This is a simplified version of a tool built to catch the leads and follow-ups that usually fall through — not by adding more manual work, but by reacting automatically when something happens.

Try the simulate buttons on the Lead Inbox tab. Simulating an after-hours message fires an automatic reply — unless you switch that automation off first on the Automations tab, in which case nothing fires. Simulating a missed call works differently on purpose: it doesn't send anything back, it just logs the call as a lead flagged for callback, so it can't get forgotten even without automated texting on that number.

Every lead — phone, web form, DM, referral, walk-in — lands in one inbox tagged by source, so you always know what's actually bringing in business.

The Referrals tab has two sides. "Refer a Friend" is what an actual customer fills out themselves, from a link you'd send after a job — not something staff types in secondhand. Once submitted, it's the same referral you can mark converted and issue a real $25 credit against, right there in the same list.