No lead goes cold.
A lead pipeline that keeps unbooked leads from going cold
The KrewDash pipeline holds every lead that has not yet been booked: leads from Facebook and Instagram ads, your booking form, reps at the door, and jobs you chose to decide on later. Each lead sits in one of four stages (new, contacted, follow up, quoted). When a lead goes nowhere you archive it with a reason, so you learn where leads drop off.
Join the founding crew
What you can do
- See every unbooked lead in four stages on one board
- Move a lead forward as you contact and quote it
- Archive a lead with a reason, or delete junk
- Take in leads from Meta lead ads with an automatic reply and an alert to you
- Have a daily check watch each lead source and flag it if it goes quiet or starts failing
How it works
- 1Leads arrive from Facebook and Instagram lead ads, your public booking form, reps who log a door, and jobs you saved to decide on later.
- 2Each lands in the pipeline in the New stage. Ad leads get an automatic text, and you get an alert.
- 3You move a lead to Contacted, Follow Up or Quoted as you work it.
- 4When a lead books, it becomes a scheduled job and leaves the pipeline.
- 5When a lead goes nowhere, you archive it with a reason, so you learn where leads drop off. Junk can be deleted.
- 6A daily check watches each lead source and flags it if it goes quiet or starts failing.
Who it is for
Window cleaning owners who run ads, take web bookings and have reps logging doors, and need all of those leads in one list instead of four inboxes.
What it does not do yet
It has four fixed stages and is not a general-purpose sales pipeline builder. Automatic replies are for ad leads. Ask for it.
What it looks like in practice
Illustrations of the workflow for a window cleaning company, not customer stories.
Example: ad leads on a Monday
Five leads come in over the weekend from an ad. Each gets an automatic text and sits in New. By Monday noon you have contacted four and quoted two; the fifth goes to Follow Up for Thursday.
Example: a source goes quiet
An ad campaign stops sending leads because a connection broke. The daily check notices the silence and flags it so you find out in days rather than weeks.
Compared with spreadsheets and group texts
| Task | Spreadsheets and texts | With KrewDash |
|---|---|---|
| Seeing every lead | Leads in email, texts and notebooks | One board, four stages |
| Not letting a lead go cold | Remembering to follow up | A Follow Up stage and a visible board |
| Learning why leads die | You never find out | Archive with a reason |
| Knowing a lead source broke | You notice weeks later | A daily check flags it |
Questions about lead pipeline
Where do leads come from?
From ad leads, your public booking form, reps who log a door, and jobs saved for later.
Does a new lead get a reply?
For ad leads, yes: the lead gets an automatic text and you get an alert.
Why is the dashboard only booked work?
Unbooked leads live in the pipeline, so the dashboard stays focused on jobs that are actually scheduled.
Is the pipeline the same as the dashboard?
No. The pipeline holds unbooked leads. The dashboard focuses on booked work.
Can I connect Facebook lead ads?
Yes. Leads from Meta lead ads can flow in directly, or through a connector.
What happens when I archive a lead?
It leaves the board with the reason you chose, so you can see later where leads drop off.
Go deeper
Works with
Two-way SMS inbox
Every customer text in one inbox, sent from your number.
Door-to-door canvassing map
Tag doors, draw territories, see every rep's funnel.
Branded booking form
A 24/7 booking page in your brand, with real open times.
$297/mo for full access. $97/mo for you plus two crew.
Built, branded and live in 72 hours. Month-to-month.