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πŸ“ˆ FEATURE DEEP DIVE

Lead Tracking & Analytics

Know exactly which marketing dollars turn into completed jobs

Chillead's lead tracking & analytics is included in every plan starting at $49/month with no per-user fees.

Most service businesses can tell you how many leads they got last month. Very few can tell you which marketing channel produced those leads, which leads turned into booked jobs, which jobs generated the most revenue, and which technician had the highest close rate. Chillead tracks the entire journey from first click to final payment, giving you the data you need to double down on what works and cut what doesn't.

100%Click-to-cash visibility across your entire business
Chillead Lead Tracking & Analytics dashboard screenshot
Chillead Lead Tracking & Analytics β€” included in every plan
CORE CAPABILITIES

What lead tracking & analytics gives your business

Campaign Attribution

Track whether a lead came from Google Ads, Local Service Ads, Facebook, a referral, or a walk-in - and tie that source directly to the final invoice amount. Know your true cost-per-acquisition by channel.

Technician Performance Dashboards

Track close rates, upsell percentages, completion times, review scores, and revenue generated per tech. Identify top performers and coaching opportunities with data instead of guesswork.

Call Analytics

Built-in dialer metrics show answer rates, average talk time, calls per hour, and outcome dispositions per rep. See who's making the most calls and who's having the best conversations.

Revenue Forecasting

Predict next month's cash flow based on open estimates in your pipeline, historical close rates, and seasonal patterns. Make hiring and marketing decisions with confidence.

Pipeline Health Reports

Real-time visibility into pipeline velocity. See how long deals spend in each stage, where they stall, and where they convert. Identify bottlenecks before they impact revenue.

Custom Report Builder

Build reports that match your business questions. Filter by date range, service type, technician, lead source, or any custom field. Export to CSV or schedule automatic delivery.

HOW IT WORKS

Get started in four steps

1

Connect Your Channels

Link your Google, Facebook, and other ad accounts. Configure tracking pixels per tenant. Chillead starts attributing leads to sources automatically.

2

Work Normally

Make calls, dispatch jobs, send invoices. Every action is automatically tracked and attributed in the background. No extra steps for your team.

3

View Your Dashboards

Open pre-built dashboards for Sales, Marketing, and Operations. See real-time metrics, trends, and comparisons.

4

Make Better Decisions

Double down on channels producing revenue. Cut channels producing clicks but no invoices. Coach underperforming reps with data.

From Click to Cash - Tracking the Full Lifecycle

Most analytics tools track half the picture. Marketing platforms show you clicks and leads. CRMs show you deals. Invoicing software shows you payments. Nobody shows you the full path from advertising dollar spent to revenue collected.

Chillead tracks the entire journey because every step happens inside one system:

1. A customer clicks your Google Ad
2. They submit a form on your website -> lead created in CRM with source attribution
3. Your rep calls them using the built-in dialer -> call logged with outcome
4. They book an appointment -> job created, tech assigned
5. Tech completes the job -> time and materials tracked
6. Invoice generated and paid -> revenue attributed back to the original Google Ad click

The result: you can tell your Google Ads manager 'Campaign X generated $47,000 in paid invoices last quarter, not just 230 leads.' That level of attribution changes how you spend money.

THE TECHNOLOGY GAP

What the competition cannot match

Most field service apps only track invoices. Marketing platforms only track leads. Chillead bridges the gap by tracking the full lifecycle from click to paid invoice - because every step happens inside one system. No integrations, no data stitching, no attribution gaps.

FAQ

Common questions about Lead Tracking & Analytics

Can I connect Facebook and Google ad accounts?

Yes. Chillead supports dynamic tracking pixel integration to attribute leads back to specific marketing campaigns. Per-tenant pixel configuration is available on Growth and Scale plans.

Are reporting templates included?

Yes. Pre-built dashboards for Sales, Marketing, and Field Operations are included on day one. You can also build custom reports with filters for any dimension.

Can I track individual technician performance?

Yes. See close rates, average job value, completion times, upsell rates, and review scores per technician. Compare across your team and identify coaching opportunities.

Does analytics require extra setup?

Minimal. Attribution tracking works automatically for leads entering through the CRM. For ad campaign attribution, you connect your ad accounts once during setup.

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