Booking, payment, review, and customer follow-up

Full CRM
Follow-Up
For Booked, Paid, Repeat Customers

ExtraHour starts by answering Instagram and Facebook DMs for solo owners. Full CRM Follow-Up is the backend that helps those leads become appointments, those appointments become paid work, and those customers come back again.

For owners who want fewer missed next steps, less admin follow-up, and a clearer path from inquiry to revenue.

Business command center
Every lead has a next step
New
18

fresh leads captured

Due Today
42

follow-ups scheduled

Won
9

bookings this week

Collected
$4.8k

deposits and invoices

Reviews
14

requests queued

Pipeline
Live CRM
New
DMs + forms
Nurture
quiet leads
Booked
calendar
Paid
invoice
1
No-show reminder sent
Customer moved back toward reschedule
2
Review request queued
Completed appointment moved to reputation follow-up
3
Invoice follow-up ready
Unpaid balances grouped for a practical reminder
Why it matters

The Money Is Usually Lost After The First Reply.

Fast response gets attention. The full CRM buildout protects what happens after that: the follow-up, the booking, the deposit, the invoice, the review, and the return visit.

What the owner gets back
Time

Less inbox babysitting and fewer mental checklists.

Cash

More booked work, deposits, invoice follow-up, and reactivation.

Control

A clearer view of what is new, stuck, booked, paid, and ready.

1

Leads ask, then disappear

A solo owner is usually with a client, on a job, driving, or handling the actual service when the next inquiry comes in.

Why Full CRM Follow-Up helps

The system keeps the conversation moving, follows up when the lead goes quiet, and routes real buyers toward booking.

2

Appointments happen, but money is loose

Deposits, balances, estimates, and invoices often live in a separate payment app, spreadsheet, or mental checklist.

Why Full CRM Follow-Up helps

Payment steps can sit beside the booking record, so the next action is obvious and follow-up can happen automatically.

3

Repeat business gets left to memory

Most small operators finish the job and move on to the next urgent thing, which means reviews and reactivation get skipped.

Why Full CRM Follow-Up helps

Completed work can trigger review requests, past-customer offers, and reactivation campaigns without the owner rebuilding the list every time.

Follow-up architecture

The CRM Protects The Revenue After The Lead Says Yes.

Full CRM Follow-Up connects the assistant, calendar, pipeline, payments, invoices, reviews, and follow-up marketing so fewer opportunities fall apart between first message and repeat customer.

Inputs
Instagram DMs
Facebook DMs
Website forms
Landing pages
Facebook lead ads
Website chat
SMS after approval
Past customer lists
Payment links
Invoices
Review requests
Managed CRM core

Book it, collect it, bring them back.

CRM
Full backend
Lead event

New inquiry, stale conversation, no-show, completed appointment, unpaid invoice, or past customer list.

Follow-up action

Update the contact, move the pipeline, send the right follow-up, collect the next payment step, and surface the human handoff.

01

Lead and customer pipeline

Every contact gets a status, source, conversation history, and next step instead of sitting loose in an inbox.

02

Calendar and appointment control

Bookings, reminders, no-shows, reschedules, and confirmations connect back to the same customer record.

03

Payments and invoices

Deposits, payment links, estimates, invoices, partial payments, and recurring billing can be tied to the customer journey.

04

Marketing and reactivation

Quiet leads, unbooked inquiries, past customers, and review requests move through practical automated sequences.

05

Reputation and reporting

Completed work can trigger review requests, while monthly reporting shows what is booked, paid, stale, and ready for reactivation.

06

Optimization loop

Monthly tuning improves workflows, messaging, timing, payment steps, and pipeline stages based on real behavior.

Owner sees
Booked

Interested leads get pushed toward an appointment before they cool off.

Paid

Deposits, payment links, invoices, and balances stop depending on memory.

Rebooked

Past customers, reviews, and reactivation campaigns keep producing new opportunities.

Human-in-the-loop

The system can still hand off complex questions, sensitive situations, and owner-only decisions.

The System

Chat Is The Wedge.
The Backend Is The Business.

The first job is replying fast. The bigger job is making sure the revenue moments after the reply are not left to sticky notes, memory, and scattered apps.

Instant Chat Response

Instagram and Facebook DMs get answered quickly, with proactive follow-up when a conversation goes quiet.

Calendar Booking

Qualified leads can move straight into available appointment times on a personal or business calendar.

CRM Contact Records

Every new lead gets organized with conversation history, appointment status, notes, and next steps.

Follow-Up Automation

Quiet prospects, unbooked leads, no-shows, past customers, and review requests get managed without the owner babysitting the inbox.

Payments And Invoices

Deposits, payment links, invoices, and recurring billing can connect to the same appointment and customer record.

Owner Dashboard

Leads, booked jobs, invoices, reviews, campaigns, and missed opportunities become visible in one managed backend.

Full CRM buildout

Less Admin Leakage.
More Revenue Follow-Through.

The top tier is not just a bigger chatbot. It is the managed backend for the parts of a solo business where money usually leaks out: unbooked leads, missed reminders, unpaid balances, skipped reviews, and forgotten past customers.

Book A CRM Build Call
Backend flow
Lead to repeat customer
1
Inquiry
DM, form, ad, chat
2
Booked
calendar + reminders
3
Paid
deposit or invoice
4
Retained
review + reactivation
Calendar layer

Bookings

12
appointments protected
Leads get pushed to real appointment times
Reminders reduce silence before the visit
No-shows and cancellations get a recovery path
Payment layer

Money

$4.8k
payments tracked
Deposits can be collected before the appointment
Estimates and invoices stay tied to the customer
Unpaid balances can trigger practical follow-up
Growth layer

Marketing

38
contacts reactivated
Form and ad leads are not left sitting cold
Past customers can be brought back with offers
Email and SMS campaigns run from the same records
Owner layer

Operations

1
place to manage it
Contacts, stages, tasks, and handoffs are organized
Reviews get requested after completed work
Reporting shows what is stuck, booked, paid, and ready
Service layers

Start With Response.
Then Cover The Follow-Up.

