Unified lead inbox
Web forms, phone calls, referrals, social, and walk-in business cards all land in one place. Every inquiry has a name, a number, and a record owner from the moment it arrives.
Feature · Lead Management
Capture every inquiry. Stop losing leads to slow follow-up.
BuilderSwift Lead Management pulls every new inquiry — web forms, phone calls, referrals, social, walk-ins — into one shared pipeline. Assign, prioritize, and follow up faster so warm leads stop slipping through the cracks of disconnected tools.
All inquiries in one inbox
Auto-assigned in seconds
Speed-to-lead alerts
Why Lead Management
Every new inquiry deserves a fast, named, accountable owner.
Inquiries come from web forms, referrals, social, walk-ins, and trade-show business cards. Without a single pipeline, warm leads quietly disappear into inboxes, voicemail, and the back pockets of your field staff.
A single inbox your whole team shares.
Stop checking five places for new work. Every inquiry lands in the same Lead Inbox with the source attached, the customer data populated, and a clear next step. Your team never asks "Who is handling this?" again.
Speed-to-lead, without the babysitting.
The first business to respond usually wins the job. BuilderSwift routes the lead in seconds, alerts the right rep, and prompts a quick reply — so your team wins more bids without working nights.
1
Unified inbox
Web forms, phone calls, referrals, social, and walk-ins — all in one pipeline.
2
Source attribution
See exactly which channel is producing the best leads and the highest-value jobs.
3
Auto-assignment
Round-robin, by territory, by lead source, or by job size. Set the rule once.
4
Speed-to-lead alerts
Notify the owner and on-call manager within seconds of a new inquiry hitting the inbox.
What you get
Capabilities built for contractors who can't afford to lose a lead.
Speed-to-lead alerts
Notification fires the second a new inquiry lands. Owners respond in minutes, not hours — and the system even tracks response time so you can coach the team.
Auto-assignment rules
Set simple rules — round-robin, by territory, by source — once. New leads are routed to the right rep instantly and a fallback owner catches anything that slips.
Follow-up reminders
Schedule callbacks by lead temperature. Hot leads get a one-hour reminder; warm leads get a same-day reminder. Nothing falls through because someone forgot to follow up.
Lead source attribution
See exactly which channels produce the highest-value jobs — by source, campaign, or form. Spend marketing dollars where they actually pay back.
Mobile lead capture
Take an inquiry on-site, in your truck, or at a trade show. BuilderSwift works on any modern phone or tablet — and the new lead syncs to the team inbox instantly.
Outcomes
What changes when every lead lands in one place.
Better lead management shows up in three numbers that matter to a contractor: response time, close rate, and revenue per inquiry.
0%
Lead capture
Every inquiry is logged — from web form to a business card at the kitchen table — with source, contact, and owner attached.
0 min
Speed-to-lead
Alerts fire within seconds and owners respond in minutes, not hours. The first call back wins more jobs.
+%
Lead-to-job conversion
Faster follow-up and cleaner hand-off into Opportunities convert more inquiries into signed contracts.
From the field
What contractors tell us about this feature.
“We were losing 2–3 leads a week before BuilderSwift. Now every inquiry lands in one place and we respond in minutes. That alone paid for the subscription in month two.”
Designed for
Built for the way contractors actually win work.
Owners losing leads to slow follow-up
If your inbox is full and voicemails go unheard, leads quietly slip away to faster competitors. BuilderSwift keeps every lead visible and accountable.
Office managers juggling tools
Replace the spreadsheet, the shared inbox, and the "ask Sara" message with one shared lead inbox everyone sees and updates in real time.
Sales reps who need a clear pipeline
Stop riffling through texts and sticky notes. Your reps see their own leads, follow up on time, and close more — without admin overhead.
FAQ
Lead management questions, answered.
Does BuilderSwift capture leads from web forms?
Yes. Connect your website so every new web-form submission drops into BuilderSwift's
lead inbox automatically, with the source page and form data attached. Your team has what they need to
follow up immediately.
Can I import leads from my existing CRM or spreadsheet?
Yes. BuilderSwift supports CSV import for leads and customers, so you can migrate from
spreadsheets, another CRM, or a stack of business cards without losing history. Once you're live, all new
leads flow into the same unified inbox.
How does auto-assignment work?
Set rules for round-robin by team, by territory, by lead source, or by job size. New
leads are routed to the right person in seconds, with optional fall-back to a manager if no rule matches.
You can override manually when needed.
Can I capture leads from my phone in the field?
Yes. BuilderSwift works on any modern phone or tablet. Capture a lead at the kitchen
table, add a quick note and a photo, and it lands in the same pipeline view as the rest of your team —
with the source tagged as "field."
Does BuilderSwift prevent leads from being worked twice?
Yes. Every lead has one record owner, and BuilderSwift detects duplicate names, phone
numbers, and emails so a referral and a web form from the same household land on a single record instead
of two.
Stop losing leads
Capture every inquiry. Respond in minutes. Win more jobs.
Start your 4-month free launch period today — every feature included, no credit card required.
Then just $49/month · cancel anytime