Visual sales pipeline
Drag and drop leads between New, Contacted, Qualified, Proposal, Won and Lost. See your whole month at a glance.
- Custom stages for your trade
- Deal values and expected close dates
New Built for UK and US home service businesses
Turn More Leads Into Customers.
Manage every lead, automate your follow ups and grow your business with one simple CRM.
14 day free trial. No card needed. Set up in under 10 minutes.
Sales pipeline · November
New leads this month148+22%
Qualified61
Won deals27
Conversion rate18.2%+3.1
New 12
Sarah CollinsBoiler repair · Leicester
Website form
James PatelRewire quote · Coventry
Google Ads
Contacted 9
Mike TurnerFlat roof leak · Bedford
Follow up 2pm
Qualified 7
Emma WrightEnd of tenancy clean
Site visit Thu
Proposal 5
Daniel RossHVAC install · £4,800
Quote sent
Won 27
Olivia GrantNew roof · £9,200
Won
Lost 4
Tom HarrisGutter clean
Went elsewhere
How it works
Four jobs, done exceptionally well
Leadival does not try to be every CRM. It focuses on getting enquiries in, organised and turned into paying work.
STEP 1
Capture
Forms, calls, ads and website enquiries land in one inbox the moment they arrive.
STEP 2
Organise
Every lead gets a profile with its source, notes and full history, so nobody falls through the cracks.
STEP 3
Follow up
Automatic emails, texts and reminders go out on time, even when you are on a job.
STEP 4
Convert
See which leads turn into revenue and which sources are worth your marketing budget.
Features
Everything you need to win the job
Simple enough to use from your van. Powerful enough to run a growing team.
Automation engine
Send follow ups, create tasks and alert your team the second a new lead arrives.
- Instant reply to new enquiries
- Reminders for quotes that go quiet
Lead profiles
Contact details, lead source, notes, conversations and activity history, all in one place.
- Full timeline of every touchpoint
- Shared notes for your whole team
Analytics
Know where leads come from, how many convert and how much revenue each source brings in.
- Revenue by lead source
- Win rate by salesperson
Solutions
Made for businesses that live on enquiries
If your phone ringing means money, Leadival is built for you.
Plumbers and electricians
Reply to emergency callouts fast and turn quote requests into booked jobs.
Missed call? Leadival texts them back automatically.
Roofing and HVAC
Track high value quotes from survey to signed contract without losing a single one.
Chase quotes on day 2, 5 and 10 without lifting a finger.
Cleaning and home services
Manage recurring customers, bookings and reviews from one simple dashboard.
Book appointments straight from your lead form.
Pricing
Simple pricing that grows with you
Every plan starts with a 14 day free trial.
Starter
£29 /month
For sole traders getting organised.
- 1 user
- Up to 500 leads
- Pipeline and lead profiles
- 2 lead capture forms
Growth
£59 /month
For busy teams that want follow ups on autopilot.
- Up to 5 users
- Unlimited leads
- Email and SMS automations
- Appointments and reports
Pro
£99 /month
For multi location businesses and agencies.
- Unlimited users
- Advanced automations
- All integrations
- Priority support
Integrations
Works with the tools you already use
Pull leads in from your website, ads and inbox automatically.
Website formsGoogle AdsFacebook Lead AdsGmailOutlookGoogle CalendarWhatsAppTwilio SMSStripeZapierWordPress
Stop losing leads. Start winning jobs.
Book a 20 minute demo and we will show you how Leadival fits your business. Or jump straight in with a free trial.