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Win the Job · Lead tracking CRM

CRM — Private preview

Track inquiries, estimates and follow-ups in your First Motion workspace. Available to selected clients while we test and refine it.

Lead tracking CRM remains an add-on priced on your call. This is a private preview for selected clients—not a general availability launch and not a promise of third-party CRM integrations.

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Inquiries still get lost between tools

Website forms, ads, and call-backs often live in different places.

Selected clients in the private preview use the First Motion workspace to keep inquiries, estimates, and follow-ups visible while we test and refine the product.

Add-on · priced on your call

What the private preview is aiming to cover

Direction for the preview—not a public feature checklist or SLA.

Inquiry tracking

See new inquiries in one workspace view.

Estimates in progress

Keep proposed work visible so follow-ups do not vanish.

Follow-up reminders

Surface what still needs a reply.

Selected-client access

Available while we test and refine—not open enrollment.

Add-on pricing

Priced on your call; not part of the core $500 monthly package.

No invented integrations

Third-party CRM connections are not implied by this preview.

How private preview access works

Invitation and scoping—not a self-serve signup.

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Confirm whether the preview fits your workflow.

Scope access

Who on your team needs the workspace.

Onboard selected clients

Configure the preview for your inquiry paths.

Feedback while we refine

Your notes shape the next iteration.

Who this is for

Selected clients already working with First Motion who need inquiry and follow-up visibility while the CRM preview matures.

Local tradesService businessesOwners who want clear next steps

Included vs add-on

Ask about selected-client access

Talk with Chris if you want to know whether the CRM private preview is a fit.

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CRM private preview questions

Is this generally available?

No. It is a private preview for selected clients while we test and refine it.

Is it included in the $500 package?

No. It is an add-on priced on your call.

Does it replace Jobber or ServiceTitan?

No. Field systems stay separate.

Will you list fictional sample companies here?

No. This page describes the preview status only.

Get a free Google audit

Public Google Business Profile basics, local visibility notes for agreed service and town searches (with date and location context), reviews and profile gaps, website/mobile contact path, and up to three priorities. Thirty minutes. No profile login required to request.

Get a free Google audit Or book 30 minutes

Observation limits apply. No invented rankings, scores, or guaranteed AI checks.

Private preview · priced on your call

Track inquiries, estimates and follow-ups in your First Motion workspace. Available to selected clients while we test and refine it.

Talk with Chris