Chimney · CRM and automation

Chimney CRM and Lead Follow-Up Automation

Missed-call text-back, instant follow-up on every form, annual sweep reminders, and review requests, running automatically for chimney companies. Included with every HelixEdge ad or SEO plan, or set up on its own.

Response time

Minutes, 24/7

Channels

SMS, email, missed-call text-back

Repeat work

Annual sweep and inspection reminders

What you get

What Our Chimney CRM and Automation Service Includes

Missed-Call Text-Back

When you are on a roof and cannot pick up, the caller gets a text within seconds so they do not dial the next sweep on the list.

Instant Lead Follow-Up

Every form and ad lead gets an SMS and email reply within minutes, then a short follow-up sequence if they go quiet.

One Inbox for Every Lead

Calls, texts, forms, and Facebook messages in one place, so nothing gets lost between your phone and your office.

Annual Sweep Reminders

Every past customer gets a reminder before burn season that it is time for their annual sweep and inspection, so the fall schedule fills itself from people who already trust you.

Review Requests

After every completed job, the customer gets a request to leave a Google review. More reviews, better map-pack rankings.

Pipeline and Reporting

See every lead from first contact to booked job, and which ad or page produced it.

Ready to see what this looks like for your company?

How it works

What the First 30 Days Look Like With Chimney CRM and Automation

Map Your Lead Flow

We walk through how calls, forms, and messages reach you today and where they fall through.

Build and Connect

The CRM is set up, connected to your phone, forms, ads, and Google Business Profile, and the messages are written in your voice.

Test Every Path

We submit test leads through every channel and confirm the text-back, the email, and the inbox all fire.

Run and Refine

Follow-up runs on its own. We review response times and reply rates monthly and tighten the sequences.

Keep reading

From the HelixEdge Blog

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Other Chimney services

Pair CRM and Automation With the Rest of the Chimney Marketing System

Chimney Google Ads

Catch homeowners the second they search for a chimney sweep or chimney repair. High intent, calls that book the same week.

Chimney Meta Ads

Pre-season sweep specials and off-season repair offers in front of local homeowners before the first cold night.

Chimney SEO

Rank for chimney sweep and chimney repair searches in your area and pull in calls every fall without paying per click.

Chimney Website Design

A fast, editable site built to turn a search into a call, with a page for every service from sweeps to rebuilds and every town you serve.

Chimney AEO

Get named when a a homeowner who lit the first fire of the year and got smoke in the house asks ChatGPT or Google AI Overviews who to call, not just ranked in the blue links.

Straight answers

Chimney CRM and Automation FAQ

Short, honest answers. If yours is not here, ask us directly.

Still Have a Question?

Book a 20-minute call. You will talk to Brady, not a sales rep, and leave with a straight answer.

Why do chimney leads go cold so fast?

Because in October every sweep in town is booked out and the homeowner is calling down the list until someone answers. Whoever replies first usually books. An automated text within minutes beats a callback that evening almost every time.

Do I need a CRM if I already use a scheduling or invoicing tool?

Your scheduling tool manages jobs after they are booked. The CRM manages leads before they are booked: the missed calls, the form fills, and the follow-up. The two work together.

Is the CRM included with your ad management?

Yes. Every company that runs ads or SEO with HelixEdge gets the CRM and follow-up automation included. It can also be set up on its own.

Will the automated texts sound like a robot?

No. The messages are written in your voice, and a real person can jump into any conversation from the inbox at any time.

Ready when you are

Let's Plan Your CRM and Automation Launch

Tell us your city and your average ticket. We will show you what CRM and automation can realistically do for a chimney company your size, then build it.

We reply within one business day. Your info is never sold or shared.

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