YardSource Pro / Leads and CRM
Core platform

Every design arrives as a lead you can close

Leads come in with before and after photos, the features the homeowner picked, a ballpark and a scope of work. Move them through your pipeline, see them on a map and follow up by email.

https://design.yourcompany.com/admin
A pipeline that shows the money
Inside Leads and CRM

Your pipeline, your map, your follow-up

From the first design to Paid, on one board.

Lead board

A pipeline that shows the money

Every homeowner who designs lands on the board with their budget range, location and how many designs they have made. Columns total the pipeline value, and the stats row shows open leads, new this week, follow-ups due and wins.

  • Stages from New lead to Won
  • Call, text or email from the card
  • Tags like Appointment set and Follow-up due
A pipeline that shows the money
Lead detail

Everything you need before you call

Open a lead and see the before and after, the features and plants they chose, their budget and start date, the ballpark by line and the full scope of work.

  • Before and after photos
  • Ballpark by feature and scope of work
  • One-tap call, text reminder and email reminder
Everything you need before you call
Map

Leads on a map

See where your leads are and which ZIP codes are producing the most, so you can plan site visits and marketing by area.

  • Map of open leads
  • Top ZIP codes
  • Filter what the map shows
Leads on a map
Everything in Leads and CRM

Built for follow-up

Speed to lead wins jobs. The lead shows up with everything you need to call back.

Screens shown with demo data.

  • Instant lead email with before and after photos
  • Pipeline: New, Design created, Consultation requested, Site visit, Proposal, Won, Paid, Gone cold, Lost
  • Lead detail with features, ballpark and scope
  • CRM board with map
  • Email marketing integration
  • Visitor log
  • Share and compare tools for homeowners
See it on your own yard photos

Get a live walkthrough

About 30 minutes. We'll generate a design from a real yard photo and show you the office and field side.