Keep the full lead history
Keep the inquiry, notes, messages, calls, and next step together. Your office sees the context before it returns a call.
Schedule visits from the lead. Business calls, texts, and follow-up stay in the same history.
Use sales steps your team understands
Move leads through clear steps, from inquiry to decision. Start a project from the lead when the customer accepts.
Give every step one next action. HHM Connect keeps appointment reminders and follow-up with the lead.
Turn each visit into progress
Save the requested work, visit details, photos, and measurements. Your estimator has what they need to prepare a quote.
Choose the next action while the visit is fresh. HHM Intelligence can draft follow-up for your team to review.
Carry the customer history into the job
Start the project from the accepted lead. The customer, source, and conversation stay with the job.
Find leads without an owner, confirmed visit, or follow-up date. Keep every promise visible through the signed job.
Willow Creek example
For a Willow Creek inquiry, the coordinator saves the website source, requested kitchen work, and visit date. Site notes and measurements show the estimator what is still needed. When the proposal is accepted, the customer details move into the project with the conversation that shaped the estimate.
Frequently asked questions
What is construction CRM software?
Construction CRM software keeps customer details, calls, messages and appointments with each lead. Your team can see who needs a follow-up and which jobs are ready for an estimate.
Can HHM Intelligence help with follow-up?
HHM Intelligence can draft a follow-up from the lead details. A person reviews the draft before sending it.