Construction lead management, from first enquiry to signed job

Every enquiry — Facebook, Instagram, your website, WhatsApp or a phone call — lands in one pipeline with an owner, a stage and a follow-up date.

எல்லா enquiry-யும் — Facebook, Instagram, website, WhatsApp — ஒரே pipeline-ல வந்து விழும். யாரு follow-up பண்ணனும், எப்போ பண்ணனும்னு தெரியும்.

The Leads screen: pipeline counts, follow-up dates and the source of every enquiry

Enquiries arrive in four places and live in none. A number scribbled in a diary, a WhatsApp message scrolled past, a Facebook lead nobody opened for three days. The ones that convert are the ones somebody happened to remember.

Every channel into one pipeline

Leads are captured from the channels an Indian builder actually uses, each tagged with where it came from so you can see which one is worth the money.

  • Facebook and Instagram lead ads via a signature-verified webhook — a form fill becomes a lead in seconds
  • Your website contact form, with UTM and campaign attribution carried through
  • WhatsApp enquiries through the WhatsApp Cloud API
  • Walk-ins and phone calls entered by hand
  • Duplicate enquiries from the same phone or email fold into the existing lead instead of creating a second one

A pipeline that matches how a builder sells

Leads move through stages you define, not a generic CRM funnel. Filter by stage, source, owner, label or date; work the list or the board, whichever suits the day.

  • Custom lead statuses and labels, including a one-click hot-lead flag
  • List and Kanban board views over the same data
  • Assign an owner so no enquiry is everybody's job
  • Bulk actions and CSV export

Follow-up that happens without you remembering

The reason enquiries die is not that nobody cared — it is that the fourth follow-up never got made. Scheduled activities and automatic reminders keep a lead moving until it is won or honestly marked lost.

  • Activities and tasks against a lead, with due dates
  • Automatic follow-up reminders to the owner
  • Full activity history — every call, note and status change, with who and when

Straight into an estimate

A won lead becomes an estimate without retyping anything. The client's name, phone, site location and requirement carry across, so the quotation starts from what the enquiry already told you.

Questions builders ask

Can it capture leads from Facebook and Instagram ads?

Yes. BuilderSiteNow connects to Meta Lead Ads through a signature-verified webhook, so a submitted Instant Form becomes a lead in your pipeline within seconds, tagged with its source and campaign. Multiple Pages can feed the same account, each tagged with its own category.

Will the same person enquiring twice create two leads?

No. Enquiries are de-duplicated across every channel by phone or email. A repeat enquiry appends a note to the existing lead, fills in any missing contact detail, and reopens the lead if it had been marked lost.

Does it work on mobile?

Yes. The Android app carries the full Leads module — pipeline, filters, board, activities and the enquiry inbox — so a site engineer can log a walk-in without going back to the office.

Can I see which ad campaign a lead came from?

Yes. Website leads carry UTM parameters and the Facebook click ID as first-touch attribution that is never overwritten, and Meta leads carry their form and page. You can also push accept/reject decisions back to Meta so its delivery optimises for leads you actually want.

Works with

Before you choose software

How the job itself works, written for builders — no product pitch.

All guides →

See it on one of your own projects.

We set up a real site of yours during the demo — your rates, your vendors, your crew.