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Lead Workflow Board
Lead management workflow for contractors
Keep every lead organized from new to booked. LeadTruffle auto-replies in seconds, centralizes conversations from every source, and lets you move deals across a kanban-style workflow board.
- Kanban workflow stages with assignments and ownership
- Unified inbox for website, calls, Angi, Thumbtack, Yelp, and LSA
- Time-based follow-ups to keep leads from going cold
- CRM sync with full conversation history
How the lead workflow board works
1. Capture every lead
Website, calls, Angi, Thumbtack, Yelp, Google LSA, and more.
2. Auto-reply and qualify
AI replies in seconds, asks the right questions, and tags the lead.
3. Move through the workflow
Drag leads from new to quoted to booked, or sync to your CRM.
Unified inbox + workflow board
Every conversation lives in one timeline, with workflow status right beside it. Your team always knows who is next, what is stalled, and what needs a call.
CRM push with full context
Sync to Jobber, Housecall Pro, HubSpot, Workiz, and more. Every lead arrives with notes, qualification details, and a link to the conversation.
Human takeover and compliance controls
Pause AI on any conversation and reply manually. LeadTruffle follows platform opt-in rules and keeps your messaging compliant.
Turn leads into booked jobs with a workflow board
Book a demo and see how fast your team can move through every lead.