Client Management & Pipelines
Every customer, call, text, estimate and job in one place. See your whole sales pipeline at a glance, know exactly what each deal is worth, and let automations follow up at every stage so no lead slips through the cracks.
more likely to qualify a lead when you respond within an hour instead of later
Harvard Business Review, 2011of home service customers say they'll switch to a competitor that responds faster
Invoca, 2026of callers to home service businesses never reach a person
Invoca Home Services Benchmarks, 2026Try It Right Now
Drag a deal to the next stage, or tap any card to open the customer's record and move it from there. Mark jobs won or lost, and add a new lead to see what happens automatically. Simplified demo.
Tip: tap a card to open the full customer record. Swipe sideways on mobile to see every stage.
Everything In One Place
From the first missed call to the five-star review, every step lives on one customer record, connected to your calendar, quotes, invoices and marketing.
Every call, text, email, appointment, estimate, invoice and payment on one timeline, plus notes and tasks for your team.
Drag deals through your own custom stages. Build separate pipelines for service calls, replacements or commercial work.
Put a dollar value on every deal and mark it Won, Lost or Abandoned. Track lost reasons so you know why jobs get away.
When a deal changes stage or status, Obravetta can send follow-ups, create tasks and notify your team automatically.
Deals that sit too long with no activity can trigger a follow-up text or a reminder to call, so nothing goes cold.
Tag customers by service, equipment or plan, then save filtered lists like "AC customers in Tacoma not serviced in a year."
Track what matters to your trade: system age, panel size, roof type, gate code, pet info, warranty dates.
See where every lead came from: Google, your website, Facebook, referrals or a missed call, so you know which marketing pays.
Move stages, call, add notes, create tasks and tag customers right from the mobile app on the job site.
Smart Lists
Pick filters and watch the list build itself from a sample database of 120 made-up customers. Then send them a campaign in one click.
Do The Math
Most home service businesses have a pile of estimates that never got a yes or a no. With every quote tracked in your pipeline, you can follow up on all of them in one campaign. Move the sliders to see what reviving even a few is worth.
Estimate: estimates × win-back % × average value. You choose the win-back rate. Your results will vary.
Free Website Mockup · No Card Needed
Every form, booking and chat on your site drops straight into your CRM. Type your business name and city, pick your trade and colors, and watch your new site build. Like it? We'll text you the mockup.
✨ This is only an example. Your colors, photos, logo, pages and style: we build your website around your business and your ideas.
We'll text you this design for Summit Plumbing plus a free homepage draft built around your business. No card, no obligation.
60-Second Leak Check
7 quick questions. Brutally honest results. Find out how many jobs your phone, your follow-up and your website are letting slip, and get 3 fixes made for your business.
Your phone rings while you're 40 feet up a ladder. What happens?
You sent an estimate last Tuesday. Status?
How many Google reviews do you have?
Someone fills out your website form at 9:40 PM. When do they hear back?
Tight Ship, Slow Drip or Burst Pipe?
Get your Leak Score in 60 seconds, plus 3 fixes for your business. Free, no sales call required.
Take the Leak CheckFor every home service business: plumbing, HVAC, cleaning, pressure washing, landscaping and more.
CRM FAQ
The best CRM for a home service business keeps every customer, conversation and job in one place, shows your sales pipeline with real dollar values, and follows up automatically at every stage. Obravetta does that alongside missed call text back, your website, online booking, quotes, invoices and payments, starting at $27 a month.
A pipeline shows every potential job as a card moving through stages, like New Lead, Contacted, Estimate Sent, Booked and Won. You see what's in play, what it's worth and what needs attention, and you can set up automations for each stage.
Yes. Name your own stages, reorder them and create multiple pipelines, for example one for service calls and one for full replacements.
Yes. Import contacts from a spreadsheet (CSV) with their tags and custom fields. On Pro, our team handles setup for you.
Yes. Every contact and deal keeps its lead source, and forms and ads can pass campaign details, so you can see which marketing brings in paying jobs.
Starter includes 500 contacts and 1 user, Growth includes 5,000 contacts and up to 3 users, and Pro includes unlimited contacts and users.
Yes. The Obravetta mobile app lets your team view customers, move deals between stages, call, text, add notes and create tasks from the field.
Start your 14-day free trial. $0 today. Plans from $27/month.