CRM & Lead Pipeline Build
Automated routing and instant multi-stage qualification that cut response time by 70%
Average response dropped from 42 mins to under 2 mins
First-contact bookings climbed significantly
Generated in the first 90 days of live operation
The Client & Context
HomePro was losing high-value HVAC installation leads during peak hours because reps took an average of 42 minutes to respond. We engineered a centralized CRM pipeline with automated routing, smart lists, and instant qualification.
Where The System Was Leaking Revenue
Leads from Google Ads, Facebook, and organic search were dumped into a generic shared inbox. Technicians in the field had no mobile visibility, and follow-ups were missed whenever the office staff was on another call.
How Simplixflow Solved It
We built a multi-stage custom pipeline with conditional routing based on zip code and service type. Incoming inquiries trigger a sub-60-second SMS confirmation and dispatch the lead directly to the on-call tech's mobile app with full customer history.
Architecture & Flow Touchpoints:
- Dynamic webhook ingestion normalizing Meta & Google ad leads
- Round-robin tech routing with on-shift availability checks
- Automated multi-channel follow-up (SMS + Email + Voicemail drop)
- Real-time pipeline analytics dashboard tracking conversion by technician
"Simplixflow rebuilt our entire lead pipeline and automated follow-up. We now close deals while we sleep — response time dropped from hours to seconds."
Project Snapshot
Ecosystem Stack
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