Service

CRM & sales automation.

Lead routing, enrichment, and follow-up that never lets a deal go cold.

What's included

CRM architecture

Your CRM rebuilt around how you actually sell: stages, automations, and reporting that reflect the real pipeline.

Routing & follow-up

Instant lead routing, AI-drafted follow-ups, and task automation so no inquiry sits overnight.

Enrichment

Every record is enriched automatically with company data, context, and the signals your sellers need before the first call.

Revenue reporting

Dashboards leadership actually reads: pipeline health, velocity, and conversion, assembled automatically.

Most deals die from slow follow-up. These systems keep every conversation moving.

Engagements start at $5K · most projects $10K–$50K · fixed price

Cover of 13 AI Systems to Grow Your Service Business by Alec D. Diaz
Free guide

The work that should already be running without you.

A missed call answered and booked while you're on a job. A quote that chases itself. Thirteen systems that keep working while you're with a client, or asleep.

Ready to transform how you grow?

Start with a free 30-minute AI Opportunity Assessment. You'll leave with a clear map of where AI creates measurable value in your business, whether we work together or not.