CRM Stack
CRM Stack
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Built for Service Businesses

Stop Losing Jobs.
Start Closing More.

The all-in-one CRM built for cleaning, HVAC, plumbing, and service businesses. Track every lead, automate follow-ups, and never miss a job again.

No credit card required
Setup in 5 minutes
Cancel anytime
All features included
Watch the full product overview
⏱ 75 seconds · Sound on
CRM Stack Demo
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Full product overview
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app.crmstack.co — Dashboard
CRM Stack
Dashboard
Leads
Pipeline
Follow-Ups
Invoices
WhatsApp
Reviews
Reports
Total Leads
284
↑ +12 this week
Pipeline Value
$38.4k
↑ +$4.2k
Conversion
34%
↑ +5% vs last mo
Revenue
$12.8k
this month
New
Sarah Mitchell
$800
James Flores
$1,200
Contacted
LA Clean Co.
$2,400
Proposal
ProShine LLC
$3,600
Follow-Up
Green Clean
$960
Won ✓
Sparkle Pros
$1,800
78%
of clients book with the first business to reply
8hrs
saved per week after switching to CRM Stack
more follow-ups completed with automation
14
days free trial, no credit card needed
Sound Familiar?

Most Service Businesses Lose Money
Without Even Knowing It

Every missed follow-up, forgotten quote, and slow reply is revenue walking out the door.

📞
Leads call but never book
You get the enquiry, but forget to follow up and they book a competitor who replied faster.
📋
Quotes go unanswered
You send a quote and hear nothing. No system to chase it — so it just dies.
📅
Clients book once and disappear
No rebook system means one-time clients never return, even though they loved the job.
📊
No idea what's working
You don't know which leads convert, where jobs come from, or what your team is doing.
Features

Everything You Need.
Nothing You Don't.

Built exclusively for service businesses — every feature solves a real problem you face daily.

📌

Visual Lead Pipeline

See every lead, quote, and job at a glance. Drag and drop between stages. Know exactly where every deal stands — from first call to closed job.

New
Sarah M.
$800
LA Shine
$1,200
Quoted
ProClean
$2,400
Follow-Up
Green Co.
$960
Won ✓
Sparkle
$1,800
🔔

Auto Follow-Ups

Set it once. CRM Stack automatically chases every cold lead and unanswered quote — so nothing slips through the cracks.

SM
Sarah Mitchell
Quote sent 2 days ago
Follow up now
JF
James Flores
No reply in 3 days
Overdue
LC
LA Clean Co.
Scheduled: today 2pm
Ready

Auto Google Review Requests

Automatically send a Google review request 2–4 hours after every completed job. Build your 5-star reputation on autopilot.

★★★★★
Booked online, they showed up on time, amazing clean. Will definitely use again!
Maria G. — LA Clean Pro
★★★★★
Fast response, professional team. My carpets look brand new.
Tom H. — SparkleClean
💰

Invoice Generation

Create and send professional invoices in seconds. Track paid and unpaid. No more chasing payments manually.

INV-0024PAID
Deep Clean — 3bed$320.00
Carpet Treatment$80.00
Total$400.00
💬

WhatsApp Integration

Reply to leads directly via WhatsApp using pre-written templates. Respond in seconds, win the job before your competitors.

Quick Reply Templates
👋 Hi {{first_name}}, thanks for reaching out! I'd love to give you a free quote...
📅 Your appointment is confirmed for {{date}} at {{time}}...
📊

Reports & Analytics

Know exactly which leads convert, where your revenue comes from, and which team members are performing. Full business visibility in one dashboard.

Lead source tracking
Revenue & invoice reports
Team performance metrics
Conversion rate by stage
34%
Conversion Rate
$38k
Pipeline Value
How It Works

Up and Running in 5 Minutes

No technical skills needed. No long setup. Just sign up and start tracking your first lead today.

1

Create Your Account

Sign up in 60 seconds. Choose your industry, add your business name, and you're ready to go. No card needed for the trial.

2

Add Your Leads

Import your existing contacts or start fresh. Add leads manually or via our web form. Every enquiry goes straight into your pipeline.

3

Watch the Jobs Roll In

Automated follow-ups chase cold quotes. Review requests go out after every job. You focus on the work — CRM Stack handles the rest.

Industries

Built for Your Industry

CRM Stack works out of the box for every home service and trade business.

🧹
Cleaning
Residential & commercial
❄️
HVAC
Heating & cooling
🔧
Plumbing
Repairs & installs
🐛
Pest Control
Residential & commercial
🌿
Landscaping
Lawn & garden care
☀️
Solar
Installation & service
Free Website

No Website?
We'll Build One For You.

Over 70% of local service businesses have no website — or one that's outdated and doesn't bring in a single lead. We build you a professional, mobile-ready website completely free so you can see what you've been missing.

  • Custom-built for your trade — plumbing, HVAC, sewer, solar & more
  • Ready in 48 hours — just send your business name and city
  • Zero commitment — see your free demo first, then decide
  • Booking form, service pages, reviews & emergency CTA included
10+
Demos Live
48h
Turnaround
$0
To Get Started
6+
Industries
crmstack.co/demos/johnsplumber
John's Plumbing
& Drain Services
Los Angeles, CA · 24/7 Emergency
Book Now
crmstack.co/demos/whalenives
Whalen & Ives Inc.
HVAC · Plumbing · Electric
Northern New Jersey · Est. 1985
Get Quote
crmstack.co/demos/acostasewers
Acosta & Sons
Sewer Contractors
Sun Valley, CA · Licensed C-12 · C-42
Call Now
Customer Stories

Service Businesses Love CRM Stack

★★★★★

Before CRM Stack, I was losing at least 3–4 jobs a week just from slow follow-ups. Now I close almost every lead that comes in. The automated follow-up alone paid for the subscription 10x over.

MR
Michael Rodriguez
Owner — LA Sparkle Cleaning Co.
★★★★★

The Google review automation is incredible. We went from 12 reviews to 87 in just 60 days. Our ranking went up and now we get leads organically without paying for ads.

JT
Jennifer Thompson
Director — ProShine HVAC Services
★★★★★

I run a 6-person plumbing crew and CRM Stack keeps everything organised. My team knows exactly what to do, I can see who's converting, and the invoice feature saves me hours every week.

DC
David Chen
Owner — FastFix Plumbing, TX
Pricing

Simple, Honest Pricing

Every plan includes all core features. Pick the size that fits your team.

🚀 Basic

Perfect for smaller businesses and solo marketers

$29 /month
3 User Accounts
Unlimited Contacts
24/7 Support
Lead Management
Auto Follow-Ups
Kanban Pipeline
Invoice Generation
WhatsApp Integration
Reports & Analytics
Staff Management
API Access
SaaS Mode & Custom Dashboard
Start Free Trial
No credit card required
🏢 Business

For SaaSPRENEURs & Agencies ready to go white-label

$99 /month
Unlimited Users
Unlimited Contacts
24/7 Support
Lead Management
Auto Follow-Ups
Kanban Pipeline
Invoice Generation
WhatsApp Integration
Reports & Analytics
Staff Management
API Access
SaaS Mode & Custom Dashboard
Start Free Trial
No credit card required

Want full plan details? View complete pricing →

Ready to Stop Losing Jobs?
Start Your Free Trial Today.

Join service businesses across the US and UK using CRM Stack to win more jobs, respond faster, and grow without the chaos.

14-day free trial
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