Pipeline
Every lead and customer in one pipeline
For service business owners
Illustration: a service business system handling leads.Every lead answered, booked and followed up on its own.
A CRM for home services: one system for your contacts, calls, texts, booking, estimates, invoices and reviews, with follow-up running in the background. Live in 14 business days.
Book my free consultationFree, 45 minutes. You keep the written plan whether you build with us or not.
14business days to go live, or your first month is free
5 minor less to every lead's first reply. It's in the contract.
4 hrsof your time, give or take, for the whole build
45 minfree consultation, with a written plan you keep
One lead, start to finish
Watch one lead run through the system.
Illustration: a service business system handling leads.
The customer side
What your customers see.
The system sent every text from the roofer in this thread. The homeowner got answers in seconds, and nobody in the office typed a word.
- Instant replyGoes out as soon as a lead comes in, nights and weekends included.
- Booking confirmationThe day, the time, the address and how to reschedule.
- Reminder the day beforeThey reply C to confirm or R to reschedule.
- Review request after the jobSent once the invoice is paid, with a direct link to your Google profile.
Unified inbox
Every message. One inbox.
Calls, texts, emails and social messages land in one inbox your whole team can see.
What's included
The whole back office in one system.
We build it, connect it and keep it running. Your team works out of one place.
One inbox
Calls, texts, emails, Facebook, Instagram and Google messages in one inbox
Booking
Online booking, calendars and automatic reminders
Estimates and payments
Estimates, invoices, payments and e-signed contracts
Reviews
Review requests and replies
Campaigns and follow-up
Email and text campaigns, plus follow-up on every lead
Staff portal and app
A simple staff portal and a mobile app for you and your team
Your software, connected
Your other software connected, even when it doesn't connect on its own
Monthly tune-up
Tuned every month
From first call to finished job
A customer list isn't enough.
A useful home services CRM tells you who needs attention, what they've asked for and who's handling it.
Every enquiry has a next step
Keep contact details, calls, messages, quotes and appointments against the right customer. Build your pipeline around the way you work: new enquiry, visit booked, quote sent, job won and work completed.
You're on the job. The phone still gets answered.
An AI receptionist can collect the caller's name, address and job details, book into your calendar or hand the conversation to your team. Your service area and booking rules shape the setup, with a call summary in the CRM.
Follow-up without the evening admin
Send a prompt first reply, follow up on open enquiries and remind customers about appointments. After a job, a review request can go out without someone having to remember it.
The 5-minute lead rule
Reply while the job is still yours to win.
When a homeowner asks for help, your response matters more than another notification in your inbox.
Make a response within 5 minutes your operating target. A form enquiry can trigger an immediate acknowledgement, put the details in your CRM and prompt the right person to follow up. An automated text is a start, not the same as a useful conversation.
For a plumbing enquiry, collect the problem and address before handing it to the team. For an HVAC estimate, keep the appointment and quote in view so the next step doesn't disappear into a shared inbox.
Get The 5-Minute Lead RuleSpeed-to-lead research supports responding quickly, but it isn't a promise about your revenue.
See the research and its limitsA workflow, tailored to your business
Less chasing.
More clarity.
01
Capture
A homeowner calls about an HVAC repair. The receptionist collects their contact details, location and the issue.
02
Route
The enquiry lands in the CRM for the right person to review, with a handoff when the call needs human judgement.
03
Book
An appointment is arranged around your calendar and booking rules. The customer receives a reminder.
04
Follow up
An open quote gets a follow-up. Your team can see the response and move the job forward.
Plumbing, HVAC, roofing and other home services
Fit the system to the trade.
A plumber's repair enquiries don't follow the same path as a roofer's estimates or an HVAC company's maintenance bookings. We map your stages, what your office needs to know and when someone should step in.
Fully automated
Fully automated, from the first click to the five-star review.
This is our flagship build: everything your business runs on lives in one system, and we connect any software you already use.
- Calls, texts, emails, Facebook, Instagram and Google messages in one inbox your whole team can see.
- Estimates, invoices, payments and e-signed contracts, all inside the same system.
- Leads from your website, Google, Facebook, Angi and missed calls land in one pipeline.
- Old leads and past customers get reactivation campaigns.
- You get a report that shows where every lead came from and where it stands.
It comes in every plan, starting with Core at $1,499 per month, setup included. See pricing.
Straight answers
Questions owners ask.
It's a customer relationship management system for businesses that work in customers' homes. It keeps enquiries, customer details, conversations, quotes and appointments together so your team knows who needs a reply and what happens next.
We build and configure the system around your business. The consultation covers your lead sources, job stages, staff needs and existing tools. You get a written scope and price before we build, rather than a login and a list of settings to figure out yourself.
We review your current tools first and confirm what can connect before agreeing the scope. If you need specialist dispatching, inventory, accounting or field-service features, we'll check those requirements rather than assume a CRM replaces them.
It can handle incoming enquiries when your team can't pick up, capture details and help with booking. We agree which calls need a human handoff. It isn't a substitute for emergency services or a technician's judgement, and no phone system can guarantee that every call will connect.
It comes in every plan, starting with Core at $1,499 per month with setup included on a 12-month agreement. If you want just the CRM, we price it on your free consultation.
Not unless you want to. If you rely on other software for quoting, scheduling, job management or accounting, we connect it, with a built-in integration where one exists and a custom connection where it doesn't.
About four hours across the whole build: the consultation, one look at the plan and a handover session with your team.
Keeping the system running and getting better: monitoring, fixes, changes as your business changes and a monthly tune-up. You get the exact amount in writing on your consultation.
Everything is built in your accounts. The data, the site and the automations stay yours.
The guarantee
Live in 14 business days or your first month is free.
Every lead that reaches the system gets a first reply within 5 minutes. That's in the contract.
Pricing
Get it in a plan
Core, $1,499 per month
The fully automated CRM and the website that feeds it. Setup included with a 12-month agreement.
Want just the CRM on its own? We'll price it on your free consultation, in writing, before you commit to anything.
- Live in 14 business days
- First reply to every lead within 5 minutes
- Built in your accounts, so it stays yours
Stop paying for leads you never call back.
Your free consultation
We look at how leads reach you today and write down what your system should do.
- Free, 45 minutes
- A written plan you keep
- No pitch deck