Lead Management
Track every lead from first contact to closed job
What is it?
Every lead from every platform in one place — with pipeline stages, conversation history, and source tracking built in. No more checking Yelp, then Thumbtack, then email. Casey gives you a clear picture of where every opportunity stands without spreadsheets or guesswork.
See it in action
Problems it solves
- Losing track of which leads you followed up on
- Checking Yelp, Thumbtack, and email separately throughout the day
- Not knowing which leads turned into real jobs
- No visibility into your sales pipeline or conversion rates
How it works
Leads flow in automatically
Every lead from Yelp, Google LSA, Thumbtack, Angi, Meta, and your website is captured automatically with source, contact info, and conversation history.
Pipeline stages update
Leads move through customizable stages — new, contacted, quoted, booked, completed — as they progress.
Status at a glance
See your full pipeline in one dashboard. Filter by source, status, date, or assigned team member.
Follow-ups surfaced
Casey flags leads that need attention so nothing goes cold.
Supported Platforms
Is this right for you?
This is for you if...
- You get leads from multiple platforms and lose track of where things stand
- You want to see your pipeline without logging into five different apps
- You need to know which lead sources are actually producing jobs
This might not be for you if...
- You only get a handful of leads per month and track them in your head
- You already have a CRM you love and don't want to change
Frequently asked questions
Explore answers to frequently asked questions about our AI-powered platform.
Casey's lead management can serve as your primary CRM or sync alongside tools like GoHighLevel and Housecall Pro. It's designed to be the simplest option for businesses that don't need enterprise complexity.
Start driving more revenue with fewer resources
Real customers, real results. Join businesses using Casey to convert more leads and scale without limits.
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