Leads CRM

Never lose another lead

A CRM built for contractors, right where you run the job

Capture every lead with its source, work them through a pipeline your whole team can see, and let a built-in follow-up cadence tell you exactly who to call next — all the way through to a booked appointment, a sent proposal, and a won job.

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ardovia.com / leads
Search leads
FiltersNew Lead
7/07

Marcus Bell

(512) 555-0142 · Austin, TX

Appt. Booked
7/07

Priya Shah

(469) 555-0188 · Dallas, TX

New
7/06

The Ramirez Family

(210) 555-0119 · San Antonio, TX

Left Voicemail
7/06

Dana Whitfield

(713) 555-0173 · Houston, TX

Sold
7/05

Kevin O'Neil

(512) 555-0207 · Round Rock, TX

Not Interested

From first contact to closed deal

Four steps, all in one place.

1

Capture

Leads flow in from your web forms, calls, and ad campaigns — tagged with their source automatically.

2

Assign

Route each lead to the right rep by territory or round-robin, or assign by hand in a click.

3

Follow up

A built-in contact cadence tells your team exactly who to call next, so no lead goes cold.

4

Convert

Book the appointment, send the proposal, and turn a won lead into a job — without re-keying a thing.

Capture & attribute

Know where every lead came from

Leads flow in from your web forms, calls, and ad campaigns already tagged with their source and campaign. When one turns into a sold job, that credit follows it — so you finally know which channels pay for themselves and which don't.

  • Ten built-in sources — Google, Facebook, Referral, Organic, and more
  • Campaign and form captured on every lead
  • Source credit carried all the way to the won job
  • See leads-by-source and cost-per-lead in reporting
Reports / Leads by Source

Leads by source

Last 30 days · 117 leads

30 days
Organic
39
Google
31
Facebook
22
Referral
13
Phone
8
Trade Show
4
One pipeline

Every lead, organized and assigned

Work your whole book from one filterable list — search by name, filter by status, source, rep, or contact count, and pin the ones that matter to the top. Twenty color-coded statuses keep everyone reading the same board.

  • Twenty customizable, color-coded statuses
  • Filter by status, source, rep, company, and contact count
  • Pin hot leads to the top of the list
  • Assign to a rep or route automatically by territory
Leads / Marcus Bell

Marcus Bell

Appt. BookedGoogle
Edit
(512) 555-0142
marcus.bell@example.com
1420 Lakeshore Dr, Austin, TX 78701
Interested in: Inground pool + spa

Assigned to

JPJordan Pace

Location

Austin Office
Follow up

A cadence that never lets a lead go cold

Every lead gets a built-in contact schedule — six touches from 8 hours out to 90 days. Log calls, texts, and emails as you go, and Ardovia surfaces exactly who's due for a follow-up so your team always knows the next move.

  • Six configurable reminders — 8hr, 1d, 3d, 7d, 30d, 90d
  • Log calls, texts, and emails to the lead timeline
  • Send templated emails with merge tags, logged automatically
  • Contact counts and “due” flags right in the list
Leads / Marcus Bell / Contact Log

Follow-up cadence

Follow-up due
8 hr
1 day
3 days
7 days
30 days
90 days

Phone Call

Left voicemail, will retry AM

3 days agoJP

Email · Follow-Up

Sent “Just checking in” template

1 day agoJP

Text Message

Confirmed Thursday 2:00 PM

TodayJP
Convert

Turn interest into a job — without re-keying

Book the consultation on the calendar, build a proposal from the lead, and when it's won, convert it into a job. The contact details, address, source, and full history carry straight through — and the won job stays credited to the channel that earned it.

  • Book appointments right from the lead
  • Create a proposal without re-entering details
  • Convert won leads into jobs in one step
  • Source and history preserved end to end
Leads / Marcus Bell

On-site consultation

Thu, Jul 11 · 2:00 PM · Jordan Pace

Booked

Proposal #P-1042

Inground pool + spa · $68,400

Sent

Job created · #J-0391

Lead marked Sold · source credited to Google

Won
Clean data, clear picture

Keep your pipeline honest and see it on a map

Automatic duplicate detection stops the same customer counting twice, and a live map shows where your demand actually is — colored by status, filterable by date and location.

Leads / Duplicates
Possible duplicate matched on phone & email

Priya Shah

(469) 555-0188 · Dallas, TX

7/07
This lead

Priya Shah

(469) 555-0188 · Dallas, TX

5/19
Original

Matches are flagged by phone and email — scoped per rep, per location group, or across the whole org — and merging preserves the original lead date so attribution never drifts.

Leads / Map
BookedNewFollow-upDead

Status-colored pins plot every lead by address. Filter by time period and location to spot clusters of demand and plan your territories.

Everything the Leads CRM does

Lead tracking

Every lead carries full contact details, a second contact, property and mailing addresses, notes, files, and a complete activity history.

Custom statuses

Twenty color-coded statuses out of the box — New, Appt. Booked, Left Voicemail, Sold, Dead and more — and you can rename, recolor, or add your own.

Source attribution

Google, Facebook, Referral, Organic, Phone, Trade Show and more — every lead is tagged so you can see which channels actually drive sold jobs.

Follow-up cadence

Six configurable touch reminders — from 8 hours to 90 days — keep your team on top of every lead until it closes or goes cold.

Duplicate detection

Matching leads are flagged automatically and can be merged, with the original lead date preserved so your source reporting stays honest.

Team assignment & routing

Assign leads to salespeople, route by zip-code territory, block out-of-area zips, and keep everyone on their own book of business.

Email & templates

Send a lead an email right from their timeline using saved templates with merge tags — every send is logged as a contact automatically.

Map view

See every lead on a map with status-colored pins, filter by date range and location, and spot clusters of demand at a glance.

Convert to proposals & jobs

Book appointments, spin up a proposal, and hand a won lead straight to a job — the lead, its source, and its history come along.

Frequently asked questions

Where do leads come from?

From wherever you already get them. Web and booking forms drop straight into Ardovia, phone and walk-in leads can be entered in seconds, and each one is tagged with its source and campaign so your reporting is accurate from day one.

Can I customize the lead statuses and sources?

Yes. Ardovia ships with twenty color-coded statuses and ten sources, and every one is editable — rename them, recolor them, hide the ones you don't use, or add your own to match how your team actually sells.

How does the follow-up cadence work?

Each lead has a built-in contact schedule with up to six reminders, from 8 hours after it arrives out to 90 days. Every call, text, and email is logged, so your team always knows who to reach next and nothing slips through the cracks.

What happens when the same person comes in twice?

Duplicate detection flags matching leads automatically — by individual rep, location group, or across the whole org — and lets you review and merge them while keeping the original lead date so your attribution stays clean.

Can I assign leads to specific salespeople?

Absolutely. Assign leads by hand, route them automatically by zip-code territory, or share a book across an office. Permissions control who can see all leads versus only their own, and you can reassign at any time.

How does a lead become a job?

Book the consultation, build a proposal, and when it's won the lead converts into a job — carrying its contact details, source, and full history with it, so nothing gets re-typed and every won job is credited to the channel that earned it.

Ready to stop losing leads?

Capture every lead, follow up on time, and turn more of them into jobs — all in one place.

Book a Demo

14-day free trial • No credit card required