Big Sky HQ / Lead Alert Demo

Montana Website Lead Alerts: Slack, Email & AI Summaries in Seconds

New lead hits your included Big Sky HQ CRM, AI summarizes it, and you get that summary in Slack or email instantly so you can respond while it's hot. (The walkthrough uses a table view—your real data lives in the CRM next to contacts and email.) Try the flow, four steps.

  1. 1 Form submitted
  2. 2 CRM + AI summary
  3. 3 Alert in Slack or email
  4. 4 You respond

Included with your website

Leads, contacts, and email marketing—in one CRM

You should not need a separate app for every form fill, every newsletter, and every follow-up thread. Big Sky HQ customers get a private CRM dashboard tied to their site: inquiries become structured lead records, your house list stays organized, and email marketing runs from the same place so nothing drifts out of sync.

  • Single source of truth for who reached out, what you promised, and when you last touched base.
  • Email that stays attached to real people—alerts and nurture sends map to the same contact records.
  • Less tool sprawl—fewer logins, fewer exports, fewer chances for leads to fall through.
Big Sky HQ Lead CRM home dashboard: KPIs including monthly recurring revenue and client counts, performance charts, and a today or overdue follow-up agenda.
Home — KPIs, monthly trends, and what needs attention today.
Big Sky HQ Lead CRM leads view: pipeline table with status, nurture campaign column, last contact, and AI summary per lead.
Leads — pipeline, AI summaries, nurture status, and quick actions.
Big Sky HQ Lead CRM contacts view: live clients with city, status, monthly fee, go-live date, and website links.
Contacts — paying customers, recurring revenue, and site links together.
Big Sky HQ Lead CRM Google Search Console view: impressions, clicks, filters, and performance chart for the website in search results.
Search Console — search performance next to leads, without another login hunt.

Email marketing connects through Brevo in the same top navigation as Home, Leads, and Contacts—campaigns stay beside your pipeline.

1. Someone submitted your contact form

The lead lands in your CRM and is processed by AI. Here's what just came in (shown as a simple table).

2. It's in your CRM with an AI summary

Same flow as lead intake: AI adds a short summary and score on the lead record. Now we push that to where you're already working.

3. You get the summary in Slack or email, instantly

We send the AI summary (and a link back to the lead in your CRM) to Slack, Gmail, or both—so you see "hot lead" without digging through inboxes or exports.

#leads · just now

New lead: Jamie Smith (8/10)

Plumbing business; wants site, budget ~$3k, timeline next month. Good fit for our complete system.

Open in CRM →

↑ Slack (or we can send the same summary to Gmail). You choose.

4. You see it and respond, while it's hot

No more "I didn't see the form until Tuesday." The summary is in your Slack or inbox, the full story is in your CRM next to contacts and email. You reply. Included in your package.

Get instant lead alerts

When a Montana lead needs an answer in minutes, not Monday

Plumbers, remodelers, clinics, and shops across Montana lose work the same way: the website form worked, but nobody saw it until hours later. Speed-to-lead matters everywhere, but in smaller markets word travels fast—being first to reply often decides who gets the job.

This interactive demo shows how a new inquiry is summarized by AI, logged in your Big Sky HQ CRM, and pushed to Slack or email so you can answer from the truck or the front desk. It is the same pattern we wire up for businesses statewide, not a generic SaaS toy.

Montana website system: packages & next steps

Every Big Sky HQ website includes a full CRM for your business: new leads, your contact list, and email marketing in one login—this automation is part of that same stack we set up for you. See packages & pricing on the homepage for what is included.

Read why Montana contractors lose leads, what slow follow-up costs, and Montana contractor website design, or contact Big Sky HQ to talk fit.

Get started

More from Big Sky HQ

Montana website design and lead system (most launches in 2 to 3 weeks. {{PRICING_SETUP_FORMATTED}} setup, {{PRICING_MONTHLY_FORMATTED}}. No contract.). Guides: website design for contractors Montana, chiropractor website design Montana, interior design website Montana.