Field guide · Win more customers Coming soon

Know who to call first.

Each weekday morning you get a short list: the five people most worth calling today, why each one is on it, and what to say first. You make the calls; it does the sorting.

5 nameseach weekday morning
A reasonnext to every name
Youmake every call
Halden Plumbing & Drain · Tuesday6:45 AM
Checked overnight412 contacts
Open quotes, recent enquiries, past customers and anyone who opened an email this week.
Today's fiveRanked
Beth L. is first: she opened her water heater quote three times last night.
Opening line, in your voicefor Beth L.
You called BethBooked
Install booked for Thursday. Logged in SimpleUP CRM. Tomorrow's list skips her.
Preview with made-up names

The best lead today is rarely the newest one.

A short list you actually get through.

Most owners have more people to call back than hours to do it, so the calls go to whoever is at the top of the inbox. The one who opened your quote three times last night waits until Friday, and by then someone else has answered.

Without it

  • A long list and no idea where to start
  • Calls go to whoever emailed last
  • Warm quotes cool off while you are on a job
  • Nobody remembers what was said last time

With it

  • Five names, ranked, before you start the day
  • A plain reason next to each one
  • An opening line that picks up where you left off
  • Every call logged, so tomorrow's list is smarter

What it looks like in real businesses.

Three owners, and a name from the top of their list that morning.

Real estate agentBurlington · buyers
In the CRM
Sam signed in at an open house in August and hasn't been in touch since.
First on the list Viewed 4 listings
"Sam looked at four homes on your site last night, all under $900k in Alton. Worth a call before the weekend."
HVAC companySudbury · replacements
In the CRM
A furnace replacement quote sent two weeks ago, still open.
Second on the list Opened again
"The Parks opened the quote again yesterday and emailed a question about the heat pump option last week. Good time to talk it through."
Insurance brokerKingston · renewals
In the CRM
A home and auto client whose policy renews in 30 days.
Third on the list Renews in 30 days
"The Morins renew on November 2. Last year they asked about bundling. Call before the renewal notice goes out."

How it works, step by step.

  1. 1

    It reads your CRM each night

    Open quotes, new enquiries, past customers and who opened what, in SimpleUP CRM. It changes nothing.

  2. 2

    It ranks by who is ready

    Recent interest, money on the table and how long since you last spoke. You tell it what matters most in your business.

  3. 3

    It writes a reason and an opening line

    One sentence on why this person, today, and a first line that picks up where you left off.

  4. 4

    You make the calls

    The list waits on your phone at the start of the day. Call, skip or snooze each name.

  5. 5

    It learns from what happened

    Log the result in one tap. Booked, not now or wrong number shapes tomorrow's list.

You decide who gets a call.

You make every callIt never dials, texts or emails anyone. It only tells you who to call and why.
Your list stays yoursIt reads your CRM and changes nothing unless you log a result.
You set the rulesLeave out people who asked not to be called, or bump your biggest jobs to the top.
Five, not fiftyA short list you can finish. Change the number any time.

Coming soon. Be the first to know.

COMING SOON
Opening soon
The price is set when it opens. Leave your email and we will tell you the day it does.
  • Five people worth calling each weekday morning
  • A plain reason and an opening line for each
  • Reads SimpleUP CRM and never contacts anyone itself
  • One-tap results that sharpen tomorrow's list
  • Set up and looked after by our Canadian team
What's included Sample limits1 SimpleUP CRM account, a list of up to 5 names each weekday.

One email when it opens. Nothing is charged before then.

Ready today

These jobs are open now, each priced on its own.

Follow-ups that never stop
$99 a month
Quotes that close
$99 a month
Find customers who fit
$249 a month

Questions owners ask.

When does it open?

We are building it now. Leave your email on this page and we will tell you the day it opens. Nothing is charged before then.

Will it call people for me?

No. It tells you who to call and why. The calls are yours.

What does it need?

Your contacts and quotes in SimpleUP CRM. The more you log there, the better the list.

Is it the same as a CRM report?

No. A report shows everything. This picks five people and tells you why, so you know where to start.

Start each day knowing who to call.

Get told the day it opens, or talk it through with us first.