Collect Lead Information
Keep names, phone numbers, email addresses, service requests, notes, and other important details in one place.
a crm FOR ARIZONA HOME SERVICE BUSINESSES
a crm BUILT TO TURN LOCAL ATTENTION INTO BOOKED JOBS
We help Arizona home service companies stay in front of the right homeowners with simple campaigns, clear offers, and follow-up systems that turn more inquiries into scheduled work.
What Is a CRM?
ONE PLACE TO MANAGE EVERY LEAD
CRM stands for Customer Relationship Management. It is software used to organize and manage your company’s leads, customers, conversations, follow-ups, and sales opportunities. You may also hear it described as client relationship management software.
Track Every Opportunity
See which leads are new, contacted, waiting for an estimate, considering an offer, or ready to book.
Manage Follow-Ups
Give your team a clearer way to see who needs a call, message, estimate, reminder, or another follow-up.
Keep the Team Aligned
Help everyone understand where each lead stands, who is responsible, and what needs to happen next.
The Simple Version
A CRM replaces scattered notes, spreadsheets, inboxes, and forgotten messages with one organized system for managing relationships and opportunities.
IS a crm RIGHT FOR YOU?
a crm MAY BE A GOOD FIT IF...
CRM setup is a good fit for home service businesses that need one organized place to manage leads, customer information, follow-ups, and sales activity. It replaces scattered notes and disconnected systems with a clearer view of every opportunity.
Customer information is spread across text messages, email inboxes, spreadsheets, notebooks, and individual team members’ phones.
Your team receives inquiries, but there is no reliable process for tracking who responded, who needs another call, or what happens next.
You want a clear way to see new inquiries, scheduled estimates, open opportunities, won jobs, and leads that still need attention.
Why crm setup Matters
A CRM KEEPS EVERY LEAD ORGANIZED
Without a central system, leads can be forgotten, contacted late, or lost between team members. A properly configured CRM gives your business one place to track conversations, next steps, and opportunities from the initial inquiry through the booked job.
Store lead details, contact information, notes, and communication history in a central system.
Help your team understand who is responsible for each lead and which action should happen next.
Make it easier to identify leads that still need a response, estimate, follow-up, or final decision.
The goal is not more software. It is a clear system that helps your team stay organized and close more opportunities.
How RiVi Sets Up Your CRM
WE BUILD YOUR CRM AROUND YOUR SALES PROCESS
RiVi configures your CRM around how leads enter your business, how your team handles them, and the steps that lead to booked work. The goal is to create a practical system your team can understand and use consistently.
We look at where leads come from, how they are handled, who follows up, and where opportunities are commonly lost.
We review the setup with your team so everyone understands how to manage contacts, update opportunities, and track next steps.
We create clear stages that reflect your process, from new inquiry and estimate through won, lost, or future follow-up.
We organize how website forms, advertising leads, calls, and manually entered contacts reach the CRM.
What's Included
WHAT YOU GET WITH crm set up
RiVi provides a practical CRM structure built around your lead flow and sales process, giving your team a clearer way to organize contacts and manage opportunities.
Results / Benefits
CRM SETUP MAKES keeping track of LEADS CLEARER
A properly configured CRM helps your team understand where every lead stands and what needs to happen next. It creates a more organized path from first contact to estimate, follow-up, and booked job.
KEEP EVERY LEAD ORGANIZED
TRACK FOLLOW-UPS AND NEXT STEPS
SEE WHERE EVERY OPPORTUNITY STANDS
A CLEARER VIEW OF YOUR PIPELINE
See new inquiries, active estimates, follow-ups, and closed opportunities without searching through multiple systems.
FEWER MISSED FOLLOW-UPS
Give your team a structured way to identify which leads need attention and what action should happen next.
A MORE ORGANIZED SALES PROCESS
Move opportunities through consistent stages so your team can manage leads with greater clarity and accountability.
Start growing today
GET A CUSTOM GROWTH PLAN
Tell us what service you are interested in, what you are trying to improve, and where your business is right now. We will use that information to help map out a practical next step.
Meet with us, no pressure. Just clear next steps.
Built for Arizona home service businesses.
Growth backed by systems, not guesses.