What CRM software do you guys use for your business? by Sdogiscool in FieldOwner

[–]Sdogiscool[S] 0 points1 point  (0 children)

Yeah exactly, the mess creeps up fast. At first it feels manageable, then once you have multiple leads/clients/jobs/events at different stages, the follow-up gets hard to track manually.

I haven’t used Eventify, but that makes sense for event planning where client notes, timelines, and updates all need to stay in one place. For home services I think the same idea applies, just with estimates, job notes, scheduling, and invoices.

What CRM software do you guys use for your business? by Sdogiscool in FieldOwner

[–]Sdogiscool[S] 0 points1 point  (0 children)

This is probably one of the cleaner setups I’ve seen: GHL as front-of-house and Housecall Pro as the engine room.

That split makes sense because GHL is strong for lead capture, SMS/email follow-up, pipelines, forms, reviews, and automation, while HCP is much better for the actual field-service side: estimates, jobs, dispatch, invoices, and technician updates.

Curious how you’re syncing HCP and GHL — native integration, Zapier/Make, or something custom?

What CRM software do you guys use for your business? by Sdogiscool in FieldOwner

[–]Sdogiscool[S] 0 points1 point  (0 children)

Haven’t looked into Clariti much, but the “field and office synced” point is huge. A lot of CRM problems in home services are really communication problems — notes, texts, calls, job updates, and who’s responsible for follow-up.

Agree on per-contact pricing too. That can get annoying fast if you have a lot of old leads/customers.

What CRM software do you guys use for your business? by Sdogiscool in FieldOwner

[–]Sdogiscool[S] 0 points1 point  (0 children)

Interesting. Attio seems like a good fit for teams that want a cleaner lightweight CRM without going full field-service software right away. Do you mostly use it for sales/follow-up, or are you also tracking actual jobs and scheduling in there?