Countertop · CRM and automation

Countertop CRM and Lead Follow-Up Automation

Missed-call text-back, instant follow-up on every quote request, check-ins on estimates that went quiet, and review requests, running automatically for countertop 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

Estimate follow-up and referral requests

What you get

What Our Countertop CRM and Automation Service Includes

Missed-Call Text-Back

When the shop is loud or the crew is on an install, the caller gets a text within seconds so they do not dial the next fabricator.

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 the showroom and the shop.

Estimate Follow-Up

Kitchens take weeks to decide. Quotes that go quiet get automatic check-ins, so the job you already measured does not go to the shop that called back.

Review Requests

After every completed install, 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 install, 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 Countertop CRM and Automation

Map Your Lead Flow

We walk through how calls, forms, and showroom walk-ins 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 Countertop services

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

Countertop Google Ads

Catch homeowners the moment they start pricing granite and quartz. Quote requests, not clicks.

Countertop Meta Ads

Finished kitchens in front of local homeowners who have been putting the remodel off.

Countertop SEO

Rank for granite and quartz searches in your area and bring in quote requests month after month without paying per click.

Countertop Website Design

A fast, editable site built to turn a slab search into a measure appointment, with a page for every material and town.

Countertop AEO

Get named when a a homeowner done looking at the laminate tops in a kitchen they are about to redo asks ChatGPT or Google AI Overviews who to call, not just ranked in the blue links.

Straight answers

Countertop 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 countertop leads go cold so fast?

Because a homeowner pricing a kitchen fills out three quote forms in one evening. Whoever replies first usually gets the measure appointment. An automated text within minutes beats a callback the next morning almost every time.

Do I need a CRM if I already use quoting or fabrication software?

Your quoting and fabrication software manages jobs after they are sold. The CRM manages leads before they are sold: 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 countertop company your size, then build it.

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

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