CRM cleanup and automation for home-service contractors.
Leads live in a notebook, three phones, a forms inbox, and someone's memory. Jobs slip, follow-up does not happen, and the owner cannot see what is actually in the pipeline. This is the build that puts every lead in one place with an owner, a next step, and a dashboard the owner reads.
The situation
The work is good. The system around it is duct tape.
Contractors win on the work, not on admin. So leads, quotes, jobs, and follow-up end up scattered, and the owner spends nights trying to remember who needs a callback.
Between the cracks.
- Leads in texts, voicemails, and forms that never get logged
- Quotes sent and forgotten
- No clear owner for a lead, so nobody follows up
- The owner has no real view of the pipeline
One pipeline that runs itself.
- Every lead source routed into one CRM
- Fields, tags, stages, and an owner on every lead
- Automatic follow-up and reminder sequences
- An owner dashboard with what needs action today
What SNRG builds
CRM as the source of truth, not another app.
Lead capture & routing
Calls, web forms, texts, and referrals all land in one pipeline, nothing lost in a phone.
Pipeline & ownership
Clean stages, fields, and tags, with a clear owner and next step on every lead.
Automatic follow-up
Quote follow-up, appointment reminders, review requests, and reactivation that happen on their own.
Clean handoffs
Job details, photos, scope, and notes move with the lead, so crews are never guessing.
Owner dashboard
Open quotes, stuck jobs, overdue follow-up, and the week's numbers in one view.
Data cleanup
Old lists deduped, records fixed, and the mess turned into something the team can trust.
What changes
How the pipeline behaves after.
Design facts about the build, not a fabricated client result.
CRM is often step one. Add an AI assistant on top once the pipeline is clean, and the two compound.
Questions
The two contractors ask.
Do I have to switch CRMs?
Usually not. We clean up and automate what you have where it makes sense, and only recommend a move if the current tool is actively costing you jobs. You keep ownership of your data either way.
What if my leads come from everywhere?
That is the point. We route calls, web forms, texts, and referrals into one pipeline so nothing lives in a notebook or someone's phone, and every lead has an owner and a next step.
For contractors & home service
Get the pipeline out of your head.
A short audit of where leads and jobs slip, then a clean CRM the team and the owner can both trust.