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AI.03 · Component of SVC.AI v7.0 · Live

CRM Integration

Your CRM, connected to everything.

Full-service CRM setup and integration. ServiceTitan, Jobber, Housecall Pro, tied into every other module so data flows cleanly.

/ Component Spec v7.0
Component ID AI.03
Parent Module SVC.AI
Status Live
Included With AI & Automation retainer
Standalone Available
Typical Ramp 14-30 days

The case for this component.

The CRM is the heart of a home service operation, and for most, it's also the biggest mess. Leads in three inboxes. Jobs recorded differently by different techs. No trigger-based automation.

Fixing the CRM foundation unlocks every other module. Review requests, email flows, quote automations, nothing works without it.

Inside the component.

01 / 06

CRM setup or cleanup

Whether you're new or have years of accumulated mess.

02 / 06

Integration to everything

Website, phone, ads, email, all connected.

03 / 06

Automation layer

Triggers for review requests, follow-ups, team notifications.

04 / 06

Custom fields and tags

Tuned to how you actually run the business.

05 / 06

Reporting dashboards

Built-in reports for the things you care about.

06 / 06

Team training

Your team trained on the clean workflow.

Four phases.

PHASE 01

Audit

Current CRM state, data quality, integration gaps.

PHASE 02

Clean

Deduplicate, fix field mapping, consolidate.

PHASE 03

Integrate

Connect everything that should be connected.

PHASE 04

Train

Your team on the clean workflow.

Outputs.

✓ Clean, working CRM
✓ Integration with all upstream sources
✓ Automation layer built out
✓ Team trained and documented
✓ Ongoing CRM health check
✓ Reporting dashboards configured

Explore the module.

← Back to AI & Automation overview

Ready to make
the phone ring?

Tell us about your business. We'll come back with a free audit and a proposal: what we'd build, what it costs, and what to expect in the first 90 days. No corporate sales pitch. No pressure.