Example
CRM pipeline
A cleaning company
The cleaning company sees at a glance which leads have estimates out and which need a first call.
Manage Customer Relationships
Know every customer. Keep every relationship.
Propel gives you a simple, purpose-built CRM — not an enterprise sales tool. See where every lead stands, what's been said, and who's ready for a review request.
The problem
Why this is hard for most local businesses
Customer details end up scattered across phones, notebooks, inboxes, and memory. Leads go cold because no one knew they were waiting, and happy customers are never asked for the review or referral they'd gladly give.
How Propel helps
- One pipeline with six clear stages from New to Customer
- Conversation history on every lead
- Manual entry for walk-ins and phone customers
- Review requests sent at the right moment
- Stage-aware automations
Workflow
Three steps to get there
- 1
Bring leads together
Inquiries from every Propel channel collect in one pipeline; add others manually.
- 2
Track progress
Move leads through stages as you contact, quote, and book them.
- 3
Turn customers into advocates
Request reviews and keep in touch for repeat business.
Lead pipelineDemo
NewContactedEstimate SentAppointment SetCustomerLost
In practice
What this looks like for real businesses
Illustrative examples of how local businesses use these tools.
Example
Lead history
An accountant
The accountant keeps every prospect's questions on their record before the consultation call.
Example
Review requests
A salon
The salon sends review requests to clients right after their appointment.
Features used
The Propel tools behind this solution
CRM & Lead Management
Every lead from every source in one pipeline — from New to Customer — with notes, history, and follow-up on each.
Learn moreLead Conversations
Text and email history lives on each lead record, so you see the whole conversation before you pick up the phone.
Learn moreMarketing Automations
Five industry-tailored follow-up sequences that reply to new leads fast, nurture appointments, chase estimates, and re-engage past customers.
Learn moreLocal SEO & Business Listings
Manage and optimize your Google Business Profile — profile info, reviews, posts, photos, keywords, competitors, and directory listings.
Learn moreFAQ
Common questions
Can I import my existing customers?
You can add customers manually today, including past customers you want to request reviews from.
Is Propel a replacement for my scheduling or POS software?
No. Propel manages marketing leads and follow-up; it works alongside the booking, POS, or job-management tools you already use.
Related solutions
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