Lead management software that shows who is waiting

There are two boards. The Leads board belongs to the office: New, Contacted, Appointment booked. The Quotes board belongs to the sales reps: Appointment scheduled, Quote sent, Follow-up, Won. A lead moves from one to the other when someone books its quote appointment.

Some moves happen by themselves, so the board stays true without anyone dragging cards. Sending a quote moves the lead to Quote sent and sets its value to the quote total. The customer approving the quote moves it to Won. If someone tries to drag a lead to Won by hand, the board says "Approving the quote moves them to Won."

Each column shows a count and the dollars in it. Cards sort longest-waiting first. On a phone, the stages become tabs.

Look at the corner of each card. It shows how long the lead has been in its stage: on a new lead, that is how long it has waited for someone to call. When a stage's limit passes, the time turns into an orange "Needs a push" badge.

On top of that, the Lead not answered alert goes out when a new lead has waited 15 minutes (you can choose 5 to 120) with nobody touching it. Reports then give you the honest number: speed to lead, the median time from a lead arriving to someone acting on it, and the share handled within an hour. Read why it matters in our speed to lead guide.

From the office, and from your own pages. The office adds a lead in one sheet: name, phone or email, address, what they want (chips from your price list), Home or Commercial, the rep, and how they found you. A lead can also arrive by itself:

• From your online booking page, with the services and preferred times they picked.
• From the customer portal, when an existing customer asks for new work.
• From someone who started your booking page, gave a phone number and left. They become a lead tagged "Booking page, not finished".
• From your Due for service list or a win-back list of past customers.

While you type a phone number or email, Birdy checks for matches and offers "Use this customer" when the person is already on file, so the same homeowner doesn't end up twice.

No. A sales rep sees only the leads assigned to them, everywhere: the board, the counts, search and the lead's own page. Another rep's lead simply doesn't exist for them. The owner and office see everyone's leads and can filter by rep.

A rep can't reassign a lead or add one for someone else. When the office moves a lead from one rep to another, the history records it, and commission already earned stays where it was. See commissions.

Because "lost" with no reason teaches you nothing. Marking a lead lost asks "Why?" every time: Price, Went with someone else, No answer, Timing, Doing it themselves, Out of our area, Not a fit, or your own reasons. Reports add them up by count and by dollars.

The dialog also takes an optional "Check back on" date. A win-back email can go out that day, and a lead lost on price can get an offer after 90 days, if you turn those on in follow-ups. Reopen puts the lead back where it was.