Skip to content
First 30 contractors get 90 days free

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.

Start free trial
The basics

What is lead tracking?

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 end up in StrikeHoney, tagged with where they came from and what happens next, instead of one of them slipping through.

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
Step by step

How a lead comes in

  1. 01

    They call, text, or fill out a form

    Your StrikeHoney business number rings your phone. Or a customer fills out the form on your Professional Site and a lead is created directly in StrikeHoney.

  2. 02

    It lands in StrikeHoney

    Calls, texts, and emails are all logged in StrikeHoney. Form submissions create the customer and the lead for you.

  3. 03

    You add the job

    Quick Add a lead in seconds, with the source tracked so you know which channels bring in work.

  4. 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 number, included at no extra cost. No second SIM, and it rings on the phone already in your pocket.
  • 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.
Why it matters

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.

Lead tracking vs. just keeping contacts

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.

Contact list
  • 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
Lead tracking
  • 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
The whole flow

One job, four stages, one app

Every stage hands off to the next, and messaging and payments run through all of them.

  1. Stage 01

    Lead Tracking

    You're here
  2. Stage 02

    Quoting

    See the page
  3. Stage 03

    Job Management

    See the page
  4. Stage 04

    Invoicing & Payments

    See the page

  • Unified Messaging across every stage

    Calls, texts, and leads, all through your business number, at every stage.

  • Website across every stage

    Built from the jobs you choose to show off, live from day one.

FAQ

Lead tracking questions

Read every question

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.