Stage 01 · Lead Tracking
Catch every lead, even while holding a pipe-wrench
Every call, text, and email in one place, on one business number that isn't your personal cell. Nothing gets lost in a group chat or a stack of sticky notes.
What is lead tracking?
Lead tracking is keeping track of every potential customer, from the moment they get in touch until they either book the work or walk away.
For a contractor, that means keeping track of:
- 01Who contacted you
- 02What work they need
- 03Where the lead came from
- 04When you last followed up
- 05Whether a quote's been sent
- 06Whether they need another follow-up
- 07Whether the job was won or lost
Without a system, that information scatters across your phone, your texts, your email, a notebook, and memory. A lead tracking system puts it all in one place, so a call about a burst pipe and a website form for a deck rebuild both land in the same inbox, tagged with where they came from and what happens next, instead of one of them slipping through.
How a lead comes in
- 01
They call or text
Your StrikeHoney business number rings your phone. Your personal number stays private.
- 02
It lands in the inbox
Calls, texts, and emails all arrive in one thread, tied to the customer.
- 03
You add the job
Quick Add a lead in seconds, with the source tracked so you know where work comes from.
- 04
It becomes a quote
One tap turns a lead into a quote, with everything you captured carried across.
Your own business number, included. No second phone.
You're on a ladder, in a truck, or under a sink. Lead tracking has to work in seconds or it doesn't get done.
- 01A dedicated business phone number, included at no extra cost and with no second SIM.
- 02Two-way texts and email in one inbox, threaded per customer and per job.
- 03Quick Add a lead in seconds, with the source tracked so you know what's working.
- 04A lead that sits too long gets flagged automatically, before it goes cold.
- 05Book a site visit and attach photos or documents straight to the lead.
- 06Convert to a quote in one tap, or close the lead with a reason so your list stays clean.
- 07Import your existing customer list from a CSV and search it by name or number.
Don't let good leads go cold
For a small trade business, losing a lead doesn't always mean someone else gave a better quote. Sometimes you simply forgot to follow up.
Respond faster.
See new calls, texts, and enquiries in one place instead of checking three different apps.
Know what's next.
See at a glance which leads need a quote, a follow-up, or a site visit.
Follow up before it's too late.
Leads that have been sitting too long get flagged automatically.
A contact list isn't a lead tracker
A contact list tells you who someone is. Lead tracking tells you where they are in the process of becoming a customer.
- 01Customer's name
- 02Phone number
- 03Contact info
- 04Doesn't say if you followed up
- 05Doesn't say if a quote went out
- 06Doesn't say if you won the job
- 07Doesn't say what to do next
- 01Customer + job details
- 02Calls, texts, and emails in one thread
- 03Where the lead came from
- 04When you last followed up
- 05Whether a quote went out
- 06Won or lost
- 07What to do next
One job, four stages, one app
Every stage hands off to the next, and messaging and payments run through all of them.
Lead tracking questions
Lead tracking means keeping one record of everyone who's reached out and what happened next, instead of relying on memory and scattered texts. For a trade business, that means fewer missed calls, faster follow-up, and a clear answer to which leads actually turned into paid jobs.
Because most leads for a trade business come in fast and unscheduled, a call while you're on a ladder, a text at dinner, a web form overnight. Without somewhere for those to land automatically, the ones that arrive at the wrong moment are the ones most likely to get missed.
Not much in principle, a CRM is the broader category and lead tracking is the part of it that covers new enquiries specifically. The difference in practice is that most CRMs are built for sales teams with dedicated admin staff. StrikeHoney's lead tracking is built for a solo contractor or small crew to run from a phone between jobs.
StrikeHoney flags a lead automatically once it's been sitting too long without a follow-up, so you don't have to remember to check.
Once a lead is ready, it converts straight into a quote in one tap, carrying the customer's details and conversation history with it, so nothing has to be re-typed.