StratBuild CRM / Service businesses

Less chasing.
More context.
Clear next steps.

Keep your contacts, conversations, opportunities, follow-up, and scheduling in one connected workspace. So your team knows where every customer relationship stands.

HighLevel DIY from $97/month. Setup and ongoing support with Growth OS.

Inside StratBuild CRM01:30 walkthrough
See the customer journey, from contact to follow-up.Watch on YouTube ↗Read transcript ↓
InquiryConversationOpportunityFollow-upBooking

The gap between the tools

The inquiry came in.
What happened next?

A name in a spreadsheet. A conversation on someone’s phone. An estimate waiting for a follow-up. When the customer story is scattered, the next step is easy to miss.

StratBuild CRM gives that story a place to live. Your team can work from the same customer record, see the opportunity, and keep the process moving.

One connected workspace

The customer relationship.
All the way through.

See how the core tools support the work your business already does.

Fictional Sarah Mitchell contact and conversation workspace in StratBuild CRM

Pick up where the last conversation left off.

Keep contact details and conversation history together. Your team can see who the customer is, what they need, and the context for the next response.

Less searching. A clearer handoff.

Choose your starting point

Your workspace.
Your way of getting there.

Use HighLevel directly, choose a configured StratBuild system, or talk through the fit first.

01 / Software only

HighLevel DIY

For the owner or team ready to build and run their own system directly with HighLevel.

$97/month

HighLevel Starter subscription.

  • Your own direct HighLevel account
  • Core CRM, campaigns, calendars, and workflow tools
  • HighLevel platform support
  • You configure and operate your system
  • StratBuild implementation and servicing are separate
Start with HighLevel

Affiliate link: StratBuild may earn a commission if you sign up.

Membership prices are in USD. Email, SMS, phone, optional AI, and other metered usage are separate. Applicable taxes are additional. Migrations, custom integrations, and additional locations require an agreed scope.

HighLevel DIY is purchased from and billed by HighLevel. Growth OS includes your StratBuild CRM workspace; it does not require an additional $97 HighLevel subscription. StratBuild manually provisions Growth OS workspaces and coordinates the agreed implementation.

Not sure which path fits?

Let’s look at your business before you choose a system.

Book a $99 Efficiency Audit

A practical place to start

A better process starts
with your business.

You do not have to map every possible feature before taking the first step.

  1. 01 / Choose

    Pick the right level of help.

    Choose HighLevel DIY for software you configure yourself. Choose Growth OS for a StratBuild workspace, standard implementation, and defined ongoing support. Or book a $99 Efficiency Audit.

  2. 02 / Configure

    Start with one customer journey.

    Define how an inquiry enters, who responds, what follow-up is needed, and how the next appointment is booked.

  3. 03 / Use

    Give the team a shared place to work.

    Keep the record, conversation, opportunity, and next action together. Review what is happening and refine the process.

Before you decide

Good questions.
Clear answers.

Ask us something else ↗
How is HighLevel DIY different from StratBuild Growth OS?

HighLevel DIY is a direct HighLevel Starter subscription at $97 per month through our affiliate link. HighLevel handles the software subscription and platform support; you configure and operate your account. StratBuild Growth OS is $197 per month including your CRM workspace, plus $1,000 one-time standard implementation. It adds the agreed setup, standard recovery and reactivation workflows, Business Brain resources, Growth Coach guidance, and defined standard-system support, community, and training access.

What does the $1,000 implementation cover?

Standard implementation covers the agreed business configuration, supported phone and email connections, booking rules, standard workflows, testing, and an owner walkthrough. Migrations, custom integrations, and additional locations are separately scoped.

Are email, texting, phone, and optional AI usage included?

Usage-based services are separate from the membership price. Email, SMS, phone, optional AI, third-party services, and other metered features can incur additional charges. HighLevel bills usage on a direct DIY subscription. For Growth OS, we review the relevant connections and usage before activation.

Can I use this for my type of service business?

The core workspace connects customer records, conversations, opportunities, follow-up, campaigns, and scheduling. The right configuration depends on your process and provider connections. A $99 Efficiency Audit is a 30-minute working session with Jeremie plus a written Efficiency Report of your top 3 time or money leaks. The $99 is credited toward working with me if you hire me within 30 days.

Will this replace every tool I already use?

It can bring several customer-facing workflows into one workspace. Specialized operational, accounting, or industry tools may still be needed. We can discuss what to keep, what to connect, and what would require a separate integration scope.

What happens on a $99 Efficiency Audit?

It's a 30-minute working session with Jeremie plus a written Efficiency Report afterward: your top 3 time or money leaks, what AI should own, and a step-by-step plan. You keep the report whether or not we work together. The $99 is credited toward working with me if you hire me within 30 days. If you don't leave the call with at least 3 time or money leaks you can fix, tell me and I'll refund your $99. I only do 5 of these a week so I can give each one my full attention.

Keep the next step clear

Your customer relationships
deserve a connected home.

See what fits. Choose your starting point.
Build a clearer way to follow up.

Read the 90-second demo transcript

The walkthrough uses fictional Summit Home Services records.

Here's a quick look at StratBuild CRM, using our fictional Summit Home Services demo.

For a service business, every inquiry is the start of a customer relationship. StratBuild CRM helps you keep that relationship organized, from the first conversation to follow-up and scheduling.

Here is Sarah Mitchell's contact record. Her phone, email, and conversation history sit together, so your team has the context they need in one place.

From the contact, you can create an opportunity and track it through a visual pipeline. Each stage helps your team see where a service request stands, what needs attention, and what to do next.

Automations help structure that follow-up. In this workflow, an opportunity entering the pipeline leads to a waiting period, a task, and a tag. You can build a repeatable process around the way your business works.

Email campaigns bring customer communication into the same workspace. Here is Summit's HVAC tune-up invitation, with desktop and mobile previews to help you review the message before sending.

Calendars bring scheduling into the picture, helping you organize availability and give customers a way to choose a time.

Contacts, opportunities, conversations, automations, email campaigns, and calendars work together to help your team stay organized and keep the next step clear.

Visit stratbuild dot ai slash CRM for more information and to book a free call to find out if this CRM can support your business.