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CRM & Automation Discussions

Welcome to the CRM & Automation channel.

This section is personally managed by me, Jordan Estevez, founder of True Renovate, and is dedicated to helping contractors and home service businesses build systems that improve lead management, follow-up, communication, and overall efficiency.

Inside this channel, we’ll discuss:

  • CRM setup and optimization

  • Pipeline management

  • AI receptionists

  • Missed call text back systems

  • Automated follow-up campaigns

  • Email & SMS automations

  • Lead nurturing systems

  • Appointment booking workflows

  • Review request automations

  • Sales process automation

The goal is to help contractors save time, improve organization, increase conversion rates, and create scalable systems that support long-term growth.

Feel free to ask questions, share ideas, and discuss challenges you’re facing with systems and automation in your business.

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posted in

πŸ€– CRM & AUTOMATION

CRM & Automation Discussions

Welcome to the CRM & Automation channel.

This section is personally managed by me, Jordan Estevez, founder of True Renovate, and is dedicated to helping contractors and home service businesses build systems that improve lead management, follow-up, communication, and overall efficiency.

Inside this channel, we’ll discuss:

  • CRM setup and optimization

  • Pipeline management

  • AI receptionists

  • Missed call text back systems

  • Automated follow-up campaigns

  • Email & SMS automations

  • Lead nurturing systems

  • Appointment booking workflows

  • Review request automations

  • Sales process automation

The goal is to help contractors save time, improve organization, increase conversion rates, and create scalable systems that support long-term growth.

Feel free to ask questions, share ideas, and discuss challenges you’re facing with systems and automation in your business.