Get Startedarrow

Support

All Articles

What is included in Lead Notifications Setup?

  • Website Form Submission (per each form)
  • Missed Customer Calls
  • Missed Customer Messages
  • Reviews Notifications

What is required for Lead Notifications?

  • Email Address
  • Phone Number
  • Phone Number Verification
    1. We reach out to the given number to confirm that someone has access to it.
    2. We send Confirmation code via Twilio to the given number.
    3. Confirmation Code has to be sent to us in timely manner.
  • CRM Access (optional)

What is the process of sending Website Forms Lead Notifications?

  1. Customer Submits a Form.
  2. We send you Email Notification with Information about the entry.
  3. We send you SMS Notification with Information about the entry.
  4. CRM Entry sent (if exists).
  5. Customer receives SMS Notification that someone will contact them back.

What is a process of sending Missed Call or Missed Message Notifications?

  1. CallRail receives Missed Call/Message.
  2. We send you SMS Notification with Information about the call/message.
  3. (Only for calls) Customer receives SMS Notification that someone will reach out back to them.

What is Review Notifications?

Reviews are very important for growing your business, and we are trying to do as much as we can to receive positive feedback and help to improve customer service. These notifications are sent to a customer only after Job is Completed in CRM. It will ask a customer to leave a Review or contact back in case they have any concerns.

Frequently Asked Questions

Can notifications be sent to multiple numbers?

Yes. As long as both numbers can be verified, we can send leads to multiple numbers.

Can Missed Call Notifications and Lead notifications be sent to different numbers?

Yes. Yes. As long as both numbers can be verified.

Why do I need to provide access to CRM?

We have working Setup that connects Form Leads to majority of CRMs. It significantly decreases a chance of missed leads and makes booking easier.

What CRMs do you work with?

We work with majority of CRMs such as HouseCall Pro, ServiceTitan, Jobber, DripJobs and etc. We are trying to do our best to integrate leads to CRM, but all of them have some limitations and differences. Some CRMs require more advanced Plans in order to be integrated. If you have a specific question about your CRM, please, reach out to us.