Most contractor CRMs are watered-down versions of Salesforce — built for sales teams with dedicated reps and quotas. Remodelers don't work that way. You answer the phone yourself, you show up to the consult, you write the estimate, and you close the deal. MY LAURA's lead management was built around that reality: fast capture, fast scheduling, fast follow-up, and a conversion report that tells you which lead sources actually pay for themselves.
Add leads manually, from email-to-lead, or from your website form. Every lead has a source tag so you can track conversion by channel.
Click a lead, pick a time, send the confirmation. Automated reminders go out so nobody no-shows the consult.
Lead goes cold? MY LAURA runs the follow-up sequence for you. Emails and SMS on a schedule you control.
Every lead flows through a predictable pipeline: New → Contacted → Quote Scheduled → Quote Sent → Closed Won / Lost. You can see the whole pipeline as a Kanban board (useful for a visual overview) or as a sortable table (useful for working through the week).
Click "New Lead" from anywhere in MY LAURA. Enter name, phone, email, project type, lead source, and any scope notes. Save. The lead drops into your pipeline at "New" status and a task appears on your dashboard to contact them.
MY LAURA gives every account a unique email address like leads-alpha@getmylaura.com. Forward any lead email to it — from Angi, Thumbtack, Houzz, your website form, whatever — and MY LAURA parses the contact info and creates a lead automatically. No copy-paste.
When you click into a lead, there's a button to schedule a quote. Pick a date and time, and MY LAURA creates a calendar appointment, sends an SMS confirmation to the client, publishes it to your iCal subscribed calendar feed (so it shows up in Apple Calendar, Google, Outlook — wherever you subscribe), and advances the lead to "Quote Scheduled" status.
24 hours before the appointment, the client gets an automated reminder SMS. If they don't confirm, you see a flag on your dashboard that morning so you can follow up before driving across town to an empty house.
After the consult, you write the estimate (see Estimates). When you send it, the lead advances to "Quote Sent" automatically. If the client opens the estimate, a "Viewed" badge appears on the card and a view event lands on the lead's history timeline plus a notification in your app inbox — the status doesn't change, it's just a visual signal that they've looked. When they sign, the lead flips to "Approved." From there you convert it to a project yourself — MY LAURA doesn't spin one up automatically, because you may still be chasing a deposit or nailing down a start date. Any approved lead still sitting unconverted after 7 days gets flagged on your dashboard so it doesn't fall through the cracks.
Any documents you attach to a lead during the sales conversation — site measurements, inspiration photos, a rough sketch the client emailed over — carry through automatically when the lead converts to a project. No re-uploading, no "where did I save that file" hunt three weeks later.
Every lead has an assignee. Project Managers see "My Leads" filtered to their own queue by default; admins see everyone's. Assignee chips appear on the dashboard's flagged-items rows so a glance at the morning dashboard tells you who's on what.
Every lead has a source tag (Thumbtack, Angi, referral, walk-in, website, Google, Facebook, repeat client). The Conversions Report groups leads by source and shows you: how many came in, how many converted to estimate, how many converted to project, and the revenue each source generated.
This is the report that changes how you spend your marketing dollars. When you see that Thumbtack sent you 40 leads last quarter and closed 2, and repeat-client referrals sent you 6 leads and closed 5, you know where to invest.
A flat table of every active lead with last-contact date, current status, and days in pipeline. Filter by status and by days — default view is the last 30 days — to find leads you're letting go cold or approved estimates that haven't been converted. It's a basic report on purpose: two filters, fast answers, no dashboard-builder wizardry required.
Set up a sequence like: "Day 1 after quote sent, send email. Day 5, send a second nudge. Day 10, send a final check-in. Day 18, mark as cold and notify me." MY LAURA runs the sequence automatically until the client responds or you manually close the lead. Follow-ups on estimates are email-only — SMS is reserved for appointment confirmations and reminders, where it actually belongs. You stop losing leads because you forgot to follow up.
When a project completes, MY LAURA automatically sends a review request to the client with a link to your preferred review platform (Google, Facebook, Houzz, Thumbtack). You pick the timing and the message; MY LAURA sends it.
Every closed deal carries its original lead source through the project lifecycle. When you look at a profitable kitchen remodel six months later, you can trace it back to the exact lead source that sent it to you.
Lead Management is included in MY LAURA at $199/month. Unlimited everything. 30-day free trial, no credit card.