← All services · Core tier +
CRM Setup & Pipeline Management
The problem
Your CRM is a graveyard. Half the fields are empty, half your team ignores it, and nobody knows what stage anyone is in. Deals slip because visibility died months ago.
How we fix it
We install a purpose-built pipeline for home and field service operations, with every stage, custom field, and tag, and wire it to every touchpoint. Your team gets an interface they'll actually open.
What's included
Delivered in the Core tier and above.
- Pipeline design (New Lead to Closed Won)
- Custom fields for niche, revenue, and urgency
- Smart tagging and lifecycle stages
- Automated stage transitions
- Team training and adoption playbook