Locksmith CRM that follows up on every lead
Get to the lockout fast, then keep the rekey and commercial jobs
Locksmith CRM for a locksmith business holds quotes, follow-up and missed-call text back. Locksmiths use it for the jobs that already fill the week. Someone standing outside their car or front door searches and calls whoever is nearby. Being quick to answer matters more than. The CRM is free to start. Text-back comes with Ascended, $449 a month.
Puffly is a free CRM for locksmiths who live on urgent calls and want the one-time lockout to turn into a customer they can call again.
Where locksmith business leads come from
Lockout searches on a phone
Someone standing outside their car or front door searches and calls whoever is nearby. Being quick to answer matters more than anything.
New homeowners
After closing, buyers want every lock rekeyed since they do not know who has a key. Realtors and movers often recommend a locksmith they trust.
Landlords and property managers
Every tenant turnover means new keys or locks, so one manager can send you repeat work across many units.
Local businesses
Shops and offices need master key systems, door hardware and panic bars, and they tend to stay loyal to one shop.
What slow follow up costs a locksmith business
A person locked out will call the next number if yours goes to voicemail, since they cannot wait. Rekey and commercial hardware jobs are planned, so they go to whoever responds with a clear price and a time. A property manager who cannot reach you for a turnover will find another locksmith and keep using them.
Locksmith CRM features: quotes, follow-up and missed-call text back
Puffly's pipeline is yours to name. Here is one way a locksmith business could lay it out.
- Call answeredYou have the location, the lock type, and whether it is a home, car or business.
- Arrival time givenThe customer knows when you will get there and what it should cost.
- On siteYou are working on the lockout, the rekey or the install.
- Upgrade quote outYou offered new deadbolts, smart locks or a master key system and are waiting on a yes.
- Paid and rememberedJob done, payment collected, and the customer saved for the next time they need you.
Follow up moments worth a reminder
Lockout call answered, tech on the way
"This is Ben with Keystone Lock and Key. I'm about 15 minutes away. Please stay near the car and I'll call when I'm on the street."
A new homeowner asked about rekeying but hasn't booked
"Hi Tasha, congratulations on the new house. I can rekey all your locks in one visit so old keys stop working. Want me to come by this week?"
A property manager mentioned upcoming tenant turnovers
"Hi Jim, thanks for sending the move-out dates. I can rekey each unit the day after the tenant leaves. Want me to plan around your calendar?"
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
Lockout calls come all year, but summer is heavy with home sales and moves, and August brings student housing turnovers. Winter is a good time to follow up on commercial and smart lock quotes and to check in with landlords ahead of spring turnovers.
Missed calls and after-hours calls
Locksmith work misses calls because the person who would answer is already with a customer. Someone standing outside their car or front door searches and calls whoever. The next caller rarely leaves a voicemail they trust. They phone another locksmith business 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.
Lockout calls come all year, but summer is heavy with home sales and moves. 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 locksmiths use both.
Locksmith lead follow-up, step by step
Locksmith 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.
- Call answeredCapture it the day it arrives. You have the location, the lock type, and whether it is a home, car. A locksmith lead that stays in a private text is the one that goes cold by Thursday.
- Arrival time givenSend the number with the day you will check back. The customer knows when you will get there and what it should cost. Put that check on the locksmith deal so it does not depend on memory.
- On siteWhen they say yes, book the date and write what you promised. You are working on the lockout, the rekey or the install. The customer should see the same facts you do.
- Upgrade quote outDo the work, then say what happens next in one message. You offered new deadbolts, smart locks or a master key system and are waiting. A short update prevents the call that asks if you forgot them.
- Paid and rememberedAfter the job, ask for the review or the next visit while it is fresh. Job done, payment collected, and the customer saved for the next time they need. Then close the loop on the record.
If a locksmith business 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 locksmith business
Treat each source as its own next step. A locksmith week usually mixes Lockout searches on a phone, New homeowners, Landlords and property managers, Local businesses. 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. Someone standing outside their car or front door searches and calls whoever is nearby. Being quick to answer matters more than anything. After closing, buyers want every lock rekeyed since they do not know who has a key. Realtors and. The point of the list is that those two do not get the same follow-up.
The deals that stall sound ordinary. Lockout call answered, tech on the way A useful reply names the job: "This is Ben with Keystone Lock and Key. I'm about 15 minutes away. Please stay near the car. A new homeowner asked about rekeying but hasn't booked "Hi Tasha, congratulations on the new house. I can rekey all your locks in one visit. Save those as tasks on the record. A busy afternoon should not be what erases them.
Locksmith CRM FAQ
Can Puffly handle the emergency calls?
It cannot dispatch for you, but you can turn on missed-call text back, an opt-in automation for calls you can't pick up. Puff Voice is a paid AI receptionist add-on if you want calls answered.
How do I keep track of property manager accounts?
Keep each manager as a contact with their company, and set tasks for upcoming turnover dates. Puff shows you who to call and drafts messages you approve.
Can I turn a lockout customer into repeat work?
Yes. Save every customer as a contact, and Puff can suggest a friendly message about rekeying or a lock upgrade after the emergency has passed.
Puffly for related trades
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