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§ Capability — 08

CRM Integration you'll actually use.

Customer operations that track every touch from inquiry to close.

Book a strategy call
§ The Problem

"If you can't see where deals are stuck, you can't fix it. Most contractor pipelines are spreadsheets, post-it notes, and 'I'll check my texts.'"

Without a real CRM, you can't tell which lead source actually drives revenue, which rep closes hot leads vs. fumbles them, or why your pipeline dipped in February. You're flying blind and making capital decisions on instinct.

§ The Approach
— How we work it.

We deploy, configure, and integrate the CRM that gives you total visibility — from the first ad click to the signed contract. The right tool, the right pipeline structure, the right reports, and the team training that makes it actually stick.

§ Fit Check

Who this is built for.

A fit if
  • 01Operators making decisions on gut instead of data
  • 02Businesses with sales reps and no shared system
  • 03Companies running 3+ disconnected tools
  • 04Owners ready to scale past owner-led sales
Skip it if
  • 01Solo operators with under 10 leads/month
  • 02Teams unwilling to log activity
  • 03Businesses without a repeatable sales process to encode
§ What's Included

The deliverables.

01

CRM selection, setup, customization, and data migration

02

Pipeline architecture matched to your real sales process

03

Two-way sync with ads, web forms, calls, texts, and email

04

Sales automation, task management, and reminder logic

05

Forecasting, reporting, and executive dashboards

06

Lead source attribution from first touch to closed revenue

07

Team onboarding, training, and SOP documentation

08

30/60/90-day adoption support

§ Outcomes

What good looks like.

01
100%
Pipeline visibility
02
+48%
Close rate vs. baseline
03
−42%
Sales cycle length
§ Proof

Receipts, not promises.

Home Services · Multi-state

Premier Home Services

"For the first time we can tell which marketing dollar drove which job. We reallocated $90k in spend in the first quarter alone."
$90k
Reallocated efficiently
100%
Source attribution
+34%
Forecast accuracy
See full case studies
§ The Method

Four chapters.
One outcome.

01
Select

Recommend the right CRM for your size, stack, and growth horizon.

02
Configure

Build pipelines, fields, automations, and reports tailored to your business.

03
Integrate

Wire ads, web, calls, and ops into one customer record.

04
Coach

Train your team to actually use it — adoption is the whole game.

§ Investment

What this costs.

Typical range
$6,000 – $25,000 build
Engagement
One-time build + optional retainer
Note

Scope depends on data migration complexity and integration count.

§ Footnotes

Frequently
asked.

It depends on your size and stack. We frequently deploy HubSpot, ServiceTitan, JobNimbus, GoHighLevel, and Pipedrive. We pick based on your needs — not commissions.
§ Pairs well with

Often bundled.

§ The Invitation

Ready to wire crm integration into your business?

One call. We'll audit what you're doing now, map what crm integration could unlock for you in the next 12 months, and quote the exact scope.