LocaleCRM

Follow every lead to the job it became.

For local businesses: catch every lead from ads, search, referrals, calls and chat, reply in seconds, and see which ones become paying jobs.

Invite onlySee how it works

One lead, from first click to paid job

Example lead. Names and numbers are illustrative.

  1. Tue 09:14

    Clicks your ad

    Searched “water heater replacement cost”

    gclid Cj0KCQjw8pK…

  2. Tue 09:15

    Fills in your form

    Maria L. — wants a quote for a new water heater

    Source: Google Ads

  3. Tue 09:15

    Gets a reply

    A text goes out while she’s still on your site

    Replied in 0:38

  4. Thu 14:30

    Becomes a job

    Deal marked won in your pipeline

    Won $2,400

  5. Thu 14:31

    Reported back

    Sent to Google Ads with the job’s value

    Conversion $2,400

Your ads learn which leads became jobs, and go find more of them.

The same loop runs for leads from Meta ads, organic search, referrals, phone calls, web chat and WhatsApp. Won jobs from Meta go back to Meta.

Built around one number: jobs won, by source.

Every part of the CRM points back to the same record, so you can see which campaigns fill your calendar, not just your inbox.

Know where every lead came from

Forms, chat, calls and messages save where each lead came from on the contact: Google or Meta ads, search, a referral or a direct visit. Nobody has to type it in.

Example data
ML

Maria Lopez

New lead · 2 min ago

Source
Google Ads
Campaign
Water heaters – Austin
Keyword
water heater replacement
Landing page
/water-heater-replacement
Click ID
Cj0KCQjw8pKxBhD…

Answer before they call the next company

An AI agent replies on web chat, SMS, WhatsApp and the phone, day or night, and hands over to you when it should.

Example data

Water’s coming through the ceiling. Can someone come today?

That sounds stressful, sorry. We have a plumber free at 1pm today. Shall I book it?

Replied in 4 secondsWeb chatSMSWhatsAppVoice

Show your ads which leads paid

Mark a deal won and its value goes back to Google Ads or Meta as a conversion, so your ads chase booked jobs instead of form fills. Referrals and walk-ins still count in your reports.

Example data
Won dealValueReported
Kitchen repipe$2,400Sent
Water heater swap$1,850Sent
Drain camera inspection$320No ad to report
Sewer line repair$6,900Queued

Also in every account

  • Pipeline and tasks

    Drag deals across stages, see days in stage, record why the lost ones were lost.

  • Calendar and booking pages

    Your own booking link with reminders, reschedule links and calendar invites.

  • Forms and chat widget

    Hosted forms, popups and a web chat bubble for your site. Every submission becomes a contact.

  • Quotes and invoices

    Line-item quotes your customer accepts online. Accepted quotes become won deals.

  • Workflows and broadcasts

    Speed-to-lead sequences by SMS and email, and one-off sends to a filtered list.

  • Reports and leads map

    Pipeline funnel, won revenue and leads by source, plus a map of where leads come from.

  • Website builder

    A marketing site or video sales letter page, live in a few minutes.

  • Your team, per account

    Invite staff as admins or collaborators. Each business sees only its own data.

  • API and webhooks

    Versioned REST API and signed webhooks for Zapier, Make or n8n.

Questions, answered

Something else on your mind? Email hello@localecrm.com.

Local service businesses — cleaners, plumbers, HVAC, roofers, dentists, lawyers, limo companies and the like — that want every lead in one place, whether it comes from ads, Google search, a referral, a phone call or their website.

No. We set it up with you: your contacts imported, your pipeline stages, forms, web chat and booking page built, your phone number and ad accounts connected. Access is by invitation, so everything is ready when you first log in.

Google Ads and Meta ads (from their click IDs and UTM tags), organic search, referrals and direct visits, plus phone calls, web chat, SMS and WhatsApp. Every contact shows where it came from, and reports break leads and won revenue down by source.

When you mark a deal won, its value goes back to Google Ads or Meta as a conversion. Their bidding then learns which leads became paying jobs, instead of counting every form fill the same.

An AI agent can answer web chat, texts and phone calls straight away, day or night, and a speed-to-lead workflow can text and email new form leads within seconds. You're notified each time and can take over the conversation whenever you like.

Yes. Drop in a CSV from Google Sheets, HubSpot, Pipedrive or anywhere else. The importer matches name, email, phone and company columns automatically, and you can map anything else by hand.

Each business gets its own separate workspace. Only the people you invite can see or change it, and you can export your contacts to CSV at any time.

Yes. There's a REST API and signed webhooks, so you can connect Zapier, Make, n8n or your own systems.

Get your team into LocaleCRM in days, not months.

Tell us about your business and we'll set everything up for you: contacts imported, pipeline configured, forms, chat and lead sources connected.