Know exactly which ads, listings and calls turn into paid jobs
Lead Engine & CRM catches every inquiry in one place, merges the caller who's phoned three times into a single record, and tags where each one came from — so you can stop guessing which marketing dollar actually works.
- Every lead lands in one workspace, no matter the channel
- Duplicate callers merge instead of cluttering the pipeline
- Source tags trace each job back to the ad, listing or referral that started it
Every inquiry, tagged with where it came from
The leads are coming in — you just can't see them clearly
A voicemail here, a web form there, a name scribbled from a Facebook comment. By the time anyone follows up, half the leads are cold and nobody can say which campaign paid for itself.
Every lead and customer lives in a single, deduplicated list
Whether someone calls, texts, submits a form or gets referred by a happy customer, they land in the same workspace. Matching rules catch the repeat caller and fold their history into one record instead of three.
- Calls, forms, texts and referrals all funnel into one list
- Matching rules merge duplicate contacts automatically
- Full history — every touch, every job — stays on one profile
Trace every booked job back to where it started
Each lead is tagged with its source at intake — the specific ad, listing, campaign or referral — and that tag rides along through the pipeline to the invoice. See which sources produce jobs, not just clicks.
- Source attribution captured the moment the lead comes in
- Pipeline view shows open opportunities and what they're worth
- Convert a qualified lead into an appointment in one step
What you get out of the box
Live in an afternoon, not a quarter
Capture the inquiry
A call, web form, ad click or referral creates a lead the moment it happens.
Let it dedupe
Matching rules check for an existing contact and merge instead of creating clutter.
Work the pipeline
Move the lead through stages, quote it, and see its source the whole way.
Convert to a job
One step turns an accepted lead into a scheduled appointment on the calendar.
Built for the people doing the work
Part of the same platform, not a bolt-on
Lead Engine & CRM shares the same customers, jobs and money records as everything else in FieldOptimiz, so nothing needs syncing.
Included in your FieldOptimiz plan
Lead capture, deduplication and attribution are included in every plan — there's no separate charge for knowing where your jobs come from.
Quote, invoice and get paid.
Start freeEverything a field service business runs on.
Choose CoreAutomate the busywork and grow.
Choose ProRun several businesses with a real call center.
Choose ScaleManage, brand and resell businesses for clients.
Choose AgencyStop losing leads and guessing at attribution
Catch every inquiry in one place and know exactly which sources are worth the spend.