Every module your sales floor needs — in one place
Capture leads, assign reps, text and call from the browser, drop ringless voicemails, drip email follow-ups, and close with contracts. Built around real project data: building type, size, land, and status.
Lead & customer management
From first form submit to paying customer — with project details attached to every record.
Central lead inbox
Pull leads from unlimited sites into one searchable table. Filter by status, state, building type, and date — then assign a rep and act.
Deep filters & search
Column filters for status, origin, dimensions, state, and more — plus export and Google Sheet sync.
Rep assignment
Assign representatives so follow-up ownership is clear from day one.
Manual add & import origins
Create leads in-app or ingest from web forms and imports with site/app origin tracking.
Full project profile
Open any lead for building specs, location, status, notes, contracts, and a communications history in one view.
Building specs
Type, width, length, land ownership, city/state, and origin site — not just a name and phone.
Notes & attachments
Pin critical notes and attach PDFs or images like site plans and quotes.
Communications tab
SMS, email, and call history live on the same lead record.
Post-sale customer pipeline
Once a lead becomes a customer, track deposit, plans, and build milestones with dedicated customer statuses.
Customer status workflow
Statuses like deposit sent, architectural plans ordered, and building ordered — with history retained.
Export ready
Filter by state and export customer lists for reporting.
Never miss a follow-up
Schedule call-backs and tasks with priority levels. View them in a calendar and keep the team aligned.
Calendar + list views
See open reminders across the team; syncs with Google Calendar when reminders are created.
Priority levels
High, medium, and standard priorities so urgent deals stay visible.
Reach leads where they actually respond
SMS campaigns, bulk sends, and a Ringless Voicemail System with IVR — with delivery monitoring.
Segmented SMS outreach
Send to a controlled segment (for example 50 contacts), review replies, then release the next group.
Segment release
Track progress across segments with campaign status and reply capture.
Source audiences
Target customers or filtered lead sets without exporting to a separate tool.
Send Bulk SMS
Upload or select contacts, personalize with placeholders like {Name}, estimate segment cost, and throttle sends for deliverability.
CSV Cleanup
Upload contact lists and validate phone formatting before you spend money on a campaign.
Monitor Messages
Watch queue status for batched SMS — pending, sent, failed — and manage large releases from one screen.
Ringless Voicemail System with IVR(Interactive Voice Response)
Drop ringless voicemails at scale, then handle inbound callbacks with tracked IVR lines — greetings, keypress menus, and opt-out paths in one voice stack.
Upload voice messages and phone lists, launch campaigns with delivery status, and configure inbound numbers that transfer, text, or mark DNC based on what the caller presses.
Full control over outbound drops and inbound menus
Route callers, track delivery, and brand every prompt from one voice stack.
Dynamic Call Routing
Route calls based on caller input, time of day, or any custom criteria you define.
Real-Time Analytics
Track campaign delivery, inbound IVR activity, and caller behavior with clear status reporting.
Customizable Prompts
Create personalized voice prompts and ringless messages that reflect your brand and guide callers seamlessly.
Follow up automatically
Email drip sequences for no-shows, unscheduled consults, and reconnect campaigns — monitored in real time.
Email Drips Monitor
See which drip emails were sent, queued, or failed — tied back to the lead and sequence.
Email Sequences
Define sequences by lead status, delay days, and notification templates. Toggle active sequences without code changes.
Contracts, files, and data sync
Close the deal and keep the team working from the same documents and sheet.
Templates & e-sign ready docs
Load custom contracts to be signed, place signature fields, send them to customers, and track executed copies.
Load custom contracts
Upload your own contract templates so customers can review and sign the right agreement for each project.
Signature-ready fields
Place signature and printed-name fields on reusable building agreements.
Executed contracts
Store signed PDFs against the customer lead for later reference.
Critical Files
Shared team reference docs — price sheets, permit checklists, contract versions — with note history.
Google Sheet
Push selected leads to Sheets or work from sheet-backed views for ops that live in spreadsheets.
Dashboard
At-a-glance lead counts by status and a shared reminders calendar for the whole team.
Ready to run sales on one system?
See Steel Pro CRM with your process — leads, messaging, automation, and closing tools included.
Request a Demo