CRM & Lead Management
"A centralized system to see incoming leads and track opportunities."
A clean, practical visual pipeline built for busy trades and service owners to keep every job organized from quote to cash.
Stop Paying Inflated Agency Retainers
Traditional agencies overcharge and lock you into contracts. Here is how Fortis compares:
Where Revenue Leaks Today
Leads scattered across text messages, personal voicemails, sticky notes, and paper estimate pads lead to lost jobs, forgotten follow-ups, and uncollected revenue. You can't scale what you can't see.
Automated System Resolution
Fortis provides an intuitive, unified command center built specifically for local service businesses. See every open estimate, communicate with customers from one unified inbox, and track deals with visual simplicity.
How The System Works
Built for simple deployment without disrupting your daily field operations.
Unified Pipeline Setup
Custom visual columns mapping your exact sales process: New Inquiry → Estimate Scheduled → Quote Sent → Follow-Up → Won.
Unified 2-Way Inbox
All SMS, emails, web chats, and missed call records for each contact in one continuous chronological timeline.
Mobile App for the Field
Your technicians and managers view schedules, call clients, and update job status directly from their smartphones.
Engineered For Practical Day-to-Day Use
- Visual drag-and-drop opportunity pipeline
- All-in-one conversational inbox (SMS, Email, Calls, Web Chat)
- Full mobile app for iOS and Android
- Automated stage triggers (e.g. moving a card sends an email)
- Complete contact activity history and notes
- Sales revenue and conversion metrics at a glance
What This Means For Your Bottom Line
Pipeline Visibility
Know the exact dollar value of all outstanding quotes waiting for customer approval.
Lost Notes & Sticky Pads
Every call recording, text, and customer note stored in one permanent account.
Zero Tech Jargon
Built so anyone on your team can understand and operate it within 15 minutes.
How CRM & Lead Management Connects to the Fortis Growth Engine™
This system powers 05 — ONBOARDING. When paired with our front-end lead capture and back-end follow-up workflows, opportunities move seamlessly across your entire business without human drop-off.
Common Questions About CRM & Lead Management
Is this complicated like Salesforce?
Not at all. We strip out unnecessary corporate complexity and give you only the practical tools a local contractor needs.
Can multiple team members use it?
Yes! You can give your office manager, estimators, and technicians their own logins with custom permission levels.
Evaluate Your CRM & Lead Management Setup
Interested in installing or optimizing CRM & Lead Management? Complete this brief form and we'll evaluate your setup.