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Local Small Business

Manage Customers & Leads, Appointments, Communications, and Invoicing

The scenario

Clayton Plumbers is a local plumbing business that handles various plumbing services, including emergency repairs, installations, and maintenance.
The business struggles with :

  • jobs & opportunities follow up
  • scheduling appointments
  • answering customers
  • handling invoicing efficiently

They are wasting a lot of time dealing with these pain points : it’s preventing them from growing because it would mean hiring an additional people to manage all this.

They need to streamline their operations without increasing their costs, so they will be able to handle more customers with the same team.

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a sign for clayton plumber hangs from a pole

Clayton Plumbers

Plumbing company

TwiLead suggested plan : Pro Pack

includes following features:

CRM

Sales pipelines

Automation

Online Booking

Website

Conversations

Marketing

Tasks & follow up

How TwiLead will help you?

1. CRM & Sales Pipelines 

Automatic Customers & Leads Management
Struggling to keep track of customers and leads? With Twilead, you can automate reminders, follow-ups, campaigns, and even assign tasks to the right team member. Plus, capture new prospects easily through online forms.

Jobs & Estimates Follow-up
Tired of losing track of proposals or jobs? Our sales pipelines show you the status of every deal in real time and automate follow-ups, so you never miss a chance to close a deal.

2. Automatic Booking 

Automatic Appointment Scheduling
Stop wasting time managing schedules manually. Add a booking form to your website and let customers book appointments online. Your calendar stays organized and you keep getting revenue,

Automated Reminders
Reduce no-shows and save time. Twilead sends SMS or email reminders to your customers automatically, so they show up prepared. Less wasted time, more revenue for your business.

3. Automated Communications 

All-in-One Inbox 
No more jumping between apps. Centralize emails, SMS, and social media messages in one place. Every conversation is easy to find, so you never miss a message or lose a deal.

Auto Missed Call Text Back
When you can’t answer the phone, Twilead sends an instant text and answer the messages to keep the conversation going. Being bussy is going to be never again an excuse.

Automated Actions
From sending booking links to requesting reviews after a job, Twilead handles repetitive tasks for you. Even invoicing is automated, integrated with Stripe and PayPal for fast, secure payments. Less effort, faster cash flow.

4. Invoicing and Payment Integration 

Automated Invoicing

Twilead generates and sends invoices right after the job is done, including payment reminders.

The billing process is now quick and efficient.

Payment Integration

Your billing process becomes quick and efficient with secure online payments through Stripe and PayPal.

Less effort, faster cash flow.

Now Clayton Plumbers has streamlined their basic operations, next step would be to use CRM and marketing features to nurture their customers by proposing maintenance services, and track service history & notes. 
This helps the business provide personalized service and maintain strong customer relationships, thus providing recurring revenues 🚀

Key Benefits of TwiLead Pro Pack

  • Streamlined operations with automations
  • More productivity, less costs
  • Exceptional customer service

By implementing TwiLead, Clayton Plumbers can streamline their operations : the business can manage all aspects of their services from a single platform, saving time and resources while delivering exceptional customer service. They can grow without increasing their costs.

Ready to transform your business like Clayton Plumbers?

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