Keep calls, texts, forms, appointments, and follow-up together. We configure your CRM around how your business works, so you can see who needs an answer and what happens next.
Send a lead in, move the deal along with the arrows, and answer as the customer. Everything here is sample data.
CRM means customer relationship management. Think of it as a shared customer record with a next step attached.
Keep contact details, notes, conversations, and opportunities together. Instead of asking where a lead went, you can see whether it needs a callback, an estimate, a booking, or a follow-up.
Paper can work when the workload is small. It cannot remind your team or share the latest conversation automatically.
A CRM becomes useful when notes live in different trucks, someone forgets a callback, or two people follow up on the same estimate. It gives the team one place to check before contacting the customer.
Yes. Configured workflows can assign tasks and send internal notifications around an appointment or a pipeline change.
The trigger, timing, and recipient need to match how you work. A scheduling reminder is different from a full crew-dispatch system; we agree on the workflow before connecting it.
Yes. A completed-job step can trigger an honest review request instead of relying on someone to remember.
Business Foundation includes the review request engine and automated replies. Timing and message delivery need configuration; SMS use depends on the messaging setup. Ask customers consistently, without incentives or filtering out unhappy customers.
Yes. The Next Genesis CRM connects phone service and card payments, with availability depending on the setup.
Supported providers can handle invoices and payment links. Dedicated phone integration, AI calling, and SMS features start with AI Growth in our plans. Provider approvals, processing charges, and additional phone or messaging usage are separate considerations.
Often, yes. We check the exact tool and the information that needs to move before promising an integration.
Calendar connections, supported apps, and workflow integrations can reduce duplicate entry. Custom connections may need extra work. Your records remain yours; exports, licensed CRM access, and a transition follow the service terms.
Yes. The same CRM is set up around how a cleaning company books work: quote requests, recurring visits, reminders, and a review request after the job.
House cleaning, janitorial, and commercial cleaning companies tend to lose work the same way. A quote request comes in while the crew is on a job, and nobody answers until that night. We connect your website form, phone, and texts to one pipeline, so every request gets a reply and a next step.
Yes. Recurring appointments live on the calendar, and automated reminders can go out before each visit.
We set the reminder timing, the wording, and whether it goes by text or email with you. Text messages depend on the messaging setup in your plan. When a customer reschedules, the conversation stays on their record, so whoever answers next can see it.
Commercial accounts move through a pipeline: walkthrough, proposal, signed, then the recurring service.
Estimates and invoices can go out from the CRM, and payment links work with supported providers. Notes from the walkthrough stay with the account, so the proposal matches what you saw on site and the crew knows what was promised.
A connected workspace can handle the contact history, pipeline, conversations, calendars, review requests, campaigns, forms, and reporting that otherwise get split across separate subscriptions.
A useful dashboard shows the health of the system: new conversations, open opportunities, upcoming appointments, and the work that is waiting for a response.
Pipeline stages turn a contact list into an operating view. The team can see who is new, who needs an estimate, who is deciding, and which jobs are won or closed.
Review requests can trigger from the right completed stage, reminders can stop after a response, and replies can be handled from the same system that already knows the customer.
Forms and templates create a consistent intake process for estimates, appointments, campaigns, and follow-up while still leaving room for the details that make each service different.
A shared publishing calendar keeps planned content visible and gives the business one place to coordinate posts instead of passing files and dates between unrelated apps.
Social listening brings relevant mentions and public conversations into view so the business can respond with context instead of discovering them days later.
Common questions
The one your crew will keep up to date. Look for a single place that holds calls, texts, form leads, estimates and appointments, with follow-up that runs on its own. Plenty of contractor CRMs can do this, and the bigger difference is usually the setup. We configure our CRM around your stages and wording, connect your website forms to it and manage it for you.
Yes, several CRMs have free tiers, and they can be enough for one person with a short contact list. Automation, business texting, phone connections and extra users are usually where the paid features start, and someone still has to set it all up. With us, the CRM comes in every plan, configured and maintained for you, and any plan can start with a 7-day free trial.
View plans & pricingAI is more likely to run inside a CRM than replace it, because it needs a record of who called, what was quoted and what happens next. On our AI Growth and higher plans, AI answers website chats and texts and the AI receptionist can book appointments, and those conversations are kept in the CRM with the customer's record.
AI receptionist and missed-call text backOur plans connect your website, Google presence and CRM, with AI communication, content and advertising available as you grow. See Pricing for the features included in each plan.
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