CRM + LEAD FOLLOW-UP
Keep track of every lead. Follow up with confidence.
Home-service inquiries come in through calls, website forms and messages. DRIVE5 helps you bring them into one organised CRM, see where each lead stands, and know the next step — whether you need a new website or already have one.
Founder-led setup. Real human support.
EXISTING WEBSITES
Already have a website?
You may not need to start over. We'll look at how leads currently reach you — forms, calls and inboxes — and work out whether your site can be connected to a CRM.
- Review your current forms and where submissions go
- Check what access and permissions an integration would need
- Recommend an approach: connect your site, or rebuild if that's simpler
Every existing site is different, so integration is confirmed only after a technical review.
THE PROBLEM
Good leads go cold when nobody can see them.
Most contractors don't have a lead problem so much as a tracking problem. Lead management for contractors starts with knowing who's waiting.
Inquiries arrive in scattered places
Form emails, voicemails, texts and notes on the truck dashboard. When leads live in different inboxes, some are easy to lose track of.
No clear status for each lead
Was the estimate sent? Did anyone call back? Without a pipeline, it's hard to see which jobs are new, quoted, won or stalled.
Follow-up depends on memory
On busy weeks, follow-up slips. A simple, visible list of next steps makes it easier for your team to respond consistently.
AVAILABLE TODAY · CORE
What DRIVE5 can set up
A practical home-service CRM foundation, configured for your business. Setup depends on your website, access and workflow — it's tailored, not switched on instantly.
Website lead capture
Enquiry forms connected to your CRM, so submissions are recorded as contacts instead of sitting in an inbox — where your site can be integrated.
Contact & pipeline tracking
Each new enquiry becomes a contact and an opportunity in a lead pipeline, so you can see status at a glance and move jobs forward.
Owner notifications
Email notifications when a new enquiry comes in; mobile notifications can also be enabled in LeadConnector after account and device setup.
Booking workflow
An online calendar for consultations or estimates, configured around your availability and how you prefer to schedule.
MOBILE CRM ACCESS
Your leads go where you go.
Access customer details, conversations, pipeline updates and appointments from your phone through the LeadConnector mobile app. With notifications enabled, new lead activity can alert you while you're on a job or away from your desk.
Mobile lead notifications
With notifications set up, new lead activity can alert you on your phone while you're on a job or away from the desk.
Contacts & conversations
Customer details and conversations, available wherever you're working.
Pipeline & appointments
Check pipeline status and upcoming appointments between jobs.
Mobile access powered by LeadConnector. Alerts depend on account configuration and device notification settings.
WORKFLOW EXAMPLE
From enquiry to follow-up
An example of how a website enquiry can move through a DRIVE5 setup. Your exact workflow is configured around your business.
- 01
A visitor submits a form
A homeowner fills in the enquiry form on your website with their details and the job they need.
- 02
A lead is created in the CRM
The submission is saved as a contact and added to your lead pipeline as a new opportunity.
- 03
The owner is notified
An email notification goes to you or your office so the enquiry doesn't sit unnoticed.
- 04
You respond and update the pipeline
You call or email the homeowner, then move the opportunity to its next stage — quoted, booked or closed.
Whether you run an HVAC, plumbing or electrical business, the same idea applies: HVAC lead tracking or plumbing job follow-up works best when every enquiry has an owner and a status.
WHAT'S NEXT
Exploring automation and AI?
Missed-call text-back, SMS nurturing, an AI receptionist and automated appointment booking are in development and testing. They aren't part of today's standard setup. When available, they'll depend on permissions, messaging consent and client-specific configuration — and we'll be clear about what's ready before recommending anything.
FAQ
Common questions
Can I keep my existing website?
Often, yes. We first review how your current site and forms work and whether we have the access needed to connect them. If integration isn't practical, we'll explain the options — including whether a new DRIVE5 website makes more sense.
Does DRIVE5 replace my office staff?
No. The CRM and notifications help your team stay organised and see what needs attention. People still have the conversations that win jobs.
What is available today?
Website lead capture, contact and pipeline tracking in a CRM, owner email notifications and booking calendar foundations. Exact setup depends on your website, tools and business process.
Can I check leads from my phone?
Yes. Your CRM is accessible through the LeadConnector mobile app, so you can view contacts, conversations, pipeline status and appointments from your phone. Push notifications for new lead activity can be enabled once your account and device notification settings are configured.
Can we add automation later?
That's the plan for clients who want it. Automated texting, missed-call follow-up and AI-assisted tools are being developed and tested. When they're ready, we'll discuss what fits your business, permissions and consent requirements.
Let's review how leads reach your business
A short call to look at your current forms, calls and follow-up — and whether a CRM setup makes sense for you. Founder-led, with real human support.
Review My Lead Process