👥
Complete CRM
Manage leads, customers, contact information, activity, notes, opportunities, pipeline stages, and customer history in one place.
The all-in-one platform for home service companies
Run your entire business in one place — and close more work.
ProfX brings your CRM, sales pipeline, quoting, customer texting, scheduling, dispatch, field operations, invoicing, customer portal, analytics, automations, and AI into one connected platform — while helping your team turn more opportunities into booked revenue.
Roofing • HVAC • Plumbing • Electrical • Solar • Landscaping • General Contractors
Run it all in ProfX
CRM, sales, scheduling & operations
Close more work
Automated SMS follow-up & sales visibility
Know what needs attention
AI monitoring & operational intelligence
Revenue command center
Opportunities needing attention
● Monitoring active
Open quote value
$184,250
At-risk revenue
$38,450
Close rate
42%
AI Opportunity Monitoring
4 need attention
Johnson Residence · $19,750
Quote opened twice · no response for 5 days
High Risk
Clark Roofing Project · $14,800
Follow-up cadence completed · customer not contacted again
Needs Action
Walker Residence · $12,600
Approved quote · production not yet scheduled
Workflow Gap
Active Text Cadence
Quote Follow-Up
✓
Quote sent
Customer receives estimate link
✓
Day 2 follow-up
Automatic SMS sent
3
Day 5 check-in
Scheduled automatically
4
Final opportunity follow-up
Keep the quote from going cold
Why Deals Are Lost
Last 90 Days
One Connected Platform
Everything your company needs. Working together.
Stop piecing together separate systems for sales, customer communication, scheduling, field work, and reporting. ProfX connects your entire customer journey from the first lead through the completed job.
📈
Sales Pipeline
Track opportunities from lead to quote to closed job with clear visibility into pipeline value, deal status, and next steps.
🧾
Quotes & Approvals
Create professional quotes, send customer approval links, track engagement, and move approved work directly into production.
💬
Customer Texting
Keep customer conversations connected to their records while automating follow-up, reminders, and quote cadences.
📅
Scheduling & Calendar
Schedule work, manage customer scheduling requests, see availability, and keep jobs organized across your operation.
🚚
Dispatch & Crews
Assign crews and employees, coordinate field teams, and keep the office connected to what is happening in the field.
🛠️
Jobs & Field Operations
Give your team access to job details, customer information, notes, photos, directions, job status, and completion workflows.
🏠
Customer Portal
Give customers one place to view quotes, project information, photos, invoices, balances, and payment links.
💳
Invoices & Payments
Track invoice amounts, partial payments, outstanding balances, payment status, and customer payment links.
📊
Analytics
Understand revenue, sales performance, close rates, lost deals, operational activity, and where opportunities are getting stuck.
⚡
Automations
Automate repetitive follow-up and operational actions so important work keeps moving even when your team gets busy.
✦
AI Intelligence
Surface at-risk opportunities, unanswered conversations, stalled workflows, and important next actions before they become lost revenue.
Built-In Revenue Engine
More than a CRM. ProfX helps you win more of the work inside it.
Most CRMs organize opportunities. ProfX also helps your team act on them. Automated text cadences, AI monitoring, workflow intelligence, and lost-deal analytics help turn more of your existing pipeline into revenue.
💬
Automated Text Cadences
Keep leads and open quotes moving with structured SMS follow-up that continues even when the office gets busy.
⚡
AI Opportunity Monitoring
ProfX surfaces quotes and conversations showing signs of going cold so your team can act before the opportunity disappears.
📊
Lost-Deal Intelligence
Track why customers say no and turn lost opportunities into data you can use to improve pricing, follow-up, sales training, and offers.
🔎
Workflow Gap Detection
Identify important next steps that never happened—like approved work that was never scheduled or customer replies that still need attention.
🎯
Sales Visibility
See open pipeline value, quote performance, close rates, follow-up activity, service performance, and sales opportunities in one place.
💵
Turn More Pipeline Into Revenue
Connect sales directly to scheduling and production so sold work does not get stuck between the estimate and the calendar.
Quote Follow-Up
Build the follow-up discipline your sales team never has time for.
ProfX keeps communication moving automatically while still bringing your people in when a real customer response needs attention.
