CRM & Lead Management · Sales Pipeline · Contact Database

The CRM That Turns Every Lead Into a Closed Sale

Missed calls, forgotten follow-ups, and leads scattered across texts and sticky notes cost you sales. Reputation Genius pulls every lead into one visual pipeline — with the source, the value, and the next step — so nothing slips through the cracks.

14-day free trialSetup includedCancel anytimeIncluded in every plan
Reputation Genius CRM sales pipeline showing leads moving through New Leads, Hot Leads, Booking Requested, Booking Confirmed, and Service Sold stages with lead source and deal value on each card

A CRM (customer relationship manager) is where a business stores every lead and customer and tracks them from first contact to paid invoice. The Reputation Genius CRM automatically captures leads from your webchat, calls, forms, reviews, and social messages, tags each one with its source and value, and moves it through a visual pipeline — from New Lead to Booked to Sold. With unlimited contacts on every plan and built-in automated follow-up, businesses of every kind stop losing leads to disorganization and close more of the sales they already paid to generate.

The Hidden Leak

Most Businesses Lose Leads They Already Paid For

A lead texts one number, calls another, and fills out a form nobody checks. Without one place to see them all, follow-ups get missed and hot prospects go cold — while your ad spend keeps running. Your CRM ends the leak: every lead lands in one pipeline with a reminder for the next step.

  • Every lead captured automatically — webchat, call, form, review, social
  • One pipeline shows who's new, who's hot, and who's ready to book
  • Automated reminders and follow-ups so no lead is ever forgotten

A CRM Built to Win More Customers

Everything you need to capture, track, and convert leads into loyal customers — without the busywork.

Know Exactly Where Every Lead Comes From

See at a glance which ads, reviews, webchats, and referrals actually win customers — so you spend more on what works and stop wasting money on what doesn't.

Never Hit a Contact Limit

Store unlimited leads and customers on every plan. Your list grows with your business — no upgrade prompts and no per-contact fees, ever.

Bring Your List — and Keep It

Import existing customers from a CSV in minutes and export anytime. Your data is always yours, with zero vendor lock-in.

Reputation Genius CRM contacts database showing a searchable smart list of leads with name, phone, email, created date, last activity, and auto-applied tags
Contact Database

Unlimited Contacts, Organized Automatically

Every customer and lead lives in one searchable database — no contact limits, ever. Smart lists and tags organize people by source, service, and status automatically, so pulling a callback list or a seasonal promo segment takes seconds.

  • UNLIMITED contacts on every plan — including Essentials
  • Smart lists and tags auto-organize leads by source and status
  • Full history on every contact: calls, texts, emails, activity

Advanced Lead Tracking

Never lose track of a potential customer with lead monitoring and analytics that do the remembering for you.

Turn Lead Data Into Closed Sales

Track conversion rates and source attribution so you can double down on the channels that drive revenue and cut the ones that don't.

Focus on the Hottest Leads First

Automatic scoring and segmentation surface the ready-to-buy leads, so your team calls the right person at the right time.

Never Wonder What a Lead Did Last

See every call, text, email, and click in one timeline — so every follow-up picks up right where the last one left off.

Find Any Lead in Seconds

Filter and search by source, location, service, or tag to pull the exact list you need for a callback blitz or seasonal promo.

Lead Analytics

See What's Working at a Glance

One dashboard shows where your leads come from, how your reputation is trending, and which channels turn into paying customers — so every marketing dollar goes where it pays off.

  • Lead source and volume trends in one view
  • Review and rating insights alongside your pipeline
  • Know your best channels before you spend another dollar
Reputation Genius insights dashboard showing lead sources, average rating, sentiment breakdown of positive and negative reviews, and a weekly activity chart
One Connected System

Your Whole Front Office, Working Together

Your CRM is the hub every other tool feeds. Capture website visitors with the website chat widget, turn missed calls into texts with messaging & missed-call text-back, and turn every happy customer into a 5-star review with automated review requests — all logged in the same CRM, ready for automated follow-up.

Available In All Plans

Our complete CRM is included in every Reputation Genius plan with unlimited contacts at every tier.

Essentials

$97/month

UNLIMITED Contacts

Professional

$297/month

UNLIMITED Contacts

Platinum

$497/month

UNLIMITED Contacts

FAQ

CRM & Lead Management Questions, Answered

Everything businesses ask about lead capture, pipelines, unlimited contacts, and follow-up automation.

A CRM (customer relationship manager) is software that stores every lead and customer in one place and tracks each one from first contact to closed sale. If leads currently live across texts, voicemails, sticky notes, and inboxes, you need one — a CRM captures every lead automatically, shows you who to follow up with next, and makes sure no opportunity slips through the cracks. The Reputation Genius CRM is included in every plan with unlimited contacts.

Yes. Reputation Genius is an all-in-one CRM and lead management platform built for businesses of every kind — service businesses, agencies, retail, clinics, and more. You can create custom pipelines for your exact sales process, capture leads from any source, and automate follow-up, all with unlimited contacts at every tier.

Reputation Genius captures leads from multiple sources including your website forms, webchat, phone calls, review site inquiries, and social media. All leads automatically flow into your CRM with complete context about how they found you. Smart lead scoring helps you prioritize the hottest opportunities first.

Yes, you can create unlimited custom pipelines to match your sales process. Whether you have different workflows for new customers vs. repeat business, or separate pipelines for different services, products, or locations, the CRM adapts to your needs. Drag-and-drop makes pipeline management simple.

Yes. Import your existing customers and leads from a CSV file in minutes — no contact limits at any tier — and export your data anytime. There is no vendor lock-in, so your list is always yours. Our team helps with the initial import during onboarding.

The CRM includes powerful automation including follow-up email sequences, SMS reminders, task assignments, and pipeline stage progression. Set up triggers based on lead behavior, time delays, or specific actions. Automation ensures no lead falls through the cracks while saving hours of manual work each week.

Leads can be assigned automatically based on rules you define (location, service type, lead source) or manually distributed by a manager. Round-robin assignment ensures fair distribution across your sales team. Each team member sees their assigned leads in a personalized dashboard with clear next actions.

Yes, the CRM automatically tracks lead source attribution including Google Ads, Facebook, organic search, referrals, and more. Revenue reporting shows which marketing channels deliver the best return on investment. Detailed analytics help you allocate budget to the most effective channels.

Yes. Reputation Genius integrates with popular platforms including QuickBooks, Google, Zapier, Mailchimp, and hundreds of other apps, plus API access for custom integrations. Your webchat, messaging, calls, and review requests all feed the same CRM, so every lead and conversation lives in one place.

The complete CRM is included in every Reputation Genius plan — even Essentials at $97/month — with UNLIMITED contacts at every tier. There are no per-contact fees as you grow. Every plan comes with a 14-day free trial and a 30-day money-back guarantee on your subscription after the trial.

Have more questions? Book a free consultation

Ready to Stop Losing Leads?

Start your 14-day free trial and see every lead land in one pipeline — captured, tracked, and followed up automatically, so you win more of the customers you already earned.

14-day free trial · Setup included · Cancel anytime