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07.04CRM & lead tracking

Every lead, one place, with its source attached.

Marketing cannot be judged if leads live in an inbox, a notebook and three phones. We set up the CRM — yours, or a simple one we build — route every form, call and inquiry into it with the campaign that produced it, and turn the pipeline into the numbers the monthly report runs on.

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  • HubSpot
  • Pipedrive
  • ServiceTitan
  • Housecall Pro
  • Jobber
  • Zorva Labs CRM
Lead Generation & Automation — the Zorva bot (illustration)Module 07 · Leads & Automation
The problem

The leads exist. The record does not.

Ask most owners how many leads came in last month, from where, and what happened to each, and the honest answer is a shrug. Without a record, follow-up is luck, attribution is guesswork and the best channel cannot be told from the worst. A CRM that every lead actually enters — automatically, with its source — is the difference.

What we do

Scope of the work

  • 01Platform choice: HubSpot, Pipedrive, ServiceTitan, Housecall Pro, Jobber or the lightweight CRM we build and host for businesses that have none
  • 02Every website form, call-tracking number, chat and network lead routed in automatically with source, campaign and page
  • 03Pipeline stages that match how you actually sell: new, contacted, quoted, won, lost — with reasons
  • 04Follow-up reminders and sequences so no quote sits untouched
  • 05Won and lost outcomes sent back to the ad platforms as offline conversions
  • 06Reports in revenue by source, close rate by channel and time to first response
  • 07Training for the people who will use it, and the documentation to keep it clean
How it is measured
Share of leads captured with a source
Time to first response and follow-up completion
Revenue by channel from the pipeline
Proposal

Scoped in a written proposal within one business day. The whole price is stated before work starts.

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How we run it

CRM & Lead Tracking, step by step.

Step 01

Choose and configure

The right CRM for the size of the business, set up with your stages, fields and users.

Step 02

Route everything in

Forms, calls, chats and network leads land automatically with their source attached.

Step 03

Work the pipeline

Reminders, sequences and a daily view of what needs a call.

Step 04

Report in revenue

Outcomes flow back to the ad platforms and into the monthly report.

Questions

CRM & Lead Tracking, answered.

Do I need an expensive CRM?
No. Many small businesses are best served by a simple pipeline with automatic lead capture and reminders — which is what the CRM we build provides, at no license cost. Larger teams with quoting, dispatch and invoicing needs are better on ServiceTitan, Housecall Pro, Jobber or HubSpot, and we set those up too.
Will my team actually use it?
They will if leads arrive in it on their own and the daily view tells them who to call. The failure mode of most CRMs is manual entry; we remove it by routing every source in automatically and by training the people who work the pipeline.
How does the CRM connect to advertising?
Every lead carries the campaign and keyword that produced it, and won deals with their value are sent back to Google, Microsoft and Meta as offline conversions — so bidding optimizes toward customers rather than form fills.
Can you move data from my old system?
Yes — contacts, deals and history are exported, cleaned and imported with their dates intact, and the old system is kept read-only until the new one is trusted.
Works with

Related capabilities

06.02

Call Tracking & Revenue Attribution

Calls tracked by source and tied to revenue.

Open07.02

AI Automation & Instant Lead Response

Instant replies to every form and missed call.

Open07.01

Exclusive Lead Generation

Inquiries from trade sites we own, never resold.

Open06.01

Analytics, GA4 & Conversion Tracking

Conversion tracking where a conversion is a real lead.

Open
All of module 07 · Lead Generation & Automation →
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ProposalWritten · scoped · priced
ContractMonth to month
Phone(629) 298-8241
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