How it works — Book My Leads
How it works

From quote request to booked — on one screen.

No new habits to learn. A request comes in like email, you reply like email, and the lead walks itself down the funnel to your calendar. Here's the whole loop.

1 Request 2 Notified 3 Reply or call 4 Booked
1 Put your form where customers are

Three ways for leads to find you.

Add the Book My Leads quote form to your own website, share your hosted link anywhere, or get listed in the directory so you turn up in search. However a customer arrives, their request lands straight in your dashboard.

  • On your site — drop the lead form onto your website with the WordPress plugin.
  • Share your link — go.bookmyleads.com/your-shop, ready for your bio, ads, or a QR code.
  • Found in search — your listing in the category directory helps customers discover you.
go.bookmyleads.com/shape-studio
Maya R.
Balayage + cut
(512) 555‑0148
Sat, 2:00 PM
Going lighter before a wedding…
Request quote
2 You get pinged

The second it lands, you know.

A push notification hits your phone the moment a request arrives — on iOS, Android, and the web app. No inbox to dig through, no refreshing a dashboard.

  • Same account everywhere — pocket and laptop stay in sync.
  • Tap the notification to jump straight to the request.
  • Speed is the point — first to reply usually wins the job.
2:14
Saturday, June 6
Book My Leadsnow
New quote request — Maya R.

Balayage + cut · Sat 2:00 PM. Tap to reply.

Book My Leads9m ago
New quote request — Dev P.

Men's cut + beard · today. Tap to reply.

3 Reply or call in one tap

Email and phone, from the same sheet.

Their message sits right there while you respond — no scrolling back to remember what they asked. Type a reply and send, or tap to call. Sending later? It drops into your Leads to pick up.

  • Emails send through SendGrid as your business name.
  • Replies come back to your own inbox — you stay in the loop.
  • Tap-to-call logs the contact automatically.
Reply to Maya R.
To: Maya R. · (512) 555‑0148
“Going a few shades lighter before a wedding. Do you have Saturday afternoon?”
Hi Maya! Saturday at 2 works great for a balayage and cut — I'll block it for you. Plan on about 2.5 hours. See you then!
Send email
Call
From: Shape Studio · Reply‑To: you@shapestudio.com
4 They agree — you schedule

Once they say yes, book it.

When the customer agrees, schedule the service straight from the lead. It moves to Scheduled and shows up on your Calendar tab with all their details attached. Turn on Google Calendar sync and the booking appears wherever you already work.

  • Schedule only after they've agreed — the lead becomes a confirmed booking.
  • Time blocks respect the availability you set per weekday.
  • Optional Google Calendar sync keeps everything in one view.
Calendar · Saturday
Sat, June 6Google synced
11 AM
Open
12 PM
Dev P.Men's cut + beard
1 PM
Open
2 PM
Maya R. — just bookedBalayage + cut · 2.5 hrs
Staff & assignments

Got a team? Share the work.

Add your staff, then assign each lead to whoever's doing the job. They respond to their own requests from their own login — so nothing sits waiting on you to pass it along.

  • Add staff and assign a lead or service in a tap.
  • Let customers pick a preferred staff member when they request.
  • Staff reply and call themselves — the funnel updates exactly the same way.
Assign lead
Maya R.
Balayage + cut
New
Assign to
YO You PR Priya MA Marco

Priya gets the request in her own dashboard and can respond, call, and schedule it herself.

The part no other CRM gets right

The funnel updates itself.

Most CRMs make you set the status by hand — so you never do, and the pipeline becomes fiction. Book My Leads moves each lead based on what you actually do.

New
Send LaterAcknowledged
Contacted
Respond NowCall
Follow‑up
Any next touch
Scheduled
Schedule→ Calendar

Once a lead is Contacted, your next action of any kind promotes it to Follow‑up. Ignore dismisses a lead from the dashboard. You never open a status dropdown — you just do the work, and the pipeline stays honest.

Five-minute setup

Add your services, set your hours, share your quote page. There's nothing to configure beyond that.

Pocket and laptop

iOS, Android, and web on one account. Start a reply on your phone, finish it on the computer.

👥

One owner or a whole agency

Solo? It's built for you. Running clients? Agency mode handles multiple businesses from one login.

Your next quote is one tap from booked.

Set up your quote page in five minutes and reply to your first lead before the competition wakes up.

Get started free
Free to start · No credit card · No sales call, ever