CRM
Lead Management From First Contact to Closed Job
Leads arrive by phone, form, chat, text, and Google. Without a single system they scatter across devices and inboxes, and the ones nobody claimed disappear.
Capture every channel
Calls, forms, chat, and profile messages all create the same kind of record, so nothing depends on one person seeing one notification.
Route with clear ownership
Leads are assigned automatically by service type, location, or team member, and unassigned leads are flagged rather than forgotten.
Know where they came from
Source tracking shows which channels produce inquiries, which lets you spend attention and budget with information instead of instinct.
Nothing sits untouched
Automated tasks and stale-lead alerts surface anything that has gone quiet before it goes cold.
What's included
Scope of this solution.
- Multi-channel lead capture
- Lead routing rules
- Ownership assignment
- Lead source tracking
- Tagging and segmentation
- Stale lead alerts
- Response time visibility
- Conversion reporting
FAQ
Lead Management questions.
How do we know which marketing works?
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Source tracking on every lead lets you compare inquiry volume and close rate by channel. It is directional, not perfect, but far better than guessing.
Can leads be assigned automatically?
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Yes, by service type, geography, round-robin, or any rule that reflects how your team divides work.
What about leads we already have?
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Existing lists can be imported, tagged, and re-engaged with a reactivation sequence.
Related solutions
CRM Systems
UPK Software sets up a CRM with a pipeline, lead stages, tagging, tasks, and reporting so every opportunity is visible in one place.
Learn moreCRM Setup
UPK Software handles CRM setup end to end: pipeline design, stages, tags, automations, notifications, imports, and reporting.
Learn moreBook a demo
See what UPK could build for your business.
A short, no-pressure walkthrough of how your business captures and follows up on new opportunities today — and where a connected system would help.