Customer management, from first contact to follow-up.

Know who you are working with

Contact and lead management

Search names, email addresses, phone numbers and supported customer details. Open a record to review its history, add a note or assign the next step. Your team has a shared place to pick up the conversation.

Give every inquiry a next step

Owner SMS alerts on Growth; configured workflows on Pro

Website forms can create a lead with its source attached. Growth adds an SMS alert to the owner. Pro lets you configure event-based actions such as an initial email or a follow-up task. Your team chooses the process and handles the conversation.

Reach the right group of people

Campaigns and saved audiences on Pro and above

Use supported fields such as source, status and tags to define a saved audience. Review who matches, prepare your campaign and check the preview. Subscription preferences and sending eligibility still determine who can receive it. Specialized fields depend on your account setup.

Move opportunities toward a decision

Estimates on Growth; saved templates on Pro

Keep opportunities organized by stage, build an estimate and send its customer-facing link. Acceptance is recorded through a button, not an e-signature. Optional estimate deposits require a connected Stripe account.

Understand the activity behind a name

Customer Intelligence through managed onboarding

A profile combines a synopsis with recorded engagement and inferred topics. Review those inferences alongside the underlying history. Provider-reported opens and tracked clicks can include automated activity; a profile is context for a decision, not proof of a person’s interests.

Make room for how your business works

Options vary by plan; specialized setup is assisted

Start with the shared CRM foundation. Add your fields, configure stages and choose the capabilities that fit your work. Long Drive can scope specialized data connections and migrations with you. Connection availability, data mapping and any development are agreed on during setup.