CRM Setup & Automation

Track Every Lead. Close Every Deal. Automate the Follow-Up.

Most local service businesses either don't use a CRM or use one they hate. ClearOps AI sets up and automates your CRM so every lead is tracked, every follow-up happens on time, and nothing falls through the cracks.

What We Build

• CRM selection and setup — choosing and configuring the right CRM for your business size and workflow
• Pipeline configuration — stages from first contact to closed job, customized to your sales process
• Automated follow-up sequences — emails, texts, and task reminders triggered by pipeline stage changes
• Lead source tracking — knowing which marketing channels generate your best leads
• Revenue reporting — real-time visibility into pipeline value, close rate, and revenue by service type
• Integration with existing tools — connecting your CRM to Google Calendar, phone system, and accounting software
• Team access and permissions — giving your team the access they need without exposing sensitive data

CleaRM — Our Custom CRM

For businesses that want a CRM built specifically for field service operations, we offer CleaRM — our proprietary platform that tracks leads, jobs, dispatch, revenue, and client history in one place.

Frequently Asked Questions

Which CRM do you recommend?

It depends on your needs. For most local service businesses, we recommend CleaRM, HubSpot, or Close. For larger operations, we build custom solutions on Supabase.

Pricing

CRM setup: $1,000 one-time. CRM automation: from $500/mo. CleaRM subscription: contact us for pricing.