CONTACT MANAGEMENT
Never lose a lead again
Every person who fills out a form, calls, texts, messages, or shows up to an event is captured automatically. Names, notes, history, follow-ups — organized in one place so nothing slips through the cracks.
Book Your DemoWHAT YOU GET
What you get
Every lead source, one list.
Web forms, phone calls, Facebook messages, Instagram DMs, text messages, event RSVPs, and QR scans all create or update the same contact record. No duplicates, no sticky notes.
Jenna K. · Facebook
Do you have Saturday open?
Mark T. · Instagram
Loved the last job you did
Lori P. · Text
Booking confirmed, thanks!
Devon R. · Web form
Need an estimate for a deck
The whole history on one screen.
Open a contact and see every email, text, call, appointment, and note in chronological order — including what your team said last time.
62%
Opens
24%
Clicks
11
Booked
A pipeline you can actually see.
Drag deals from New Lead → Contacted → Estimate Sent → Won. You'll know exactly how many estimates are sitting out there and what they're worth.
New Lead
12
$18k
Contacted
8
$12k
Estimate
5
$9.5k
Won
3
$6.2k
Tasks that get assigned, not forgotten.
A new lead comes in, the platform creates the follow-up task and assigns it. Overdue tasks surface instead of quietly dying.
62%
Opens
24%
Clicks
11
Booked
Tags and segments that mean something.
Tag by service, neighborhood, referral source, or job value, then market to that slice specifically.
New Lead
12
$18k
Contacted
8
$12k
Estimate
5
$9.5k
Won
3
$6.2k
Your team, one shared view.
Everybody sees the same customer history, so the handoff between the person who answered the phone and the person doing the work doesn't drop anything.
Jenna K. · Facebook
Do you have Saturday open?
Mark T. · Instagram
Loved the last job you did
Lori P. · Text
Booking confirmed, thanks!
Devon R. · Web form
Need an estimate for a deck
WHERE LEADS LEAK
Where your leads leak today
The after-hours form nobody sees until morning.
An instant auto-reply with a booking link goes out the second it's submitted — at 11pm or 11am.
The estimate you sent and never followed up on.
An automated follow-up sequence nudges the customer until they book, decline, or convert.
The past customer you haven't contacted in 14 months.
A win-back campaign quietly reaches out so your existing list keeps producing.
The referral that came in by DM and got buried.
Every DM creates a contact record with a task, so it can't disappear into a chat thread.
WORKS WITH THE REST OF THE PLATFORM
Works with the rest of the platform
Automation & Reviews
Turn every new contact into an instant follow-up and a review request.
Learn moreSEE IT FOR YOURSELF
Watch it work on your business — in 30 minutes
We'll pull up Lifeline Pro, plug in your actual business, and show you exactly where your leads are leaking today. No slides. No pressure. If it's not a fit, we'll say so.
30 minutes · Screen share · No obligation