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CRM for Local Business

A CRM Built for Local Service Businesses.

Big-business CRMs are too complex and too expensive. Capture First gives you a simple mobile CRM built for the way local service businesses actually work — every call, text, and form in one place, with pipelines and follow-ups that run themselves.

Simple. Mobile. 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 from your phone.

  • 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, and chat in one simple mobile app — manage leads from the job site, not a desktop back at the office.

Automated Pipelines

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

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 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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