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.