Your CRM Should Close Deals. Not Create Busywork.
We configure your CRM to match your sales process—with automations that work, data you can trust, and visibility into every deal.
For home services companies where leads fall through cracks and data is a mess
The Problem
You're Paying for Software You're Not Using.
Your CRM is supposed to be your sales engine. Instead, it's a glorified contact list. Leads slip through cracks, data is a mess, and you have no real visibility into your pipeline. The tool isn't the problem—the setup is.
Sound familiar?
- Leads and follow-ups falling through the cracks
- Messy, incomplete, or duplicate data everywhere
- No pipeline visibility—deals stall without warning
- Manual tasks that should be automated
- Reports that don't tell you anything useful
How We Fix It
How We Optimize Your CRM
We configure your CRM to match how your business actually works—not how the software vendor designed it.
CRM Audit
We evaluate your current setup—pipeline stages, fields, automations, data quality—and identify gaps and opportunities.
Pipeline Redesign
We build a pipeline structure that matches your actual sales process with clear stages, actions, and exit criteria.
Automation Setup
We configure automations for follow-ups, task creation, notifications, and status updates. Nothing manual that should be automatic.
Data Cleanup
We clean existing data, establish input standards, and create systems to keep data quality high going forward.
Dashboards & Reporting
We build dashboards that show what matters—pipeline health, rep performance, conversion metrics. Information you can act on.
What Gets Built
Tangible Deliverables
- ✓ CRM audit with specific recommendations
- ✓ Redesigned pipeline with stage definitions
- ✓ Automation workflows configured and tested
- ✓ Data cleanup and deduplication
- ✓ Field and input standards documentation
- ✓ Custom reporting dashboards
- ✓ Team training on new workflows
- ✓ Ongoing optimization support
Accountability
How We Know It's Working
An optimized CRM directly impacts sales performance and visibility.
We track these in every engagement. If numbers aren't moving, we adjust. No vanity metrics—just what matters.
Frequently Asked Questions
ServiceTitan, Housecall Pro, Jobber, and most home services platforms. We also work with Salesforce and HubSpot for clients who use those.
We've seen it all. No CRM is beyond rescue, though some require more cleanup than others. We'll be honest about the effort required.
We phase changes carefully and train your team along the way. You'll keep selling while we optimize.
Yes. If your current platform isn't the right fit, we can help evaluate alternatives, plan migration, and implement the new system.
We can configure integrations with marketing tools, accounting software, and other systems. Seamless data flow is part of optimization.
Next Step
Is CRM the Right Lever for Your Business?
One call. We'll diagnose whether this is your bottleneck or if something else should come first. If we're not the right fit, we'll tell you.