Start with the DM booking system, then add more of the backend a solo owner normally has to manage by hand.

DM booking system

DM To Booked

DM booking layer

Instagram and Facebook DMs to booked calendar appointments, with AI follow-up when leads stop responding.

  • Instagram and Facebook DM response
  • Context-aware follow-up for stale conversations
  • Same business knowledge base
  • Books to your existing calendar
  • Lead details sent to you
  • Human handoff when needed
  • Fast launch for busy owner-operators
  • Ready to expand when the business wants more automation
Book A Build Call
System starter

Booking Follow-Up System

Follow-up layer

The follow-up layer for website forms, Facebook lead ads, text registration, reminders, and CRM workflows.

  • Website chat, forms, and Facebook lead ad follow-up
  • Social DMs still included
  • Dedicated business text line after registration
  • A2P/10DLC setup support
  • CRM contact records and lead statuses
  • Appointment reminders
  • Unbooked lead follow-up
  • Review request workflow
  • Pipeline visibility
Book A Build Call
Full deployment

Full CRM Follow-Up

Full backend layer

The managed backend that helps a solo owner turn more inquiries into booked, paid, reviewed, and reactivated customers.

  • Everything in Booking Follow-Up System
  • Full CRM, contact, and pipeline buildout
  • Appointment calendars and booking workflows
  • Payment links, deposits, and booking payments
  • Invoices, estimates, and recurring invoice workflows
  • Forms, funnels, landing pages, and intake routing
  • Email and SMS follow-up marketing
  • Reactivation campaigns
  • Review and reputation workflows
  • Custom workflow automations
  • Monthly optimization and reporting
Book A Build Call
Full CRM Follow-Up

The Backend That Makes Chat Worth More.

Fast replies are valuable, but the managed CRM backend is what keeps the next steps organized: stale-lead follow-up, appointment reminders, lead stages, review requests, reactivation, reporting, and follow-up marketing.

Instead of leaving every lead in a message thread, Full CRM Follow-Up gives the owner one place to track contacts, appointments, follow-up, reviews, and reactivation.

New Lead Speed-To-Booking

New conversations are captured, answered, qualified, and pushed toward the calendar while the owner is with a client or out on a job.

Calendar And Payment Flow

Appointments, deposits, payment links, balances, and reminders can be connected so booked work does not live in a separate tool.

Invoice And Estimate Follow-Up

Quotes, invoices, partial payments, recurring invoices, and unpaid balances can trigger follow-up instead of relying on memory.

Review And Reactivation Engine

Completed appointments trigger review requests, and older contacts can be reactivated with practical offers.

Launch Process

Build The System In Layers.

1

Map the lead flow

We identify how Instagram and Facebook DMs turn into booked appointments today, then map where the deeper follow-up system should eventually plug in.

2

Connect chat and calendar

We launch DM To Booked around social DMs, live calendar booking, and stale-conversation follow-up. Website forms, landing page forms, Facebook lead ads, website chat, and SMS can come in during the deeper integration setup.

3

Build the CRM backend

We configure contacts, pipelines, calendars, appointment stages, payment steps, invoices, reminder logic, tasks, reviews, and reporting.

4

Tune the follow-up

We improve replies, follow-up timing, nurture campaigns, pipeline stages, and reporting from real lead behavior.

Answer Leads First.
Automate The Follow-Up Next.

Extra Hour can start as a social DM booking and follow-up system, then grow into the managed CRM system that keeps appointments and customer follow-up moving.

Book A CRM Build Call

Common Questions

What channels does Full CRM Follow-Up connect? +
Full CRM Follow-Up is built around chat-based lead response and follow-up: DMs, website chat, landing page forms, Facebook lead ads, live booking, SMS after registration, and CRM follow-up workflows.
Why start with DM To Booked? +
DM To Booked gives a solo owner a trained assistant for Instagram and Facebook DM response, stale-conversation follow-up, and live calendar booking. From there, the larger system can add website forms, Facebook lead ads, CRM, SMS provisioning, and deeper follow-up automation.
How is this different from a normal chatbot? +
Most chatbots only respond when the lead writes back. Extra Hour can watch the last response time, understand the context of the conversation, and sequence follow-ups that keep quiet leads moving toward booking.
Why is SMS handled during deeper setup? +
A dedicated text line takes real provisioning: EIN, legal business name, entity type, and sometimes CP575 documentation. Approval can take up to 10 days, and we handle that during a deeper integration setup.
What makes Full CRM Follow-Up different? +
Full CRM Follow-Up is the business backend behind the assistant. It can include the CRM buildout, contact records, pipelines, calendars, booking workflows, payment links, deposits, invoices, estimates, recurring invoice follow-up, review requests, reactivation campaigns, reporting, and monthly optimization.
Does Full CRM Follow-Up include payments and invoices? +
Yes, when it fits the business. We can connect booking payments, deposits, payment links, invoices, estimates, payment follow-up, and recurring invoice workflows so money collection is part of the same customer journey instead of a separate manual step.
Who is this for? +
Solo owners and tiny teams where the person doing the work is also expected to answer DMs, calls, booking requests, and follow-up: stylists, nail techs, realtors, fitness coaches, plumbers, tree services, med spa owners, wellness providers, and local trades.