Home inspection CRM that follows up on every lead
A buyer with a short inspection window will not wait for a callback
Home inspection CRM for a home inspection company holds quotes, follow-up and missed-call text back. Home inspectors use it for the jobs that already fill the week. Most of your work often comes from a handful of agents who trust you with their buyers. Keeping. The CRM is free to start. Text-back comes with Ascended, $449 a month.
Puffly keeps your buyer requests and the agents who send them in one place, and Puff drafts the follow up. Free to start.
Where home inspection company leads come from
Real estate agent referrals
Most of your work often comes from a handful of agents who trust you with their buyers. Keeping those agents in front of you matters more than any ad.
Buyers under contract
A buyer with an accepted offer and a short inspection window. They need a time this week and will book whoever answers.
Google search
A buyer without an agent, or an agent's client who wants a second opinion, looks for an inspector near the property.
Sellers and pre-listing requests
Sellers who want to know what a buyer might find before they list, or investors checking a property before they bid.
What slow follow up costs a home inspection company
An inspection has a deadline attached, so a buyer who reaches out at night usually expects an answer by morning. If you are slow, they book someone else, and the agent who referred them remembers. A referring agent who never hears from you can also slowly send their next buyer to a different inspector.
Home inspection CRM features: quotes, follow-up and missed-call text back
Puffly's pipeline is yours to name. Here is one way a home inspection company could lay it out.
- Request receivedA buyer or agent asked about a property address and a time window.
- Inspection scheduledYou confirmed a time slot, the property access, and any extra services like radon or sewer scope.
- Inspection doneYou finished the walkthrough and are writing up the findings.
- Report deliveredThe report has been sent and the buyer may have questions for you.
- Thank-you and reviewYou are thanking the agent and asking the buyer for a review.
Follow up moments worth a reminder
A buyer emailed at 9 pm with an inspection window closing Friday
"Hi Chris, I can do Thursday at 9 am for the address you sent. Want me to book it? I'll need the lockbox code or agent contact."
An agent who sent you three inspections last quarter has gone quiet
"Hi Dana, it's been a while since I did a walkthrough for one of your buyers. Anything coming up that I can fit in? Coffee's on me."
The report went out two days ago and the buyer has not replied
"Hi Nate, did the report answer your questions? Happy to talk through anything on the roof or the panel. And a review would mean a lot."
Puff, your AI teammate, drafts these messages and lines up who to call next. You approve or edit each draft, even from a phone notification, and you get 10 seconds to cancel before it sends.
The shape of the year
Spring and summer usually bring the most home sales, so the calendar fills and the agents send more buyers. Winter is slower, and it is the right time to visit agents, send thank-you notes, and reconnect with people who referred work last year. Track which agents send you the most so you know who to keep close.
Missed calls and after-hours calls
Home inspection work misses calls because the person who would answer is already with a customer. Most of your work often comes from a handful of agents who. The next caller rarely leaves a voicemail they trust. They phone another home inspection company and book whoever picks up.
Missed-call text back covers that gap. The call still rings your phone first. If you do not pick up, the caller gets one text in your words, with your business name and a reply STOP line, and the missed call is saved as a lead. Consent and quiet hours still apply. If no text goes out, the call says why. It comes with the Ascended plan at $449 a month.
Spring and summer usually bring the most home sales, so the calendar fills and. That is when an unanswered phone costs the most jobs. An AI receptionist can pick up, take the details and book a time when you allow it. Each call ends as Booked, Message, Transferred or Failed. Text back is the written reply. Many home inspectors use both.
Home inspection lead follow-up, step by step
Home inspection lead follow-up is a short sequence, not a pile of reminders. Work the deal in this order, and write the date on it before you leave.
- Request receivedCapture it the day it arrives. A buyer or agent asked about a property address and a time window. A home inspection lead that stays in a private text is the one that goes cold by Thursday.
- Inspection scheduledSend the number with the day you will check back. You confirmed a time slot, the property access, and any extra services like radon. Put that check on the home inspection deal so it does not depend on memory.
- Inspection doneWhen they say yes, book the date and write what you promised. You finished the walkthrough and are writing up the findings. The customer should see the same facts you do.
- Report deliveredDo the work, then say what happens next in one message. The report has been sent and the buyer may have questions for you. A short update prevents the call that asks if you forgot them.
- Thank-you and reviewAfter the job, ask for the review or the next visit while it is fresh. You are thanking the agent and asking the buyer for a review. Then close the loop on the record.
If a home inspection company step sits still, Puff can draft the next message and send it to your phone to approve or edit. Nothing Puff drafts goes out until you say so. The list itself is free to start.
Jobs, seasons and objections for a home inspection company
Treat each source as its own next step. A home inspection week usually mixes Real estate agent referrals, Buyers under contract, Google search, Sellers and pre-listing requests. Write the source on the deal when you create it, along with the customer's words, so Monday's list shows a new ask apart from a repeat customer. Most of your work often comes from a handful of agents who trust you with their buyers. Keeping those agents in front. A buyer with an accepted offer and a short inspection window. They need a time this week and. The point of the list is that those two do not get the same follow-up.
The deals that stall sound ordinary. A buyer emailed at 9 pm with an inspection window closing Friday A useful reply names the job: "Hi Chris, I can do Thursday at 9 am for the address you sent. Want me to book. An agent who sent you three inspections last quarter has gone quiet "Hi Dana, it's been a while since I did a walkthrough for one of your buyers. Save those as tasks on the record. A busy afternoon should not be what erases them.
Home inspection CRM FAQ
How do I keep track of the agents who send me work?
Add each agent as a contact, and their brokerage as a company. Keep a note on how often they refer, and let Puff show you who has gone quiet.
Can buyers book an inspection online?
Puffly includes online booking, so a buyer can choose a time slot. You keep control of what days and times you offer.
Does Puffly write the inspection report?
No. Keep using your inspection software for reports. Puffly is where your requests, agents, and follow up live.
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