openline

Use cases · Lead management

New leads get a call right away.

The desk contacts your list, qualifies them with your questions, and follows up with the ones who were not ready.

Where it helps

The businesses that live on the phone.

Same desk, multiple applications.

  • Roofing

    Website form

    “I saw you requested a roofing estimate. Thursday at 10 is open.”

  • Remodeling

    Old quotes

    “You asked about a kitchen a few months ago. We have openings next week.”

Duty 01 · Lead generation

Summit Roofing

The desk contacts your list and finds the people who are interested.

Outbound

Contact the list. Interested people become leads.

You bring homeowners or businesses from a data provider, your CRM, a directory, or an enrichment source. The desk calls, texts, and emails each one.

Leads come from

  • Data provider
  • CRM
  • Directory
  • Enrichment

  1. 9:02 AM

    Call

    Out

    No answer

  2. 9:03 AM

    SMS

    Out

    Are you considering replacing your roof this year?

  3. 4:40 PM

    Call

    Out

    Picked up. Thursday at 9 booked.

  4. 4:41 PM

    Email

    Out

    Confirmation sent.

The call that created the lead

  1. Open line

    Are you considering replacing your roof this year?

  2. Dana R.

    We've been talking about it. The shingles are curling on the south side.

  3. Open line

    I can have someone look. Does Thursday at 9 work for you?

  4. Dana R.

    Yes. Thursday at 9 works.

Duty 02 · Speed to lead

Summit Roofing

A form comes in. The desk calls right away.

Outbound

The form came in at 2:13. The desk calls immediately.

When someone fills out your form, the desk calls, qualifies them with your questions, and books a visit. If nobody answers, it texts and tries again.

Leads come from

  • Facebook form
  • Website form
  • Missed call

  1. 2:13 PM

    Call

    Out

    No answer

  2. 2:43 PM

    Call

    Out

    No answer. Retry.

  3. 2:44 PM

    SMS

    Out

    I saw you requested a roofing estimate.

  4. 10:02 AM

    Call

    Out

    Qualified. Visit booked.

The call that booked it

  1. Open line

    I saw you requested a roofing estimate. Can I ask you a couple of questions and schedule someone to come out?

  2. Dana R.

    Yes. It's the south slope. We're hoping to do it this spring.

  3. Open line

    Thursday at 10 is open for a visit. Does that time work?

  4. Dana R.

    Thursday at 10 is fine.

Duty 03 · Nurture

Cedar Remodeling

The desk calls back when the lead is ready.

Outbound

They said call in March. The desk calls in March.

When a lead asks you to call later, the desk notes the date, calls back then, and books a visit.

Leads come from

  • Your CRM
  • Past calls
  • Old quotes

  1. Oct 12

    Call

    Out

    Not this year. Call me in March.

  2. Mar 3

    Call

    Out

    You asked us to call in March.

  3. Mar 3

    Call

    Out

    Ready now. Walkthrough booked.

The scheduled callback

  1. Open line

    Hi Jordan, this is Cedar Remodeling. You asked us to call in March about your kitchen. Are you ready to take a look?

  2. Jordan K.

    Yes. We want to start this summer.

  3. Open line

    Tuesday at 10 is open for a walkthrough. Should I book it?

  4. Jordan K.

    Book Tuesday.

FAQ

Lead management, answered.

Right away. In this example, the form arrives at 2:13 PM and the desk calls at 2:13 PM. You set the rules for when it calls.

Ready

Paste the prompt. Your front desk is open.