Lead management
Review Monster's CRM catches leads from everywhere a customer might reach you: your website's forms, the chat widget, online booking, calls and texts. Each one becomes a lead with a record of where it came from.
From there the lead moves along your pipeline on its own as things happen to it. Quote it and it's Estimated. Get a yes and it's Approved. Turn it into a job with one tap.
Every way in becomes a lead
A quote request on your site, a "text us" message from the chat widget, a booking request, a first-time caller. They all land in the CRM as a person with contact details and a conversation already started, so you can reply right in the thread.
If someone opens your quote form, types their name and phone, then wanders off, the CRM saves what they gave you after a few minutes. You can still call them back.
Know where each lead came from
Every new contact gets two things filled in once and kept for life: the Source (Website, Google, a microsite, a yard sign number, Referral) and the Channel (call, text, quote form, chat, booking).
That source stays with the customer, so every job they ever book counts toward it. When you want to know whether an ad paid for itself, the Ad Sources report has the answer.
- Website visits read the referrer and ad tags, like UTM and Google click IDs
- Calls and texts are credited to the number they reached
- The office picks the source on anything entered by hand
- You can change a source by hand if it's wrong
A pipeline that keeps itself up to date
Lead statuses are your own list, edited in Settings. The CRM moves a lead forward when the matching thing happens: put a date on it and it's Scheduled, send a quote and it's Estimated, get approval and it's Approved.
It only moves forward, and a lead you've marked Lost stays Lost. Nothing drags a quoted lead back to New, and nothing quietly brings a dead one back to life.
Convert to a job without retyping
When a lead says yes, convert it to a job. The customer, job type, source and service address come across, and if you quoted it, you can bring the estimate's line items with it.
The lead stays on file and points at the job it became, so you can see how many leads actually turned into work.
In practice
Monday morning you open Leads and see four new ones from the weekend: two quote forms, a chat and a caller from your Google number. Each already has a thread. You text the two forms, send the caller an estimate, and the lead moves to Estimated without you touching its status.
Step-by-step help for lead management is in the Help Center, with short screen recordings.
Open the Help CenterQuestions people ask
Where do leads in Review Monster's CRM come from?
Your website's quote and contact forms, the chat widget, online booking requests, and calls or texts to your business and tracking numbers. You can also add one by hand.
Can I change the lead stages?
Yes. Lead statuses are your own list in Settings. The CRM moves leads forward automatically when they're scheduled, estimated or approved, as long as you have a stage with that name.
Does converting a lead delete it?
No. The lead is kept and linked to the job it became, which is how you can tell how many leads turned into paying work.
How do I know which ads are bringing in leads?
Each lead is tagged with its source the first time it reaches you, and that source stays with the customer for good. The Ad Sources report adds up the leads and revenue for each one.
Works well with
A new lead gets a friendly text and email in seconds, and you get every detail they sent.
Call trackingA $5/month number for each ad, sign or truck, so you know which ones make the phone ring.
EstimatesBuild an estimate from your price book, add photos, and let the customer sign to approve it from their phone.
ReportsSee sales, what each ad source costs and earns, and how many leads turn into booked, paid jobs.
Lead management comes with the CRM
And the CRM comes with every Review Monster plan. Most people are up and running in about 30 minutes.