Platform · Lead management
Run your leads from one place, and know who to call first.
Every inquiry lands in one place with its brief, its fit and any booked call. Sort the day in a minute, then move each lead along. If you don’t have a CRM, this can be your lead system. If you do, it’s the front door to it.
30 days free. No card needed.
- ~10 minto set up
- 30 daysfree, no card
- ~21 hrsa month back*
*An estimate at 100 inquiries a month. Try your own numbers
New 2
Alex M.
Re-roof, 24 yr asphalt
Dana R.
Gutter replacement
Call booked 1
Sarah and Mark J.
Addition and kitchen
Quoted 1
Luis P.
Deck and pergola
Every change can flow to the tools you’ve connected, with the brief.
Live in about ten minutes.
- 1
Leads arrive ready
Each one has its brief, photos, fit and any booked call.
- 2
Move them along
Use the default stages or set your own, and flag the ones that matter.
- 3
Send them on
Connect your CRM and each lead goes there too, with the brief.
Everything in one inbox
Each lead keeps its brief, photos, files, fit and the call it booked. You and your team get an email when a new one arrives.
Your own stages
Use the default stages or set your own, and see leads as a list or a board. Changes flow to the tools you’ve connected.
Flags for what matters
Mark leads with your own flags, like a job you’ve invoiced or one waiting on a bid, so nothing slips.
Your team, with the right access
Invite your team as admins, contributors or viewers. Leads who don’t book get a follow-up for you, and you record how each call went.
What it covers, and what to keep using.
MesaBox covers
- Captures every inquiry with its brief, photos and fit
- Your own stages, as a list or a board
- Flags, call outcomes and a follow-up for leads who don’t book
- Your team, with admin, contributor and viewer access
- Email alerts, and a spreadsheet export any time
- Sends each lead on to your CRM or job tool
Keep your other tools for
- Estimates, invoices and payments
- Job costing and crew scheduling
- Email marketing and automations
Connect them and every lead goes there, with the brief.
Straight answers.
- I need it to replace my CRM.
- For leads, it can. If you don’t have a CRM, or you’re using a spreadsheet or your phone, MesaBox is enough to run your leads from first inquiry to booked call and onward. It doesn’t do estimates, invoices, payments or job costing, so keep your job tool for that. If you already have a CRM, connect it and every lead arrives there too.
- Is it hard to set up?
- No. Pick your trade, check the questions, and paste one line on your website, or share your own MesaBox page and skip the website. Most people are live in about ten minutes, with no developer. Stuck? Book a 15-minute setup call and we’ll do it with you. Book a setup call
- Why does it cost more than a form?
- A form is free because it only hands you a name and a number. MesaBox asks your follow-up questions, judges the fit, writes the brief, books the call and follows up, for $249 a month or $199 a month billed yearly. Your first 30 days are free, and everything is included. If it helps you win one job you would have lost, it has paid for the year ($2,388).
- What if my team isn’t technical?
- The lead board works like a simple list. Your team gets an email when a lead arrives and can open it from their phone.
Your numbers
What it could give you back.
About 15 of your 100 inquiries are your ideal project. They arrive first, with the brief and a booked call.
At $12,000 a job, that’s $180,000 of work in front of you. It isn’t counted in the estimate.
Change our example assumptions
Estimated time back
21 hours a month
About 250 hours a year.
- Calls that weren’t a fit, skipped
- 7.5 h
- Phone tag to find a time
- 5 h
- Typing leads in by hand
- 8.3 h
MesaBox for a year
$2,388
20% of one job at $12,000. Billed monthly it’s $249 a month.
If it helps you win one job you would have lost, it has paid for the year.
An estimate from the numbers above, not a promise. Our example assumptions: 15 minutes on a call that doesn’t fit, 6 minutes of back-and-forth to find a time for each lead who books, 5 minutes to enter each lead by hand, and 50% of leads booking a call. Change them to match your shop.
Questions
- Do I still need my CRM?
- If you use one for jobs, estimates or invoices, keep it and connect it. Each lead arrives there with the brief, the fit and any booked call. If you only need to track leads, MesaBox can be enough on its own.
- Can I export my leads?
- Yes. Download your leads as a spreadsheet any time.
- Does it do invoices or job costing?
- No. MesaBox stops at the first conversation, so your invoicing, payments and scheduling stay in the tools you already use.
See what comes in before you pay anything.
Put it on your site and try it free for 30 days. Not sure where to start? We’ll set it up with you.