Willow Creek job
- Contact and property
- Kept with the inquiry
- Conversation history
- Kept with the job
- Customer messages
- Saved with the project record
Feature directory · 32 tools
Contractor marketing tools
Send approved customer texts and project email from PM. Keep the conversation with the customer record.
Keep the customer conversation, project details and next action together in HHM Core PM.
How it works
Use HHM Connect messaging from PM to keep approved customer texts and project email with the job.
Open the customer record. Open the lead or project that needs a customer update.
Write the message. Prepare an approved text or project email and check the recipient before sending.
Review the saved history. Read saved customer messages with the lead or project.
Choose the next step. Assign follow-up work or create the project from the saved customer details.
Feature group
Keep customer texts and project email together
Send approved customer texts and project email from PM. Keep the conversation with the customer record.
Plug and play: sign in and it works. Your plan, permissions and project assignment apply.
32 tools match.
Review the customer conversation
Inquiry forms
Build a form in HHM Connect and choose where to publish it. Customer submissions stay in Connect contacts, and available inquiries can appear in Core PM Leads.
Learn howWebsite chat
Add the Connect chat widget to your website. Customers can send a message and contact details for your team to review in Connect.
Learn howWebsites and landing pages
Build and edit pages in HHM Connect, then review them before you publish. Visitors see the published site. Setup service available.
Learn howFunnels and connected domains
Build a page sequence in HHM Connect and connect a domain you control. Review and publish the pages visitors will use.
Learn howContacts and smart lists
Add or review company contacts in HHM Connect and save filters for a smart list.
Learn howOpportunities and pipelines
Create an opportunity in HHM Connect and move it through your sales steps. You can match available steps with Core PM Deals.
Learn howHHM Connect
Customer follow-up rules
Choose a form, tag, or job-step event, then review what HHM Connect will do before you turn on the rule.
Learn howTags and assignments
Label contacts and choose the person responsible. HHM Connect shows that assignment on the contact.
Learn howFollow-up sequences
Write the messages and timing in HHM Connect, then review recipients before you turn on the sequence.
Learn howEmail content and campaigns
Write campaign content, choose the sender and recipients, then send it from HHM Connect.
Learn howSocial content planning
Connect your social account in HHM Connect, prepare posts, and choose when to publish them.
Learn howReview links and requests
Choose a customer in HHM Connect and review the request before sending a review link.
Learn howHHM Connect
Review monitoring and widgets
Connect a supported review source in HHM Connect. Review the feedback and choose any widget you want to publish on your site.
Learn howBooking calendars
Set team availability and appointment rules in HHM Connect. Customers can book through your calendar and your team can review the appointments.
Learn howAppointment reminders
Set reminder messages and timing for your HHM Connect calendar.
Learn howBusiness phone
Set up your company number and calling access. Your team can use Phone & Calls to call a contact and review available history.
Learn howConversation history
Open a lead to review saved customer texts and project email.
Learn howHHM Intelligence Receptionist
Set the HHM Intelligence Receptionist greeting, business answers, calendar, and transfer recipients. It handles incoming calls using those settings.
Learn howHHM Connect
Business workspace
Connect your company HHM Connect account. Your team can open Business tools and the tools in your plan.
Learn howPipeline steps
Save your working steps in Core PM Deals. You can match available opportunity steps with your HHM Connect account.
Learn howMessage history
Turn on a company source to show available incoming and outgoing messages on the linked lead.
Learn howAppointments
Turn on the company booking account to show available appointment updates in lead history and the Leads calendar.
Learn howFacebook/Instagram lead connection
Connect your Facebook or Instagram Page or ad account in HHM Connect. Available lead-form inquiries can appear in Core PM Leads. Ad spend is separate.
Learn howGoogle lead connection
Connect Google in HHM Connect to bring available lead-form inquiries into Core PM Leads. Ad spend is separate.
Learn howHHM Connect
QuickBooks connection
Connect your company QuickBooks account and review sync settings in Integrations.
Learn howDocuments and contracts
Prepare an agreement in HHM Connect for work outside a Core PM proposal, review it, and send it to the right person.
Learn howBlogs
Write an article in HHM Connect, review it, and choose when to publish. Visitors see the published article.
Learn howSurveys
Create a customer survey in Connect, then share it after a visit or closeout and review the responses there.
Learn howCourses
Build and publish course content in Connect, then give the right members access to the lessons.
Learn howCommunities
Set up a community and member access in Connect. Members can post and read discussions there.
Learn howHHM Connect
Memberships
Choose which members can open published courses or community areas in Connect. Project access stays separate.
Learn howYelp and Houzz lead connections
Set up these partner connections, then review their saved lead history in Leads.
Learn how