Profit Pilot Systems helps local service businesses capture quote requests, organize leads in a CRM, follow up automatically, and turn more inquiries into booked appointments.
● Captures quote and appointment requests
● Creates a CRM contact
● Adds the lead to a pipeline
● Creates a call task
● Sends automatic follow-up
● Helps recover missed calls after SMS approval
● Follows up after estimates
● Sends appointment reminders
● Requests Google reviews after completed jobs
Roofing
HVAC
plumbing
landscaping
hardscaping
detailing
med spas
clinics
insurance
solar
real estate
and more.
Pilot Installation Offer
$800 setup + $297/month
Profit Pilot Systems installs a lead recovery and booking system that helps local service businesses capture leads, follow up faster, recover missed opportunities, and turn more inquiries into booked appointments.
Included:
CRM pipeline setup
Lead capture form Quote or appointment request page
New lead follow-up workflow Call task creation
Missed-call recovery setup
Estimate follow-up workflow
Appointment reminder workflow
Google review request workflow
Monthly support and optimization
How it works:
When a new lead comes in, the system automatically saves the contact, adds them to a CRM pipeline, creates a call task, sends follow-up, and helps move them toward booking.
SMS workflows are set up and activated after the client’s business completes A2P approval.
Goal:
Stop letting leads disappear and turn more of the leads you already get into booked jobs.