Every Lead Deserves a Follow-Up
CRM | Client & Lead Management
We build and configure your CRM so every call, form fill, and message routes to the right place automatically — no more sticky notes and missed follow-ups.
What's Included
- Custom Pipeline & Stage Setup
- Automated Lead Routing & Notifications
- Call & Form Fill Tracking
- Follow-Up Sequence Automation
- Custom Landing Pages for Lead Gen
- 2 Hours/Month of CRM Support & Optimization
- Reporting Dashboard Access
Case Study
From Word-of-Mouth to a Full Calendar
A single-crew service business came to us running on referrals alone, with no website and no way to track a lead. Within 60 days of launching their site and local SEO setup, they were booking jobs directly from Google search — and within 6 months had added a second crew to keep up.
How It Works
Map Your Workflow
We learn how leads actually move through your business today — from first call to booked job to invoice.
Build & Automate
We configure your pipeline, routing, and follow-up sequences so leads move themselves instead of falling through the cracks.
Support & Optimize
Ongoing monthly support hours to refine automations, add stages, and keep the system matching how your crew actually works.
What Trades Businesses Are Saying
"The new site paid for itself in the first month. We went from maybe one call a week off the old site to multiple booked jobs every week."
"We started showing up on page one within weeks. Roughneck actually understands how a trades business gets found — not generic marketing fluff."
"Our leads finally have somewhere to go. No more sticky notes and missed follow-ups — every call and form fill routes automatically now."