JLJessica LaneGet your website on page oneSales pitch
Wrong call? One press.
Anything filtered out can be let back in. Kept for 30 days.
How it worksSet up today.
Set up today.
Sorted from the next enquiry.
Paste one address into your form. NeatLeads does the reading. You make the calls.
- 14 days free
- No card
- Works with any website
How it works
Live in three steps.
1
Tell it about your business.
Your website, or one sentence.
Your website
shamrockroofing.com
What it learned
Roof replacementRepairsStorm damageOverland Park
2
Paste one address.
Into your form. No code.
Your form tool · Email results to
you@shamrockroofing.comforms-zw1c8y@in.neatleads.app
Saved3
Get a heads-up by email.
Reply in NeatLeads, so every reply is saved.
Your email
NeatLeadsTom Becker: A price to replace our roofnow
SupplierYour order has shipped9:02
BankYour statement is readyMon
Every enquiry
What happens to each one.
Eight steps. You only do the last part: decide.
1 · Arrives
Every enquiry is read.
The moment your form sends it. Who it’s from, what they want, and how urgent it is.
RNRachel NguyenWater is coming through our ceilingUrgent
TBTom BeckerA price to replace our roofRoof replacement
JLJessica LaneGet your website on page oneSales pitch
2 · Customers
You get a heads-up.
A short email for every new customer. Urgent ones go to the top, with an alert. Reply in NeatLeads, so every reply is saved.
Your email
NeatLeadsRachel Nguyen: Water coming through the ceilingnow
SupplierYour order has shipped9:02
3 · At once
Every customer hears back.
Switch on the thank-you, and each customer gets one within seconds, even at night. Starter and Pro.
RNTo Rachel NguyenSent 8:52 AM · 4 seconds after they asked Sent
Hi Rachel, thanks for getting in touch about the leak. We’ve got your request and will call you this morning. Kate, Shamrock Roofing
Sends itself because you switched it on
4 · The rest
Junk is kept out of your way.
Sales pitches, job applications and scams go to Filtered out. Kept for 30 days. One press lets any back.
Kept out of your way3
Rank higher on GoogleSales pitch
Looking for work, CV attachedJob application
Confirm your bank detailsLikely scam
Kept for 30 days. One press lets any back.
5 · Before you quote
You know what to ask.
It picks out what the customer told you and lists what’s missing. One press sends them a private link to add it.
- The questions a pro would ask
- Photos, without a back-and-forth
- No account needed for the customer
3/5Before you quoteTom Becker · Roof
AddressFrom the form
Roof type“Asphalt shingle”
Timeline“This spring”
Shingle layersOne or two?
PhotosFrom the street
Spotted A 20-year roof: check for a second layer before you price the tear-off.
6 · Reply
Your reply, already written. Pro
It asks only for what’s missing. It’s sent from NeatLeads, or from your own email address once you add 4 DNS records. Nothing goes out until you approve it.
DraftedReply to Tom
Hi Tom, thanks for the details. Do you know if there’s one layer of shingles or two? And could you send a photo or two from the street?
Approve & sendEditNot sent until you approve
7 · Follow up
No quote goes quiet. Pro
When a customer stops replying, a follow-up is drafted and waiting.
Quote sent · Hannah BrooksMon
No reply yet5 days
Follow-up ready · “Just checking in on the siding quote…”Today
8 · Track
Every job in one view.
From To quote to Won, with the quiet quotes flagged.
Quoted$11,000
HBHannah Brooks$4,100 · Quiet 16 days
VHVictor Hale$6,900
Won$480
WPWendy Pruitt$480
Works with any website.
If your form can send an email, it works. You paste one address. No code.
You stay in charge
It does the reading. You make the calls.
Let it through
Hi Tom, is there one layer of shingles or two? And could you send a photo?
Approve & sendYou choose what sends itself.
Drafts wait for your OK. Only what you switch on, like the thank-you, sends by itself.
RelaxedBalancedStrictHow strict the filter is
You set how strict.
Not sure about one? On Relaxed and Balanced, it still reaches you.
Your customers’ details stay private.They trusted you with them. We treat them that way.
- Never soldOr used for ads.
- Not used to train AIYour enquiries stay yours.
- Stored in the USIn the United States.
Setup questions
Anything else: write to us.
How long does setup take?
Most of it is pasting one address into your form tool.
Do I need a developer?
No. If your form can send an email, you can set it up.
Can I keep my current email?
Yes. Heads-ups go there.
What if NeatLeads gets one wrong?
It’s kept for 30 days. Open Filtered out and press Let it through.
Will it reply to customers on its own?
Only if you say so. Drafts wait for your OK. The first thank-you sends itself only if you switch it on.
Start with your
next enquiry.
It takes minutes. Your form and your email stay as they are.
14 days free, counted from your first real enquiry. No card needed.