MonitorA place for every inquiry
Connect the forms and lead sources you already use. Keep the request, source, and responsible person together.
FOR OWNERS AND SMALL TEAMS
New inquiry.
Clear owner.
Next step.
Keep your team’s inquiries in view, from the first request to the next conversation. Everyone knows what needs their attention.
“Who’s handling this?”
A question your team
shouldn’t have to ask.
PLANNED FOR YOUR DAY-TO-DAY
A small system.
A clearer working day.
A deadline that fits your day
Define working hours and first-response targets. Give a backup manager a way to see when a lead needs attention.
A next step after first contact
Record the first contact attempt and what comes next. A callback or estimate needs its own deadline, too.
THE HUMAN PART STAYS HUMAN
A reminder to your team.
A conversation with a person.
MonitorLeads is being designed to send internal reminders to registered employees and managers. Your team handles the actual call or email through its existing tools.
See the $29 Business planA PRACTICAL EXAMPLE
From quote request to scheduled estimate.
A customer asks for a quote. Jordan owns the inquiry, with contact due within the business’s chosen response window. Jordan records a call attempt and sets tomorrow’s estimate as the next action. The manager sees both steps.
Illustrative workflow. Live account features are not yet available.KEEP THE TOOLS YOU KNOW
Designed around your existing workflow.
Planned Jotform, Zapier, and Salesforce connection paths bring the lead into view. Your team provides the follow-through.
Read the connection plansTHE NEXT STEP IS A CLEAR ONE
Good leads deserve
a follow-through.
Explore a simpler way to keep your team accountable.