Keep Every Lead, Customer, Job, and Next Step Connected
Organize contacts, opportunities, notes, tasks, tags, custom fields, and service history in one workspace built around the way a service business sells and delivers work.
See the relationship, not scattered pieces of data
Bring lead details, conversations, estimates, jobs, invoices, tasks, and follow-up activity into the same customer context.
Smart lists and tags
Group contacts by source, service interest, status, location, or the rules your team uses.
Custom fields
Capture the information that matters for quoting, scheduling, service, and follow-up.
Complete activity history
Keep calls, messages, appointments, notes, tasks, and financial activity close to the contact.
Move opportunities forward with a clear sales process
Track new inquiries, scheduled estimates, sent quotes, approvals, and won work without relying on separate spreadsheets or memory.
Flexible pipelines
Match stages to the way the business actually sells each service.
Ownership and tasks
Make the next action and responsible team member easy to see.
Customer context follows the work
The CRM connects to communication, quoting, scheduling, invoicing, reviews, and automation so the team is not re-entering the same information.
Quote with context
Use customer and service details when building the right offer.
Explore Quote GeneratorSchedule approved work
Carry the customer, services, assignment, and price into the job.
Explore CalendarAutomate the next step
Trigger reminders, nurture, confirmations, and follow-up from CRM events.
Explore AutomationConnected CRM questions
Can we create our own contact fields?
Yes. Custom fields and folders can capture service, property, lead source, timing, and other business-specific information.
Can contacts be segmented automatically?
Yes. Smart lists, tags, filters, and workflow rules help organize contacts as their activity and status change.
Does the CRM connect with jobs and invoices?
Yes. Customer records remain connected with quoting, scheduling, job management, invoicing, payments, and follow-up.
Give the whole team one customer view
See how The Service Pilot connects every lead and customer to the work that follows.