Leads

Manage and track all your fence project leads

0 lead(s) selected
New
Contacted
Estimate Scheduled
Estimate Sent
Won
Lost
Unqualified
Total Leads
0
Total Value
$0
Active Leads
0
Won Deals
0
Win Rate
0%
Avg. Deal Size
$0
Avg. Time to Win
-
Customer Name Email Phone Source Service Material/Style Price Status Date Added Last Updated Actions

AI Receptionist

24/7 AI-powered phone answering that captures leads automatically

Not Connected

Complete setup in Settings to activate

0 / 10
Minutes Used
0
Calls This Month
0
Leads Captured
0%
Qualification Rate

Recent Calls

View All

No calls yet

Calls will appear here once your AI receptionist is active

Usage & Billing

Free Minutes (Monthly) 10 minutes
Overage Rate $0.15/min
This Month's Overage $0.00

Quick Tips

  • Fill out all company information for accurate responses
  • Test your AI by calling it yourself first
  • Review call transcripts to improve responses
  • Set realistic callback time promises
Configure AI Settings

Settings

Manage your company profile and preferences

Company Information

Basic information about your business

No logo uploaded
Recommended: Square image, 200x200px or larger

Business Address

Used for directions to customers

Account

Your personal account details

Email cannot be changed

Google Reviews

For requesting and tracking customer reviews

How to find your Google Review link

Email Integration

Connect your email to send contracts directly

Connected email will be used to send contracts from your address

Google Analytics

Connect your GA4 to view website metrics in Reporting

No Google Analytics connected

View your website traffic and marketing metrics in the Reporting section

Google Search Console

View search performance and rankings in Reporting

No Google Search Console connected

Facebook Page

View Facebook insights and metrics in Reporting

No Facebook Page connected

SMS Messaging

Send and receive text messages with leads

Get Your Business Phone Number

Search for an available phone number by area code

Enter a 3-digit US area code to find available numbers

Website Lead Form Widget

Embed a lead capture form on your website

Form Configuration

Select which sources to show in the dropdown

Select which services to show in the dropdown

Phone Number Setup

Connect your Twilio phone number to enable AI call handling

This is the phone number customers will call. It must be a Twilio number assigned to you.

Services & Pricing

Help your AI discuss your services and give ballpark pricing

Fence Types Offered
Services Offered

Business Hours

When are you available to take calls or return them?

Monday
-
Tuesday
-
Wednesday
-
Thursday
-
Friday
-
Saturday
-
Sunday
-

AI Personality & Voice

Customize how your AI receptionist sounds and behaves

Qualifying Questions

Questions your AI will ask to qualify leads

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SMS AI Bot

Automatically text leads and have AI conversations

Use {name}, {company}, and {ai_name} as placeholders. Leave blank for auto-generated greeting.
Automatically text new leads when they're added
After this many messages, the AI will stop and notify you to take over
Comma-separated words that trigger human handoff

Yard Sign QR Codes

Track leads from your yard signs and job sites

Create New QR Code

Generate a trackable QR code for your yard signs

Identify where this QR code will be placed
Where should the QR code redirect visitors?
Link to an existing lead/job for better tracking

Your QR Codes

Manage and track your yard sign QR codes

No QR codes yet

Create your first QR code to track yard sign leads

Analytics

Emails

View and manage your email conversations

Connect Your Email

Connect your Gmail or Outlook account to view and manage your emails directly from the CRM.

Go to Settings