Lead Intake Module

Capture every lead.
Miss none. Lose none.

Your lead intake process is the first point of contact between a homeowner and your business. Root's Lead Intake Module captures every lead from every channel, qualifies them automatically, and routes them to the right person — in seconds. The money is in the response.

Contractors where leads sit unresponded for hours or days
Companies generating leads from multiple channels with no unified view
Operations where lead routing is manual or based on who happens to be available
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2 minutes. No obligation.

No spam. No contracts.

78%

Of jobs go to the first contractor to respond

5 min

Average response time after Lead Intake Module setup

100%

Lead capture from web, phone, chat, and social

0

Leads lost to slow response or missed channels

What's Included

Every feature your operation needs.

Multi-Channel Lead Capture

Web forms, phone calls, live chat, Facebook leads, Google LSA — every source captured in one unified inbox. No lead falls through the cracks.

Automated Lead Qualification

Leads are scored and qualified automatically based on your criteria — budget, location, project type, timeline. Reps only see qualified prospects.

Instant Lead Routing

The right lead gets to the right rep based on territory, specialty, or availability — automatically, within seconds of coming in.

Instant Notifications

Reps are notified via text, email, and CRM alert the moment a lead is assigned. No checking dashboards, no delays.

Call Recording & Tracking

Every inbound call is recorded, tracked to its source, and logged in the CRM. Know which marketing channel is generating your best leads.

Lead Source Attribution

See exactly which campaigns, ads, and channels are generating leads — and which ones are generating leads that actually close.

Who this module
is built for.

→Contractors where leads sit unresponded for hours or days
→Companies generating leads from multiple channels with no unified view
→Operations where lead routing is manual or based on who happens to be available
→Businesses spending on ads but not tracking which ones actually produce booked jobs
→Any contractor who wants to turn more of their existing lead volume into appointments

"Before the Lead Intake Module, we had 3 different places leads came in and no one knew who was responsible for what. Now everything is centralized and response time is under 5 minutes."

Elmer Glick

CEO, Starway Roof Systems

"We discovered we were losing 30% of our web leads because no one was responding fast enough. The module fixed that and our appointment rate went up immediately."

Carlos M.

Owner, ComfortPro HVAC

Work With Root

Ready to capture and convert more leads?

Let's look at your current lead intake process and show you exactly where leads are slipping through.

Schedule Free Consultation

No obligation. No contracts. Just a clear plan. · rootagency.co