Inside the Buildrok Lead Inbox: A 5-Minute Tour

The list view: every lead in one place

When form submissions hit any site you publish on Buildrok, they land here. One row per lead, color-coded by status, sortable by date, searchable by name, phone, or email. Filter by site if you run more than one brand.

The 5-stage pipeline

Every lead moves through five stages: New → Contacted → Quoted → Booked → Lost. No "Discovery," no "Negotiation," no weighted forecasts. Just the five stages a service business actually runs. We covered the reasoning behind this in The Smallest Possible CRM, and the Lead Inbox is the implementation.

Click a lead to see everything

Clicking a row expands a detail panel with the full form submission, quick-contact buttons (Call, Email, SMS, WhatsApp), the status pipeline, internal notes that auto-save, attachments (estimates, photos), and a one-click review request that uses your Google / Yelp / Facebook links.

Manual lead entry: phone calls and walk-ins go in the same pipeline

Not every lead comes through your website. The "+ Add lead" button at the top right opens a small form so you can log calls, walk-ins, and referrals into the same pipeline. Source is required, so you can see where your manually-added leads are coming from over time (Phone call, Referral, Trade show, etc.).

Search, filter, and CSV export

Type in the search bar to find a lead by name, phone, email, or address. Filter by status, filter by site if you run more than one brand. Hit Export CSV to download your full pipeline as a spreadsheet. Useful for accountant year-end, for handing off to a sales VA, or for backing into your real close rate.

What it doesn't do (on purpose)

• No lead scoring. Every service business lead is hot or cold based on how fast you respond. Scoring is procrastination.
• No deal-value forecasting. You're not running a B2B sales team. You're running jobs.
• No multi-user role assignment. The Lead Inbox is built for solo and small-crew operators. If you need a 12-seat CRM with role-based permissions, you've outgrown us, and that's fine.
• No marketing automation. Send a review request, send a quick text. That's the automation. Anything more belongs in a different tool.

What's coming next

On the roadmap: SMS auto-reply when a lead comes in after hours, GBP review-volume tracking inside the Inbox, and a simple "follow-up reminder" so you can flag a quoted lead to ping in 3 days.

How to try it

The Lead Inbox is included on every paid Buildrok plan. Start with a free preview of your site (no card required), publish on the Single Page or Multi Page plan, and the Inbox lights up the moment your first form submission lands.

See the Lead Inbox feature page for the full breakdown, or the trade-specific lead forms that feed it.

FAQ

Can I import leads from my existing CRM or spreadsheet?

Bulk import is on the roadmap. Today, the manual "Add lead" button works one at a time. Fine for ongoing use, slow for a 200-row migration.

Does it work on mobile?

Yes. The Inbox is built mobile-first. Most owners use it on a phone between jobs.

Is there an API?

Not yet. CSV export covers the most common use case (handing data to your accountant or sales VA). A read-only API is on the longer-term roadmap.