Lead
Capture the property, customer details, priority, service need and next action.
Contractor lead management
Give every opportunity a next step.
SiteMark keeps the parcel, customer, estimate, outreach history and sales stage together so promising properties do not disappear into notes or text threads.
A clear path from lead to contract
Marketing and sale
Record outreach methods, follow-up dates, estimate value and active sales conversations.
Contract
Mark landed work, preserve attribution and connect the opportunity to fulfillment systems.
Multiple sources, one pipeline
Leads can begin on the property map, at a GPS location, in predictive opportunity search, through a customer service request, from Meta lead channels or through an API integration.
- Saved opportunity groups
- Bulk opportunity-to-lead conversion
- Customer-selected contractor requests
- Social lead review inbox
- SMS sharing with sales teams
- $5 landed-job referral attribution
Keep ownership and consent visible
Customer-facing requests require contact consent, while social inquiries are staged for human review before they become pipeline records.
