No sticky notes. No "I'll enter it later." No leads slipping through the cracks while you're on site. The conversation happens, and a complete, written-up record is already waiting in the system you already use.
A customer calls while you're on a job. By the time you're back, half the details are already gone.
A quote gets promised, then forgotten, because nothing ever made it into the CRM.
You can't tell which leads are hot, because there was never time to write any of them up.
A customer calls your line or emails your inbox and just talks like normal. Nothing for them, or you, to learn.
The conversation is read and summarized: the size they want, their city, whether they need installation, and what they're really after.
A clean, complete record appears on the contact and the deal, instantly, with nothing typed by hand.
"Wants motorized louvers over the back patio, prefers bronze frame. Ready to schedule a quote next week, asked about lead times for spring install."
Returning customer? It attaches to their existing deal. New caller? It creates the person, the deal, and the note, all on its own.
We don't ask you to switch your phone system or your CRM. We connect to them. If yours isn't listed here, it almost certainly still works.
Every caller and emailer is captured, even the ones that come in while everyone's in the field.
No one re-types call notes into the CRM. The hours that used to vanish into admin come back.
Every call and email sits on the deal, in order. You can finally see what's hot and what's gone cold.
Nothing falls through, so quotes go out while the customer is still excited, not a week later.
We'll set it up against your CRM and your phone line, show you a record land live, and you decide. Your Pergola Co. keeps every lead it earns.
Book a 15-minute walkthrough