leads

Captures inquiries from your website’s contact form, immediately adding them to the lead pipeline.

Phone Leads

Tracks leads generated through phone calls. Manual entry ensures every conversation is recorded.

Free Quote/Special Offer Leads

Captures leads who fill out forms for special offers or free quotes, with automated priority follow-ups.

Workflows for Lead Conversion

The system includes powerful workflows that guide each lead through their journey from inquiry to service scheduling.

Automation reduces manual follow-ups, allowing your team to focus on delivering excellent customer service.

Lead Assignment

Leads are automatically assigned in a round-robin format, balancing the workload.

Automated Follow-Ups

Pre-scheduled SMS and email follow-ups ensure consistent communication with leads.

Client Nurture Campaigns

Engage existing clients and re-target lost leads with long-term follow-up strategies.

Additional Workflow Features Include:

Quote Follow-Ups

Automated reminders for leads who received quotes, increasing conversion chances.

Missed Call Automation

Automatically follows up on missed calls, ensuring no lead is missed.

Calendar Management for Seamless Scheduling

The calendar integration ensures that scheduling is efficient, reducing manual effort and preventing conflicts.

From confirming appointments to booking services, everything is automated to streamline your workflow.

Appointment Confirmations

Automated messages confirm service appointments.

Reminders

Sends 24-hour and 1-hour reminders before appointments, reducing cancellations.

Rescheduling and Cancellation Follow-Ups

Automates follow-up messages if appointments are canceled or rescheduled.

Pipeline Management for Better Lead Tracking

Our pipeline system offers a visual overview of where each lead is in the sales process. This makes it easy to prioritize follow-ups and track lead progress from inquiry to service.

New Lead Pipeline

Tracks new leads through the follow-up stages.

Pipeline Stages Include

Lead Capture (Chat, Contact Us, Phone Lead, Get Free Quote/Special Offer)
Leads Follow Up
Quoted and Quote Follow Up
Scheduled
Serviced
Review Request
Nurture Campaign
Not Ready / Lost

SoTellUs Connect Pro + Calendar Pipeline and Stages

Onboarding Calls with a Success Coach

We offer two onboarding calls with a dedicated Success Coach to help you set up your account and train your staff. These calls ensure your team is fully equipped to manage leads, and streamline your workflows for maximum efficiency

Pay-As-You-Go Communication

Instead of limiting your communication capabilities, we offer a Pay-As-You-Go method for communicating at an industry-low rate.

This way, you never have to worry about reaching communication limits and can send as many follow-ups and engagement communications as needed to keep your leads informed and engaged.

How Will SoTellUs Connect Pro + Calendar Automation Bundle Benefit Your Business?

By using SoTellUs Connect Pro + Calendar Automation Bundle, your business will save time and effort. Automated workflows handle everything from initial contact to post-service follow-up, allowing your team to focus on delivering top-quality services.

With built-in client nurture campaigns, you'll maintain lasting relationships with both current and past clients, maximizing future opportunities for revenue growth.