Platform Features

One Lead Generation Platform. Every Tool You Need.

PerfectLeads replaces your CRM, funnel builder, email platform, SMS tool, booking system, and reputation manager with one unified platform — built specifically for contractors and service businesses.

Replaces: HubSpot · Mailchimp · Calendly · ClickFunnels · Podium · Twilio
CRM & Pipeline Management

See Every Lead and Deal at a Glance

Most contractors track leads in spreadsheets, text messages, or their memory. Deals fall through the cracks. Revenue gets left on the table. PerfectLeads gives you a visual pipeline that shows every lead’s status — from first contact to closed deal — in one dashboard.

Unlike generic CRMs like HubSpot or Salesforce, PerfectLeads is designed around how service businesses actually sell: quick response, appointment-based, high-touch. No bloated features you’ll never use.

  • Drag-and-drop visual pipeline with custom deal stages
  • Unlimited contacts, pipelines, and team members
  • Complete conversation history — SMS, email, calls, and notes
  • Lead scoring based on engagement and behavior
  • Smart lists and filters for segmentation
  • Task management with due dates and team assignments
  • Revenue forecasting and deal value tracking
  • Mobile app — manage your pipeline from anywhere
📱

CRM Built for Service Businesses

Unlimited Contacts & pipelines on all plans
360° View of every lead interaction
0 Leads falling through the cracks
Landing Pages & Funnel Builder

Build High-Converting Lead Funnels — Without Code

Your website might look great, but if it doesn’t capture leads, it’s a digital brochure. PerfectLeads includes a drag-and-drop funnel builder that creates purpose-built landing pages designed for one thing: converting visitors into leads.

Choose from industry-specific templates for home services, dental, real estate, med spas, and more — or build from scratch. Every page is mobile-optimized and loads fast.

  • Drag-and-drop page builder — zero coding required
  • Pre-built templates for 10+ industries
  • Multi-step funnels with conditional logic
  • A/B split testing to optimize conversion rates
  • Custom domains and SSL certificates
  • Embedded forms, surveys, and quiz funnels
  • Pop-ups and exit-intent overlays
  • Direct integration with Google Ads & Facebook pixel
🌐

Funnel Performance

3.2× Higher conversion vs. generic websites
47% Avg. form completion rate
< 2 sec Page load time on mobile
Workflow Automation & Follow-Up

Automate Your Entire Lead Follow-Up Process

The average contractor takes 5+ hours to respond to a new lead. By then, the homeowner has already called three competitors. PerfectLeads triggers automated multi-channel sequences the instant a lead enters your funnel — SMS, email, voicemail, and DMs — all running in the background while you focus on jobs.

This is what makes PerfectLeads fundamentally different from Angi or Thumbtack. They give you a name and number. We give you an automated machine that nurtures, qualifies, and books that lead — before your competitor even checks their phone.

  • Visual workflow builder with if/then branching
  • Instant SMS within 30 seconds of lead capture
  • Automated email drip sequences
  • Ringless voicemail drops
  • Facebook & Instagram DM automation
  • Multi-step nurture running for days, weeks, or months
  • Trigger-based workflows — different actions for different lead sources
  • Lead re-engagement campaigns for cold leads
🤖

Automation Impact

< 30 sec First contact after lead capture
94% Follow-up rate (vs. 27% industry avg.)
5–12× More touches per lead than manual
AI Appointment Booking

Let Leads Book Appointments — 24/7, Automatically

Your best leads don’t want to call during business hours and wait on hold. They want to book when it’s convenient — even at 11 PM on a Sunday. PerfectLeads’ booking system lets them do exactly that, while AI qualifies them first so you only meet with serious prospects.

  • Online booking calendar synced with Google Calendar & Outlook
  • AI-powered lead qualification before booking
  • Automated appointment reminders via SMS and email
  • No-show reduction of up to 70%
  • Round-robin scheduling for multi-rep teams
  • Reschedule and cancel links to reduce admin
  • Group booking and class scheduling
  • Embeddable calendar widget for your existing website
📅

Booking Efficiency

24/7 Self-service booking on any device
70% Reduction in no-shows
3 min Avg. lead-to-booked time
Two-Way SMS, Email & Messaging

Every Conversation in One Unified Inbox

Your leads text you. Email you. Message you on Facebook. Call you. And right now, those conversations live in five different apps. PerfectLeads pulls every channel into a single inbox — so you never miss a message and every interaction is logged on the lead’s CRM record.

  • Unified inbox — SMS, email, Facebook, Instagram, Google My Business in one view
  • Two-way SMS with dedicated business number
  • Bulk SMS and email broadcasting
  • MMS support for photos, PDFs, and videos
  • Email builder with templates and drag-and-drop editor
  • Conversation tagging and assignment to team members
  • Missed call text-back — auto-send SMS when you miss a call
  • Web chat widget that captures leads directly into your CRM
💬

Unified Communications

6+ Channels in one inbox
98% SMS open rate (vs. 20% email)
0 Missed messages
Reputation & Review Management

Collect 5-Star Google Reviews on Autopilot

88% of consumers trust online reviews as much as personal recommendations. Yet most contractors and dental practices don’t have a system to ask for reviews consistently. PerfectLeads automates the entire review process — from request to collection to monitoring.

After every completed job or appointment, PerfectLeads automatically sends a review request via SMS or email. Happy customers are directed to your Google profile. Unhappy customers are routed to a private feedback form — protecting your public rating.

