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Capabilities / Lead Generation & CRM Systems

Lead systems that answer in seconds and never lose a call.

Generating a lead is half the job.

Step 1 of 2

How can we help you get found?

What do you need help with?

Next: name, email and budget. That’s it.

The other half happens in the sixty seconds after it arrives. We build the systems in between: a dialer that rings your rep and then the prospect while the form is still warm, text follow-ups with proper consent, tracking numbers per source, and a CRM that receives the lead with the ad click that produced it. You should never get an email and then type it into a CRM by hand.

What is included

Deliverables, not adjectives.

  1. Speed-to-lead engine.

    New lead triggers a rep-first call with a whisper, connects to the prospect, records the disposition, and falls back to a scheduled text sequence. Office-hours aware. Built on your phone numbers.

  2. SMS and email nurture.

    Compliant text and email sequences with carrier registration handled, opt-out logic, and consent proof stored with every lead.

  3. CRM integration.

    HubSpot, GoHighLevel, JobNimbus, ArborGold, ClickUp, Zoho and custom systems. Forms, calls, texts, Local Services Ads and estimate tools all land as records with source and click ID attached.

  4. Call tracking and routing.

    A tracking number per source, call recording emailed to the owner, and routing rules so a call from the map listing reaches a person, not a voicemail nobody checks.

  5. Capture surfaces.

    Multistep forms, quizzes, calculators and estimate tools that qualify while they capture, with staged fields so partial leads are never lost.

  6. Compliance.

    TCPA consent blocks, E-SIGN language, carrier brand registration and lead-buyer posting standards for regulated categories like lending and insurance.

Who this is for

  • Contractors and service companies losing leads to slow follow-up
  • Lenders, brokers and insurance groups buying or generating leads at volume
  • Any business where the first call decides the sale

Platforms

  • HubSpot
  • GoHighLevel
  • Twilio
  • CallRail
  • JobNimbus
  • ArborGold
  • ClickUp
  • Zapier
  • make.com
  • ActiveProspect
Platforms

Where we run lead generation & crm systems.

All platforms
Perspectives

Reading on lead generation & crm systems.

All perspectives
  1. Is Houzz Pro Worth It? Pricing, Leads and Math for Designers.

    Lead Generation · 11 min read

    Houzz Pro is two products sold under one name: studio software and paid local marketing. Here is how each works, how the bill is built, what the leads tend to look like, and the cost per signed client math that settles the question.

    View
  2. Speed to Lead: What It Means, the Chart, and How to Measure It.

    Lead Generation · 10 min read

    Speed to lead is the gap between a buyer raising a hand and your first real attempt to reach them. Here is what it means, the response time chart, how to measure it honestly, and the system that shrinks it.

    View
  3. Follow Up Boss Integrations: Connect Every Lead Source Right.

    Systems & Integration · 11 min read

    Follow Up Boss is only as good as the leads flowing into it. Here is how each integration path works, how to connect forms, ads, IDX sites and dialers, and how to send closed deals back to the ad platforms.

    View
  4. Buildertrend Pricing: Plans, Cost Drivers, Leads and Alternatives.

    Systems & Integration · 11 min read

    Buildertrend is priced by plan tier, not by seat, so the modules you will actually use decide the bill. Here is how the plans work, what the lead module can and cannot do, and how to get web leads in.

    View
  5. Are Angi Leads Worth It? The Math, Angi vs Thumbtack, and More.

    Lead Generation · 11 min read

    Angi and Thumbtack can fill a schedule or drain a budget, and the platform is rarely the whole story. Here is how their lead models work, how to calculate cost per booked job, and how to build lead flow you own alongside them.

    View
Questions

About lead generation & crm systems.

How fast is speed-to-lead?
The rep's phone rings within seconds of the form submit. If the rep answers, the system dials the prospect and bridges the call. If not, the prospect gets a text inside a minute and the lead is flagged for follow-up.
Does this replace our CRM?
No. It feeds your CRM. We treat your CRM as the system of record and build everything to write into it cleanly.
Is texting leads legal?
It is when consent is captured and stored properly and the sending number is registered with carriers. We build both into every system and keep the proof with each lead.
Work with us

Let us look at your lead generation & crm systems first.

Send a short brief. We will come back within one business day with what we would fix first and what it would take.

t@theoryroad.com

Step 1 of 2

How can we help you get found?

What do you need help with?

Next: name, email and budget. That’s it.