Never Miss a Lead
Again
Every call recorded, transcribed, and summarized by AI. Know exactly which campaigns drive results.
AI-Powered Lead Intelligence
Every call is recorded and transcribed. Every SMS is captured and analyzed. AI extracts the key details so you never have to take notes again.
- Automatic recording and transcription of all calls
- Incoming SMS messages added to lead details
- AI extracts info from texts to create quotes and assessments
- Complete address extracted—never pick up a pen again
Sarah Mitchell
(512) 555-0147
"Hi, I'm calling because we just found some black spots in our bathroom ceiling after the leak last week. My insurance company said I need to get a mold inspection before they'll process the claim. Is there any way you could come out this week? Mornings work best for me..."
Caller
Sarah Mitchell
Address
1234 Oak St, Austin, TX
Intent
Mold Inspection
Preferred
This week, mornings
Budget
Insurance claim
Latest Lead Attribution
utm_source=google
utm_medium=cpc
utm_campaign=mold_inspection_austin
utm_keyword=mold testing near me
Know Exactly What's Working
Track every marketing touchpoint from first click to closed deal. Know which campaigns drive revenue, not just clicks.
Click ID Capture
- GCLID (Google Ads)
- FBCLID (Facebook/Meta)
- MSCLKID (Microsoft/Bing)
Customer Journey
- Landing page URL
- Pages visited with timestamps
- Last page before conversion
Campaign Tracking
- Revenue tied to campaigns
- Easy ROI calculation
- Know what works
The Right Lead to the Right Person
AI analyzes every lead to help you prioritize and personalize your response.
Customer Type Detection
AI identifies who is calling so you can tailor your approach and prioritize accordingly.
- Homeowner vs Renter
- Insurance Agent
- Real Estate Agent/Buyer
- Property Manager
AI Priority Scoring
Automatically scores leads based on key details that matter for mold inspections.
- Owner vs renter (renters = low priority)
- Visible mold detected
- Active water damage
- Health symptoms reported
Returning Customer Recognition
Instantly see previous interactions when a past client calls back.
- Automatic phone matching
- Full interaction history
- Accumulated lead summaries
A Complete CRM— Or Connect Yours
AssessmentPro is a full CRM built for mold inspectors. But if you prefer your existing tools, we integrate seamlessly and keep every piece of data in sync.
- Contacts synced automatically
- Call engagements logged
- Full UTM attribution preserved
- Recording URLs included
- Non-blocking sync (fast lead creation)
HubSpot Connected
Last synced: Just now
From Call to Quote in Seconds
Turn any lead into a quote with one click. Contact info, address, and scheduling preferences are already extracted—no double data entry.
- Contact info pre-filled from AI extraction
- Address auto-populated from conversation
- Scheduling preferences already captured
- Client record created automatically
- Quote ready to customize and send
Sarah Mitchell
New Lead • 2 min ago
"I used to spend 10 minutes per lead entering data. Now it's all done automatically—I just review and send the quote."
Mike Reynolds
Owner, Austin Mold Pros
See It In Action
Get a personalized demo tailored to your workflow. See how AssessmentPro can transform your business.
- 30-minute personalized walkthrough
- See pricing for your team size
- No obligations or pressure