AI CRM & Automations

Run Your Entire Service Business From One Powerful AI-Driven CRM

Organize leads, automate follow-ups, manage clients, and streamline operations all inside one intelligent platform built for service-based businesses.

ServiceIQ Pro’s AI CRM is designed for service providers who need an all-in-one system to manage clients, automate communication, and keep projects moving without manual labor. Capture leads from every channel, automate emails and texts, track jobs or appointments from first contact to final payment, and run your business efficiently with workflows powered by AI so you can stay focused on delivering exceptional service.

Automation. Efficiency. Empowerment.

Legacy.

Smarter Workflows.

Happier Clients.

Faster Growth.

Service-based businesses need a simple way to manage leads, organize client information, automate follow-up, and keep every project or appointment on track without juggling spreadsheets or multiple tools. ServiceIQ Pro’s AI CRM brings everything into one intelligent system so nothing gets lost and every client gets a seamless experience.

Whether you're tracking new inquiries, scheduling services, following up with prospects, or managing ongoing jobs, the CRM helps you respond faster, reduce manual tasks, and stay completely organized. It’s built to streamline operations, improve communication, and give service providers the clarity they need to operate efficiently and grow with confidence.

Key Features That Power High-Performing Service Businesses

Trusted by service businesses who want every lead logged, tagged, and nurtured automatically without manual admin work.

Centralized Customer Dashboard: Manage every lead, client, conversation, invoice, appointment, and task in one simple system, with full client timelines that show every interaction, update, and detail so you always know exactly where someone is in their journey. The entire customer history is visible at a glance, making it easy to deliver organized, consistent service.

Automated Email, SMS & Chat Sequences: Create smart follow-up workflows that handle new inquiries, missed calls, appointment reminders, intake steps, project updates, feedback requests, and re-engagement sequences without manual effort. Your CRM takes over repetitive communication so you can stay focused on delivering your service instead of chasing clients.

Smart Tags & Automatic Client Segmentation: The system automatically categorizes clients by service type, interest level, urgency, whether they’re new or returning, pipeline stage, and payment status. This creates clean organization behind the scenes and powers targeted marketing, personalized communication, and more accurate automation.

Custom Pipelines for Any Service Business: Build custom pipelines for consultations, estimates, bookings, project phases, intake processes, and service delivery workflows so you can track the entire customer lifecycle from initial contact to final delivery. Every step is visual, easy to understand, and tailored to the way your specific business operates.

Unified Messaging Inbox: All messages including SMS, email, website chat, social DMs, and missed call texts land in one unified inbox so you never miss a conversation. Everything stays organized, searchable, and connected directly to the client’s profile for complete visibility.

Automated Appointment & Booking Workflows: Send confirmations, reschedules, instructions, reminders, and follow-up texts automatically, reducing no-shows and eliminating the back-and-forth normally needed to manage appointments. Your scheduling process runs smoothly with little to no manual involvement.

File, Document & Intake Storage: Upload and store contracts, forms, intake documents, photos, videos, notes, and receipts directly in the client’s profile, keeping everything tied neatly to the correct person or job. No more digging through folders or emails all documentation is organized and easy to access.

Woman pointing to a digital CRM dashboard showing client tasks, progress, and activity analytics for a service business.

WHAT THIS MEANS FOR YOU

⭐ Fewer missed leads and forgotten follow-ups

⭐ A fully organized customer journey

⭐ Faster response times without lifting a finger

⭐ A consistent pipeline of engaged, ready-to-book clients

⭐ A system that runs your business even when you’re off the clock

Explore More Ways to Automate Your Business

Discover additional tools inside ServiceIQ Pro that help you streamline operations, enhance client experience, and grow smarter with AI.

Voice AI Agent

Let your AI phone agent answer every call instantly, qualify prospects, and push new leads directly into your CRM with full details and tags.

View Voice AI Agent

Funnels & Lead Management

Launch ready-to-convert funnels that automatically route warm leads into your CRM and trigger personalized follow-ups.

Explore Funnels

Analytics & Insights

Track performance, monitor conversion rates, and see what’s driving growth using real-time dashboards and AI-powered insights.

View Analytics

Your Business Deserves a Phone Agent That Never Misses a Call or a Chance to Book a Client

Turn your phone into a revenue engine with an AI agent that answers instantly, qualifies leads, and books appointments 24/7. Never lose clients to missed calls, long wait times, or voicemail again.

Young professional reviewing a digital CRM interface with workflow icons, automation symbols, and task completion indicators.

We are committed to helping businesses thrive through innovative software solutions. Our platform empowers you to streamline operations, make data-driven decisions, and unlock growth potential.