Coastal ConnectCUSTOMER MANAGEMENT & AUTOMATION

Follow up without keeping it all in your head.

When your team is busy, new inquiries still need a reply. Automatic texts and a customer management system (CRM) help you respond, organize inquiries, and follow up on estimates.

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WHAT IT BRINGS TO YOUR BUSINESS

What you get.
How it helps.

  • Missed-call text-back
  • Texts, email, Facebook & Google messages in one inbox
  • A clear view of open inquiries and estimates
  • Automatic follow-up reminders
WHERE IT’S INCLUDED

Every planMissed-call text-back and customer & inquiry management are part of Foundation, Growth, and Scale.

Growth and ScaleAppointment booking, estimate & appointment reminders, and more advanced follow-up.

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01

Answer the missed call

A quick text lets callers know you will be in touch.

02

Know where every lead stands

Follow each opportunity from first inquiry through estimate and booking.

03

Follow up on time

Send relevant reminders and responses without keeping every task in your head.

A professional focused on work at a customer’s property
Illustrative photo
HOW IT GETS SET UP

Three steps.
No guesswork.

  1. 01

    Map how leads reach you

    We list every way inquiries arrive today: calls, texts, forms, email, Facebook, and Google.

  2. 02

    Connect one inbox

    We bring those messages into one place, switch on missed-call text-back, and set up your pipeline stages.

  3. 03

    Automate the follow-up

    We add reminders and follow-up messages for open estimates and appointments, then tune them with you.

QUESTIONS ABOUT MISSED-CALL TEXTS & FOLLOW-UP

Straight answers.

Something else on your mind? We’re happy to talk it through.

Call (401) 416-5701

START WITH A FREE WEBSITE REVIEW

Your next chapter.
Let’s make it happen.

Send us your website. We’ll look at how people find you, what they see, and what could help them take the next step. No obligation to hire us.

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