Introducing Lead Capture: Convert more conversations into jobs

lead management - Best Contractor Estimating & Invoicing Software - Hearth

We’re excited to introduce Lead Capture, a tool that provides forms for customers to contact you directly, a system to track them, and alerts to make sure you never miss a lead. The best part: it’s FREE with Hearth Pro and Elite plans. Here’s the full story:

The problem: Winning jobs takes a lot of manual work

When talking to our contractors, we hear the same thing over and over: it’s hard to find more customers. Nobody wants to pay for leads, so how do you generate more of your own? Until now, it’s been painful: check your messages in email/social media/text, answer every call the instant it comes in, play phone tag, try to keep track of all your conversations in your head (or on paper), and remember when to follow up. Phew. We set out to make that a lot easier with Lead Capture.

How it works

To put it simply, Lead Capture provides easier ways for customers to get in touch with you directly, a system to keep track of them (sometimes called a CRM), and simple ways to convert then to a job. Here’s how it works:

Lead Management on Hearth
  • New ways to gather leads
    • Create customizable web landing pages with a lead capture form so customers can submit their information
    • Create links to financing options you can post on your website, social media, or even show via a QR code
  • Keep track of your leads
    • Never miss a lead with instant email/text notifications whenever someone submits their request
    • Set up an email autoresponder so you can call when it makes sense, not in the middle of a job
    • Keep track of your leads, their status, and all their information in a simple database
  • Convert your leads to customers
    • Our 1-click lead-to-quote feature makes it easy to send estimates and turn leads into paying customers

Try it out now

Basically, leads automatically appear in Hearth and you’re reminded whenever you need to reach out to them. That means more time for you to focus on the most important thing: doing good work.

The best part: It’s simple to set up and already included

That might seem complicated, but the app will walk you through each step in minutes, so make sure to try it out! And, yes, it’s included in Pro and Elite plans already, so why not use it?

If you have any questions or feedback, or want to upgrade to try out Lead Capture, please contact our support team. Thank you for choosing Hearth!

Get Started Today