Quote Sent
Opportunity starts
SMS Follow-Up
Automatic cadence
Customer Opens
Engagement tracked
AI Flags Risk
Needs attention
Customer Replies
Team alerted
Job Won
Move to production
AI-Powered Business Intelligence
ProfX helps your team see what needs attention — before it gets missed.
ProfX uses AI and operational data to surface deals, conversations, and workflow steps that deserve attention so your team knows where to focus instead of digging through the CRM looking for problems.
- ✓Quotes sitting without customer engagement
- ✓Follow-up sequences that ended without a resolution
- ✓Customer messages waiting for a response
- ✓Approved jobs that have not reached scheduling
- ✓Scheduling and production gaps that deserve attention
- ✓Operational tasks that have stalled before completion
ProfX Intelligence Feed
Live operational signals
$18,400 quote may be slipping
At Risk
Customer viewed the quote twice but has not replied in 6 days.
Customer response needs attention
Reply
New inbound message on an active $12,600 opportunity.
Approved project hasn't moved forward
Workflow Gap
Quote approved 3 days ago but no production date has been scheduled.
Open production capacity detected
Opportunity
Friday afternoon has available crew capacity for scheduled work.
From Sale to Completed Job
Your CRM shouldn't stop working when the deal closes.
ProfX connects the sales side of your business directly to scheduling, dispatch, field operations, customer communication, invoicing, and completion — eliminating the handoff between disconnected systems.
Lead → Opportunity
Capture customers and move opportunities through a structured sales pipeline.
Opportunity → Quote
Build estimates, send customer approval links, and track the sales process.
Quote → Follow-Up
Automated text cadences help keep open estimates from quietly going cold.
Approval → Scheduling
Move sold work into scheduling and production without losing the handoff.
Scheduling → Dispatch
Coordinate employees, crews, calendars, customer requests, and job timing.
Dispatch → Field
Give technicians the job information, notes, photos, directions, and tools they need.
Field → Completion
Track progress, job photos, field notes, statuses, and completion workflows.
Completion → Revenue
Keep invoices, balances, payment links, customer records, and reporting connected.
Simple Pricing
One complete platform. Every plan.
Every ProfX customer gets the complete CRM, sales, communication, scheduling, dispatch, field operations, analytics, automation, and AI platform. Pricing simply scales with your team size and messaging usage.
Solo
$149
/ month
For owner-operators who want the full revenue and operations platform.
1
User
1,000
SMS segments
- Complete ProfX platform
- Text cadences & follow-up
- AI opportunity monitoring
- Lost-deal analytics
- CRM, quotes & pipeline
- Scheduling, jobs & invoices
Starter
$349
/ month
For small service teams that want the complete ProfX platform.
3
Included users
2,500
SMS segments
- Complete ProfX platform
- Text cadences & follow-up
- AI opportunity monitoring
- Lost-deal analytics
- CRM, quotes & pipeline
- Scheduling, dispatch & field operations
Most Popular
Growth
$599
/ month
For growing contractors with larger sales, office, and production teams.
8
Included users
5,000
SMS segments
- Complete ProfX platform
- Text cadences & follow-up
- AI opportunity monitoring
- Lost-deal analytics
- CRM, quotes & pipeline
- Scheduling, dispatch & field operations
Pro
$999
/ month
For established home service businesses running larger operations.
18
Included users
10,000
SMS segments
- Complete ProfX platform
- Text cadences & follow-up
- AI opportunity monitoring
- Lost-deal analytics
- CRM, quotes & pipeline
- Scheduling, dispatch & field operations
Starter, Growth, and Pro can add users for
$49/user per month.
Additional messaging is
$39 per 2,500 SMS segments.
Solo is limited to one user.
Optional Website Service
Need a website that helps generate leads too?
ProfX can build your home service business a professional, mobile-friendly website, connect it to your domain, deploy it, structure lead forms and calls-to-action, and provide ongoing website management after launch.
$949
One-time website build
$75/month
Website management
One system for the entire customer journey.
Run the business. Follow every opportunity. Close more work.
See how ProfX combines a complete CRM with quoting, automated text follow-up, AI opportunity monitoring, scheduling, dispatch, field operations, customer communication, invoicing, analytics, and automation in one platform built specifically for home service companies.