CRM Setup & Sales Pipeline Systems for Service Businesses
Make your sales process smooth from first call to final payment - AI + human, no tech skills required. We build systems that actually get used.
What This Service Includes
A proper CRM pipeline allows clients, contacts, deals, vendors, or general database tracking and allows you to run reporting on all of it at the same time. Even just calls and text messages to one phone number to be sent and recorded in each contact allowing you to monitor conversations or reference back to them in the future.
We set up what your sales looks like and set you up with the right tools to manage it and report on activity, close rates, etc.
Feature List
- CRM setup & configuration - Customized for service businesses, not cookie-cutter templates
- Lead funnel - Dashboard setup & reporting - See exactly where every lead is and what action to take next
- ROI on all channels - contacts - cold and hot lists - Know which marketing channels actually make you money
- AI-driven task management & follow up reminders - Never forget to follow up on a hot lead again
- Reporting - Dashboard set up/performance metrics - Real-time visibility into what's working
- It doesn't only count when it's closed - know your opportunities - Track every opportunity from first contact to close
A smooth CRM = faster follow-up, better close rates, cleaner operations.
GET A FREE CONSULTATION
(360) 467-6333
Stop losing leads because they “fell through the cracks.” A clean pipeline = more jobs closed and better team accountability.
A CRM Built For Contractors — Not Tech Overwhelm
Most CRMs are built for software companies and sales teams sitting at desks all day. You need something that works when you're on job sites, in your truck, and after hours.
We build CRM systems designed for how service businesses actually work. Simple enough that your team will use it, powerful enough to give you complete visibility into your pipeline.
No complicated dashboards. No features you'll never use. Just clean organization that helps you close more deals and stop losing track of opportunities.
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See every lead at a glance
Complete visibility into where each opportunity stands - from first call to signed contract. -
Know which marketing actually works
Track ROI on every ad, referral source, and marketing channel. Stop guessing, start knowing. -
Automated follow-up that closes deals
Smart reminders and AI-powered sequences that keep prospects moving forward - automatically. -
Track it all in one place - calls, texts, emails
Every conversation logged automatically. Never lose context or forget where you left off. -
Reporting that actually makes sense
Simple dashboards showing close rates, pipeline value, and bottlenecks - in plain English.
OUR PROCESS
How Working With GetCraftEdge Feels
01
Diagnose
We review your lead flow, follow-up process, and missed opportunities.
02
Build & Launch
We set up your CRM + automation system tailored to your business.
03
Optimization
We track performance, improve continuously, and scale what works.
Contact Us
Have questions or want a live demo? Our team is here to help walk you through how AI can support your business workflows.
Proudly Serving:
Home service businesses across Western Washington, including Tacoma · Seattle · Olympia · Gig Harbor · Puyallup · Bonney Lake · Federal Way · Kent · Auburn · Lakewood · Spanaway · & surrounding areas
Phone Number :
Telephone : (360) 467-6333
Email Address:
info@getcraftedge.com
Get In Touch !
Ready To Organize Your Business & Close More Jobs?
Leads Answered by AI
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k+
Leads Followed Up & Nurtured
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k+
Lead Response Rate
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%
Increase in Booked Jobs
0
%
Frequently Asked Questions
What CRM platform do you use?
We have our own CRM platform for service businesses because it's built for exactly what you do - and it includes phone, SMS, email, and automation all in one. But we can work with whatever you prefer (HubSpot, Salesforce, Pipedrive, etc.).
Will my team actually use it?
Yes - because we design it for how your team actually works, not how software companies think you should work. Simple, mobile-friendly, and focused on the actions that matter most.
How long does setup take?
Most clients are fully operational within 2-3 weeks, including setup, data migration, team training, and optimization.
Can you migrate our existing data?
Yes. We can move your contacts, deals, and history from spreadsheets, old CRMs, or whatever system you're currently using.
What if we're already using a CRM but it's not working?
That's one of our most common scenarios. We audit your current setup, identify what's broken, and either fix it or migrate you to something better.
Blog & News From Us!
Want to learn more about automation, booking systems, or how AI is changing home service marketing? Explore insights, tips, and real strategies to grow your business smarter — not harder.
