CRM for Home Service Contractors | CyclSales
CRM for Home Service Contractors

The CRM built for
contractors — not
repurposed for them.

Lead pipeline, missed call text-back, estimate follow-up, review automation, and seasonal reactivation — all in one system. Built and live in 7–10 days. You don't configure it yourself.

7–10
days to built and live
Your system. Not a template.
<60s
missed call text-back
Lead stays warm while you work.
4x
support Zooms per week
Plus 24/7 — not a ticket queue.
Monthly
no annual contracts
Cancel anytime.

Built for the trades.

CyclSales works for home service businesses running 1–10 trucks. The pipeline stages and follow-up sequences are configured for your specific trade during setup — not a generic template you adapt yourself.

HVAC Roofing Plumbing Electrical Garage Door Landscaping Painting Mobile Detailing General Contracting

Where contractors lose money before the job even starts.

Most revenue a contractor loses doesn't show up on a report. It's the calls that never got followed up, the estimates that went cold, the reviews that never got asked for.

Right Now

Call comes in at 7pm while you're on a job. Nobody answers. By the time you call back two hours later, they already booked the next contractor on Google.

With CyclSales

Automated text fires within 60 seconds — even at 10pm. Lead stays in the conversation. You call back when you're free with a warm reply waiting, not a cold lead.

Right Now

Estimate goes out. Homeowner goes quiet. You follow up once, maybe twice, then move on. 20–30% of quoted jobs never close because nobody followed up enough times.

With CyclSales

Estimate follow-up sequence runs automatically — day 2, day 4, day 7. Most of the quiet ones close on touch 2 or 3. You never have to remember to follow up.

Right Now

Job is done, customer is happy, nobody asks for a review. You've done 400 jobs this year and have 35 reviews. The competitor who started 8 months ago has 90.

With CyclSales

Review request fires automatically the moment the job is marked complete. Every job. No awkward ask at the door. Just consistent Google reviews building your local ranking.

Right Now

You did good work. Customer liked you. A year later they need the same service, Google it, and call someone else — because they lost your number and you had no way to stay in front of them.

With CyclSales

Seasonal reactivation message goes out automatically — timed to their service cycle. Customers hear from you before they start searching. You stay top of mind without any manual outreach.

What CyclSales handles for contractors.

These aren't features you configure. They're built into your system when we deploy it.

📱
Missed Call Text-Back
Missed call fires an automated text in under 60 seconds. Works at 2pm or 10pm. Lead stays warm. You call back when you're ready — with a response waiting, not a cold lead.
📊
Lead Pipeline
New lead → estimate sent → follow-up → booked → job in progress → complete → review requested. Every lead tracked, every stage visible. Nothing falls through.
📋
Estimate Follow-Up
Estimate goes out. No response in 48 hours — follow-up fires automatically. Three-touch sequence over 7 days. Closes 20–30% of estimates that would have gone quiet.
Review Request Automation
Job marked complete. Review request texts automatically. No remembering to ask. No awkward moment at the door. Consistent Google reviews building your local ranking.
🔁
Seasonal Reactivation
Past customers get automated reminders timed to their service season. HVAC tune-up in spring. Roof inspection before storm season. Keeps your name in front of people who already trust you.
🛠️
Done-For-You Setup
We configure your pipeline, build your sequences, connect your lead sources, and get your system running. Built and live in 7–10 days. 4 support Zooms per week after that.

Trade-specific workflows built into setup.

Every trade runs a little differently. Roofing deals with insurance claims. HVAC has maintenance agreements. Plumbing has emergency dispatch. We configure your pipeline and sequences around how your business actually works — not a generic contractor template.

🏠 Roofing
  • Insurance claim tracking
  • Adjuster appointment follow-up
  • Storm season lead surge handling
  • Supplement and approval pipeline
❄️ HVAC
  • Maintenance agreement renewals
  • Seasonal tune-up campaigns
  • Emergency service dispatch follow-up
  • Equipment replacement pipeline
🔧 Plumbing
  • Emergency call capture
  • Quote follow-up sequences
  • Remodel and renovation pipeline
  • After-hours missed call recovery
⚡ Electrical
  • Panel upgrade pipeline
  • Permit-dependent job tracking
  • EV charger install follow-up
  • Estimate to permit to inspection flow
🚗 Garage Door
  • Emergency repair same-day flow
  • New door estimate pipeline
  • Maintenance visit reminders
  • Referral and review automation
🌿 Landscaping
  • Seasonal service campaigns
  • Recurring maintenance reminders
  • Spring/fall cleanup sequences
  • Estimate and scope follow-up

The automations that close the gaps.

These run in the background while you're on jobs. You don't manage them — they manage the leads.

