Cobblestone CRM

Every lead, text and job in one place.

The CRM we set up and run for you: texting, email, booking, reviews and invoicing in one system. No per-contact fees. No per-user fees.

Build your plan →or call (901) 264-9099
Plans start at
$97 /month
Unlimited contacts and users 1,000 texts and 10,000 emails included A local number, registered for texting Add field ops, AI or CRM management any month One-time setup from $497
The problem

Your tools don’t talk, so leads fall through

Missed calls go cold

We text back every missed call in seconds and put the lead in your pipeline, so nobody waits on a callback.

Five apps, five logins

Texting, email, booking, reviews and invoices live in one inbox and one customer record.

Your bill grows with your list

You pay for what you send, not for every contact you keep. A bigger list costs nothing extra.

Built for home services

Made for crews in the field, not people at desks

We’ve marketed home service companies for over a decade. This is the system we set up for them: fast replies when you’re on a roof or under a sink, booked jobs instead of voicemails, and reviews after every visit.

Answer every call, even on a job

Missed calls get an instant text back, so the homeowner books with you instead of the next company on Google.

Turn estimates into booked jobs

Every estimate gets automatic follow-up by text and email until the customer says yes or no.

Dispatch and track your crews

Schedule jobs, assign techs, plan routes and see who’s where, with photos and notes from the job site.

Get paid on the spot

Send invoices and text-to-pay links from the truck so you’re not chasing checks.

Stack up 5-star reviews

A review request goes out after every finished job, so your Google rating grows while you work.

Fill the slow season

Reach past customers with maintenance reminders, seasonal tune-ups and storm-season offers.

HVACPlumbingElectricalRoofingTree serviceLawn and landscapingPest controlGarage doorsPressure washingRemodeling
Build your plan

Pick what you need and see your price

Every plan includes the full CRM. Change add-ons any month.

Included with setup

We build it for you, then hand you the keys

One-time setup: $497, or $997 with field operations. Charged with your first month.

  • Your account built and branded with your logo and colors
  • Your contacts imported from your old CRM or spreadsheets
  • A local number set up and registered for texting
  • Pipeline, booking calendar and forms built around how you sell
  • Missed-call text-back, review requests and lead follow-up automations
  • Training for your team on the inbox, the app and your daily routine
  • With field ops: crews, service areas, job types and dispatch board set up
Step 1

Messaging

Unlimited contacts and users, pipelines, booking, forms, automated follow-up, review requests, invoices and text-to-pay, a local number registered for texting, and the mobile app.

Step 2

Field operations

Dispatch, scheduling, work orders, route planning, live GPS, job photos, time tracking and a tech mobile app. Priced by field users.

Step 3

Add-ons

CRM management

Optional. Without it, your team runs the CRM after setup and training. Pick one if you’d rather we handle it.

Tools and services

Step 4

Your monthly usage

Rough numbers are fine. We use them to show any usage beyond what your plan includes.

How we work

We set it up. You run your business.

Step 1

Pick your plan

Choose your messaging, field ops and add-ons above and check out.

Step 2

We build it

We import your contacts, register your number for texting and set up your pipelines and follow-up.

Step 3

We train your team

A walkthrough for you and your staff on the inbox, the app and your daily workflow.

Step 4

You get a monthly report

Leads, response times and usage, whether the month was good or not.

Questions

Common questions

Do I pay for every contact?

No. Contacts and users are unlimited. You pay for texts, emails and calls beyond what your plan includes.

What happens if I go over?

Extra texts are $0.02 each and extra email is $1.25 per 1,000, added to your next bill. If you go over every month, we’ll move you to the pack that fits.

Can I bring my contacts?

Yes. Send us your list from your current CRM or a spreadsheet and we’ll import it during setup.

Do I have to manage the CRM myself?

Only if you want to. Every plan comes with setup and training so your team can run it. If you’d rather we handle changes, new automations and support, add CRM management: Basic for up to 3 hours a month, or Full for up to 6 hours plus a monthly strategy call.

Who owns my data?

You do. Your contacts and content stay yours under our terms and conditions.

Ready to stop losing leads?

Build your plan in two minutes, or talk it through with us first.

Build your plan →or call (901) 264-9099
Prices in US dollars, billed monthly. Texting is subject to carrier registration. One-time setup is $497, or $997 with field operations.