Excavation · CRM and automation

Excavation CRM and Lead Follow-Up Automation

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

Repeat work

Bid follow-up and builder reminders

What you get

What Our Excavation CRM and Automation Service Includes

Missed-Call Text-Back

When you are on a machine and cannot pick up, the caller gets a text within seconds so they do not dial the next contractor 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 the cab of your truck and the office.

Bid Follow-Up

Quotes that go quiet get an automatic check-in, so the job you already drove out and priced does not go to whoever called last.

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 Excavation 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 Excavation services

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

Excavation Google Ads

Catch property owners and builders the moment they start pricing dirt work. Real bid requests, not clicks.

Excavation Meta Ads

Land clearing, driveway, and drainage work in front of local property owners before they start calling around.

Excavation SEO

Rank for excavation and land clearing searches in your area and pull in bids month after month without paying per click.

Excavation Website Design

A fast, editable site built to turn a search into a site visit, with a page for every service and every town you haul to.

Excavation AEO

Get named when a a property owner standing on a lot that needs clearing asks ChatGPT or Google AI Overviews who to call, not just ranked in the blue links.

Straight answers

Excavation 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 excavation leads go cold so fast?

Because the owner pricing dirt work is calling three contractors in a row and booking site visits with whoever answers. An automated text within minutes beats a callback at the end of the day 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 excavation company your size, then build it.

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

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