CONTACT MANAGEMENT
Media Lifeline Pro contact management
Media Lifeline Pro contact management puts every lead — web forms, phone calls, texts, Facebook and Instagram DMs, event RSVPs and QR scans — into one contact record with full history, a drag-and-drop pipeline and an auto-assigned follow-up task. It costs $297/mo through RBA Marketing and Media, includes 5 users, and goes live in two weeks. RBA, an authorized partner in Sevierville, Tennessee, sets it up and migrates your existing contacts.
Last updated: 21 September 2026
Book Your Demo- What it is:the CRM inside Media Lifeline Pro, an all-in-one platform by Media Lifeline.
- Price:$297/mo through RBA partner pricing (regular $497/mo), $0 setup.
- Includes:5 users, unlimited contacts, iOS and Android app.
- Live in:two weeks, including migration from your spreadsheet or old CRM.
- Supported by:RBA Marketing and Media, Sevierville, Tennessee.
Media Lifeline Pro is an all-in-one CRM and marketing platform made by Media Lifeline. RBA Marketing and Media is an authorized partner that sets it up and supports it in East Tennessee.
WHAT YOU GET
What contact management does
Unified inbox: forms, calls, texts, DMs and QR scans in one record
Every lead source, one list. The platform captures web forms, phone calls, Facebook messages, Instagram DMs, text messages, event RSVPs, and QR scans into the same contact record — no duplicates, no sticky notes. RBA connects each source during setup so nothing lands outside the system.
Contact timeline: every email, text, call and note in order
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. The handoff between the person who answered the phone and the person doing the work doesn't drop anything.
Drag-and-drop sales pipeline: New Lead to Contacted to Estimate to Won
A pipeline you can actually see. Drag deals from New Lead to Contacted to Estimate Sent to Won. You'll know exactly how many estimates are sitting out there and what they're worth. RBA sets up the stage names around your real sales process, not a generic template.
Auto-assigned follow-up tasks with overdue surfacing
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. Nobody has to remember to check a spreadsheet.
Tags and segments by service, neighborhood, referral source or job value
Tags and segments that mean something. Tag contacts by service, neighborhood, referral source, or job value, then market to that slice specifically. Your whole team sees the same shared view, so context never gets lost in a handoff.
Multi-user access and the LeadConnector mobile app
Your data, your team, one shared view. Multiple users, shared contact history, and tasks you can assign — all on a full mobile app, so you can reply to leads and check your pipeline from a job site. Your contacts, content, and website are yours; if you ever leave, you leave with all of it.
LEAD SOURCES
Which lead sources flow into one contact record
Every channel below creates or updates the same contact record. RBA wires up each source during setup so leads stop landing in separate inboxes.
| Lead source | What gets captured |
|---|---|
| Web forms | Name, email, phone, message, page they came from |
| Phone calls | Call logged to the contact, with notes. Call recording is available and can be switched on. |
| Text / SMS | Full two-way conversation in the contact timeline |
| Facebook messages | DMs and comments attached to the contact record |
| Instagram DMs | Messages and engagement tied to the contact |
| Event RSVPs | Attendance and registration written to the contact |
| QR code scans | Scan creates or updates a contact automatically |
WHERE LEADS LEAK
Where small businesses lose leads, and how each gap gets closed
| Where leads leak today | How the platform closes the gap |
|---|---|
| The after-hours form nobody sees until morning. | The platform sends an instant auto-reply with a booking link the second a form is 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. |
WHAT IT COSTS
How much does it cost?
Contact management is included in the $297/mo Partner Plan through RBA's partner pricing — replacing the separate CRM, spreadsheet, and scheduler most businesses pay for today. The table shows the partner rate and the waived setup.
| Item | Regular | Through December 31, 2026 |
|---|---|---|
| Monthly | $297/mo | |
| Setup & onboarding | $0 | |
| Contract | Month-to-month, cancel anytime | |
USERS & MOBILE
How many users, and is there a mobile app?
The base plan includes 5 users. Your team can also work from their phones with the LeadConnector app for iOS and Android.
INTEGRATIONS
Which tools does it connect to?
The platform works with Google, Outlook and iCloud calendars, takes deposits or payments at booking, connects to QuickBooks, Zapier and an API, and links to job and invoicing software. Booking can be embedded on any website, including one RBA Marketing and Media didn't build, and connected to your Google Business Profile “Book” button and Facebook booking.
MOVING YOUR CONTACTS
Moving from a spreadsheet or another CRM
Bring a spreadsheet, an export from your old CRM, or a shoebox of business cards. Migration is part of setup — RBA imports, deduplicates, and tags your existing contacts so you start with a clean list. Your contacts, your content, and your website are yours. If you ever leave, you can export your contacts as a CSV file, keep a copy of your website, and transfer your texting number. RBA Marketing and Media sets it up in two weeks.
- Import from CSV, another CRM export, or business cards
- Deduplication and tagging handled by RBA during setup
- No limits on the number of contacts or records you can store
- Full data export anytime — you own your data
- Month-to-month. Cancel anytime. No long-term contract.
HOW IT COMPARES
Media Lifeline Pro vs. a spreadsheet vs. a standalone CRM
| Capability | Spreadsheet | Standalone CRM | Media Lifeline Pro (via RBA) |
|---|---|---|---|
| Captures forms, calls, texts, DMs | Manual entry | Some channels | All channels, automatic |
| Full contact history timeline | No | Yes | Yes |
| Drag-and-drop sales pipeline | No | Yes | Yes |
| Auto-assigned follow-up tasks | No | Sometimes | Yes |
| Built-in texting & automation | No | Add-on cost | Included |
| Local setup & support | — | Help desk | RBA, East Tennessee |
Typical market tools, not quotes. With the platform, contact management, pipeline, texting, and follow-up automation are one login.
WHAT CHANGES
What changes in the first two weeks
RBA Marketing and Media sets up Media Lifeline Pro in two weeks. After that, leads from your web forms, calls, texts and social messages land in one contact record with a follow-up task.
2 wk
from demo to live
1 login
replacing 6 disconnected tools
FROM THE OWNER
How Rich sets up contractor pipelines
“Pipeline stages for contractors depend on the type of client. The stages most of them share are New Lead, Contacted Lead, Quote Sent and Quote Accepted.”
WHO YOU'LL WORK WITH
A local team, not a help desk
Rich Benjamin — Owner, RBA Marketing and Media
RBA Marketing and Media has built websites and run campaigns for East Tennessee tourism, real estate, and contracting businesses for more than a decade. As an authorized Media Lifeline Pro partner, Rich and his team set up your contact management, migrate your existing list, and support it from right here in Sevierville, Tennessee.
ALSO INCLUDED
Works with the rest of Media Lifeline Pro
Automation & Reviews
Turn every new contact into an instant follow-up and a review request.
See automation & review requestsEmail & Text Newsletters
Market to the exact slice of your list that's ready to buy.
See email & text newslettersEvents & Booking
Every event RSVP and booking writes straight to the contact record.
See events & bookingSEE IT FOR YOURSELF
Book a 30-minute demo
We'll pull up Media Lifeline Pro, plug in your actual business, and show you exactly where your leads are leaking today. You get a written follow-up summary within one business day whether you move forward or not.
30 minutes · Screen share