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Lead Management & CRM

Every Lead Tracked, Every Deal Closed

Unified inbox, deal pipeline, speed-to-lead tracking, and AI-powered lead scoring. Never let a lead slip through the cracks again.

Unified inbox Deal pipeline Speed-to-lead tracking

Pipeline Value

$47,500

Speed-to-Lead

47s avg response

28 qualified

leads this week

Auto-assign

AI routing

What You Get

Everything You Need to Manage and Close Leads

The Elmob.ai CRM replaces your separate contact manager, email tool, SMS platform, and pipeline tracker with one integrated system.

Contact Management

Store every contact with full history including calls, texts, emails, notes, and deal activity. Search, filter, and segment your database to find the right contacts instantly.

Pipeline Management

Visualize your sales pipeline with drag-and-drop deal stages. Track deal values, expected close dates, and conversion rates at every stage. Know exactly where your revenue stands at a glance.

Unified Inbox

SMS, email, chat, Facebook Messenger, and Instagram DMs in one place. No more switching between apps to find a conversation. Every message is tied to the contact record so you always have full context.

Lead Scoring

Automatically score leads based on engagement, source, and behavior. Your team knows which leads to prioritize so they spend time on the prospects most likely to convert.

Automated Follow-Ups & Email Drip Campaigns

Set up automated SMS and email drip sequences that fire based on lead actions, pipeline stage changes, or time-based triggers. Build multi-step nurture campaigns that convert cold leads into booked appointments. No lead goes cold because someone forgot to follow up.

Task Reminders and Notifications

Create tasks, set reminders, and get notifications when deals need attention. The CRM keeps your team accountable and ensures nothing slips through the cracks.

Appointment Booking

Built-in appointment scheduling with an embeddable booking widget you can add to your website. Leads can book directly, and every appointment syncs to the CRM with automated reminders to reduce no-shows.

Workzen Integration

Connect with Workzen to sync jobs, estimates, and invoices for home service businesses. Leads that convert in your CRM flow directly into your field management workflow with no double entry.

Why Elmob.ai CRM

One Platform Instead of Five Disconnected Tools

Most businesses cobble together a CRM, an email tool, a texting platform, a scheduler, and a reporting dashboard. That means multiple logins, multiple bills, and zero integration. Elmob.ai replaces all of them.

  • Native to the platform. Not a third-party CRM bolted on. Everything is built to work together seamlessly.
  • Leads flow in automatically. Leads from your ads, Voice AI, reviews, and GBP all land in your CRM pipeline with zero manual entry.
  • Included on all plans. No separate CRM subscription. It comes with every Elmob.ai plan including the Free plan.
  • Connected to every Elmob.ai tool. Review Management, GBP Autopilot, Voice AI, Ad Studio, Content Studio, and SMS Marketing all feed into and work from the same CRM data.
Platform Integration

Everything Connects to Your CRM

Separate CRM + Email + SMS + Pipeline
Multiple tools, no integration, data silos
Elmob.ai CRM (built-in)
All-in-one, fully integrated, included on every plan

Tools that feed into your CRM automatically

AI Review Management GBP Autopilot Voice AI Ad Studio SMS Marketing Content Studio
FAQ

Common Questions About Lead Management & CRM

Is the CRM included with every Elmob.ai plan?

Yes. The built-in CRM is included with every Elmob.ai plan at no extra cost. There are no separate subscriptions, no hidden fees, and no third-party tools to purchase. You get full pipeline management, unified inbox, and automation right out of the box.

Can I import my existing contacts and deals?

Yes. You can import contacts, deals, and pipeline data from CSV files or migrate from other CRM platforms including HubSpot, Salesforce, and Zoho. The onboarding process walks you through the import so nothing gets lost during the transition.

How long does it take to get set up?

Most clients are fully onboarded and live within 7 to 14 days. That includes pipeline configuration, automation setup, team training, and data migration if needed.

How does the CRM connect with the rest of the Elmob.ai platform?

Every feature on the platform feeds directly into your CRM. Leads from ads, Voice AI calls, review requests, and web forms all flow into your pipeline automatically. Follow-ups, task assignments, and stage transitions are handled by built-in automation so nothing falls through the cracks.

Ready to Get Organized and Close More Deals?

Start your free trial and get a fully configured CRM with pipeline management, automated follow-ups, and a unified inbox. Your team can be live and closing deals in under two weeks.

Included on every plan including the Free plan. Cancel anytime. View pricing.

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