Contact Management
Easily manage all your leads and customers in one place—track activity, tag contacts, and trigger automations based on behavior or status.
About
MorePie's Lead/Contact Management system is your command center for every customer interaction. It consolidates your texts, calls, emails, and form submissions into one seamless contact record—so your team always knows where things stand.
Built for speed and clarity, this feature helps service businesses stay organized and responsive without needing a patchwork of disconnected tools.
Key Benefits
- 🧠 Smart organization – Use tags, pipelines, and filters to segment contacts by status, service type, or behavior
- 🗂 Unified view – See every text, call, email, and form submission in one timeline
- 🏷️ Custom fields – Store details like number of bedrooms, job type, or budget
- 🔍 Quick search & filters – Instantly find leads by name, stage, tag, or recent activity
- ⚙️ Trigger automations – Run workflows based on contact tags, form submissions, or last interaction
- 🔄 Auto-import from forms, ads, calls, and more – No manual entry needed
Use Cases
Lead/Contact Management helps you centralize and take action on every incoming lead—so no one falls through the cracks. Here’s how service businesses put it to work:
- A house cleaning business tracks leads from inquiry → quote sent → job booked → completed
- An HVAC company sees at a glance which customers need follow-up before peak season
- A sales manager assigns incoming leads to available team members by dragging to “Ready for Call” stage
- A plumbing company stores customer preferences and service notes to personalize future visits
Automation Ideas
Once your contacts are organized, the real magic happens: you can automate what happens next. Here are a few common automations businesses build around contact management:
- When a lead is tagged as “High Priority,” assign it to a rep and send an alert
- When a contact hasn’t responded in 7 days, send a check-in text automatically
- When someone fills out a quote form, tag them and add them to your sales pipeline
- When a returning customer reaches out, auto-fill their past service info and assign them to their previous cleaner
