01
Keep leads and customer history together in one centralized database
Engineered to speed up lead acquisition, reduce lost opportunities, and deliver clear visibility into every job stage.
Custom CRM Platforms · Working Nationwide
One Place to See Every Customer and What Happens Next.
A custom CRM gives your business a shared operating view instead of scattered notes, inboxes, spreadsheets, and disconnected tools. We build focused customer-management systems around the way your team already sells, estimates, and delivers work — delivered 100% remotely across the US.
Working Nationwide · 100% Remote Service Across the US
Fast 7–10 Day Delivery
Tailored Trade Pipeline
Instant SMS/Email Alerts
SM
Lead, Project & Invoice PipelineSummit Home Services● Build In Progress
Operational Software Showcase
Explore Your Custom CRM & Field Estimator
Built on the same architecture that powers KerrDM. Switch between tablet, desktop, and mobile views to preview how your pipeline, estimates, and customer records operate.
Kerr CRM · Field TabletLead, Project & Invoice Pipeline
Live SyncFIELD WORK ORDER & PROPOSAL
Client Project Scope & Launch Checklist
Client: Summit Home Services
PROPOSAL / SCOPE TOTAL
$3,400.00
Collect Digital Signature & DepositON-SITE MILESTONE CHECKLIST
- Brand Color & Typography System Established
- Speed-to-Lead SMS & Email Webhook Configured
- Turnstile Bot Protection & Analytics Active
- Final Production Launch & DNS Cutover
Practical Business Outcomes
Engineered for Real Trade Results.
Generic templates fail when real-world jobs require speed, accurate scoping, and prompt follow-up. Here is how your website, automations, and CRM work together.
02
Make follow-up visible before it gets forgotten
Engineered to speed up lead acquisition, reduce lost opportunities, and deliver clear visibility into every job stage.
03
Build a workflow around your business instead of forcing a generic template
Engineered to speed up lead acquisition, reduce lost opportunities, and deliver clear visibility into every job stage.
Turnkey Package Specifications
Everything Built Into Your System
A complete, synchronized digital system delivered ready to deploy with zero monthly vendor lock-in.
SYSTEM ARCHITECTURE & DELIVERABLES
Included in the One-Time Setup
- Lead and customer records tailored to your exact industry workflow
- Kanban pipeline stages and next-action tracking
- Estimator, photo uploads, communication history, and project context in one place
- Dashboards for the KPIs and priorities that matter to your operation
- Connections to website forms, SMS webhooks, email, and accounting tools
- Managed hosting, backups, maintenance, and an operational walkthrough
Target Operational Fit
- •Trade contractors outgrowing spreadsheets and whiteboards
- •Teams that need a shared mobile/tablet customer history in the field
- •Owners who want a streamlined alternative to expensive bloated CRMs
- •Companies that need automation and customer management to work together
Delivery & Ownership
7–10 Day Delivery Turnaround
100% Code & Data Ownership
Dedicated 100% Remote Support
Ready to upgrade?
Get a Turnkey System Scoped for Your Business.
Talk through your workflow directly with Justin. We'll examine your current lead process, pinpoint bottlenecks, and scope a tailored website and automation system with fixed pricing.
Request a Free Consultation Connected Digital Systems
Build the Pieces That Work Together
Your website, AI receptionist, automations, and CRM all operate from the same customer record — so when an inquiry arrives, the entire system responds automatically.
01 · ACQUISITION
Website Design
Turns Cold Visitors Into Paid Leads
A fast, modern website engineered around how local customers search and buy. Eliminates slow load times and confusing navigation.
- Instant mobile quote forms & tap-to-call buttons
- Interactive scope calculators that qualify leads upfront
- Search-optimized SEO foundations for your target markets
✓ Captures high-intent homeowners before they click on a competitor.
Explore Website Design02 · SPEED-TO-LEAD
AI Assistants
24/7 Reception & Emergency Booking
An intelligent AI receptionist trained on your exact services, pricing rules, and emergency dispatch procedures.
- Answers customer FAQs & emergency questions in <60 seconds
- Collects property address, damage photos & project specs
- Schedules consultations directly onto your team calendar
✓ Eliminates missed calls after hours and books jobs while you sleep.
Explore AI Assistants03 · EFFICIENCY
Workflow Automation
Puts Repetitive Admin on Autopilot
Connects your website, phone system, CRM, and QuickBooks so customer follow-ups and invoicing happen automatically.
- Instant SMS confirmation sent to client on form submit
- Automated quote follow-up sequences (Day 1, 3, and 7)
- Automated post-job review request texts with Google link
✓ Saves 10+ hours of manual follow-up weekly and increases 5-star reviews.
Explore Workflow Automation