Stop Losing Service Upsells to Missed Follow-Ups
We build the dual-pipeline CRM and follow-up automation that turns your existing customer base into your biggest revenue source — without adding headcount.
We Serve All Field Service Verticals
How a Pool Service Company Doubled Equipment Sales
A residential pool service company was using Skimmer for field operations but had no CRM for managing sales. Equipment upgrade leads from existing customers sat in an inbox until someone remembered to follow up. New service inquiries had no automated response.
What We Built
- →Skimmer API → Monday.com sync
- →Dual pipeline: service + equipment
- →5-touch equipment upgrade sequence
- →Automated website lead response
- →60-day renewal retention campaign
Results
2x
Equipment lead conversion
100%
Leads auto-captured
“We were losing equipment upgrade sales because nobody was following up. Now it's all automated and those deals actually close.”
Field Service Automation Stack
Skimmer API Integration
Connect Skimmer field operations data to your Monday.com CRM. Customer service history, equipment records, and technician notes flow automatically into your sales pipeline.
Dual Sales Pipeline
Separate Monday.com boards for service contract sales and equipment upgrade sales — each with their own follow-up sequences, stages, and automation rules.
Automated Lead Response
Website inquiries get an automatic personalized response within 5 minutes — before a competitor can pick up the phone. Every lead captured, no exceptions.
Follow-Up Sequences
5-touch follow-up sequences for equipment upgrade opportunities identified in field. Automated seasonal service reminders based on equipment type and service history.
Review Collection Automation
Automated review request emails and SMS sent after completed service jobs — triggered by job completion status in field software.
Service Contract Renewals
60-day advance renewal campaigns triggered automatically for expiring service contracts. Retention sequences that convert expiring customers before they shop around.
Your Existing Customers Are Your Biggest Untapped Market
Most field service companies leave 30–40% of equipment upsell revenue on the table. Let's build the automation that captures it.