Create new client records from incoming lead hooks
Create new client records from incoming lead hooks
Your incoming contractor leads arrive untracked and create duplicate intake work for dispatch coordinators and schedulers. Add and deduplicate leads so staff can assign jobs same day.
Overview
Stop losing time to manual lead entry and duplicate intake records by capturing partner leads directly into your CRM and backup sheet. Intake and dispatch get complete, deduplicated client records so teams can assign and confirm jobs the same day.