CRM + Pipeline
A new CRM build — or pipelines that connect and book into the CRM you already use.
A new CRM build, or pipelines that connect and book directly into the CRM you already use.
The problem
Most CRMs are abandoned within 90 days because they were never tuned to how the business actually sells. And the teams that already pay for JobNimbus, Housecall Pro, AccuLynx, Jobber, Leap, FieldPulse, JobTread, Improveit360, or GHL are stuck with disconnected lead sources, manual data entry, and reps defaulting back to spreadsheets and sticky notes.
What you get
Either a brand-new pipeline mapped to your real sales motion, or a direct integration into the CRM you already use — JobNimbus, Housecall Pro, AccuLynx, Jobber, Leap, FieldPulse, JobTread, Improveit360, GHL, and more. Every lead from every Connect+ module flows into one place, controlled from your Connect+ Dashboard.
Built into your business.
New CRM or integrate your current one
We'll either build you a fresh Connect+ pipeline from scratch, or wire Connect+ directly into the CRM you already pay for — JobNimbus, Housecall Pro, AccuLynx, Jobber, Leap, FieldPulse, JobTread, Improveit360, GHL, and others. No rip-and-replace required.
Custom pipeline stages
Built around your sales process, not a generic template. New lead → contacted → qualified → booked → won.
Lead routing & ownership
Round-robin or rules-based assignment so leads never sit in a queue.
Opportunity tracking
Pipeline value, stage velocity, and aging — all visible in your Connect+ Dashboard.
Tagging & segmentation
Smart tags so reactivation and follow-up campaigns have clean lists from day one.
Direct CRM booking
Voice and chat agents write appointments straight into your calendar — routed by territory, service type, and live availability. Confirmations and reminders fire automatically.
What ships
Deliverables
- New CRM build OR integration with your existing CRM (JobNimbus, Housecall Pro, AccuLynx, Jobber, Leap, FieldPulse, JobTread, Improveit360, GHL, and more)
- Custom pipeline configured & tested
- Lead routing rules
- Tag and field architecture
- Mobile CRM access for the team
- Training session + SOP doc
- Direct CRM calendar booking + confirmations
Timeline
2–5 days
Investment
$1,000 setup · $67–$247/mo
Best for
Pick your install.
Four clear tiers. Same dashboard. Same speed obsession. Scale up the moment you're ready.
Foundation
$1,000
+ $67 / mo
Connects website + 1 lead source
- Single pipeline (up to 5 stages) from the Communication Engine
- Automated Communication Engine → CRM sync for booked appointments
- Calendar + booking sync
- 1 user / mobile access
- Basic tags + lead routing
- Email + SMS conversation history
Growth
$1,500
+ $127 / mo
Website + funnels + automation feeding in
- Everything in Foundation
- Up to 3 pipelines, 8 stages each
- Round-robin lead routing
- Full Connect+ Dashboard control
Business
$2,000
+ $197 / mo
AI agents + reviews + reactivation wired in
- Everything in Growth
- Unlimited pipelines + stages
- Custom fields + opportunity scoring
- Pipeline-level reporting + forecasting
Enterprise
$2,500
+ $247 / mo
Every Connect+ module routed into one CRM
- Everything in Business
- Multi-location / multi-brand pipelines
- Custom automation triggers
- API access + webhooks
- Quarterly pipeline tuning
Install CRM + Pipeline in 2–5 days.
One strategy call. We'll scope it to your business and quote it on the spot.