A lead that's been captured and followed up still has to become a job. Convert gives you one pipeline for every opportunity, automates the busywork between quote and signature, and shows you where revenue actually comes from.
Every opportunity, its stage, its value, and its next step. Updated automatically as texts are sent, quotes go out, and appointments happen.
If you have more than a handful of open opportunities at a time, more than one person talking to customers, or any desire to know which marketing produces revenue, yes. A CRM is the place where the customer's history and your team's next step live together. Without it, both live in people's heads.
Not necessarily. If it works and your team uses it, we can often connect it. If it's a spreadsheet or a system nobody opens, consolidating into one platform is usually the better path.
The goal is less to learn, not more. Most of what your team does today (texting, calling, emailing, scheduling) happens in one app instead of five. We train your team and configure the system around how you already work.
Free. About 30 minutes. You get a written summary of what's working, what's leaking, and what we'd fix first, whether or not we work together.
