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CRM Automation

Every Call, Text & Form in One Simple CRM.

Stop losing leads to sticky notes and scattered inboxes. Capture First organizes every lead in one mobile CRM — with automated pipelines, reminders, and follow-ups that run themselves, so you close more jobs with less busywork.

Organized. Automated.

A Pipeline That Moves Itself

Every lead — from a form, a call, a chat, or an ad — lands in one pipeline and advances automatically with the right follow-up at the right time. You see exactly where every job stands and what needs to happen next.

  • All channels in one inbox
  • Automated stage-by-stage follow-up
  • Manage everything from your phone
Your Lead Pipeline
New Lead
12
Contacted
8
Quoted
5
Booked
3
Every stage has automated follow-ups — leads advance themselves.
What's Included

A CRM That Runs Itself

Built for local service businesses — capture, organize, automate, and close from one app on your phone.

One Mobile CRM App

Every call, text, form submission, and chat in one simple mobile app — so you and your team manage leads from the job site, not a desktop.

Automated Pipelines

Every lead drops into a visual pipeline and moves itself through stages with automated tasks, reminders, and follow-ups — no sticky notes, no lost leads.

Unified Conversation Inbox

Texts, emails, calls, and web chat all in one threaded inbox. Reply from one place and the whole team stays in sync.

Task & Reminder Automation

Automated reminders for follow-up calls, quotes, and appointments keep every deal moving — nothing falls through the cracks.

Team & Lead Assignment

Round-robin and rules-based lead routing sends the right lead to the right tech or salesperson instantly, based on service type or territory.

Workflow Triggers

Custom automations fire on any event — a new lead, a missed call, a booked job — to send texts, emails, tasks, and reminders automatically.

Stop Losing Leads

Put Every Lead in One Organized System

See how a CRM that runs itself closes more jobs with less busywork.

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