Nurture leads | Manage customers
Every lead, every source, one place, with automated follow-up that starts in 59 seconds and keeps working long after the first message.
The same core infrastructure that runs the office runs from the truck, the jobsite, or between calls, on the phone that's already in your hand.
Included in every FOBFLO CRM. A new lead gets a thoughtful, human-sounding text in about 60 seconds, even when you're out on a job.
An optional CRM enhancement. Manage appointments, track opportunities, and see exactly where every lead stands, right from your phone.
A premium FOBFLO CRM add-on. Your AI Agent answers questions, qualifies leads, and helps book appointments around the clock, even while you're busy running your business.
Without a system, opportunities scatter across inboxes, texts, spreadsheets, social DMs, and someone's memory. FOBFLO CRM brings every lead, no matter where it came from, into one centralized system your whole team can see.
One recordYour whole team sees the same story.
We begin the conversation almost immediately, often at about the 59-second mark.
Not this: “Thank you for your inquiry. Someone will contact you shortly.”
Text Message · Today
Hey First Name, this is Steve over at Business Name. I noticed you just filled out one of my forms online and wanted to let you know I got your message. I'm actually out in the field right now, but I'll plan on calling you as soon as I wrap up this meeting. Until then, is there any additional information about your project you'd like to share with me?
Delivered
The communication infrastructure needed to centralize conversations and respond faster, included in every package before anything else is added.
A separate local business number for calling and texting, keeping business communication organized and off your personal phone.
Texts, emails, calls, and social DMs from one centralized place. No jumping between platforms.
A missed call automatically triggers a text, so no one falls into a dead-end voicemail.
A new lead gets a thoughtful response while their interest is still high, not a delayed, generic reply.
iOS and Android access through the LeadConnector app: from the office, the jobsite, or anywhere in between.
Moving a lead from one stage to the next can automatically trigger messages and internal notifications, built around your actual sales process.
1 New lead
A lead lands in the CRM from any source: the moment it's officially an opportunity, not just an inquiry.
2 Contacted
Speed-to-Lead kicks in and the first response goes out while interest is still high.
3 Qualified
Information is gathered to understand the project, timeline, and whether this is a real opportunity.
4 Appointment scheduled
An estimate, consultation, or site visit goes on the calendar, with confirmations and reminders handled automatically.
5 Estimate sent
Moving to this stage can automatically trigger a customer follow-up message and an internal notification to the salesperson.
6 Follow-up
Post-estimate and nurture WorkFlows keep the conversation alive instead of hoping the prospect calls back.
7 Won / lost
A closed deal can trigger review requests and customer WorkFlows. A lost deal can move into long-term nurture instead of disappearing.
Trained on your own knowledge base, not the rigid, rule-based chatbots of the past.
Carries on two-way SMS conversations with leads and customers, and can be embedded directly into your SmartSite so visitors can just ask instead of hunting for answers.
Answers incoming calls when your team can't (after hours, weekends, or during busy periods) instead of sending callers to voicemail and the next company.
Most of the market isn't ready to buy the moment they find you. By some estimates, only about 3% are buying right now, with another 7% or so open to it. FOBFLO CRM helps you keep working the opportunities you've already paid to acquire.
A simple satisfaction check after a job wraps up can route happy customers toward a review request, and flag anything less than great for internal follow-up and service recovery, before it ever becomes a review.
Google reviews build credibility with prospects researching your company, and review activity can be managed right from the CRM.
Google prohibits businesses from discouraging negative reviews or selectively asking only satisfied customers for positive ones, so the feedback step is used for internal routing and service recovery, not to filter who gets asked to leave a review.
Book a free Zoom strategy session today. We'll share our screen and show the exact CRM strategy that's helping our other partners around the country.
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