SoTech - Social Technologies
Free ToolsMAPBlogAboutContact
Get Started
SoTech
AboutContactFree ToolsService AreasIndustries

© 2026 SoTech - Social Technologies. All rights reserved.

Home/Services/CRM Setup + Automations/Home Services
Home Services

Home Services CRM That Keeps Trucks Busy

Every missed call is a job lost. We implement CRM and automation systems that capture leads, schedule appointments, and keep customers coming back for maintenance and referrals.

Get Home Services CRM
Industry Focus

CRM Setup + Automations for Home Services

Home services CRM is about lead capture, scheduling efficiency, and customer retention. We build systems that fill your trucks today and generate repeat business tomorrow.

Home service customers need help now and expect immediate response. CRM systems must capture after-hours inquiries, route urgent requests appropriately, and maintain relationships for seasonal maintenance and future needs.

Industry Challenges

Challenges Home Services Businesses Face

After-hours inquiries going unanswered until morning

Seasonal customers not returning for maintenance

Technician schedule optimization and job routing

Review collection from satisfied customers

Benefits

What You Get

24/7 lead capture with immediate automated response

Maintenance reminder campaigns driving repeat business

Customer database for seasonal marketing campaigns

Automated review requests at job completion

Use Cases

How Home Services Uses CRM Setup + Automations

After-hours lead capture with next-business-day callback scheduling

Seasonal maintenance reminder campaigns (AC tune-ups, heating prep)

Job completion follow-ups and review requests

Membership and maintenance plan management

What We Deliver

CRM Setup + Automations Features

MAP Setup

Full CRM setup with our white-label MAP (Marketing Automation Platform).

MAP Setup

Pipelines & Lead Routing

Custom sales pipelines, opportunity stages, and automatic lead assignment.

Pipelines & Lead Routing

SMS/Email Automations

Follow-up sequences, appointment reminders, and nurture campaigns.

SMS/Email Automations

Forms, Calendars & Booking

Lead capture forms, scheduling integration, and booking flows.

Forms, Calendars & Booking

A2P 10DLC Compliance

SMS registration and deliverability best practices when needed.

A2P 10DLC Compliance
Results

HVAC Company Success

+67% maintenance renewals

Increased repeat customer revenue

FAQ

CRM Setup + Automations for Home Services: Common Questions

Other Industries

CRM Setup + Automations for Other Industries

Healthcare & Medical

Medical practices, clinics, dental offices, mental health providers, and healthcare organizations requiring HIPAA-compliant marketing.

View details

Legal / Law Firms

Law firms, solo practitioners, and legal services requiring ethical marketing that generates qualified case leads.

View details

Real Estate

Real estate agents, brokerages, property managers, and real estate investors needing lead generation and market visibility.

View details

Construction & Contractors

General contractors, specialty trades, and construction companies needing project pipeline and bid visibility.

View details

Professional Services

Accountants, consultants, engineers, architects, and B2B service providers building thought leadership and referral networks.

View details

Restaurants & Hospitality

Restaurants, bars, hotels, event venues, and hospitality businesses driving reservations and local discovery.

View details

Automotive

Car dealerships, auto repair shops, detailing services, and automotive businesses needing inventory visibility and service appointments.

View details

E-commerce & Retail

Online stores, DTC brands, and retail businesses focused on conversion optimization and customer acquisition.

View details

Other Services for Home Services

SEO

Comprehensive SEO services to help Houston businesses rank higher and attract more qualified leads.

SEO for Home Services

Websites & Landing Pages

Custom websites and high-converting landing pages built for speed, mobile optimization, and results.

Websites & Landing Pages for Home Services

Paid Advertising

Strategic paid campaigns on Google and Meta that generate qualified leads with measurable ROI.

Paid Advertising for Home Services

Integrations

Seamless connections between your marketing tools, CRM, and business systems.

Integrations for Home Services

Tracking, Analytics & Reporting

Complete analytics setup and reporting so you know exactly what is working and what is not.

Tracking, Analytics & Reporting for Home Services

AI for Marketing

AI-powered workflows and tools to automate content, analyze data, and enhance customer interactions.

AI for Marketing for Home Services
Get Started Today

Ready for CRM Setup + Automations?

Let's discuss how we can help your Home Services business grow.

Get Home Services CRM