Solutions — Service Business CRM
CRM for Service Businesses,
Set Up and Managed For You
One place for every lead, conversation, appointment and invoice, set up around how your business actually works.
What Your CRM Includes
Everything your front office needs, connected.
Unified Inbox
WhatsApp, SMS, email and web chat in one conversation view.
Booking and Pipelines
Calendars and visual pipelines for leads, estimates and jobs.
Automated Follow-Up
The next message goes out without anyone needing to remember.
Key CRM Automations
Workflows built for businesses that sell time and expertise.
Lead Capture
Forms, calls and messages create contacts automatically.
Estimate Follow-Up
Undecided prospects get timely reminders.
Payments
Send payment requests and invoices from the same system.
Reviews
Ask happy customers for a review after each job.
What a CRM for service businesses needs to do
Generic CRMs are designed around long B2B deals. A service business needs something else: answer inquiries fast, book the appointment or job, keep every conversation together and bring the customer back.
- Unlimited contacts and one customer history
- A shared inbox for calls, WhatsApp, SMS, email and chat
- Calendars and appointment automation
- Visual pipelines for leads, estimates and jobs
- Payments and invoicing
- Review requests and reactivation campaigns
Why a CRM alone rarely fixes follow-up
Most CRMs fail for an ordinary reason: nobody updates them. The system needs to create contacts, move opportunities and trigger follow-up automatically, or it turns into another database to maintain.
That's why we set up PixenPro around your actual process and manage it with you. See how lead response time affects your sales, or compare options in our platform comparison.
Who it's for
We work with home services, HVAC, clinics, spas, auto shops and professional firms. Plans start from $497/month in the US, with the platform included.
Frequently asked questions
What is the best CRM for a service business?
The best one matches how you get and serve customers. Look for lead capture, shared messaging, booking, automated follow-up and reporting in one place.
Is the CRM sold separately?
PixenPro is included in every managed plan at no additional software cost.
Can you import my existing contacts?
Yes. We review your data during implementation and bring it into the new system.
Can my team use it from a phone?
Yes. Your team can manage conversations and opportunities while away from a desk.
Ready for a CRM Your Team Will Use?
See PixenPro configured for your type of business.