Features/Lead Capture

Never Miss a Lead
Again

Every call recorded, transcribed, and summarized by AI. Know exactly which campaigns drive results.

Call or SMS
AI Analyzes
Lead Created
Calls & SMS

AI-Powered Lead Intelligence

Every call is recorded and transcribed. Every SMS is captured and analyzed. AI extracts the key details so you never have to take notes again.

  • Automatic recording and transcription of all calls
  • Incoming SMS messages added to lead details
  • AI extracts info from texts to create quotes and assessments
  • Complete address extracted—never pick up a pen again
Current call screen with options to load the recording, re-summarize, and show the transcript, plus AI-linked quotes and invoices and the captured SMS conversation for the caller
Campaign Attribution
Last 30 days
Google Ads
47 leads
Facebook
23 leads
Organic
18 leads
Referral
12 leads

Latest Lead Attribution

utm_source=google

utm_medium=cpc

utm_campaign=mold_inspection_austin

utm_keyword=mold testing near me

Full Attribution

Know Exactly What's Working

Track every marketing touchpoint from first click to closed deal. Know which campaigns drive revenue, not just clicks.

Click ID Capture

  • GCLID (Google Ads)
  • FBCLID (Facebook/Meta)
  • MSCLKID (Microsoft/Bing)

Customer Journey

  • Landing page URL
  • Pages visited with timestamps
  • Last page before conversion

Campaign Tracking

  • Revenue tied to campaigns
  • Easy ROI calculation
  • Know what works
Smart Routing

The Right Lead to the Right Person

AI analyzes every lead to help you prioritize and personalize your response.

Customer Type Detection

AI identifies who is calling so you can tailor your approach and prioritize accordingly.

  • Homeowner vs Renter
  • Insurance Agent
  • Real Estate Agent/Buyer
  • Property Manager

AI Priority Scoring

Automatically scores leads based on key details that matter for mold inspections.

  • Owner vs renter (renters = low priority)
  • Visible mold detected
  • Active water damage
  • Health symptoms reported

Returning Customer Recognition

Instantly see previous interactions when a past client calls back.

  • Automatic phone matching
  • Full interaction history
  • Accumulated lead summaries
Integrations

A Complete CRM— Or Connect Yours

Mold Inspector is a full CRM built for mold inspectors. But if you prefer your existing tools, we integrate seamlessly and keep every piece of data in sync.

  • Contacts synced automatically
  • Call engagements logged
  • Full UTM attribution preserved
  • Recording URLs included
  • Non-blocking sync (fast lead creation)
MAP
HS

HubSpot Connected

Last synced: Just now

New Contact CreatedSynced
Call Engagement LoggedSynced
UTM Data AttachedSynced
One-Click Conversion

From Call to Quote in Seconds

Turn any lead into a quote with one click. Contact info, address, and scheduling preferences are already extracted—no double data entry.

  • Contact info pre-filled from AI extraction
  • Address auto-populated from conversation
  • Scheduling preferences already captured
  • Client record created automatically
  • Quote ready to customize and send
SM

Sarah Mitchell

New Lead • 2 min ago

1234 Oak Street, Austin, TX
This week, mornings preferred
New QuotePre-filled
Sarah Mitchell
1234 Oak Street, Austin, TX
Wed, Jan 29 • 9:00 AM
Lead management inbox showing real leads with status badges, addresses, AI call summaries, auto-applied tags like repeat caller and mold remediation, and per-lead message, contact, document, and quote counts
Unified Inbox

Every Lead. One Place.

No spreadsheets, no sticky notes, no missed follow-ups. Every call, form, text, and LSA lead lands in the same inbox — whether you're solo or running a team, it's all right here from day one.

  • Every channel unified: calls, voicemails, forms, texts, questionnaires, LSA
  • Deduplication by phone — each client shows once, latest interaction on top
  • Status pipeline with color-coded badges — tap to advance without leaving the list
  • Full-text search: name, phone, address, call summary, UTM campaign
  • One tap to create assessment, send text, or open email from any lead
  • Merge duplicate clients when they slip through
Call History Aware

The AI Remembers Every Call

Your second call from a client is just as captured as the first — and the AI doesn't forget what was said last time. Prior call records fill the gaps so nothing gets asked twice or written over.

  • AI uses prior call history to fill data gaps automatically
  • Never overwrites established name, address, or appointment info
  • Call intent classified: Mold Assessment, Water Damage, Air Quality, Clearance Test, Wrong Number
  • Speaker diarization: caller vs. technician identified in transcript
  • Two-stage AI extraction: name, address, email, service type, price, appointment, intent
  • Every call summary stored, searchable forever
TG

Tom Garrett

(512) 555-0318

Repeat Caller
Call Intent:Mold Assessment
AI Extracted
CallerTom Garrett
Phone(512) 555-0318
Address4821 Redwood Ln (confirmed)
Service TypeMold Assessment
AppointmentThursday 9am
Prior call — Feb 14

Initial inquiry about musty smell in basement. Address confirmed: 4821 Redwood Ln. No appointment set — client said they'd call back.

Caller+Techidentified in transcript
Mold Inspector app showing elevated moisture annotation during a mold inspection
Push Notifications

Know Before the Phone Rings.

When a call comes in, you get a push notification before it even rings — showing you who's calling, where the lead came from, and everything they've said before. You pick up already knowing the job.

Every other significant event gets a notification too, so nothing slips through while you're on a job site.

  • Incoming callCaller ID, lead history, and ad source — before you answer
  • New lead createdFrom any channel: call, web form, or referral
  • Text message receivedFull message preview, reply from the notification
  • Quote viewed or approvedKnow the moment a client opens your quote
  • Invoice viewed or paidInstant payment confirmation — no checking required
  • Lab samples receivedConfirmed chain of custody at the lab
  • Lab report readyResults in — deliver the report without the wait
"I used to spend 10 minutes per lead entering data. Now it's all done automatically—I just review and send the quote."
MR

Mike Reynolds

Owner

Start Capturing Every Lead

See how AI-powered lead tracking can transform your business.

See It In Action

Get a personalized demo tailored to your workflow. See how Mold Inspector can transform your business.

  • 30-minute personalized walkthrough
  • See pricing for your team size
  • No obligations or pressure
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