  • Automated review requests after every job or appointment
  • Smart routing — happy customers → Google, unhappy → private feedback
  • Review monitoring dashboard across Google, Facebook, and Yelp
  • One-click reply to reviews from your dashboard
  • Review widget to display testimonials on your website
  • Review analytics — track your rating trend over time

Reputation Growth

More reviews collected per month
4.8★ Avg. client rating after 90 days
88% Consumers trust online reviews
Reporting & Analytics

Know Your Numbers — Cost Per Lead, ROI, and Pipeline Value

If you don’t know your cost per lead, you can’t scale. If you don’t know your close rate, you can’t improve. PerfectLeads gives you a real-time analytics dashboard that shows exactly where your leads come from, what they cost, and how much revenue they generate.

No more guessing. No more spreadsheets. Just clear, actionable data that helps you invest in what works and cut what doesn’t.

  • Real-time dashboard — leads, appointments, revenue at a glance
  • Cost per lead tracking by source (Google Ads, Facebook, organic, referrals)
  • Conversion rate analytics at every funnel stage
  • Pipeline value and revenue forecasting
  • Call tracking with call recording and transcription
  • Campaign attribution — know which ad or email drove each deal
  • Team performance reporting
  • Exportable reports for weekly/monthly reviews
📊

Data-Driven Decisions

Real-Time Dashboard updated live
100% Lead source attribution
3.8× Avg. ROI clients see in 90 days
Invoicing & Payments

Get Paid Faster With Built-In Invoicing

Stop chasing payments. PerfectLeads lets you send invoices, collect deposits, and process payments directly inside the platform — no need for a separate invoicing tool. Clients pay online via credit card or ACH, and the revenue shows up automatically in your pipeline reporting.

  • One-click invoicing from any deal in your pipeline
  • Online payments via Stripe & PayPal
  • Automated payment reminders for overdue invoices
  • Deposit collection and payment plan support
  • Branded invoices with your logo and colors
  • Revenue tracking tied to your CRM pipeline
💳

Payments & Invoicing

Stripe + PayPal Integrated payment processing
Auto Payment reminders for overdue invoices
1 click Invoice from any deal in pipeline
One Platform Replaces Them All

Stop Paying for 6 Tools. Use PerfectLeads.

Here’s what you’re paying now vs. what you’d pay with PerfectLeads.

Tool Category What You’re Using Typical Cost PerfectLeads
CRM & Pipeline HubSpot / Salesforce $50–300/mo ✓ Included
Email Marketing Mailchimp / ActiveCampaign $30–150/mo ✓ Included
SMS Platform Twilio / SimpleTexting $25–100/mo ✓ Included
Funnel Builder ClickFunnels / Leadpages $74–297/mo ✓ Included
Booking System Calendly / Acuity $12–36/mo ✓ Included
Reputation Manager Podium / Birdeye $99–399/mo ✓ Included
Total $290–1,282/mo From $97/mo

Connects With the Tools You Already Use

PerfectLeads integrates with your favorite business apps — no rip-and-replace required.

📧 Google Workspace
📅 Google Calendar
📱 Facebook & Instagram
🔍 Google Ads
💳 Stripe
💰 PayPal
📊 Google Analytics
🔗 Zapier (5,000+ apps)
📧 Mailgun
📱 Twilio SMS
🗓️ Outlook Calendar
📋 QuickBooks
Mobile App

Manage Your Leads From the Job Site

You’re not behind a desk all day — you’re on job sites, in meetings, driving between appointments. The PerfectLeads mobile app puts your full CRM, conversations, pipeline, and notifications in your pocket. Respond to leads, check your schedule, and close deals from anywhere.

  • Full CRM access on iOS and Android
  • Push notifications for new leads and messages
  • Two-way SMS and calling from the app
  • Pipeline management on the go
  • Appointment calendar and reminders
  • Voice notes and photo attachments in conversations
📱

Mobile Access

iOS + Android Full-featured native app
Instant Push notifications for every lead
100% Feature parity with desktop

Feature Questions

Common questions about the PerfectLeads platform and features.

What tools does PerfectLeads replace?

PerfectLeads replaces your CRM (HubSpot, Salesforce), email marketing (Mailchimp, ActiveCampaign), SMS platform (Twilio, SimpleTexting), funnel builder (ClickFunnels, Leadpages), booking system (Calendly, Acuity), and reputation manager (Podium, Birdeye) — all in one platform starting at $97/month.

Can I use PerfectLeads with my existing website?

Yes. You can embed PerfectLeads forms, chat widgets, and booking calendars on any existing website via simple embed codes. You can also use our standalone landing pages for ad campaigns while keeping your current site as-is. Many contractors and dental practices run PerfectLeads funnels alongside their existing site.

Is there a limit on contacts or leads?

No. All PerfectLeads plans include unlimited contacts, unlimited pipelines, and unlimited funnels. You only pay for SMS and email usage based on volume — and rates are very competitive (starting at $0.0158/SMS segment).

Does PerfectLeads integrate with Google Ads and Facebook?

Yes. PerfectLeads connects directly with Google Ads for keyword-level conversion tracking and with Facebook/Instagram for lead form sync, pixel tracking, and custom audience creation. It also integrates with 5,000+ apps through Zapier for anything else you need.

Do I need technical skills to build funnels and automations?

Not at all. Both the funnel builder and workflow automation builder are visual, drag-and-drop tools that require zero coding. We also provide industry-specific templates pre-loaded with proven sequences. On Done For You plans, our team builds everything for you.

See PerfectLeads in Action

Book a free 15-minute lead audit. We’ll walk you through every feature, show you how the automation works for your industry, and build a custom plan to start generating leads on autopilot.

No credit card. No commitment. 15 minutes.
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