Your CRM in 2 minutes ๐Ÿ“Š

Everything you need to turn leads into booked customers. Bookmark tbsol.net/crm on your phone โ€” it works like an app.

1. Where leads come from

Every time someone fills out your capture page (or a form we run for you), they appear in your CRM automatically โ€” usually within seconds. No typing, no spreadsheets.

2. The golden rule: call New leads fast

Leads answered within 5 minutes are far more likely to become customers. The "New โ€” call these" number at the top is your to-do list. Tap the ๐Ÿ“ž button on any lead to call them right from your phone.

3. Keep statuses honest

After every contact, set the dropdown so your pipeline tells the truth:

4. Watch your numbers

The stat cards show your totals and conversion rate. If conversion is low, the usual fix is speed โ€” call the New ones sooner.

5. Need anything?

Tap ๐Ÿ›Ÿ Support in your CRM (or go to tbsol.net/support) โ€” problems, change requests, and ideas all land directly with Nick.