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A CRM for home service businesses that makes sure every quote gets a follow-up.
We set up a CRM for home service businesses that catches every call, form and message in one place. An AI assistant answers each lead in seconds, in English or Spanish. Quotes get follow-ups. Finished jobs get a review request. And you see which leads became paid jobs.
We work with the CRM you already use. You own the account and the data.
01The problem
Where do home service companies lose jobs after the phone rings?
Jobs get lost between the first call and the signed quote. A call goes to voicemail at 6 p.m. A quote goes out and nobody checks back. A happy customer is never asked for a review. Each one is work you could have won.
Reviews show the same gap. In the Scorpion 2026 State of Home Services Marketing report, 67% of business leaders struggle to collect reviews. And 67% can’t tie marketing spend to revenue. When leads live in phones, inboxes and notebooks, nobody can.
- Leads live in too many places.Calls, web forms, texts, Facebook, WhatsApp and lead sites. Nobody sees the full list.
- Missed calls stay missed.The caller tries the next company on Google while you are on a roof.
- Quotes go cold.Without a reminder, nobody follows up on the estimate you spent an hour writing.
- Past customers forget you.No seasonal reminder, no maintenance offer, no reason to call you again.
02What we do
What does Bluma set up in your CRM for home service businesses?
We connect every source of leads to one CRM and add AI that answers and follows up around the clock. Your team still talks to customers and closes the jobs. A senior strategist sets the rules, and you approve every message. We use the tool you have when it can do the job.
- Lead capture from every channelCalls, web forms, texts, Google Local Services Ads, Facebook and lead sites all land in one list, with the source of each one.
- AI lead responseIf nobody answers, our AI lead response assistant texts the caller right away. It also replies to forms and messages, 24/7, in English or Spanish. Your team picks up the conversation from there.
- Quote follow-upAfter you send a quote, the CRM sends short, personal reminders by text and email on a schedule you approve. It stops as soon as the customer replies.
- Review requestsWhen a job is marked done, the customer gets a text with a direct link to your Google review page.
- Re-engagementSeasonal reminders and maintenance offers go to past customers, like gutter cleaning in the fall or AC tune-ups in the spring.
- Job and revenue trackingEach lead is marked as quoted, booked or lost, with the job value. That is how we report revenue by source. AI turns it into a plain-language monthly report.
Tool-agnostic: we work with what you already use, for example Jobber, Housecall Pro, ServiceTitan or HubSpot. These are examples, not partners. If your tool can’t do something you need, we tell you and show the options.
Follow-up matters most when you pay for leads. See Google Ads and Local Services Ads and contractor websites.
03Every month
What do you get every month?
Every month you get a report that follows each lead from first contact to paid job. It shows how fast your team answered and how many quotes went out and got booked. It also shows the revenue they brought and what each new customer cost. We also review the messages and fix what isn’t working.
- Speed to answerHow fast calls, texts and forms got a reply, and how many missed calls were saved by text.
- Quotes and close rateQuotes sent, quotes booked and the value of each.
- ReviewsReview requests sent and new reviews received.
- Revenue by sourceBooked jobs and revenue from each channel, and your cost per customer.
04Fit
Who is this CRM work a good fit for?
It fits home service companies that send quotes every week and know some leads fall through the cracks. It works best when the team agrees to log each job and quote. It doesn’t fit companies that want automation but won’t update a job’s status after the visit.
A good fit
- Home service companies with 5 to 50 employees and 3+ years in business
- Teams that send quotes or estimates every week
- Owners who pay for leads from ads or lead sites
- Trades like cleaning, remodeling, painting, landscaping, roofing, HVAC, plumbing or pest control. See industries.
Not a fit
- Teams that won’t log quotes and jobs in any tool
- Owners who want to send bulk texts to lists they bought
- Businesses looking for a CRM reseller rather than a partner
05Next steps
What happens after you write to us?
After you write to us, we review your business within 1 business day. Then we hold a 30-minute call about your jobs and goals. Finally, you get a written plan and price. There is no cost and no commitment until you approve it.
- Step 1
We review your business
Within 1 business day, we look at your Google profile, website, reviews and ads.
- Step 2
30-minute call
We talk about your jobs, your service area, your goals and what is working today.
- Step 3
Written plan and price
You get a written plan with a fixed monthly price. You decide if it makes sense.
06Questions
CRM and follow-up questions.
Which CRM do you work with?
We work with the tool you already use, such as Jobber, Housecall Pro, ServiceTitan or HubSpot. If you don’t have one, we help you choose. Bluma has no partnership with these companies and gets nothing for recommending one.
How much does CRM setup and follow-up cost?
CRM and follow-up are part of every monthly plan, starting with Foundation at US$1,250 per month. A larger setup or move to a new CRM can be a one-time Setup project from US$1,500. Software licenses are paid separately.
What is missed-call text-back?
When you can’t answer, the caller gets a text within moments that says you will call back and asks what they need. The conversation stays open by text instead of going to voicemail.
Can the texts and emails go out in Spanish?
Yes. We write each message natively in English and Spanish, and the customer gets the language they chose.
How does Bluma use AI?
AI answers and follows up on your leads around the clock, in English or Spanish. It also drafts pages, ads and your monthly report. A senior strategist sets the plan and reviews everything. You approve every script. Customers always know they are talking to an AI assistant and can ask for a person.
Will my team have to change how they work?
A little. They need to log each job and quote status in the CRM. We keep the steps short, train your team and check the data every month.
Is it legal to text customers?
Texting rules apply, and they can change. We set messages to go only to people who contacted you or agreed to hear from you, with a way to opt out. Check specific legal questions with your attorney.
Stop losing the leads you already paid for.
Tell us which tools you use today. We’ll review how your leads are handled within 1 business day.