Remodeling · CRM and automation

Remodeling CRM and Lead Follow-Up Automation

Missed-call text-back, instant follow-up on every estimate request, bid follow-up sequences for the weeks a homeowner takes to decide, and review requests, running automatically for remodeling contractors. 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

Open bids

Automatic follow-up until they decide

What you get

What Our Remodeling CRM and Automation Service Includes

Missed-Call Text-Back

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

Instant Lead Follow-Up

Every estimate form and ad lead gets an SMS and email reply within minutes, then a short follow-up sequence until the consultation is booked.

One Inbox for Every Lead

Calls, texts, forms, and Facebook messages in one place, so nothing gets lost between the job site and the office.

Open-Bid Follow-Up

Bids you have sent get a scheduled check-in sequence over the weeks the homeowner is deciding, so you are the contractor still in touch when they are ready.

Review Requests

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

Pipeline and Reporting

See every lead from first contact to consultation to signed project, 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 Remodeling CRM and Automation

Map Your Lead Flow

We walk through how estimate requests, calls, and messages reach you today and where they fall through between the job site and the office.

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, consultation rates, and bid close rates monthly and tighten the sequences.

Keep reading

From the HelixEdge Blog

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AI Receptionist for Small Business: What It Can and Cannot Do Yet

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Performance Max for Local Business: Where It Helps and Where It Hides Data

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Other Remodeling services

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

Remodeling Google Ads

Catch homeowners the moment they search for a kitchen or bath remodeler. High intent, estimate requests that turn into bids.

Remodeling Meta Ads

Your finished kitchens and baths in front of local homeowners who are saving photos and not yet calling anyone.

Remodeling SEO

Rank for kitchen, bath, and basement remodel searches in your area and pull in estimate requests month after month without paying per click.

Remodeling Website Design

A fast, editable site built to turn a homeowner browsing your gallery into an estimate request, with a page for every project type and every town you serve.

Remodeling AEO

Get named when a a homeowner who has been saving kitchen photos for months asks ChatGPT or Google AI Overviews who to call, not just ranked in the blue links.

Straight answers

Remodeling 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 remodeling leads go cold so fast?

Because the homeowner requested three bids in one evening and the first contractor to respond becomes the one they measure the others against. A text within minutes beats a callback tomorrow, and a follow-up sequence beats silence during the weeks they take to decide.

Do I need a CRM if I already use a project management or estimating tool?

Your estimating tool manages the job after the bid is accepted. The CRM manages the lead before that: the missed calls, the form fills, the consultation booking, and the bid 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 remodeling company your size, then build it.

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

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