Instant lead replies
When someone fills out a form on your website, Review Monster's CRM answers them right away. They get a text and an email thanking them, so they know a real business saw it and they don't move on to the next search result.
At the same time, you get the whole lead by text and email: name, phone, address, what they need, any photos they attached, and where they found you.
A fixed message or a helpful assistant
The text reply can be a fixed message you write, or an assistant that politely gathers what you need to quote. You tell it what to ask for, like the address and a few photos, and it asks for all of it in one friendly text, skipping anything the form already gave.
If they answer only part of it, it thanks them and asks once more for what's missing. Then it tells them the office will be in touch and stops.
- Never texts again unprompted, no reminders or nudges
- Never quotes a price, availability or timing
- Steps aside the moment someone at your office texts the lead
- Leaves a short summary on the lead's notes
The whole lead, to the right people
New lead alerts go to the phones and emails on your Notifications list. They carry everything the customer typed, not just "you have a new lead", so you can call back from the truck without opening anything.
The lead also starts its own conversation in the CRM, as if the customer had texted you. Reply in that thread and your answer goes to their phone from your business number.
Careful with consent
Texts only go to people who ticked the consent box themselves, and the box starts unticked. Someone who didn't tick it still reaches you, and you still get the lead, they just don't get the automatic text.
Phone numbers and emails are checked before anything is sent, so a fake number or a mistyped email doesn't get a message.
In practice
At 9 pm a homeowner asks for a quote on your site. Thirty seconds later they get a text: "Hi Dana, thanks for reaching out. Could I get your address? And if you can send a couple of photos, that helps a lot." She replies with both. At 7 the next morning you read her lead, see the photos, and call her with a price.
Questions people ask
Does the assistant talk prices with my customers?
No. It only asks for the details you've told it to collect, like an address or photos, and never quotes price, availability or timing. That conversation is yours.
Will it keep texting a lead who doesn't answer?
No. It sends one text, and at most one follow-up ask if they reply with only part of what you need. It never sends reminders on its own.
Who gets notified about new leads?
The phones and emails on your Notifications list in the CRM. If the list is empty, the owner gets them. You choose whether lead alerts go by text, email or both.
Can I just send a simple thank-you text instead?
Yes. Choose the fixed message option and write whatever you like. It goes out to each new lead who agreed to texts.
Works well with
Every form, chat, call and text becomes a lead with its source, and moves itself along as you quote and book.
Website chatA chat box on your site that answers questions for you, or turns a visitor's message into a text thread.
All-in-one inboxOne inbox for texts, emails, Facebook messages, calls and voicemails, with each customer in one thread.
AutomationsRules like "when a job is Done, send a review request" that run on their own, every time.
Instant lead replies comes with the CRM
And the CRM comes with every Review Monster plan. Most people are up and running in about 30 minutes.