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A lead is a new opportunity that hasn’t yet become paying work. Revenue Sol captures leads from every channel automatically so nothing slips through the cracks, then gives you one place to qualify them, follow up, and turn them into booked jobs and customers.

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Where leads come from

Revenue Sol creates leads from the channels your home-service business already uses:
  • Phone calls answered by your AI receptionist or your team, including missed calls that get an automatic text-back.
  • Text messages sent to your Twilio or RingCentral number.
  • Web-form submissions from your website, landing pages, and online booking requests.
  • Ad and social leads from Meta (Facebook and Instagram) lead forms and messaging.
Every inbound contact lands in your unified inbox and, when it represents a new opportunity, a lead record is created so you can track it through your pipeline.
Connect your phone provider and Meta account early so calls, texts, and ad leads flow in from day one. See Integrations to get set up.

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The lead detail view

Open any lead to see everything about that opportunity in one screen:
  • Contact details — name, phone, email, and address, linked to the underlying contact record.
  • Source — which channel the lead came from (call, text, web form, or ad).
  • Status and stage — where the lead sits in your pipeline.
  • Conversation history — the full thread of calls, texts, and emails from the unified inbox.
  • Tasks and notes — follow-up reminders and internal notes for your team.
  • Tags — labels you apply for segmentation and reporting.
From here you can reply directly, log a call, add a note, or schedule a follow-up task without leaving the page.

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Working a lead’s status

Each lead moves through stages in a pipeline, from new and uncontacted to qualified, quoted, and won or lost. Update the stage as the conversation progresses so your board reflects reality and your reports stay accurate.
1

Review the new lead

Open the lead from the inbox or your pipeline board and read the conversation history to understand what the customer needs.
2

Respond and qualify

Reply by text or call, confirm the service, address, and timing, and decide whether it’s a fit. Add notes as you go.
3

Advance the stage

Move the lead forward (for example to Qualified or Quoted) so everyone on your team knows its current state.
4

Set a follow-up

Create a task with a due date so no lead goes cold while you wait on the customer.
You can let the AI Employee auto-reply to new leads across channels, drawing on your Knowledge Hub, so prospects get an instant answer even outside business hours.

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Converting a lead into a job or customer

When a lead is ready to buy, convert it without re-entering any information. The contact details, conversation, and notes carry over automatically.
  • Create a job to schedule the work, dispatch a tech, and send reminders. See Jobs.
  • Send a quote the customer can review, approve, and e-sign before you commit. See Quotes.
  • Mark the lead won to move it to the closed-won stage and treat the contact as an active customer.
Once a job is completed you can collect payment with invoicing and text-to-pay and trigger an automatic Google review request.
Marking a lead lost removes it from your active pipeline but keeps the contact and history. Add a lost reason so you can spot patterns in your reports.

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FAQ

A contact is a person or business in your CRM. A lead is a specific opportunity tied to a contact. One contact can generate several leads over time.
Revenue Sol matches incoming calls and texts to existing contacts by phone number, so a returning customer is attached to their existing record rather than creating a duplicate.
Yes. You can add contacts and opportunities in bulk. If you need help migrating data, email contact@infiniterankers.io.

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Next steps

Pipelines

Customize stages and visualize every lead on your board.

Jobs

Schedule, dispatch, and complete work once a lead converts.

Unified inbox

See and reply to every call, text, and email in one thread.