How do I have my AI handle home-building leads and follow-ups?

Tell your AI who called, what they want built and where the lot is, and it creates the lead and logs the call.

Say this

Add a new lead in Projul for [Dana Kessler] called [Kessler Residence, Lot 22 Sagebrook]. The lot is at [1487 N Sagebrook Dr, St. George, UT 84770]. She has plans drawn and wants a budget, so put the likelihood of sale at [65]%. Assign [Kevin Nolan] as the estimator.

What happens

Your AI asks you to approve, then creates the lead in "Lead pipeline" at the stage you name, the same as one added by hand.

The lead pipeline in projul the stage with lot custom home your ai added at top

Note: A new client matching one already in Projul by name plus email or phone is reused, not duplicated. For the estimate after the lot walk, see How do I have my AI build a home-building estimate?

Questions? Let's Chat.
support@projul.com
(844) 776-5853