Best Home Service CRM for Contractors & Companies | Nutshell
Sales and CRM for home services, simplified
Every lead, deal, and interaction organized, automated, and tracked so your team can build relationships and close deals, not chase busywork.
Complete customer profiles
Track service history, property details, and every conversation.
Visual pipeline management
Track every opportunity from quote request to completed job.
Sales automation
Automate follow-up emails, task reminders, and pipeline updates so no lead goes cold.
Mobile CRM
Access customer data, update job status, and respond to leads from anywhere.
Lead capture & web forms
Turn visitors into leads with forms and an AI chatbot can qualify prospects and book appointments.
Communication tools
Call or text customers directly from Nutshell. Every interaction is logged automatically.
Email & SMS marketing
Run targeted campaigns to past customers with seasonal offers, maintenance reminders, and promotions.
Reporting & analytics
See which lead sources convert, which services drive revenue, and how your team performs with real-time dashboards.
Never lose track of a customer
Nutshell gives you complete customer profiles that include service history, property details, past quotes, and every phone call or email—all in one place.
When a past customer calls about a new project, your team instantly sees what work you’ve done before, any special requests they made, and when you last reached out. That context helps you deliver personal service that turns one-time jobs into long-term relationships.
- Complete service history – See every past job, quote, and invoice
- Property & location notes – Track details like gate codes, property access, or equipment specs
- Full communication timeline – Every call, email, text, and note logged automatically
Learn more about contact management
Respond faster, win more jobs
Nutshell helps you capture leads from your website 24/7 and makes it easy to follow up fast.
Use web forms to turn site visitors into leads automatically. Add an AI chatbot that qualifies prospects and books appointments even when you’re on a job site. Then call or text leads directly from the CRM with one click—no switching between apps.
- 24/7 lead capture – Web forms and AI chatbot work around the clock
- One-click calling & SMS – Reach customers instantly from any device
- Automatic lead routing – Get leads to the right person immediately
Learn more about engagement tools
Keep jobs moving and teams aligned
Whether you’re managing quotes, scheduling jobs, or tracking project progress, Nutshell’s visual pipelines give you a clear view of every opportunity from first contact to final invoice.
- Custom pipelines – Track quotes, active jobs, and maintenance contracts separately
- Mobile access – Update job status from anywhere
- Team notifications – Keep everyone in sync with @mentions and alerts
Turn past customers into repeat business
Nutshell makes it easy to stay in touch with email and SMS marketing campaigns that bring customers back.
Send seasonal reminders for spring cleanups, winter maintenance, or annual inspections. Promote special offers to past customers. Automate follow-ups after job completion to request reviews or referrals. All from the same platform where you manage your sales.
- Targeted campaigns – Segment by service type, location, or customer history
- Seasonal reminders – Automate maintenance and service reminders
- Email & SMS – Reach customers where they prefer to communicate
Learn more about marketing features
See what’s working and where to grow
Nutshell’s reporting shows you which lead sources bring in the most jobs, which services drive the most revenue, and how your team is performing—all in real-time dashboards.
Track conversion rates from quote to closed job. Identify seasonal trends so you can plan marketing campaigns and staff schedules. See which team members are closing the most deals. Use these insights to make smarter decisions about where to invest your time and budget.
- Lead source tracking – Know which marketing channels deliver results
- Revenue reports – See which services are most profitable
- Team performance – Track quotes sent, jobs won, and pipeline activity
Learn more about sales reporting
Connect with the tools you already use
Nutshell integrates with the software home service businesses rely on, so your customer data stays synced across all your systems.
Connect your accounting software to sync invoices and payments. Link your Google or Microsoft calendar so appointments automatically appear in your CRM. Integrate with phone systems to log calls automatically.
- Accounting & invoicing – Sync customer data, invoices, and payment status
- Email & calendar – Two-way sync keeps schedules and communications up to date
- Phone systems – Automatic call logging and click-to-dial capabilities
- 5,000+ apps via Zapier – Connect marketing, scheduling, and business tools
FAQs
1. How does Nutshell help my field technicians while they are at a job site?
Nutshell’s mobile app is designed for the field. Your technicians can instantly view a customer’s full service history, tap to call or text the homeowner, and use AI-powered voice-to-text to log job notes immediately after a repair. This ensures that the office team has real-time updates on parts used or recommendations for follow-up work, even before the technician leaves the driveway.
2. Can Nutshell integrate with my invoicing and scheduling software like QuickBooks or HouseCall Pro?
Yes. Nutshell offers a powerful native integration with QuickBooks Online, allowing you to sync customer lists and trigger invoices the moment a lead is won. For field-specific scheduling and dispatching, Nutshell integrates with HouseCall Pro to bridge the gap between your marketing efforts and your field operations. You can win the lead in Nutshell and have it automatically create a customer record in HouseCall Pro for scheduling.
3. How can I manage different service types, like emergency repairs vs. long-term maintenance contracts?
With multi-pipeline management, you can create separate workflows for every service line. Use one pipeline for high-urgency “Emergency Leads” with aggressive follow-up automation, and another for “Maintenance Agreements” focused on long-term relationship building. This keeps your dashboard organized and ensures you’re using the right messaging for every type of customer.
4. Does Nutshell help me win more jobs through automated follow-ups on quotes?
Absolutely. Many home service jobs are lost simply because a quote was never followed up on. Nutshell’s sales automation can automatically send a series of personalized emails or SMS reminders to a homeowner after you’ve sent a proposal. This keeps your business top-of-mind and significantly increases your “lead-to-contract” conversion rate without extra manual effort from your team.
5. How can I track which neighborhoods or marketing ads are bringing in the best leads?
Nutshell’s advanced lead attribution and map view are game-changers for local businesses. You can filter your leads to see where they are located on a map, helping you visualize service density in specific zip codes. Combined with our reporting tools, you can see exactly which sources—such as Google Local Service Ads, yard signs, or referrals—are generating your most profitable jobs.
Thousands of happy users can’t be wrong.
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