SyncShepherd CRM
The lead is only half the job. The CRM closes it.
Every call, form and text lands in one inbox, gets an answer in minutes, gets booked, and gets followed up until it becomes a job or says no. Built and customized by us for the trades.
What it does
Six jobs the CRM does while you are on a roof.
Each one is set up and customized for your trade before you see it.
Missed call, instant text back
A homeowner who cannot reach you calls the next name on the list. The CRM texts back before they do.
Appointments, not phone tag
Estimates land on the calendar from the text thread, with reminders that cut no-shows.
Follow-up that does not quit
Quoted but not booked? Nurture sequences by text and email keep you in front of them until they decide.
Asked at the right moment
Job done, review request sent, Business Profile grows. Automatic.
Lead to estimate to job won
Every opportunity has a stage and a dollar value. That is where the dashboard’s revenue numbers come from.
Your data, your account
Contacts, conversations and history stay in your name. Leave and you keep all of it.
How it runs
From first ring to invoice.
The same system that answers the lead is the one that reports the job.
Capture
Calls, forms, texts, chat and Local Services Ads leads all land in one inbox with the source attached.
Respond
Instant text-back on missed calls, auto-replies on forms, and a real conversation thread your office can pick up.
Book and follow up
Appointments from the thread, reminders before, follow-up sequences after, review requests when the job closes.
Close and report
The opportunity moves to won with a dollar value. The dashboard picks it up and ties it back to the channel that produced it.
Proof
What the CRM recorded for one client.
Twelve months, home services. Straight from the dashboard.
leads to jobs won
Leads to appointments to jobs won
88% of leads booked an appointment. 116 became jobs. $1.27M in revenue from those jobs, average won job $10,994.
Home services, 12 months
of history, every job by the month its lead arrived
Nothing falls through the cracks
Each deal counts in the month its lead came in, on the same basis as the CRM, so the marketing report and the sales report finally agree.
Home services, full history
Questions
Straight answers.
Is this another CRM I have to learn?
It is set up and customized for you before you log in. Most owners use it from their phone: the inbox, the calendar and the pipeline. Your office can do the rest.
Can it replace what I use now?
Usually. We migrate contacts and set up the pipeline to match how you already quote and close. If you must keep another system, the CRM can feed it.
Does the follow-up sound like a robot?
Every sequence is written for your trade in plain language, and a real reply from the customer pulls a real person into the thread.
Who owns the data?
You do. Contacts, conversations and history stay in your account. If you leave, you export all of it.
SyncShepherd CRM from $500 a month.
Flat rate plus a one-time setup fee. The range depends on users, automations and connected sources. Month to month.
Start here
Send us the site and the city.
You get a written audit within a week, and a quote only if it makes sense. No contract for the audit. You get the PDF either way.
Local service businesses across the United States. Everything runs remotely.
Mon to Fri, 8:00 am to 5:00 pm PT