Profile PictureJonathan Richey
$49.99+

HoverCRM

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HoverCRM

$49.99+

This is my 3rd iteration of this product, and the best version yet (previously known as Drone Client Leadtracker)!

Using the power of Airtable, I've created a simple yet elegant lead tracker that allows you to:

  1. Stay Organized & Never Miss a Lead

Instead of juggling sticky notes, emails, and spreadsheets, a CRM keeps all your lead info—names, contact details, follow-ups—in one place. You can easily see who’s hot, who needs a nudge, and who’s gone cold.

  1. Track Performance & Improve Sales

See where leads are coming from (Facebook, cold emails, referrals), how many are converting, and which sales strategies are working. With that data, you can double down on what works and ditch what doesn’t.

  1. Increase Revenue by Maximizing Every Lead

By having a clear view of your entire sales pipeline, you’re less likely to let potential deals slip through the cracks. Following up consistently and staying organized means you close more deals—turning more leads into paying clients, which directly boosts your income.


What you'll get:

A setup guide that will walk you through how to copy and install the database, update the visual interface, sample data to get you started and a video on how to customize the options for your business.

Two powerful automations:

  1. Weekly Summary - Every Friday at 4:00 pm you'll get an email with a list of all your leads so you can get a snapshot of your weekly activity. But, you also have the ability to change that email to a different day of the week and time.
  2. Lead Reminders - If you've got a hot lead, you don't want to let them fall between the cracks. This automation will email you on a specified date reminding you to follow up.


Features:

  • Up to 1000 leads
  • Up to 5 team members
  • 100 automation runs/month
  • Interface designer
  • 1 GB of proposals uploaded
  • Sample data to test with
  • Leads - list view
  • Leads - grouped by status view
  • Leads - calendar reminder view
  • Add new lead form


Customization

Once you install the CRM and start integrating it into your workflow, you'll probably start thinking of features you wish it had or ideas to make it better.

If you have an idea for a new feature or workflow, please don't hesitate to contact me.

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Database table, design interface and instructions on how to adjust table options (services, lead source and status)

Size
276 KB
Length
3 pages
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