Pocket Funnel
Convert & Book · Turn leads into jobs

Every lead in one simple pipeline — and we keep it moving.

A glanceable pipeline of every lead and where it stands: new, contacted, booked, won. Simple enough to read from the truck, and we manage it so it never goes stale.

Included in Starter. Fully managed — you touch nothing.

CRM / Lead Pipeline

A pipeline that's simple — and we manage it.

The Pocket Funnel dashboard on a laptop — 'Recovered this month $7,500', the calls caught and jobs booked, and the incoming leads list. Sample demo data.
The Pocket Funnel dashboard on a phone — the '$7,500 recovered this month' money view stacked above the tap-to-call/text lead list. Sample demo data.
Glanceable

The whole book of business, at a glance

No CRM class, no data entry. Every lead, its source, its status, and its last touch — in one list you can read in ten seconds between jobs.

Lead pipeline
New
Maple St — no heat
Website chat — quote
Qualified
Oak Ave — install
Booked
Furnace repair — $480
Always current

Nothing rots in a pipeline you forgot

Because we're the ones answering, booking, and following up, the pipeline updates itself. You're never staring at stale data or a lead someone forgot to move.

Managed

We keep it moving

A pipeline is only worth something if someone works it. That someone is us — every lead gets pursued to a yes or a no, so nothing sits idle.

How a call becomes a booked job

From ring to booked — in one unbroken line.

A call comes in. If you can't grab it, we do — answer or instant text-back, qualify the customer, check real availability, and book the job into your calendar. One flow, fully managed, no gap for the lead to fall through.

1Call or text in2Answered & qualified3Booked on your calendar4Handed off to you
How it works for you

Live in about a week. You set up nothing.

01

We set up your AI line

We provision an AI phone line for your business and tune it to your services, your hours, and how you talk. You don't write a script or touch a setting — we build it and we run it.

02

You forward your calls

Point your existing number to it, or use the new line as your number. It takes a few minutes, and your customers keep calling the number they already know.

03

It answers, qualifies & books — 24/7

From then on, every call and text gets answered, the customer gets qualified, and real jobs get booked straight onto your calendar — day, night, weekend, mid-job. The ones you can't get to, it gets.

No new hardware, no app to run, no number to memorize. We manage the whole thing.

Real product · sample data

See it working — no sales call first.

Where others show a testimonial, we show the product. Run the free audit on your own site, or book a 20-minute call and watch us set this up on your business.

Live site audit

See your site score in seconds.

Real structural scan — mobile, search, visibility, trust. The same first look we take at every business before we quote a number.

Hire the front office. Keep running the jobs.

We answer, chase, book, and prove it — crm / lead pipeline included in Starter. You touch nothing.