A private dashboard built around how you run jobs. Requests come in, you get alerted, the customer hears back instantly, and the follow-up runs on its own until they book.
No training, no bloated software. One screen that shows every lead and what happens next.
A form on your site that drops every request straight onto your board, with the details you need to quote.
Drag leads from new request to contacted, quoted, and booked. See your pipeline value at a glance.
Every new lead emails you and a second person if you want, so nothing waits until you check the office.
The customer gets a branded reply within seconds, with a link to pick a time on your calendar.
Day 1, day 3, and day 5 nudges go out on their own until the customer books or says no.
Finish a job, click once, and the customer gets a friendly Google review request from you.
Every request, where it stands, and what has already been sent. Here is the board for a typical week.
We map how leads come in today, where they get lost, and what a booked job is worth to you.
Your form, board, alerts, confirmations, and follow-up sequences, set up and tested with your details.
Open the dashboard on any phone or computer. Move leads, send emails, request reviews. We keep it running.
Add automations as you need them, or bundle any three.
| Basic CRMDashboard, quote form, alerts, confirmations, pipeline board, follow-up sequences, review requests. | $1,500 |
| CRM tailoringCustom stages and fields, integrations, multiple users, quote templates. | $500 to $1,500 |
| CRM hosting and supportKeeps your CRM running, backed up, and supported. Included in Growth and Scale. | $150/mo |
| Missed-call text-backCaller gets a text within seconds when nobody answers. | $197 + $49/mo |
| Text follow-up sequenceYour follow-up nudges sent by text as well as email. | $197 + $49/mo |
| Appointment remindersConfirmations and reminders that cut no-shows. | $147 + $39/mo |
| Job complete sequenceThank you, upsell, and maintenance offer after every job. | $197 + $39/mo |
| Website chat to textChat widget that qualifies visitors and texts you. | $197 + $79/mo |
| AI receptionistNatural voice that answers, qualifies, and books 24/7, then texts you the details. | $500 + $300/mo |
| Automation bundlePick any three automations, set up together. | $497 + $129/mo |
Basic CRM is included in the Growth and Scale packages. Ask for the full price sheet on your free audit.
Fifteen minutes. We will show you where the jobs are slipping through and exactly how to fix it. You leave with a plan whether you hire us or not.
Grab a 15-minute slot on our calendar and we will talk you through it then.
Book a time nowThanks for reaching out. We will be in touch within one business day to set up your free audit.