Comprehensive Lead Management & Sales Automation
Built By Steel Building Professionals for Steel Building Professionals
Automate your sales outreach, track building projects with precision, and capture the best quality leads with a system tested over 5 years.
Tested Over 5 Years & 1000's of Customers
We integrate a web-based lead generation form with proven methods to capture the highest quality building project leads on the market.
Lead & Customer Management
A central dashboard to manage everything from capture to close.
Lead Capture
Automatically pull leads from unlimited websites directly into a central dashboard.
Project Profiles
Track specific building details: dimensions, building type, site location, secured funds, and land ownership.
Representative Assignment
Seamlessly assign representatives to leads to ensure immediate follow-up.
Advanced Filtering
Deep search and filter leads by status, state, date ranges, and building specifications.
Note System & Attachments
Add detailed internal notes and attach important images and PDF documents (site plans, blueprints) to any customer profile.
The Ultimate Communication Suite
Reach your leads where they are with integrated SMS, Voice, and Email automation.
Powerful SMS Messaging
- Direct SMS: Text leads individually right from their profile.
- Bulk Campaigns: Upload CSV files for mass personalized campaigns.
- Smart Throttling: Automatically space out bulk messages.
Voice Console
Web-Based Console: Make voice calls directly through your browser.
No external software needed. Seamlessly log all call history directly into the project profile.
Email Campaigns
- Bulk Email Drip System: Send automatic follow-up sequences for leads who haven't scheduled calls, no-shows, or old leads.
- Email Validation: Automatically verify email addresses before sending to maintain high deliverability and avoid bounce penalties.
Productivity & Tracking
Never let a lead slip through the cracks again with smart tracking tools.
Smart Reminders
Create follow-up tasks that appear in a color-coded Calendar View and sync with Google Calendar.
Email Alerts
Automatically emails reminders to team members when a lead has not been responded to within 24 hours.
Status Tracking
Maintain a history of every status change (e.g., "New" to "Consultation Scheduled" to "Customer").
Call & Message Logs
Keep a full audit trail of all communications sent to a specific lead.
Integrations & Data Tools
Seamlessly connect your tools and manage your data with ease.
Google Sheets Sync
Real-time integration to "push" leads to Google Sheets or "pull" lead data from them.
Mobile Number Validation Tool
A utility to upload contact lists and automatically validate/format phone numbers (distinguishing between mobile and landlines).
Data Export
One-click exports of lead and customer lists to CSV for external reporting.
Separate Queue Monitors
Track background processes with dedicated SMS Queue and Email Queue monitors to ensure all your bulk campaigns are dispatched successfully.
Ready to supercharge your sales?
Built By Steel Building Professionals for Steel Building Professionals
Join thousands of customers who have optimized their building project sales with Steel Pro.