CRM Setup & Marketing Automation
Automation That Works While You Don't
Home-service businesses and franchisees grow faster when their follow-up systems are organized, reliable, and automated. Too many businesses lose leads simply because they don’t respond quickly enough, fail to stay in touch, or don’t have visibility into their pipeline. A CRM and automation system solves these problems by bringing every lead, every conversation, and every opportunity into one place – while also handling the repetitive tasks your team shouldn’t have to manage manually.
At CraigAds, we implement CRM and automation systems for home-service companies to deliver clarity and consistency to marketing operations that match our Branding, Engagement, and Action framework. When your team has structure, your marketing becomes more predictable, your close rates improve, and your customers get a better experience from the very first touch.
CRM Setup
A CRM is the backbone of your sales and marketing operation, and it works best when customized to your business. We set up your system to support your workflow, organize your leads, and give you complete visibility into every opportunity.
HubSpot
We configure HubSpot with the right fields, pipelines, and tracking so that teams can manage leads without confusion.
Lead Routing
Automation forwards newer inquiries to the right team member instantly, reducing response time and preventing the possibility of missed follow-ups.
Contact Organization
We organize your contacts in lists, segments, and lifecycle stages to help you easily prioritize new leads, active customers, and recurring clients.
Custom Pipelines
You get a personalized sales pipeline, with stages that truly represent what happens in the real world-no more guessing where a lead stands.
Setup Dashboard
We create user-friendly dashboards that show the KPIs and metrics your team cares about most, from daily leads to monthly revenue.
Automation Workflows
Automation ensures that no lead falls through the cracks. Whether somebody calls after hours, fills out a form, or requests an estimate, your system immediately responds, increasing the chances of booking the job.
Missed-Call Texts
If your business misses a call, an instant text reply keeps the conversation alive, letting the customer know you’ll reach out shortly.
Email Nurturing
We design email sequences that follow up and guide prospects to a decision. This helps keep you top of mind.
Abandoned Quote Follow-Ups
When prospects don’t accept or respond to an estimate, automated follow-up gives you a second chance to win the job.
Estimate Reminders
Timed reminders ensure that customers never forget pending quotes, which improves close rates without the need for outreach.
Reporting & Dashboards
Strong reporting turns your CRM into a powerful decision-making tool. We build custom dashboards showing what’s driving revenue and where your team needs to focus.
Sales Pipeline Visibility
You can clearly see lead stages, upcoming deals, stalled opportunities, and projected revenue.
Ad Attribution
We connect your CRM to your marketing channels to show which campaigns, keywords, and ads generate actual customers — not just clicks.
Lead-to-Sale Tracking
We track every step from inquiry to closed job, giving you insight into your conversion rates and overall sales performance.
Ongoing Support
Automation systems aren’t “set it and forget it”; they grow with your business. We provide ongoing support so everything remains optimized as needs evolve.
Troubleshooting
Introductions, setting goals, reviewing territories, and aligning packages
Monthly Maintenance
We review automations, clean up contact lists, update fields, and refine your system to stay aligned with your current goals.
Automation Expansions
We can build advanced workflows for upsells, recurring service reminders, review requests, and long-term nurturing as your business continues to grow.
Ready to Automate Your Sales Pipeline?
Set up and automate your CRM to transform the way home-service businesses and franchisees operate. Better organization, faster follow-ups, and smarter workflows close more jobs with less effort, and you give customers a more professional experience from start to finish. Want predictable growth? Now’s your chance to finally simplify the operations and get one that truly works for you.