Missed call text-back
Call comes in, you miss it. Automated text fires: "Missed your call — what can I help with?" Lead stays in the conversation instead of calling the next contractor on Google.
Within 60 sec
Estimate follow-up sequence
Estimate sent, no response in 48 hours. Follow-up text fires. Day 4, another one. Day 7, a final check-in. Most of the quiet estimates close on touch 2 or 3.
48hr after estimate
Job-complete review request
Job status moves to complete. Review request text fires automatically with your Google review link. Consistent. Every job. No more asking only when you remember.
On job completion
No-show and no-answer recovery
Lead booked and didn't show. Or called three times with no answer. Recovery sequence fires to reschedule or re-engage — instead of losing the lead entirely.
On missed appt / no answer
Seasonal reactivation
Past customers haven't heard from you in 6–12 months. Automated message goes out timed to their service season. Brings back customers who liked your work without any manual outreach.
Scheduled by trade + season

How CyclSales compares.

Most CRM software for contractors falls into two camps: enterprise platforms (ServiceTitan, Buildertrend) built for operations three times your size, or field service tools (Jobber, FieldPulse, JobNimbus) that handle scheduling well but leave follow-up automation to you. CyclSales is the done-for-you layer that runs follow-up, reviews, and reactivation — built and configured for contractors running 1–10 trucks.

Feature CyclSales ServiceTitan Jobber
Built for 1–10 truck operations
Missed call text-back (under 60s)
Estimate follow-up automation Manual setup Manual setup
Review request automation Add-on
Seasonal reactivation campaigns Requires config
Done-for-you setup
Live in 7–10 days Self-setup
4 support Zooms per week
No long-term contract

Speed beats perfect.

Several of our clients have doubled their close rate on inbound leads by fixing one thing: how fast they respond. Not more ad spend. Not a new website. Just a system that responds while they're on the job.

"A basic text back in under 60 seconds — 'Hey, missed your call, what can I help with?' — keeps you in the conversation until you're free. That's the difference between closing that lead and losing it to the next contractor on Google."

— Miron Briley, CyclSales

Built and live in 7–10 days.

You're not buying software and figuring it out yourself. We build the system. Here's exactly what that looks like.

Day 1–2

Account setup + pipeline build

We configure your lead pipeline for your specific trade, set up your phone numbers, and import your existing contacts from wherever you keep them now.

Day 3–5

Automations built

Missed call text-back, estimate follow-up, review requests, and reactivation sequences are configured and tested for your trade — not copy-pasted from a generic template.

Day 6–8

Lead sources + integrations

We connect your website form, Google Ads, LSA, and any other lead sources. Every lead hits the pipeline automatically — no manual entry.

Day 9–10

Handoff + training

Walkthrough with you and your team. Four support Zooms per week after that — plus 24/7 by call, email, or chat. Not a ticket queue. We've removed the complexity that most systems pile on and kept only what actually runs your operation.

Common questions.

What is the best CRM for contractors?

Depends on what you actually need. ServiceTitan is the most feature-rich but it's built for large operations and takes months to onboard. JobNimbus and FieldPulse are solid for roofing and field service. Jobber handles scheduling well. Where most of them fall short is follow-up automation — missed call recovery, estimate sequences, and review requests that run without you managing them. That's what CyclSales is specifically built for, and we configure everything for you in 7–10 days.

Does CyclSales work for my trade?

Yes. CyclSales works for HVAC, roofing, plumbing, electrical, garage door, landscaping, painting, mobile detailing, and most other home service trades. The pipeline stages and automations are configured for your specific business during setup — not a one-size-fits-all template.

How is CyclSales different from ServiceTitan?

ServiceTitan is built for large operations — 20+ technicians, dispatch boards, fleet management, enterprise reporting. If you're running 1–10 trucks, you're paying for a system built for a company three times your size and sitting through a months-long onboarding. CyclSales is built and live in 7–10 days, sized for smaller operations, and focused on the thing that actually costs you money: missed leads and slow follow-up.

How is CyclSales different from Jobber?

Jobber is solid for scheduling and invoicing. Where it falls short is follow-up automation — if you want missed call text-back, estimate follow-up sequences, and review request automation that runs without babysitting, you're configuring that yourself or adding another tool. CyclSales handles all of it and sets it up for you.

How is CyclSales different from Housecall Pro?

Housecall Pro is strong on scheduling and dispatching. Where most contractors hit a wall is follow-up automation — estimate sequences, missed call recovery, and seasonal reactivation require add-ons or manual setup. CyclSales focuses on the CRM and automation layer: the stuff that runs in the background while you're on jobs. And we set it up for you.

What happens to leads that call after hours?

Missed call text-back fires within 60 seconds — even at 10pm. The lead gets a text with your message. They stay in the conversation instead of calling the next contractor on their list. Your team follows up in the morning with a warm lead instead of a cold one.

How long does setup take?

Built and live in 7–10 days. We configure your pipeline, build your follow-up sequences, set up review requests, and connect your lead sources. You don't figure it out yourself.

What if I'm already using another CRM or software?

We migrate your contacts and data from most systems — Jobber, ServiceTitan, JobNimbus, FieldPulse, Housecall Pro, HubSpot, spreadsheets, and others. The switch usually takes less time than staying in a system that isn't working.

Is there a long-term contract?

No long-term contracts. Month-to-month. See our pricing page for current plan details.

Stop losing leads you already paid for.

Built and live in 7–10 days. No long-term contracts. 24/7 support.