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Lead Management Solution

SoTellUs Connect Pro + Calendar Automation

In today's fast-paced environment, managing leads efficiently is key to growing your business. Whether inquiries come from phone calls, website forms, chat, or special offers, having a structured system ensures that no potential client is missed.

100% Lead Capture
24/7 Automation
Automation Dashboard Interface
Lead Pipeline

Automated

Calendar

Synced

Key Features

Complete Lead Management System

The SoTellUs Connect Pro + Calendar Automation Bundle offers a comprehensive workflow that organizes and tracks leads from the first point of contact to service completion.

Automated Lead Assignment

Every lead is assigned to the right team member instantly.

  • Smart routing system
  • Team workload balancing
  • Instant notifications
  • Performance tracking

Communication Templates

Pre-built email and SMS templates for professional communication.

  • Customizable templates
  • Multi-channel messaging
  • Automated scheduling
  • Response tracking

Lead Pipeline Stages

Organize leads through each step of the process.

  • Custom stage setup
  • Progress tracking
  • Stage automation
  • Performance metrics

Client Nurture Campaigns

Keep clients engaged and re-engage lost leads automatically.

  • Automated follow-ups
  • Personalized messaging
  • Engagement tracking
  • ROI monitoring
Lead Sources

Multi-Channel Lead Capture

Our system captures leads from multiple sources, ensuring every potential customer is properly engaged and followed up with.

Chat Lead Capture

Automatically captures leads who send messages through your website chat. Instant engagement ensures no opportunity is missed.

  • Real-time capture
  • Automated responses
  • Instant team notification
Chat Lead Capture
Live Chat

Contact Form Integration

Seamlessly captures inquiries from your website's contact form, adding them directly to your lead pipeline for immediate follow-up.

  • Form integration
  • Data validation
  • Automated processing
Form Lead Capture
Web Forms

Phone Lead Management

Track and manage leads generated through phone calls with detailed call logs and follow-up automation.

  • Call tracking
  • Call recording
  • Follow-up automation
Phone Lead Management
Phone Calls

Special Offer Campaigns

Capture and track leads from special offers and promotional campaigns with automated follow-up sequences.

  • Campaign tracking
  • Priority routing
  • ROI measurement
Special Offers Management
Special Offers
Calendar Features

Calendar Management for Seamless Scheduling

The calendar integration ensures that scheduling is efficient, reducing manual effort and preventing conflicts.

Appointment Confirmations

Automated messages confirm service appointments and send reminders to reduce no-shows and maintain scheduling efficiency.

100% Automated

Smart Reminders

Sends 24-hour and 1-hour reminders before appointments, significantly reducing cancellations and improving attendance rates.

2x Engagement

Rescheduling Management

Automated follow-up messages for canceled or rescheduled appointments ensure continued engagement and rebooking.

95% Recovery
Pipeline Management

Streamlined Lead Tracking

Our powerful workflow system guides each lead through their journey from inquiry to service completion.

Lead Capture

  • Chat Leads
  • Contact Form Submissions
  • Phone Inquiries
  • Special Offer Responses

Follow Up

  • Initial Contact
  • Automated Reminders
  • Quote Preparation

Scheduling

  • Appointment Booking
  • Service Confirmation
  • Reminder System

Service & Review

  • Service Completion
  • Review Requests
  • Follow-up Care
Expert Support

Onboarding with Success Coach

We offer two comprehensive onboarding calls with a dedicated Success Coach to ensure your team is fully equipped for success.

Account Setup

Complete system configuration and customization to match your business needs.

Team Training

Comprehensive training sessions to ensure your team maximizes the system's potential.

Ongoing Support

Continuous support and optimization to help you achieve your business goals.

Success Coach Training
Personalized Training Team Support
Flexible Pricing

Pay-As-You-Go Communication

Instead of limiting your communication capabilities, we offer a Pay-As-You-Go method at an industry-low rate.

Unlimited Potential

Send as many follow-ups and engagement communications as needed to keep your leads informed and engaged.

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Get Started Today

Ready to Transform Your Business?

Let's discuss how SoTellUs can help you grow your online presence

Business Hours

Monday - Friday 8:00 AM - 5:00 PM

24/7 Support Available

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Located in beautiful Gilbert, Arizona

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