Acquire and coordinate
Create demand and turn it into organized work.
Capture interest wherever it appears, preserve attribution, and give the whole company a shared system for ownership, follow-up and communication.
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01.01
Lead forms and JavaScript capture
Build unlimited custom forms, embed them by script or iframe, or capture an existing website form without replacing its markup.
CRM and workflow -
01.02
Native canvassing
Assign territories, record every knock and create a lead with an appointment from the Lilypad Android app.
Lilypad mobile app -
01.03
Pipelines and automations
Run custom sales, install and service workflows with triggers, conditions, waits, tasks, messages and exit rules.
CRM and workflow -
01.04
Customer links and team collaboration
Deliver proposal, signature, invoice and appointment links by text while keeping staff discussion and customer communication attached to the project.
CRM and workflow -
01.05
Verified staff alerts and campaigns
Use opt-in alerts for immediate deal events, and build measured outreach from current CRM and monitored-system segments.
Customer lifecycle -
01.06
Unlimited users, unlimited branches
Bring every role and location into one company without per-seat pricing and with no enterprise upgrade or per-location fee.
CRM and workflow