All services

CRM & Lead Follow-UpEvery lead captured.Answered in minutes.Followed up. Booked.

We set up the CRM and run the follow-up: every website form, missed call and text lands in one pipeline and gets a reply in minutes. Text and email sequences keep going until the customer books, and every lead is tracked to the closed job.

forms, calls, texts and estimate requests land in one pipeline
One CRMforms, calls, texts and estimate requests land in one pipeline
follow-up runs on both channels and stops when the lead replies
SMS + emailfollow-up runs on both channels and stops when the lead replies
we host, monitor, and maintain what we build for you
Managedwe host, monitor, and maintain what we build for you
System schematicWhat we build for you

Where the lead comes from

  1. Capture

    The lead lands in the CRM with its source, an owner and a follow-up time.

  2. Text back

    A reply goes out by text within minutes, at any hour, and the thread stays on the record.

  3. Follow up

    Text and email steps run on a schedule until the customer replies or books.

  4. Track to the job

    The lead moves through quote and booking to a closed job, with its source kept.

Closed job fromWebsite form

The path one lead takes through the system we build and run, from the channel it arrived on to the closed job it became.

What we build

6 systems. Start with one.

6
systems
36
deliverables

Not sure which one to build first? Tell us where the business is now and we send back a ranked build order.

Get your free growth roadmap
01

Lead Capture & Routing

Every website form, missed call, text and estimate request lands in one CRM with an owner, a source and a follow-up time attached.

  • Website form and estimate tool capture
  • Call and text lead intake
  • Automatic owner assignment
  • Duplicate detection and merge
  • Lead source tracking
  • New lead alerts by text and email
02

Missed-Call & Instant Text-Back

A new inquiry or a call your team could not pick up gets a text reply within minutes, so the conversation starts while the customer is still looking.

  • Missed-call text-back
  • Instant reply to web forms
  • Two-way text threads
  • Booking link in the reply
  • After-hours reply rules
  • Opt-out handling
03

Automated Follow-Up

Each lead gets a timed sequence of texts and emails that keeps going until the customer replies, books or opts out.

  • Text and email sequences
  • Sequences by service and source
  • Stops on reply or booking
  • Call tasks for your team
  • Re-engagement for older leads
  • Automatic activity logging
04

Quote Tracking & Follow-Up

Every quote you send is logged on the lead, tracked when it is opened, and followed up on a schedule until it is signed or declined.

  • Quotes logged on the lead
  • Open and view tracking
  • E-signature acceptance
  • Unsigned quote reminders
  • Won and lost reasons
  • Signed quote to job handoff
05

Pipeline & Job Tracking

A board that shows every open lead and quote, the stage it sits in, and which source produced each closed job.

  • Stage board from lead to job
  • Custom stages per service
  • Stalled lead alerts
  • Revenue by lead source
  • Conversion by stage
  • Weekly pipeline summary
06

Customer Records

One record per customer with every call, text, email, quote and job on it, so anyone on the team can pick up the conversation.

  • One timeline per customer
  • Gmail and Outlook capture
  • Call and text history
  • Custom fields and tags
  • Migration from spreadsheets and old CRMs
  • Phone access in the field

Not on this list? We build to spec.

Proof, on the record

Samaniego Drywall

Drywall Contractor

A family drywall crew working since 1990 with no website at all. EMOR built their site and a project estimate tool in two weeks; within 90 days they were on page one of Google, and the tool has scoped over $50,000 in quoted work, so every lead lands priced instead of anonymous.

Quoted through the tool
$50K+
Google, local drywall
Page 1
Website before EMOR
None

“We had no website. Just a binder and scraps of paper. EMOR built the site, the calls get answered, and the jobs are finally in one place. Worth every dollar.”

Santiago, Samaniego Drywall
Read the Samaniego Drywall story
samaniegodrywall.com
Samaniego Drywall website, built and run by EMOR AI

How we work

From discovery to deployment

01

Map the lead path

We trace how a lead reaches you today, from the form or the call to the quote, and mark every step that depends on someone remembering.

02

Design the follow-up

Stages, owners, reply templates and the text and email sequence get written and agreed before anything is built.

03

Build and connect

We set up the CRM, move your existing leads in, and connect your website forms, phone line, email and calendar.

04

Launch and run

We go live, read the replies, and tune the timing and wording against real leads. Then we keep it running.

Common questions

What does lead follow-up automation actually do?

It answers every new lead by text within minutes, then runs a timed sequence of texts and emails until the customer replies, books or opts out. Each reply lands in the CRM thread and alerts the right person. Your team spends its time on the conversations that are ready to book.

How does missed-call text-back work?

When a call goes unanswered, the system texts the caller back within minutes, asks what they need, and offers a booking link. The reply lands in the same thread in your CRM and alerts someone on your team. Opt-out replies are honored automatically.

How many times should you follow up with a lead?

Until they reply, book, or ask you to stop. We build the sequence around how your customers buy: a text right away, then spaced texts and emails over the following days and weeks, with a call task where a call makes sense. It stops the moment the customer answers.

Do we have to replace the CRM we already use?

No. If your current CRM fits how your jobs move, we connect the capture and follow-up to it. If you work from spreadsheets or a CRM nobody opens, we set one up and move your records in, cleaned and de-duplicated. Either way it connects to your website forms, Gmail or Outlook, Google Calendar and your phone line, and your data stays yours and exportable at any time.

How much does CRM setup and lead follow-up cost?

It is scoped on the call. Scope moves with how many lead sources you have, whether records need to be migrated, which tools it connects to, and how many people work in it. You get a written scope before any commitment.

Who runs it after launch?

We do. We host it, monitor it, and maintain it, read the replies in the first weeks, and tune the timing and wording as real leads come in. EMOR runs its own leads on the same kind of system, so it gets the attention we give our own pipeline.

Show us where your leads come from.

Bring your forms, your phone line and the spreadsheet you track jobs in. We scope the CRM and the follow-up, build it, and run it with you.

CallGet consistent leads